abstract
Topic of this week: Recently, Jianlibao launched China's first functional beverage "super energy" using compound peptide technology. The product applies compound peptide sports nutrition technology and adds soybean peptide, wheat oligopeptide and collagen peptide, which can quickly supplement energy, reduce sports fatigue and improve immunity. With the improvement of residents' health awareness and consumption upgrading, consumers' demand for flavor drinks has gradually declined, while energy drinks comply with the trend of health and functionality, and maintain a high boom in soft drinks, with CAGR of 7% from 2015 to 2020. This time Jianlibao launched the "super energy" functional beverage, which mainly aims at the track of compound peptide beverage supplemented with protein, and carries out strong correlation cross-border in line with the market demand. It is expected to open a new segment track of functional beverage according to the real demands of consumers.
Industry highlights: 1) Jiangsu Hengshun Vinegar-Industry Co.Ltd(600305) general manager resigns. 2) Eastroc Beverage (Group) Co.Ltd(605499) it is proposed to establish a wholly-owned subsidiary. 3) Budweiser snowflake supplier intends to be listed. 4) The prices of some products of AB InBev increased. 5) Revenue of Shuanggou high-end liquor in the first three quarters was + 114% year-on-year.
Risk tips: 1. Risk of macroeconomic weakness; 2. The risk of long-term epidemic prevention and control in China; 3. Risks of major food safety events; 4. Major agricultural epidemic risk.
