Summary
[Capital chasing fever is no longer the first 2022 outlet, the concept of prefabricated dishes “turned off”]Today’s prefabricated vegetable sector fell by 3.88%. As of the close, Tongqing Building fell by the limit, Anjing Foods fell by more than 4%, Huifa Foods, Quanjude, Dahu Shares, Qianwei Central Kitchen, etc. fell. It is worth mentioning that, under the rush of capital, the proportion of revenue of most listed companies in the prefabricated food track is actually not high. The research of Essence Securities pointed out that the processing of prepared vegetables in China started relatively late, and more than 70% of the processing enterprises of prepared vegetables are still in a small, weak and scattered state, and have not formed a relatively complete business model. The products are single and cannot guarantee product quality and food safety. . (First Finance and Economics)
Today’s prefabricated vegetables sector fell by 3.88%, as of the close,Tung Hing Buildingdown,Yasui Foodsfell more than 4%,Huifa FoodćQuanjudećGreat LakesćQianwei Central KitchenWait and fall.
Since January 12, the concept stocks of A-share pre-made dishes have frequently set off the daily limit, and even experienced continuous surges.A number of A-share pre-made vegetable concept stocks have risen by more than 30%, of whichGuolian Aquatic ProductsIt has achieved 3 daily limits in a row last week.
It is worth mentioning that, under the rush of capital, the proportion of revenue of most listed companies in the prefabricated food track is actually not high.for exampleJinling HotelOn the 14th, a stock trading risk warning was issuedannouncementThe company’s holding subsidiary, Jiangsu Jinling Food Technology Co., Ltd., is an enterprise mainly engaged in the research and development, operation and sales of Jinling food.The company’s first three quarters of 2021Operating incomeAccounting for less than 5% of the company’s operating income, it is still in its infancy.continuously risingGuolian Aquatic ProductsIt also reminded the risk on the 13th that in 2020, the company’s sales of prepared vegetables will still account for a small proportion of revenue.
In this regard, AnxinsecuritiesThe study pointed out that the processing of pre-prepared vegetables in China started late, and more than 70% of pre-prepared vegetables processing enterprises are still in a small, weak and scattered state.
(Article source: First Finance and Economics)
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