today’s disk
Today, the Shanghai and Shenzhen stock indexes showed a shock rebound pattern as a whole. The three indexes opened near yesterday’s closing price, but then they rose synchronously, with an obvious upward pattern. Among them, Shenzhen Component Index and gem index increased by more than 1%.
From the industry sector growth ranking, cloud games, virtual digital people, games, mobile game concept, cultural media, e-sports, optoelectronics, online games, meta universe concept and other sectors led the increase, while rubber products, low-carbon metallurgy, wind power equipment, logistics industry, propylene oxide, shipping port, heparin concept and other sectors led the decline. As of the issuance, the number of gainers has exceeded 3200 and the number of losers has exceeded 1100, with a good profit-making effect. The net purchase of northbound funds exceeded 7 billion.
message interpretation
With the double festival approaching, prefabricated dishes have also ushered in explosive growth. The person in charge of the prefabricated vegetable industry of an e-commerce platform said that compared with last year, the overall sales of this year almost doubled. When an e-commerce platform searched with “prefabricated vegetables” as the keyword, it was found that the monthly sales of prefabricated vegetables products of many businesses have exceeded 10000.
The lazy economy and the epidemic situation have guided changes in consumption habits. Prefabricated dishes simplify the cumbersome steps of buying, washing, cutting and cooking, integrate quality, nutrition and taste, and cater to the lifestyle of young consumer groups under the fast-paced life. According to the data of the Ministry of Commerce, since the launch of the 2021 Online New Year’s festival, the sales of rice commodities have increased by 96% year-on-year, of which semi-finished products have increased by more than 380%.
According to institutional data, the space scale of Chinese prefabricated dishes is expected to reach 340 billion yuan in 2021, with a year-on-year increase of 18%. In the next 3-5 years, China’s Prefabricated food industry is expected to become the next trillion catering market. Therefore, we believe that the epidemic situation is catalyzing a new catering industry chain, and the opportunities in the direction of prefabricated dishes are constantly expanding, and at the end of the year and the beginning of the year, this direction deserves everyone’s attention.
should focus on strategies and directions
Today’s index rebounded, but the capacity is still insufficient. Whether it can further attack or not needs rational attention to guard against the market going out of the trend of rising and falling. In the short term, the Shanghai index continues to pay attention to the pressure near 3640 and the gem index continues to pay attention to the pressure near 3350. Due to the obvious pre holiday effect, rapid plate rotation and lack of sustainable main line, we continue to control positions in operation, and excavate around stocks with low undervalued core asset value and varieties with higher than expected annual performance growth.
(Yuanda)
