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　　Misplaced family relationships are pushing children into the whirlpool of games.

　　Facing a child who is addicted to games, is it strange to play games or to blame children?

　　The answer may not be.

　　In 2019, Sun Hongyan, director of the Children’s Research Institute of China Youth Research Center, once conducted a survey with her team, hoping to screen out children who are addicted to games from their behavioral characteristics. The survey is aimed at more than 10,000 minors, and the questionnaire selects eight questions, such as "Do you want to surf the Internet when you are free", "Can you only play for an hour, but can you control yourself" and "Will playing games affect your sleep" … …

　　Through investigation, Sun Hongyan’s team found that in a democratic family environment, the proportion of children addicted to games is 1.7%, the proportion of children addicted to games in an authoritarian family is 9.7%, and the proportion of children in a laissez-faire family is as high as 11.7%.

　　"The problem of game addiction is actually the networking of life problems." Sun Hongyan believes that if children are addicted to games, parents should look back on what has happened in their children’s lives instead of blaming them blindly.

　　Parents only charge 20 yuan phone bills, and children smash their mobile phones in the class.

　　Jin Ming (pseudonym), who has taught in a work-study school for many years, has witnessed too many divided "game families".

　　In Jin Ming’s class, there was a violent family conflict caused by the cost of games: in order to limit the children’s playing games, the father only charged the children’s mobile phones with 20 yuan phone bills every month. There was a friction between the words of two generations, and in front of the whole class, the father and the children quarreled. The child slammed his mobile phone to the ground and yelled at his father, and everyone was scared on the spot.

　　On one occasion, a student’s mother cried to Jin Ming on the phone: the child played games with his mobile phone, didn’t sleep at night and couldn’t wake up in the morning. On the other side of the microphone, there was a "thud" sound of throwing things from time to time, and it was "very noisy".

　　When Jin Ming saw the child playing the game: pale, tall and skinny, "I suddenly felt very pitiful." He can feel the pain of his parents: no matter what he says, he can’t get into the child’s brain, "I can’t wake him up."

　　Jin Ming analyzes the reasons, and children need self-identity in adolescence — — He enjoyed the glory in the network, but this piece is missing in real life. As a result, the children fled to the online world.

　　Over the years, the struggle between children and adults in games has never stopped.

　　Jin Ming worked as a class teacher and once asked the children to hand in their mobile phones. Some children hide their mobile phones and hand in a simulation model mobile phone. When they sleep at night, they always want to play games. "It’s hard not to play, and it’s like ‘ Drug abuse ’ Similarly, the six gods have no owner, and there is no way to concentrate in class. The whole person is very scattered. "

　　Zhou Huazhen, an associate professor in the Department of Adolescent Work of China Academy of Social Sciences and director of the Center for Adolescent Health Research, once presided over a study and published a survey report on adolescent addiction behavior — Based on the data analysis of the online questionnaire survey of adolescent health behavior in 2017/2018. This study shows that 18% of teenagers play online games for more than "4-5 hours". She further explained that according to the judgment standard of the World Health Organization, it is generally believed that playing games for more than five days a week and more than five hours a day is likely to be addictive.

　　In Sun Hongyan’s view, children are addicted to games, and the "board" cannot only be played on games and children. The deeper reason is that parents ignore the establishment of a good parent-child relationship.

　　Sun Hongyan once communicated with the children of an Internet addiction correction institution. She asked the child: How long did it take for the game to be sent in by the parents? The child replied: After the senior high school entrance examination, I played for a summer vacation. She then asked the child, did you play before? The child shook his head. Later, Sun Hongyan learned that parents couldn’t control their children and thought that their children had been playing games for too long, so they sent them directly to the Internet addiction correction institution.

　　"To prevent minors from indulging in games, we should not only rely on technology, but also the strength of the family." Sun Hongyan said.

　　Every child addicted to games has a story of home behind him.

　　For Sun Qing (a pseudonym), a senior three student in Wuhan, he is the one who was abandoned by his parents.

　　There is an obedient brother at home. His parents once scolded him and beat him for playing games, and they also unplugged the router before going to work. At about 3 a.m. one day, he got up to play a game, the "battlefield" on the screen kept flashing, and the gunshots in the headphones passed through the eardrum. This time his "disguise" was uncovered: Mom went to the bathroom in the middle of the night and found the computer light in his bedroom. He got a beating. Since that conflict, he continued to play games, but he also obviously felt that his parents began to focus on his younger brother and "gave up on me."

　　There is more or less a misplaced family story behind children who are addicted to games.

　　Jin Ming found that families where parents are not at home all the year round, or parents always have quarrels, are more likely to make children addicted to games. "They can’t get warmth from home, so they turn to the game world to find psychological satisfaction." He remembers that there was a student whose parents were doing business outside. Every night, he ordered takeout, ate and played games at home alone. "Without a support in my heart, my child always felt that his world was very deserted."

　　In the canteen, Jin Ming also observed that there was another boy who asked for a bowl of white rice and a bowl of vegetables for dinner. He put in a good word and begged the aunt at the window to give him more vegetable soup, and ate it with a little green leaves and vegetable soup. Zhang Jin observed him several times from a distance and found that he had saved his money and secretly bought a game equipment. After understanding the child’s family background, he realized that the child had been living with his grandparents and his mother had died long ago. "In fact, it was quite sad to watch." He lamented that "one reason why children are addicted to games is the lack of family love."

　　Another reason for indulging in games may be that children escape under the pressure of family. Jin Ming remembers that there was once a child whose parents were intellectuals, and they demanded a lot of him. In order to prohibit him from playing games, their parents suppressed him by violent means. Finally, the child’s rebellious heart rose, and as long as his parents suppressed him, he climbed the balcony window. "Such children are addicted to games when they find that they can’t meet their parents’ expectations."

　　The game seems to have become a refuge for problem children. But behind the problems exposed by games, there are often deeper psychological problems and family problems.

　　Wei Qingwang, director of the China Society of Social Psychology and associate professor of the Department of Psychology of China Renmin University, believes that there are three levels of reasons why teenagers are addicted to online games: the first level is the response under pressure management and frustration; The second level comes from the misunderstanding of self-concept and psychological growth; The third level is related to the problems existing in the development of the times and cultural feedback. "The key to solving the growing troubles brought by games lies in parents. Parents need to be scientific and cautious in the process of educating their children, but also be peaceful, inclusive and open. "

　　Bian Yufang, director of the Institute of Mental Health and Education of Beijing Normal University, once conducted a survey through big data, and found that for every 10% increase in parent-child intimacy, children’s sense of belonging on campus can increase by about 8%, and the problem of Internet addiction can be reduced by about 7%. "Parent-child relationship can effectively reduce children’s Internet addiction." She suggested that the network is a necessary tool for future study and life, and network literacy is one of the most important literacy for children in the future. I hope that families, schools, enterprises and the media can guide children to correctly recognize and use the network.

　　The family should also establish a "gentleman’s convention" for games.

　　Prior to this, the simplest and rude family practice to deal with children’s addiction to the Internet was violence.

　　When Sun Hongyan was consulted, she heard that in order to prevent children from playing games, some parents unplugged the keyboard of the computer before going to work and took it to work. She also heard a mother say that the child is going to be a senior three, and she plans to put the computer in a cardboard box and put a seal on it.

　　"For children who are addicted to games, let him find his inner sense of value and gain from reality." Sun Hongyan said. Another data in Sun Hongyan’s team survey shows that compared with children who are not addicted to games, the former feels that the proportion of being looked down upon is more than 20 percentage points higher than that of the latter.

　　Qiao Hao (pseudonym) is a history teacher in a middle school in Beijing. He also has a similar view: "Behind the children who are addicted to games, there are more or less problems in family communication, which can be understood as the lack of parenting. Children lack self-confidence in the family and are easy to find themselves through games."

　　He observed a phenomenon: in the fourth and fifth grades of primary school, with the increase of learning difficulty, children addicted to games can’t keep up with their learning energy, and their sense of achievement and self-confidence in their studies will decrease rapidly, but at the same time, other students have gradually developed a good study habit at this stage, and the gap gradually emerges. "Some children may feel that their game ability will surpass his classmates, and they have gained some sense of accomplishment and confidence from here."

　　After teaching for many years, Jin Ming once did an experiment: he arranged for a child who was addicted to games to be a disciplinary Committee member. The child was withdrawn and always embarrassed at first, but the class Committee had to go to the podium to talk about class rules. I persisted for a while, and by the end of the term, the child had been able to go on stage and talk for a long time. The little boy is tall and can play basketball, "life will gradually become sunny."

　　Jin Ming often thinks about it, and corresponding electronic products will appear in different times. For example, children in the 1980s like watching TV, children in the 1990s like playing computer, and now children in the 1990s like playing mobile phones. How to improve children’s self-control and how to restrain them? "You can’t just think about how to control it because this thing appears."

　　Nowadays, parents basically have two management methods for their children to play games: one is to adopt a simple and rude management method, for example, to confiscate children’s mobile phones and iPad when they see them; The other is to let it go.

　　Zhu Yongxin, member of the Standing Committee of Chinese People’s Political Consultative Conference and Deputy Secretary-General, and initiator of the new educational experiment, thinks that neither is desirable. He suggested that parents should establish good rules for using the internet with their children, such as negotiating a "convention", agreeing on the length of using mobile phones every day, helping children develop self-control and self-management, or parents taking their children to study online together.

　　In addition, he believes that parents should also set an example. You can’t stop your children from using the internet, but you spend a lot of time on your mobile phone, which even affects your daily companionship with your children. "To do this, we need to be based on good family rules."

　　On August 30th, the State Press and Publication Administration issued the Notice on Further Strict Management to Effectively Prevent Minors from Addicting to Online Games. As written in the notice: actively guide families, schools and other social sectors to create a good environment conducive to the healthy growth of minors and perform their guardianship duties according to law.

　　"The return of the family is the best way to get children out of the vortex of the game ‘ Good medicine ’ 。” Jin Ming said.

　　Zhongqingbao Zhongqingwang Trainee Reporter Yang Jie Reporter Qiu Chenhui Intern Sun Shaoqing Source: China Youth Daily

　　Last night, artist Xiao S left a message in Weibo: "I am so happy! My daughter starts school tomorrow! " Just a few words poked the hearts of thousands of parents, causing netizens to leave messages and forward them. Many netizens said: "This is something that all mothers look forward to being happy." "Speak the voice of hundreds of millions of parents!"

　　I have to work and accompany my baby, take my baby to travel for a long time, take part in the squad leader’s skills and all kinds of daily chores with my children … … The summer vacation of a star is the same as that of an ordinary parent. Holidays are all kinds of tiredness, but when school starts, it’s just a sigh of relief, and you can’t relax. Children have a long way to grow up, and parents must accompany them.

　　"My daughter starts school tomorrow!"

　　Small S, a Weibo resonates.　　

　　Artist Xiao S (Dee Hsu) often shares her life with her three daughters in Weibo. On the evening of August 28th, she left a message in Weibo: "I am so happy! My daughter starts school tomorrow! " In a short sentence, without any pictures, it deeply poked the hearts of parents and triggered messages and forwarding from many netizens.

　　Winter and summer vacations are the most anticipated moments for children, but for parents, it does increase the "workload". For example, Xiao S, judging from her two months in Weibo, devoted all her time to her daughters after work, including taking the children to Xiamen to travel, participating in various experience activities, playing in the night market, and taking selfies at home to make her baby daughter’s face full of smiles … … Happiness will be accompanied by fatigue, "I am so happy!" " It exposed the secret of Xiao s heart.

　　Xiao S’s message expressed that it is not easy for parents to take care of their children in summer, and it also aroused strong resonance among netizens. Many mom netizens responded: "It’s right for all the moms in the world, and every mom is happy to spread flowers in circles", "At this time, you deserve to sing A Mei’s" Liberation ".

　　And my mother expressed her impatience: "I’m not happy, my daughter doesn’t start school for three days." Hard-working and happy mothers will also say, "But it will be a little lost without the noise of children" … …

　　Some teachers and netizens left a message like this: "As a teacher, my mood is complicated." When Xiong Haizi goes back to school, teachers should have a headache, shouldn’t they?

　　In fact, there are many stars waiting for their children to start school like Xiao S. Ma Yili sent a Weibo on August 25th, and said in her daughter’s voice, "Oh, hey, school started today, and my mother lost sleep all night. In fact, I’m so worried. I don’t know if I’ll cry later!" It’s really inherit the wind to lose sleep for her daughter’s first night of school.

　　It’s not easy to balance work with children.

　　Celebrity parents have the same summer vacation as you.

　　Daily companionship of chicken and dog pieces

　　Children are angels, but sometimes they are demons. Accompanying them is happy, but sometimes it is also a collapse. Family happiness is hard to come by.

　　"Little Separation" is being broadcasted, and Christina’s role as "Tiger Mother" in the play has caused a heated discussion. In the summer vacation, Christina’s job is to be a good mother who "accompanies school, plays and eats". On August 7th, she was drying her son’s calligraphy work Pipa Xing in Weibo: "I really didn’t force him. Egg Girl wanted to copy it himself, and he had to memorize it, as well as Song of Eternal Sorrow and Watching Gong Sundaniang’s Disciple’s Sword Dancing." On August 6, she took a photo of her son practicing the piano: "As soon as she practices the piano, there is an impulse for mother and son to fight each other." On August 5th, she took photos of eating Lamian Noodles with her son, and left a sentimental message: "No one took the baby tonight. I took him to eat Lamian Noodles after watching Meng Chong. Suddenly, his eyes were red and he said to me: ‘ Mom, thank you for raising me! ’ I missed it and cried like a dog. "

　　In July, Liu Ye’s two children followed their mother back to Nice, France. Liu Ye really wanted to: "The daughter-in-law and children are not at home, miss them, and look at their videos … …” The child is not at home and misses it very much; The child came home, very busy. On August 27th, Liu Ye Weibo wrote: "The weather is fine. The two children heard that I would take them to the park to dig earthworms, so they were happy to take off." On August 26th, Liu Ye uploaded a picture. In the picture, he and two children were holding toy guns in a "house" made of sofas. "After a busy noon, I built a small house, and my daughter-in-law said that we would have guests at home in the afternoon. This has turned the world upside down."

　　Tian Liang’s mori dish seems to be a "gossip". On July 3, Tian Liang sent Weibo: "The daily life of Aries girls: Dad, when will you get a dog?" Hey, I shouldn’t have said that I had to plan before, and I felt like I had to step on the brakes. " You promised your child to plan, but you can’t push it back at will, can you? Fortunately, Mori studied well. Tian Liang wrote in the Weibo on July 27: "To help primary school girls with their homework, learning hegemony is worry-free. I took a book and read it happily, so I was worried about asking me questions later." In this regard, netizens ridiculed: "Don’t worry, she knows well and won’t ask you."

　　Sun Li’s two children are not fuel-efficient. Sun Li Weibo left a message on July 10th: "Daily life in Lady Enforcers." Posted a photo of Huahua holding the doorknob and pedaling on the door with both hands, showing her naughty nature at a glance. On August 5th, Sun Li sent another set of photos, "I bought a box of paints and imagined that they could create quietly and cutely, but the fact is … … How can they play like this! This is the gap between ideal and reality, the gap. " In the photo, all kinds of pigments were painted on the feet, and the floor was a mess. The netizen said: "Seeing this scene, my heart also collapsed."

　　Recently, fans in Jerry exposed a group of photos of Jerry taking Sweetheart out to play. Judging from the photos, fishing and playing with rabbits … … Jerry can play better than her daughter!

　　Travel around and learn.

　　During the winter and summer vacations, children don’t have to go to school. It is a compulsory course for many parents to take them to travel and learn.

　　On August 27th, Xiao S revealed in Weibo that he was traveling with his children in Xiamen for the last time before school started, so as to draw a perfect ending for the summer vacation.

　　Because Tian Liang, who was going to work in Rio for three weeks at the Rio Olympic Games, took his son out for a trip as early as July 18: "There was still no sunshine in the morning, and it was still a blue sky with sleepy eyes. The father and son tried to open their eyes and went to the airport in a daze, and the travel of their son and father began."

　　Join interest classes to learn skills.

　　Many skills don’t weigh down. It is definitely not a bad thing to let children learn more skills in the good time of summer vacation.

　　Sun Li took his son and others to learn to swim in the summer vacation. On August 8, he sent a swimming video: "I watched the swimming competition of the Olympic Games yesterday. Today, when I got into the water, I was very different. I became very brave and very good. My little hand could touch the bottom of the swimming pool for the first time." On August 11 th, I sent another swimming video: "Since I worshipped Sun Yang, this progress has also been leveraged."

　　As for the daughter huahua, she practiced yoga with Sun Li. Sun Li sent a message to Weibo on August 13th, saying, "Are our flower sticks great? Yoga twice a week is already a compulsory course. " In the video, MengMeng’s huahua sister is very similar. Some netizens said: "Really want to win at the starting line!"

　　Not only to learn skills, but also to cultivate sentiment. On August 16th, Ma Yili recommended the children’s play "Cats Fly and Dogs Jump" in Weibo, and said that he had taken the children to see it. On July 29th, Christina took his son to watch the stage play War Horse.

　　Both work and children should be taken care of.

　　Children are at home on holiday, and companionship will take up a lot of time, so many stars have reduced their workload.

　　Xiao S uploaded a working photo of flaming lips in Weibo on August 7: "Thanks to the gold team, let a tired mother become an international superstar again!" Although the workload has been reduced, we can’t do it completely. It’s not easy to take care of both ends.

　　During the summer vacation, Sun Li did not film at all. On July 3, she announced in Weibo: "Tell everyone a good news, I have found a job. After the summer vacation, the children will start school, and I will start work." According to the map in Weibo, the TV series that Sun Li wants to start shooting is "Full Moon Blossoms That Year".

　　There are many parents who take their children to work, such as Huang Lei, who performed "Peach Blossom Garden in Secret Love" in Ningbo during the summer vacation and took both daughters with her. On July 16th and 17th, I uploaded photos of Duoduo and his sister in the theater respectively, and left messages: "The little girl who grew up in the theater … …” "Another little girl who will grow up in the theater … …”

　　Looking for custody, transportation and tutoring assignments … …

　　It’s not easy to start school.

　　As parents, easy moments are always fleeting. When a child starts school, a sigh of relief does not mean a sigh of relief. All kinds of preparatory work should be done.

　　At the beginning of the summer vacation, Sun Li was preparing. She wrote in the Weibo on July 16th: "Recommend a book to Babama, which is suitable for the baby who is going to kindergarten. It is more like a kindergarten manual, so that the baby can better understand the kindergarten and do a good job in psychological construction." The picture book I Love Kindergarten is recommended in the picture, which should be prepared for Huahua. Some netizens said: "I bought the book, but it’s useless. I cry every morning, even crying when I hear the word kindergarten." Psychological construction at the beginning of school is really not easy, and it is a challenge for children and parents.

　　This is true for children who just go to school, and for "senior" students, we should go all out. When school starts, all kinds of custody, transportation and counseling are essential. Some parents-level netizens "complained": "I ran six custody classes in the scorching sun, and initially selected two, so I have to continue to compare … …” "My children are very slow in doing homework, and another semester of accompanying children to study has begun."

　　Head comment

　　Grounded Weibo

　　Easier to break through　

　　Small S has always been quick to talk, and this hot mom especially likes to bask in the baby in Weibo. This hot Weibo: "I am so happy! My daughter starts school tomorrow! " There is no picture, no sexy posture of Xiao S, and no funny with her daughters, but it has aroused strong resonance among countless netizens, especially those at the level of mom and dad.

　　Companionship is happy, but sometimes it is also irritable; Children around him think he is verbose, and children without him are prone to "empty nester syndrome"; Family happiness can never be enjoyed by sitting around, and parents have mixed feelings in the process of children’s growth.

　　After a summer vacation, the Weibo of Little S shouted out the voices of many parents. At the right time, with the right voice, Weibo, a small S, which is extremely "grounded", was warmly welcomed by netizens.

　　Weibo is a "weapon" for many stars to show themselves and maintain their popularity. In such a "stage", how to attract attention better is what stars should consider. There are many ways and means, such as pushing your new work, taking photos of yourself, posting the beautiful scenery during your trip, and humorously sending all kinds of "jokes" … … However, what everyone likes most is Weibo, which is "grounded".

　　Those who bring their own star aura have experienced the same life, the same joys and sorrows, and will feel "relieved" because their children start school. Is this "proximity" more likely to make netizens feel good? Naturally, it is easy to break through in the vast rivers and lakes of Weibo.

# Winter Life Punch Season #

For most men, the age of 35 is undoubtedly a hurdle, and they dare not leave their jobs easily, because people over 35 are not friendly in the workplace.

Zhang Quanchao, a man from Jiangxi, is just 35 years old this year. What’s more unfortunate is that the company’s efficiency is not good this year. When it comes to company personnel optimization, Zhang Quanchao successfully "graduated".

Zhang Quanchao, who was unemployed at home, looked for two or three months, and his resume was as empty as a stone. So Zhang Quanchao returned to his hometown and started a "full-time dad". He was too busy at work before and had no time to accompany his children to grow up. Now he finally has time.

Zhang Quanchao exposed his experience as a "full-time dad" on the Internet. Unexpectedly, he became popular unexpectedly, and taking a baby to eat at home caused many people to watch.

Some netizens commented after reading it: "Funny and true. Like me, I have been taking care of my baby at home for two or three years."

Some netizens also ridiculed: "Bringing a baby is a technical activity. You have to bring a baby and cook, which is simply more tiring than going to work."

Some netizens commented: "Your food is both real and makes people feel a little sad."

What about Zhang Quanchao’s food? Let’s have a look together.

Dry-salted duck is one of the most common waxy foods in winter in Jiangxi, and it is deeply loved by local people. Every year around December, Jiangxi people will marinate fresh ducks in salt and white wine, and then dry them into dry-salted ducks.

This dried salted duck is pickled and dried by Zhang Quanchao himself, and it tastes very good. Cut the dried salted duck into pieces, then put it in a pot and steam it directly to eat.

Jiangxi people don’t need to put other seasonings in eating dried salted duck. It is very pleasant to eat dried salted duck and rice directly. Zhang Quanchao also put dried radish and dried plum in the bowl, which tastes rich and memorable.

Fried cabbage stalks are one of Jiangxi people’s favorite vegetables in winter. No matter in supermarkets or vegetable markets, cabbage stalks can be seen everywhere.

Clean the stem of cabbage, then cut it into pieces, drain the water, add a little pickled pepper when frying, stir-fry it together, it is spicy and delicious, and it is very delicious. Zhang Quanchao’s family loves it.

His wife went out to work before dawn. After getting up, Zhang Quanchao needed to make milk for the children and prepare breakfast food. After the children finished breakfast, Zhang Quanchao took the baby to the vegetable market to buy food.

In winter, the most common vegetable in the vegetable market is cabbage strips, which is also one of his wife’s favorite dishes. Zhang Quanchao selected a bundle of fresh cabbage strips and cleaned them and drained them after returning home.

At 11: 30 noon, Zhang Quanchao put the child on the baby chair, and then began to stir-fry. He put oil in the pot and garlic in it. Then he added cabbage strips to stir-fry with fire, added salt and a little oyster sauce to taste, so that the fried cabbage strips were not only loved by his wife, but also the children occasionally ate two bites of green vegetables.

Stir-fried meat with mushrooms is a favorite dish of Zhang Quanchao. Put fresh mushrooms in water, add a little salt and flour, and let them soak for half an hour to remove pesticide residues.

Then clean the mushrooms, cut them into pieces, put the oil in the pot, first put the pork in the pot and stir-fry them, then pour the drained mushrooms into the pot and stir-fry, add a little pickled pepper and garlic, and stir-fry them continuously with high fire to taste.

Although the fried mushrooms are dark in color, they still taste very good. They taste salty and delicious, especially suitable for rice.

Nowadays, his wife goes to work early and goes home late every day, and Zhang Quanchao has become a "full-time dad", who is responsible for three meals a day at home, washing and cooking, and taking care of the baby. For this kind of life, Zhang Quanchao enjoys it very much. It is a very happy thing to watch the child grow up little by little every day.

What do you think of this?

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2022A&2023Q1, affected by epidemic situation, consumer psychology, traffic environment and other multiple factors, the sales of beauty cosmetics with optional & fast-disappearing properties are not ideal. The performance differentiation of listed companies has intensified; Online beauty products are shrinking and Tik Tok’s beauty products are increasing, but there is no obvious recovery offline. Looking forward to the second quarter, both the demand side and the supply side of beauty cosmetics are improving marginally, and the low base caused by the epidemic in the same period last year is superimposed, and the growth rate of the industry is expected to bottom out. However, due to the lack of driving force at the bottom, the recovery rate may be limited; Prefer stocks whose current growth can hedge the unfavorable factors of the industry.

▍ Performance is generally under pressure and differentiation is intensified.

1) Revenue & profit: the growth rate slows down, and the performance of high-quality leading players is tough. In 2022, the total operating income of six brand listed companies was 22.07 billion yuan/year-on-year+31.3%, with a growth rate of-16.7 pcts; Among them, the income growth rate of Polaiya (+37.8%/+14.3 pcts) and Juzi Bio (+52.3%/+21.9 pcts) increased against the trend.

2) In 2022, the total attributable net profit of six brand listed companies was 4.06 billion yuan/+11.0%, and the attributable net profit of Polaiya ranked first with a growth rate of 41.9%, and the profit growth rates of Huaxi Bio, Juzi Bio and Betani all exceeded 20%.

3) Gross profit margin: most of them declined, while Polaiya & Marumi rose against the trend, and the gross profit margin of Juzi Bio ranked first; The gross profit margin of Polaiya and Marumi shares was 69.7%/68.4% respectively, which was+3.2/+4.4 pcts year-on-year; Juzi Bio ranks first in the gross profit margin of all brand beauty listed companies with 84.4%.

4) Net interest rate attributable: most of them declined, while Polaiya rose against the trend. In 2022, the net interest rate of six brand listed companies increased by one and decreased by five; Among them, the net interest rate of Polaiya was 12.8%, which was +0.4pct year-on-year.

▍ Amoy’s beauty cosmetics contracted, Tik Tok’s beauty cosmetics increased, and the proportion of Tik Tok’s channels occupied online increased.

Industry perspective: 22 years of negative growth in Amoy beauty, 23Q1 decline narrowed; 22 years’ high growth of beauty in Tik Tok. 1) Amoy Department: According to the market intelligence data of Magic Mirror, the sales of beauty cosmetics of Amoy Department in 2022 was 280.6 billion yuan, with a year-on-year growth rate of-13.4% and-22.1 pcts; In 2023Q1, the sales volume of Amoy beauty cosmetics was 54.2 billion yuan, which was-12.7% year-on-year, and the growth rate was+1.6 pcts; 2) Tik Tok: According to the data of Mama Chan and Jumei, the sales of beauty cosmetics in Tik Tok in 2022 was 90.2 billion yuan, up+113.7% year-on-year; In Q1 of 2023, the sales of beauty cosmetics in Tik Tok reached 31 billion yuan, up+83.4% year-on-year, and the growth rate was +30.5pcts.

Corporate perspective: online revenue accounted for 57% ~ 91%, and the proportion of online channels in Tik Tok increased. In 2022, Polaiya Online accounted for 91%/+6pcts, of which Tik Tok accounted for about 15%+; Huaxi biological functional skin care products account for about 93%/+3 pcts online; Among them, Tik Tok accounts for about 31%/+14 pcts; Betaine online accounted for 81%/+1 pct, of which Tik Tok revenue accounted for 9%/+3 pcts; Giant biological line accounts for 57%/+15 pcts; Marubi shares accounted for 72%/+12 pcts online.

▍ Focus on creating classic big items and strengthening brand mind.

Local beauty companies actively increase their research and development, and empower them to create large items from many aspects such as raw materials and formulas.

Winona: Breaking the circle of "sensitivity+",consolidating the original superior items and creating a new generation of big items of the elite family;

Polaiya: The matrix of large single products has been initially built, and the strategy of large single products has been firmly implemented. New products such as Cloud Sun Protection and Double Anti-3.0 have been listed;

Run Baiyan: Brand mind is upgraded from basic moisturizing to technological repair, focusing on creating three series of barrier conditioning, light damage repair and time repair;

Quadi: Focus on eye cream and face cream to create an anti-aging mind. In April 2023, Quadi put on a new eye cream for young people (anti-eye cream);

Mibel: The main products are water and essence. In February, 2023, Mibel put on a new multi-vitality essence eye cream and a young age firming new muscle essence (3A purple essence).

Muscle activity: build large single products around brown rice series. According to the market information of magic mirror, in 2022, brown rice water single products accounted for 37.5%;

Marubi: continuously focus on eye and anti-aging products, mainly promoting the series of recombinant collagen and polypeptide red pens.

▍ New products have been put on record, and contents such as ingredient IP and "skin care formula" have been marketed.

According to the data of the State Food and Drug Administration, since the beginning of 2023, new products of local beauty listed companies have been put on record: 65 Marubi, 62 Polaiya, 55 Huaxi Bio, 38 shanghai jahwa, 20 Betani, 18 Giant Bio and 18 Lushang Development. The volume of recombinant collagen has increased, and Juzi and Marubi have launched high-potential new products with recombinant collagen peptide as the core component and increased their delivery to create explosions; The "skin care formula" extends from "early C late A" to "early P late R".

▍ Risk factors:

Post-epidemic recovery progress, insufficient willingness to consume, sustained recovery, etc. may have negative effects; Strict supervision or exceeding expectations; The progress of enterprise product development or approval may be less than expected, which will have a negative impact on performance.

▍ Investment strategy:

From the second quarter, both the demand side and the supply side of beauty cosmetics are expected to improve marginally. Adding to the low base caused by the epidemic in the same period last year, the growth rate of the industry is expected to bottom out. However, in view of the fact that the driving force of the industry has not changed substantially, the recovery rate may be limited. Judging from the third data such as magic mirror and mother, the growth rate of online beauty data in April has turned positive to a small positive growth; The situation of further recovery needs to be observed in the "618 Great Promotion" which started in late May. In terms of investment, there are many structural and individual opportunities.

Main line 1: Recommend companies that have outstanding comprehensive capabilities or are currently in the harvest period of change.

Main line 2: Recommend companies that adjust in stages, whose stock prices fully reflect the negative, and whose fundamentals are expected to improve marginally.

Main line 3: It is recommended to choose the right opportunity to lay out the air outlet track with outstanding technical advantages and good growth, but the stock price is affected by non-fundamental factors such as lifting the ban.

Main line 4: Recommend emerging sunscreen companies that are in the climbing cycle of capacity utilization rate, and actively expand into the field of personal care raw materials with broad growth space.

This article comes from a selection of brokerage research reports.

Because of the impact of epidemic and economic transformation, the population of third- and fourth -tier cities is flowing. Many of these migrant workers who returned from Shanghai, Shenzhen and other places are highly educated groups. In the golden area of ??third- and fourth -tier cities, they purchased houses in the "rich area", not only high -quality school district houses, but also supporting and greening are comparable to high -end houses in large cities. The houses in these high -end communities have risen first. Compared with other communities, the "hot island" effect appears, which is a lot higher than the surrounding house prices.

First, return home to snap up high -end houses

Many people who return home sell houses in big cities and buy a high -end house in their hometown. They can take their parents to live together. If you go back to the outside, you will have a place to settle in your hometown. Someone was affected by the mortgage of large cities. A loan of millions of dollars in a house made their lives and work suffer a lot of pressure. Buy a house in his hometown, and there are still funds in your hand to start a business or use it for daily life.

Second, the family replacement school house of the provident fund loan

Most families with provident fund loans are groups with stable income. Now many cities have increased the amount of provident fund loans and reduced down payment. They can buy a high -end house with a small amount of down payment. People who lived in the old town or high -rise houses were currently replacing high -quality school district houses. Therefore, high -end communities in third- and fourth -tier cities have recovered and rose against the trend, forming a sharp contrast with the surrounding second -hand housing.

Third, the scarcity of resources and the superiority of the location

Most of the "rich people areas" in third- and fourth -tier cities are mature communities built by large -scale housing companies that have been stationed before. From design style to supporting facilities are first -class. Now, many large real estate companies are far from the third and fourth -tier property market. It is difficult for local small development companies to have such a large handwriting, so it is particularly popular. The "rich area" is not only high in house prices, but also the local group is also rich or expensive in the local area. Therefore, house prices do not worry about selling the road.

From the trend of the property market this year, it can be seen that the rise and fall of the same city is blurred. So many favorable introduction, most of the property market is still not shocked. There are three changes:

01, the population continues to flow, but the house price is very strong

The phenomenon of the population of third- and fourth -tier cities is very common, and most of them are going out to make a living. If you say that Anjia Real Estate, you will choose to return to his hometown to buy a building. After all, house prices in large cities are high, living costs and housing costs are also high, and they can’t afford it. Therefore, many people will come to buy a neighborhood with good money outside. After all, Ye Luo will be rooted in the future, and now he will be filial to pick up his parents to life in the city.

02, interest rates have been reduced sharply, but most people do not buy a house anymore

Recently, with the introduction of the measures and interest rates, although the property market has stabilized and selling the building without panic, the transaction is still unconventional. Many third- and fourth -tier cities have no imagination scenes, and buyers are silent. Many families already have plans to buy a house, and the down payment can be available, but they are still watching and waiting. High -end communities are relatively hot, many people can’t afford it, housing prices in other areas are also falling, and few people buy it.

03, the vacancy rate increases, but the speculators do not throw the house

At present, the vacancy rate of third- and fourth -tier cities has increased by up to 30%. Many families have unstable income because of the high cost of housing. Therefore, when they return to the countryside, the house cannot be sold. There are also couples who work in the field. The speculators and groups of real estate have good housing in their hands, do not rent nor sold, and have no throwing house. Perhaps there are fantasies about the future property market.