Today, the three major indexes fell, led by the gem index, which hit a new low in adjustment. More than 3300 stocks closed down, with a turnover of 820.7 billion in the two markets, up from 41.3 billion in the previous trading day.
food and beverage rose sharply against the trend
Today, the food and beverage sector with a total market value of more than 5 trillion bucked the trend and rose by 2.45%. The 20cm limit of Yike food, Haixin Foods Co.Ltd(002702) , Anji Foodstuff Co.Ltd(603696) , Sanquan Food Co.Ltd(002216) , Shandong Huifa Foodstuff Co.Ltd(603536) and other stocks rose.
This wave of food and beverage is led by prefabricated vegetables, China Securities Co.Ltd(601066) believes that the 100 billion market of prefabricated vegetables industry chain has caused all kinds of people to participate in competition, Fu Jian Anjoy Foods Co.Ltd(603345) , Zhengzhou Qianweiyangchu Food Co.Ltd(001215) , Suzhou Weizhixiang Food Co.Ltd(605089) and other enterprises have fully enjoyed the dividends of this wave of growth after years of layout, and have begun to take a certain market position. They are optimistic about its future development potential and recommend it.
main funds: Baijiu, beer, dairy products, prefabricated dishes
According to the data of China stock market news choice, since the "end of the policy" on March 16, among the food and beverage (Shenwan class 1) stocks, the main funds have bought 48 stocks in total, with a total amount of more than 6.5 billion yuan.
In terms of individual stocks, Kweichow Moutai Co.Ltd(600519) is still the most popular, with a net purchase of more than 1.4 billion yuan since March 16; Ranking second is Luzhou Laojiao Co.Ltd(000568) , with the main net purchase amount exceeding 880 million yuan.
The main net purchases of Henan Shuanghui Investment & Development Co.Ltd(000895) , Inner Mongolia Yili Industrial Group Co.Ltd(600887) , Wuliangye Yibin Co.Ltd(000858) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Chongqing Brewery Co.Ltd(600132) , Juewei Food Co.Ltd(603517) , Chacha Food Company Limited(002557) , Xinjiang Yilite Industry Co.Ltd(600197) , etc. ranged from 600 million yuan to 150 million yuan.
The leading concept of prefabricated vegetables Fu Jian Anjoy Foods Co.Ltd(603345) net purchase exceeded 130 million yuan; In addition, the net purchases of Chongqing Fuling Zhacai Group Co.Ltd(002507) , Jonjee Hi-Tech Industrial And Commercial Holding Co.Ltd(600872) , Beijing Shunxin Agriculture Co.Ltd(000860) , Shanghai Bairun Investment Holding Group Co.Ltd(002568) and other main forces also exceeded 100 million yuan.
northbound Fund: favorite Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304)
According to the data of China stock market news choice, since the "end of the policy" on March 16, among the food and beverage (Shenwan class 1) stocks, according to the estimation of the increased number and average transaction price, northbound funds have increased their holdings of 28 stocks in total, with a total amount of more than 2.7 billion yuan.
Specifically, since March 16, northbound capital loves Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) , increasing its holdings by more than 630 million yuan Kweichow Moutai Co.Ltd(600519) ranked second, with an increase of more than 390 million yuan.
Sichuan Swellfun Co.Ltd(600779) , Henan Shuanghui Investment & Development Co.Ltd(000895) , Chongqing Fuling Zhacai Group Co.Ltd(002507) , Anhui Yingjia Distillery Co.Ltd(603198) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Anhui Gujing Distillery Company Limited(000596) and other holdings increased between 290 million yuan and 130 million yuan.
Luzhou Laojiao Co.Ltd(000568) , Eastroc Beverage (Group) Co.Ltd(605499) , Sanquan Food Co.Ltd(002216) , Sichuan Teway Food Group Co.Ltd(603317) , Ligao Foods Co.Ltd(300973) , Beijing Yanjing Brewery Co.Ltd(000729) and other individual shares increased northward between 77 million and 44 million yuan.
organization: the second quarter is the warehouse building point long term certainty improvement
Many institutions have expressed their views on the prospects of the food and beverage sector.
Huaxi Securities Co.Ltd(002926) said that the second quarter from April was an important time point for the establishment of positions in the food and beverage sector in the first half of the year. On the one hand, the peripheral environment, such as epidemic situation and peripheral situation conflict, may gradually bottom out and go out of the trend. At the same time, policies to promote consumption are also being intensively released, superimposing the loose expectation of real estate; On the other hand, the subject matter of each sector has basically entered a reasonable range in the early stage, and the expectation of the first quarter report is basically pricein, starting to enter the expected stage of April and the second quarter.
Citic Securities Company Limited(600030) believes that the valuation of the food and beverage industry has dropped to a reasonable range, and some sub circuits are in the position of low valuation. We are optimistic about the release of China's consumption power for a long time. After three years of complex business environment, the competitiveness and leading position of food leaders have been further consolidated and the long-term certainty has been improved.
Citic Securities Company Limited(600030) said that the profit turning point of dairy products has reached, and recommended Inner Mongolia Yili Industrial Group Co.Ltd(600887) , Mengniu Dairy; Pay attention to objects with defense value, Chacha Food Company Limited(002557) , Chongqing Fuling Zhacai Group Co.Ltd(002507) ; Pay attention to possible oversold layout opportunities, such as Juewei Food Co.Ltd(603517) , Fu Jian Anjoy Foods Co.Ltd(603345) , Angel Yeast Co.Ltd(600298) , Eastroc Beverage (Group) Co.Ltd(605499) , Toly Bread Co.Ltd(603866) , Shanghai Milkground Food Tech Co.Ltd(600882) .
Zhongtai Securities Co.Ltd(600918) said that after the adjustment since the beginning of the year, we believe that the worst moment has passed. At present, the valuation of core leading enterprises is relatively reasonable or slightly lower, while the demand for food is relatively rigid. We suggest to make a positive layout. Baijiu mainly pushed the strong, strong and strong Moutai, Wuliangye Yibin Co.Ltd(000858) and Luzhou Laojiao Co.Ltd(000568) . The second high-end companies mainly promoted the Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) and the regional high-end high-end Chinese dragon makers, and suggested that Jiugui Liquor Co.Ltd(000799) , Anhui Yingjia Distillery Co.Ltd(603198) and sacrifice that the potential energy had already been built up. Yili, pickled mustard, Qiaqia, Tsingtao Brewery Company Limited(600600) , China Resources beer, heavy beer, etc. are mainly recommended for food. Anjing, Ligao, Haitian, Juewei, Yuanzu, Ganyuan, etc. can also be considered.
