The A-share market has a special preference for sauce and wine. There was Hai Nan Yedao (Group) Co.Ltd(600238) “dyeing sauce” rising more than six times before, and now it’s Shandong Chiway Industry Development Co.Ltd(002374) .
On December 14, Shandong Chiway Industry Development Co.Ltd(002374) raised the limit and ushered in the fourth board. The stock has risen 127.9% since November 25.
As of the close, the Shanghai Composite Index fell 0.53% to 3661.53 points; The Shenzhen composite index fell 0.50% to 15136.78 points; The gem index fell 0.05% to 3495.06. Northbound funds continued to flow into a shares, exceeding 6 billion yuan.
Shandong Chiway Industry Development Co.Ltd(002374) “dyed sauce” rose
From last year to the first half of this year, the popular “dyed sauce” in the market rose sharply, such as Hai Nan Yedao (Group) Co.Ltd(600238) , Tianshui Zhongxing Bio-Technology Co.Ltd(002772) , Vats Liquor Chain Store Management Joint Stock Co.Ltd(300755) . Recently Shandong Chiway Industry Development Co.Ltd(002374) entered the sauce and wine industry, and the share price rose one after another.
On December 14, Shandong Chiway Industry Development Co.Ltd(002374) raised the limit and ushered in the fourth board.
Dragons and fishes jumbled together in November 27th. The company’s main idea is to hold the core concept of “brewing top quality Maotai flavor and giving joy and joy”. In view of the current chaos and pain spots of the sauce and wine category, the core business of the liquor industry is to start with the high-quality Maotai flavor liquor in the core producing area, and start the business of the Baijiu liquor industry. Shandong Chiway Industry Development Co.Ltd(002374)
Not long ago, Shu Guohua said on the social platform: “we are serious about making high-quality sauce wine as the core product.”
Shandong Chiway Industry Development Co.Ltd(002374) continued to rise sharply, igniting the enthusiasm of investors. On the Internet, shareholders gave Shandong Chiway Industry Development Co.Ltd(002374) “xiaomaotai” as a gift.
Although the stock price of “dyed sauce” of A-share companies rose sharply one after another, the speculation risk also needs to be vigilant. For example, Tianshui Zhongxing Bio-Technology Co.Ltd(002772) , Shanghai Laiyifen Co.Ltd(603777) , which once soared, fell sharply after the enthusiasm of the market.
Shandong Chiway Industry Development Co.Ltd(002374) in the risk prompt, it is said that the business of the subsidiary, guiyanzun company, is still in its infancy and accounts for a very low proportion in the company’s overall operating revenue. Please pay attention to the risks.
electronic cigarette plate is active
the organization is optimistic about the potential of the track
On December 14, the e-cigarette sector became active again. In the sector, Shenzhen Jinjia Group Co.Ltd(002191) , Apple Flavor & Fragrance Group Co.Ltd(603020) , Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) rose by the limit. Among them, Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) has increased by 146.67% since November 23.
With the implementation and gradual clarification of regulatory policies, many institutions said that the new tobacco sector is expected to gradually become a high-quality track in the market.
Zheshang Securities Co.Ltd(601878) said that Philip Morris International plans to stop cigarette sales in many countries within 10-15 years, with smokeless products accounting for 50% (currently 28%) of its revenue by 2025. Bat plans to generate 5 billion pounds of new tobacco revenue in 2025 (the compound growth rate from 2021 to 2025 is expected to be 28%). From the perspective of the development ideas of overseas giants, the development of new tobacco industry has ushered in a golden age. It is suggested to lay out high-quality supply chain companies with core technical barriers for a long time.
net capital inflow from the north is 6.026 billion yuan
On December 14, the data showed that northbound funds continued to flow into A-Shares on a large scale, with a full day net inflow of 6.026 billion yuan.
Recently, northbound funds have significantly increased their holdings of a shares, leading the inflow of food and beverage, banking, non bank finance, electronics and household appliances, and the style has been switched to consumption, finance and other value blue chip stocks. Recently, the stocks with the highest market value of northward capital increase are almost all occupied by white horse blue chips. Growth sectors such as military industry and electrical equipment performed weakly.
Dongguan Securities believes that the substantial inflow of funds from the North has a positive effect on the market. Historically, the position change of northbound funds is closer to the market trend. It is suggested to actively layout the cross-year market and increase the holdings of more consumer, financial and other value blue chips by northward funds. It is suggested to pay attention to industries and companies with large scale of net capital inflow to the north, as well as companies with large proportion of circulation, and choose the appropriate allocation.
(China Securities Journal)
