Today (December 1), the food sector surged sharply, the concept of stocks also set off a wave of stops, which, as of the close of business, Panda Dairy Products, Pinwu Foods double 20cm long Yang, Miaokolan more successful sealing plate stops, in addition, the good paving, peach and Lee Bread, three squirrels and many other industry leaders are also ahead of the curve.

Note: food stocks today set off a wave of stops (as of December 1)

Demand recovery boost plate, certainty into the market key

News, recently, Guangzhou City, from the District issued a notice on the adjustment of the relevant places of preventive and control measures, the order of opening up the whole area of the confined semi-confinement of the place and the resumption of the whole area under the jurisdiction of the Social catering service units dine-in. At present, around the optimization and improvement of prevention and control measures, the impact of the offline consumer scene gradually dissolved, boosted by this, food plate today ushered in a major outbreak, and the recent strong performance, as of today's close, its (food processing and manufacturing) plate index this month's cumulative rebound of nearly 18.66%, stocks, more than 60% of the stocks since November so far cumulative rise of more than 15%, of which, LaiYiFen with a 50% increase in the same period listed in the The first.

Note: Food sector continued to rebound this month (as of December 1)

In recent years, the food sector overall pressure. According to the National Bureau of Statistics data show that in October this year, total retail sales of consumer goods fell 0.5% year-on-year, of which, by type of consumption, retail sales of goods increased by 0.5% year-on-year, while food and beverage receipts fell by 8.1%, compared with the decline in September enlarged significantly, mainly because of a number of food companies production and sales affected by the epidemic. Some analysts pointed out that, compared with liquor, the food industry is more affected by the epidemic, but with the optimization of the relevant anti-epidemic policy, its market recovery is also relatively more resilient.

Donghai Securities believes that, compared to liquor, part of the food leading, segmented plate there is more certainty upward opportunity, and there is still a large difference in expectations, optimistic about snacks, prepared dishes and other deterministic plate. (1) snacks leading meet change continue to look good. Currently snacks track for nearly a decade of consumer channels continue to change, resulting in white brands and channel-based leaders to take advantage of the first opportunity, industry concentration continues to decline. (2) focus on the long-term trend of prepared dishes. Prepared dishes plate input-output ratio is higher than other new consumer industry, is still in the early stages, focus on.

Demand concept continues to be active, pay attention to the relevant core direction

Recently, the concept of demand recovery heat up, in addition to today's stocks wildly set off a wave of stops in the food sector, liquor, beer as the representative of liquor and tourism, hotels, airports as the representative of the travel chain and a number of boards have also been active, and, at the same time, its high popularity of the main line also makes the The market has given birth to a number of bull stocks. As of today's close, the beer concept stock Yongshuntai, department store stocks Xujiahui both advanced to 3 consecutive boards, department store stocks Guangbai shares, food stocks Jiahua shares also obtained 2 consecutive boards. At present, the anti-epidemic policy optimization, the economy is expected to improve, before once under pressure of the boards are expected to usher in the repair.

For the plate can pay attention to, Huaxin Securities recently research report pointed out that the combination of internal and external epidemic laws and valuation performance match, recommended attention to the three major repair direction: 1) Demand rebound: the industry index is in the second repair, and in the precision prevention and control of the normalization of the performance of the growth rate of a steady rise in the vaccines, traditional Chinese medicines, potent medicines and medical devices ; 2) Dilemma reversal: market expectations have not been fully priced, expected earnings are expected to repair, and the valuation is still at a low level of real estate, consumer building materials and home electricity; 3) boom repair: industry index points in the second repair but still have space, and valuation levels are reasonable, the subsequent profitability of the beauty and care, food and drink growth point.