Pig cycle reversal expectations strengthen institutions say the sector has entered a layout period
① The National Bureau of Statistics released data on May 14. The current price of pigs (plus three yuan) was 15.0 yuan/kg, up 0.7% from the previous month. ② The CICC research report points out that expectations for a reversal of the pig cycle have strengthened, the sector has entered a layout period, and low-cost, highly flexible pig companies will benefit first.
Heavy warehouse bought back Meituan Kuaishou! Zhong Geng Qiu Dongrong's quarterly report revealed that there were many moves to adjust positions
Early this morning, Qiu Dongrong's products revealed a quarterly report.
Industry sentiment boosts Tomson Beijian's performance, and online revenue maintains growth trend|Annual Report Interpretation
① Tomson Beijian's revenue and net profit returned to double-digit growth in 2023; ② In response to changes in performance, the company said it had benefited from increased market demand for various product categories brought about by increased public health awareness and achieved relatively rapid revenue growth.
Suspected of violating relevant laws and regulations! The Qinghai Spring announcement was inspected by the Securities Regulatory Commission, and its sky-high price flower wine was named by CCTV 315
① After its sky-high price flower wine was named by CCTV 315, Qinghai Spring made the latest announcement. The Securities Regulatory Commission decided to inspect the company because the company allegedly violated relevant laws and regulations. This morning, Huajiu issued a statement saying that a special team was set up as soon as possible to carry out comprehensive inspection and rectification work. ③ The biggest cumulative decline in the company's stock price since April 2022 was 78%, with net losses for 4 consecutive years.
The controlling shareholders of Yasui Foods are the most “long-time”! List of listed companies that have promised not to reduce their A-share holdings since the beginning of the year
① This week, 10 A-share listed companies including Enjie Co., Ltd. issued shareholders' promises not to reduce their holdings. According to incomplete statistics, shareholders of more than 30 listed companies promised not to reduce their holdings since the beginning of the year. The “long-term relationship level” of Sifang Optoelectronics's three-year commitment is second only to Yasui Foods' five years; ② sort out the list of listed companies with a high shareholders' shareholding ratio that promised not to reduce their holdings (attached table).
Yasui Foods: Buy back shares for employee shareholding or equity incentive plans, the first professional prepared vegetable production base focuses on two major products~ Direct impact on performance meetings
① The total amount of shares purchased by the company for the first time is not less than 100 million yuan, not more than 200 million yuan ② The company's first professional prepared vegetable production base, the Honghu Anjing Plant, has been capped, focusing on the two major products, bullfrog and lotus root products ③ Distribution revenue currently accounts for more than 80%. The supermarket channel's revenue has declined this year, and the differentiation between channels is obvious.