Consumer stocks are rising again. In the upsurge of consumer stocks, some fund institutions said that it is very important to look for certain performance? Buy? For consumer stocks that are too bright? Star? Generally speaking, we need to be cautiously optimistic. Sumer shares performed well, and the net value of related theme funds also increased. Consumption is a good track of long-term sustainability, so investors are advised to choose long-term fund layout. On August 28th, 22, the A-share liquor sector rose, with an increase of more than 2%. The daily limit of liquor increased, and Shunxin Agriculture and LU ZHOU LAO JIAO CO.,LTD both increased by more than 7%. In addition, the consumer sectors such as medicine, food and dairy products performed strongly. With the release of the report, positive funds such as Northern Capital, whose performance exceeded expectations, continued to increase their holdings, which is an important factor for the recent continuous rise of high-quality liquor, food and medicine stocks.

with the accelerated disclosure of corporate performance in these two cities in 22, some unexpected performance will be entrusted to the agency? Push? , and was intensively raised the annual performance expectations. Generally speaking, food, medicine and so on are the most obvious industries that exceed expectations and are run by institutions. The data further shows that among the 57 listed companies in the food and beverage industry that have published semi-annual reports, more than half of the companies' net profit attributable to shareholders of listed companies increased year-on-year in the first half of the year. Among them, the net profit of seven companies, such as I miss you so much and Miaokelando, increased by more than 1% year-on-year, while the net profit of the other 24 companies increased by more than 1% year-on-year in the first half of the year.

The epidemic situation made the performance of the two companies split seriously in the first half of the year, and some of them were dragged down by the epidemic situation, which greatly reduced their performance. Some typical industries that benefited from the epidemic, such as medicine and food, performed better than expected. According to the organization data, since August, the predicted net profit of institutions such as Jinyu Medicine, Diving Medical and Sanquan Food in the pharmaceutical industry has increased by more than 15.9% on average in 22, which is obviously better than the average increase. Combined with the secondary market, the organization has raised its expectations for the company's earnings and stock price performance. Since August, those companies whose earnings expectations have been raised by institutions have risen by 6.21% on average, outperforming the broader market in the same period (Shanghai stock market rose by 2.28%, Shenzhen stock market rose by .21%, and Growth Enterprise Market fell by 4%). To a certain extent, it shows that the market can continue to look for companies that achieve performance growth+exceed the expectations of brokers in the report.

As one of the important active funds in the two cities, although the overall flow of northbound funds has slowed down since August 22, the quality of some foods and medicines still maintains a good leading position in warehouses. As of August 26, 22, catering stocks achieved performance growth and share price in this year's report? Leading? Longda Meat, Fuling mustard tuber, Hengshun vinegar, Sanquan Food and other northern capitals increased their holdings by more than 2 million shares. In pharmaceutical stocks, is it the same as the share price to achieve performance growth in the central report? Leading? Jinyu Medicine, Yinxintang and Pien Tze Huang also received a large amount of funds to increase their holdings in the north.