The first trading day of December, the big consumer track full outbreak, dairy, brewing and other plates led the way, social service retail plate also has a significant market. On the news, the recent steady economic policies continue to strengthen, superimposed on Guangzhou and other places to further optimize the adjustment of the epidemic prevention and control measures, investor optimism has warmed up.
Recently on the further optimization of the new crown pneumonia epidemic prevention and control measures have landed one after another, Huatai Securities pointed out that if the State Council joint prevention and control mechanism of the ninth version of the prevention and control program and further optimization of the epidemic prevention and control of the "twenty" measures required to continue to implement the requirements of the national cities, will help the offline flow of passengers to quickly rebound, the passenger flow if Rapidly pick up, the order of recovery is: food and beverage optional consumption mandatory consumption.
November, the agency has been in the big consumer plate market before the restart, part of the food and beverage, trade and retail plate stocks first research. Yisheng shares, Weixing shares, Richen shares in November ushered in a number of institutions to research.
Yisheng shares for white feather chicken fry leader. 2022, due to the continued high incidence of avian influenza outbreaks overseas, the current scope of the impact of avian influenza in the U.S. and the number of poultry culled have reached an all-time high. Superimposed on the impact of the new crown epidemic, the white feather chicken cited a gap, 2022 January-October China's grandparent breeder imported cited a year-on-year decrease of 47.09%. 2022 Since the third quarter, due to the decline in the rate of grandparent breeder chick production, the price of parental chicks continues to rise sharply.
In the process of institutional research, the focus of the question of each institution is also focused on the introduction of broiler breeders and unit price fluctuations. Yisheng shares in the research, said that the parents are expected to break through the high price of day-old chicks, commercial generation of day-old chicks will be reduced from the second half of next year, the company expects that next year, the white-feathered broiler industry as a whole, the degree of prosperity is higher.
Weixing, a leading domestic zipper manufacturer, released a non-public offering in November, proposing to raise not more than 1.2 billion yuan for the expansion of high-grade zippers and ancillary projects, Vietnam's garment accessory production projects and supplementary working capital. In the acceptance of institutional research, the company said, accelerate the layout of Vietnam is expected to obtain more orders, the company also responded to the impact of exchange rate changes on the company.
B-end customization-based hot pot supply chain enterprise Richen shares so the previous fixed increase in the plan to enter the pre-fabricated dishes of the plan to get attention. The company said in the research, the company can provide personalized customized compound seasoning solutions for food processing and catering enterprises, including the prepared dishes industry, and the downstream customers it currently serves include enterprises engaged in prepared dishes. In the future, the company will be based on market and customer demand, on the one hand, continue to provide personalized composite seasoning solutions for downstream customers in the prepared food industry, on the other hand, will layout the construction of prepared food production lines, research and development of more of its own advantages, in line with the market demand for prepared food products.
Additionally, in November, the organization also Yanjing Beer, Shedd Wine Industry is more concerned. For the food and beverage track most concerned about the liquor plate and popular products plate, said Huaxin Securities, liquor plate is due to the epidemic repeated to plate shock, can pay close attention to the wine enterprises to play money policy, momentum next year to open up the red. Medium and long term layout point has emerged: 1) the priority rebound standard recommended Mao five Lu Fen; 2) consumer scene recovery standard recommended Fenjiu, liquor, wine, Sheridan liquor, ShuiJingFang; 3) valuation of the bottom of the recommended GuJingGongJiu, Yanghe shares, the edge of the world.
For the mass product plate, Huaxin Securities believes that the current plate is in a performance vacuum, it is recommended to pay close attention to the cost side and catering side of the change. Medium and long term layout point has appeared, subdivided into four main recommended: 1) stores damaged repair recommended by Taste Foods, Ziyan Foods, Liangpin Pavilion, etc.; 2) the peak season to benefit from the standard recommended by Anjing Foods, Sanquan Foods, Thousands of Central Kitchen, Casual Foods Three Musketeers, etc.; 3) catering end of the standard recommended by the repair of the Haitian Taste, Torch Gaoxin, Richen shares, Bao Li Foods, etc.; 4) elasticity standard recommended by the taste of Foods, Chongqing Beer, Lehui International, Bai Run shares The more resilient standard recommended Jelly Food, Chongqing Beer, Lehui International, Bairun shares, Li Ziyuan, Ligao Foods and so on.
November, the organization also research on which stocks?
According to the Dongcai data, in addition to the above consumer varieties, in November, the most frequently researched industries are computer software, general equipment and biomedical.
As for individual stocks, Yihoda, Geber and BOE A have become the stocks that attracted the most institutional research in November.