BK0055 Food Processing
- 943.888
- -0.533-0.06%
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.
The prepared food business “led” revenue growth, Yasui Foods Q3 net profit increased 60% year-on-year, and nearly 2,000 dealers were “besieged” | Financial Report Interpretation
① Among the top four products accounting for revenue, quick-frozen food products grew the fastest, with a year-on-year increase of 47.46% in the first three quarters ② The revenue growth rate of the company's frozen noodles and rice products slowed down, and supermarket channel revenue fell 15.52% year-on-year ③ At the end of the reporting period, the total number of the company's dealers was 1,937
Tomson Beijian's net profit for the first three quarters surpassed last year's full year, and the share of online channel revenue may continue to rise | Financial Report Interpretation
① Benefiting from the increase in market demand for various product categories brought about by heightened public health awareness, Tomson Beijian's net profit for the first three quarters already exceeded that of last year; ② The company's main brand “Tomson Beijian” achieved revenue of 4.511 billion yuan in the first three quarters, contributing nearly 60% of revenue; ③ The overall channel structure of the VDS industry is stabilizing, and Tomson Beijian expects the share of online channels to continue to rise in the future.
Shuanghui's performance in the first three quarters of development increased slightly, frozen goods inventories increased, inventories continued to grow | Interpretation of financial reports
① The scale of pig slaughter increased, and Shuanghui Development maintained both revenue and performance growth in the first three quarters; ② Due to the increase in frozen goods inventories, Shuanghui Development's inventory amount has continued to increase since this year, and the net cash flow from operating activities has decreased by 39.26% year-on-year.
Qiu Dongrong's holdings revealed! Optimistic about the three major directions
With the disclosure of public fund reports for the second quarter of 2023 kicking off, well-known fund managers' positions for stock exchanges and their views on the future market are all over the paper.
Yasui Foods (603345): From a product perspective, Yasui's growing single products are expected to open up room for growth
Core idea: Looking at Yasui's product-side development space from the perspective of a large single product cluster. In '23, Yasui proposed a competition-oriented competition strategy, and plans to launch the “Lock Fresh Pack 4.0+ Shrimp Skate Series” and the “1:1:1:1: 1” (Volcanic Rock Sausage, Steamed Fried Dumplings, Crispy Meat, Grilled Fish) annual hit clusters. The various tracks are beginning to take shape and have a large number of genes: China's shrimp skating market was about 10 billion yuan in '22, and the CAGR is estimated to be 14.53% in 22-26. With the diversification of product-side category+structure upgrade and the penetration of channel side B end to C end, space for steamed and fried dumplings and minced meat is expected to open up. Benchmarking
Shede Liquor (002216): Outstanding Q4 performance, multiple brands are working hard to develop
Incident: On March 21, 2023, the company disclosed its 2022 financial report, achieving annual revenue of 6.056 billion yuan, +21.86% year on year, net profit of 1,685 million yuan, +35.31% year on year; of these, 22Q4 achieved revenue of 1,439 billion yuan, +5.62% year on year, and Guimo's net profit of 485 million yuan, +75.87% year on year. 22Q4 The company's sales revenue was 1,138 million yuan, a year-on-year decrease of 31.91%, and contract debt was 298 million yuan at the end of the period, a decrease of 64 million yuan over the previous period. As of 22Q4
Vital Farms' World-Class Egg Central Station Awarded Food Processing's "Green Plant of the Year 2022"
The state will start the collection and storage of the third batch of central frozen pork reserves this year
On March 28, the National Development and Reform Commission, together with relevant departments, will launch the third batch of central frozen pork reserves this year and guide various localities to speed up the collection and storage. The National Development and Reform Commission will continue to work with relevant departments to adjust reserves, further increase collection and storage efforts when necessary, promote pig prices to return to a reasonable range, and promote the smooth operation of the pig market. According to the analysis of the parties concerned, the current domestic production capacity of breeding sows is generally reasonable; the price of live pigs is already at a low level, and the possibility of further substantial decline is small. It is suggested that the farm (household) should make reasonable arrangements for production and management decisions, so as to maintain the normal rhythm and non-blindness of moderate finishing pigs.
Express News | National Development and Reform Commission: the price of pig grain has entered the second-level early warning range of excessive decline, and the collection and storage of pork reserves will be launched according to the situation.
Squeezed and laid off all the cooks? Understand the prefabricated vegetable industry chain in one article
In recent days, prepared dishes have been in the limelight in the market. On January 12, the A-share prefabricated vegetable plate rose 7%, surpassing that of Chinese stocks, while leading stocks such as Barbie Foods and Weizhixiang rose by the daily limit. Today, prepared food once again occupied the top of the list of gains. What is a prepared dish? Why are prepared dishes popular? Compared with finished food bags, prefabricated dishes are prepared by cutting ingredients into sub-packaged or semi-finished products, while the kitchen only needs simple stir-frying. Compared with fresh stir-frying, premade dishes can increase the serving speed and sales of restaurants by more than 10 times. However, when the catering industry as a whole moves towards standardization, all work can be changed from small to small.
How to mine ten times bull stocks? It's actually all around the corner: the living room, the kitchen, the dressing table...
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