On April 18, Better Life Commercial Chain Share Co.Ltd(002251) staged the “board of heaven and earth” in the disc. The top hot money appeared on the dragon and tiger list, and the multi-channel hot money game was fierce. Previously, the stock has been trading for five consecutive days.
On the news side, China’s Prefabricated vegetable industry alliance was officially established, the concept of prefabricated vegetables continued to strengthen, and many stocks rose by the limit.
Better Life Commercial Chain Share Co.Ltd(002251) set “ground and sky board”
On April 18, Better Life Commercial Chain Share Co.Ltd(002251) staged the “Earth Sky board” in the session, but opened the trading limit in the last two minutes before the noon closing. As of press time, the share price was reported at 10.86 yuan, with the latest market value of 9.38 billion yuan. The turnover was 1.53 billion yuan, with a turnover rate of 7.22%.
Regarding the trend of Better Life Commercial Chain Share Co.Ltd(002251) “I was in the same mood as the stock price and got on the roller coaster.”
It is worth mentioning that the share price of Better Life Commercial Chain Share Co.Ltd(002251) has been trading for five consecutive days. Since March 16, the stock has increased by 98% and the share price has nearly doubled.
top hot money appears frequently
multi way hot money fierce game
However, it is worth noting that top hot money and well-known hot money frequently appear in the trading list of Better Life Commercial Chain Share Co.Ltd(002251) and the multi-channel hot money game is fierce.
According to the public trading information released by the Shanghai and Shenzhen Stock Exchange on April 15, 2022, Better Life Commercial Chain Share Co.Ltd(002251) was on the list due to a deviation of 7% from the daily increase. On the same day, the top five purchases totaled 1399882 million yuan, accounting for 11.63% of the total transaction amount of the day.
Among them, the second place is the business department of Anxin securities Xiamen Hubin South Road, which is the first-line hot money, and the purchase amount on that day is 30.43 million yuan. The third place is the “well-known hot money” Dongxing Securities Corporation Limited(601198) Jinjiang Heping Road business department, with a purchase amount of 30.42 million yuan. In addition, buy four positions for the “top hot money” Huaxin securities Shenzhen Yitian Road business department, which is a common seat under the “Shenzhen Gang”.
Better Life Commercial Chain Share Co.Ltd(002251) : no major change in main business
On April 15, Better Life Commercial Chain Share Co.Ltd(002251) again issued the announcement of abnormal fluctuations in stock trading Better Life Commercial Chain Share Co.Ltd(002251) said that in view of the abnormal fluctuation of the company’s stock trading, the board of directors of the company verified the company, the controlling shareholder and the actual controller on relevant matters.
After verification, the information disclosed by the company in the early stage does not need to be corrected or supplemented; The company has not found any unpublished material information that may or has had a great impact on the stock trading price of the company reported by the public media recently; There is no significant change in the company’s main business. Up to now, the company’s business situation and internal and external business environment have not changed significantly; After verification, the company, the controlling shareholder and the actual controller have no major matters that should be disclosed but not disclosed about the company or major matters in the planning stage.
prefabricated dish concept continues to strengthen
trillion blue ocean market to be developed
It is understood that Better Life Commercial Chain Share Co.Ltd(002251) is the first listed company of China’s private supermarket chain enterprises. The main business activities are the sales of consumer goods such as supermarkets, department stores and electrical appliances. Under the soaring share price, Better Life Commercial Chain Share Co.Ltd(002251) also took advantage of the “east wind” of prefabricated vegetables.
Today, the concept of prefabricated dishes continued to strengthen, with Fortune Ng Fung Food (Hebei) Co.Ltd(600965) , Better Life Commercial Chain Share Co.Ltd(002251) , Shandong Delisi Food Co.Ltd(002330) , and Zoneco Group Co.Ltd(002069) , Chongqing Fuling Zhacai Group Co.Ltd(002507) , Zhanjiang Guolian Aquatic Products Co.Ltd(300094) and others rising.
In terms of news, on April 16, it was jointly guided by the agricultural trade promotion center of the Ministry of agriculture and rural areas, the Shenzhen Agricultural Products Group Co.Ltd(000061) quality safety center of the Ministry of agriculture and rural areas and China Green Food Development Center, with the support of more than 10 provincial agricultural and rural competent departments and municipal governments Several national scientific research and economic research institutions acted as the first national public welfare self-discipline organization of the prefabricated vegetable industry of the expert committee of the Research Institute – China prefabricated vegetable industry alliance was officially established.
It is reported that as a national industry self-discipline organization, China prefabricated vegetable industry alliance will provide nine industry services such as training, consultation, information, production and marketing docking and policy interpretation for member units, promote full link informatization and business interaction, and form a horizontal and vertical information and development platform.
Earlier, on March 25, the official website of the general office of the Guangdong Provincial People’s government released the “ten measures on accelerating the high-quality development of Guangdong’s Prefabricated vegetable industry”, proposing a series of measures to promote the high-quality development of Guangdong’s Prefabricated vegetable industry.
Caixin Securities said that sporadic outbreaks occurred frequently, and prefabricated dishes attracted widespread attention. The outbreak of this round of epidemic in Shanghai has not only led to a temporary shortage of Shenzhen Agricultural Products Group Co.Ltd(000061) materials, but also the large-scale sealing and control has also led to the change of normal eating habits such as hall food and takeout. Prefabricated dishes are “out of the circle” again with their long shelf life and simplified cooking process. We believe that with the recurrence of the epidemic and the change of residents’ consumption habits, prefabricated dishes may become an important choice for “eating at home” and “lazy house economy”, which is expected to maintain a rapid growth rate in the future.
Minsheng Securities believes that the epidemic catalyzes both supply and demand, and the actual penetration rate has increased. Due to the limited hall food, catering enterprises have made efforts to take out, prefabricated dishes and other non hall food businesses, and the number of prefabricated dishes has increased greatly. At the same time, there is a huge demand for cooking and goods storage during the period of home isolation, and the restriction of hall food during the festival has also stimulated the demand of the family banquet market. During the epidemic period, the outbreak of the industry has cultivated consumer awareness, and catering, new retail, new consumption and other enterprises have entered the market one after another, making extensive exploration in the consumption scene and price band, so as to lay a foundation for the development of C-end in the future.
However, at present, the industry is still in the early stage of development. Under the demand of catering enterprises to reduce costs and increase efficiency, the demand of b-end is relatively clear. We expect that the long-term market space of Chinese prefabricated dishes at b-end is expected to exceed trillion. Due to the wide variety of Chinese food categories and huge differences in cooking techniques, the industry pattern of overall dispersion and centralized categories may appear in the future.
