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Guolian Fisheries (300094.SZ): The proportion of prepared dishes in C-side channels has continued to increase in recent years
Gelonhui, Feb. 13 丨 Guolian Fisheries (300094.SZ) said when surveyed by specific targets on February 10 that the proportion of the company's prepared dishes in the C-side channel has continued to increase in recent years, but the company still accounts for a relatively large share of B-side sales. Depending on the stage of the industry, the focus of the company's channel layout is also different. All of the company's channels are very important to the company. In 2023, the company will give prominence to the restaurant customer channel: on the one hand, the catering channel will continue to provide the company with greater profit margins; on the other hand, the impact of the epidemic will gradually subside, the catering industry will recover, and the catering customer channel will increase in popularity
Guolian Fisheries: The proportion of the company's prepared dishes on the C-side channel has continued to increase in recent years, but the company still accounts for a relatively large share of B-side sales
Guolian Fisheries (300094) Company Incident Review Report: Performance Turned Losses into Profits, Focus on the Progress of Preprepared Dishes
On January 30, Guolian Fisheries released its 2022 performance forecast. The performance of key investment points was in line with expectations. According to the annual performance forecast, the company's net profit returned to the mother in 2022 was 0.27-0.4 billion yuan (same increase of 295%-389%), after deducting non-net profit of 0.12-25 million yuan (same increase of 137%-178%). We expect a net profit loss of $0.12-025 million (same increase of 0.3%-52%) in 202Q4, after deducting non-loss of $0.15-28 billion (YoY-
Guolian Fisheries (300094.SZ) has a pre-profit of 27 million to 40 million yuan in 2022 to vigorously expand the prepared food business
Gelonghui, January 31, 丨 Guolian Fisheries (300094.SZ) announced that net profit attributable to shareholders of listed companies in 2022 is expected to be 27 million yuan to 40 million yuan, with a loss of 13.84 million yuan for the same period last year; net profit after deducting non-recurring profit and loss was 12 million yuan 25 million yuan, compared to a loss of 32.16 million yuan for the same period last year. In 2022, although the company's industry was severely affected by the epidemic, the company bucked the trend by continuing to strengthen the product structure and adjust the sales channel structure. Operating income increased relatively well over the same period last year, and net profit turned a loss into a profit. 1. During the reporting period, the company
Concept tracking | As the Spring Festival approaches, prepared dishes are hot, and in 2026, the market size may exceed trillion yuan, and many companies will lay out one after another (with concept stocks)
The Zhitong Finance App learned that during the 2023 Spring Festival, “eating New Year's Eve dinner at home” was still mainstream, and prepared dishes became one of the hot topics of attention for New Year's goods. Supermarkets, restaurants, etc. have launched prepared dishes one after another, and the market is full of products. According to some data, the prepared vegetable market in China reached 419.6 billion yuan in 2022, an increase of 21.3% over the previous year. It is expected that the prepared vegetable market in China will maintain a high growth rate in the future, and the prepared vegetable market will reach 1072 billion yuan in 2026. Related concept stocks: Yasui Foods (603345.SH), Guolian Fisheries (300094.SZ), Guangzhou Restaurant (603043),
Concept tracking | Many provinces and cities have introduced support policies for prepared dishes, and banking institutions are also helping which individual stocks get the attention of brokers' firms? (with concept unit)
The Zhitong Finance App learned that on December 21, prepared vegetable concept stocks strengthened. At the end of the closing of Huangshanghuang (002695.SZ) and Quanjude (002186.SZ), Yike Food (301116.SZ) closed up 11.57%, and Guolian Fisheries (300094.SZ) closed up 6.07%. According to the news, many provinces and cities such as Shandong, Yunnan, Fujian and Guangdong have introduced support policies for prepared dishes since this year. Guosheng Securities believes that quick-frozen, prepared dishes, and casual snacks all entered the peak season for the industry in the fourth quarter, and recommended stocks such as Yasui Foods, which had steady growth in the main business and performed well on the second curve. country
The aquaculture sector rose, and many stocks rose more than 5%
Changes in the aquaculture sector boosted the reclaimed fishery industry by more than 6%
National Union Fisheries (300094.SZ): It is proposed to use no more than 150 million yuan of idle fund-raising to temporarily supplement working capital
Gelonhui December 15 丨 Guolian Fisheries (300094.SZ) announced that on December 15, 2022, the company held the 17th meeting of the 5th board of directors and the 14th meeting of the 5th board of supervisors to review and pass the “Proposal on Using Some Idle Raised Funds to Temporarily Replenish Liquidity” and agreed to use no more than 150 million yuan of idle funds raised to temporarily supplement liquidity without affecting the normal execution of fund-raising investment projects. The period of use shall not exceed 12 months from the date of review and approval by the board of directors. Before the period of use expires, the company will review and pass the “Proposal on Using Some Idle Raised Funds to Temporarily Replenish Liquidity” Return the funds to the funds raised
Changes and declines in the aquaculture sector
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