TODAY'S MARKET INTELLIGENCE
Social Services, Beauty, and Retail Oversold Rebound Exchange
English summary
### Social Services, Beauty Care, and Retail Oversold Rebound Exchange. Time: 2026-07-31 19:23:48 Content: Jinjiang Hotels: Booking penetration 36%; Vienna Hotel's 2025 contract renewals drive 2026 franchise fees and profit growth; summer booking volume and prices were flat, better than expected; 2026 PE ~17x. Career International: IT outsourcing demand offsets AI impact; Hewa platform expected to break even in 2026; overseas AI agent to be launched in August; achieving RMB 360 million performance target corresponds to PE of only 11x. Education and training industry: customers aged 9-18 benefit from the birth dividend of 2010-2018; New Oriental's new business growth nearly 25%; Xueda Education PE ~13x; industry is in a period of high prosperity and valuation repair resonance. Beauty sector: public fund holdings dropped to a low of 0.04%; Proya's main brand reverses pressure and enters growth phase in Q3; Giant Biogene expected to grow over 20% in 2H26 on low base; medical aesthetics matrix awaits value revaluation. Mao Geping and Lin Qingxuan: Mao Geping's 30% full-year growth certainty is high, valuation ~16x; ...
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