prepared dish index fell for two consecutive days
concept leader announcement apology
On April 22, the three major A-share indexes collectively closed positive. The concept of prefabricated dishes in the recent fire continued to decline, down 3.97%. Within the sector, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) , Yike food fell by more than 11% More than ten stocks including Great-Sun Foods Co.Ltd(603336) , Xi’An Catering Co.Ltd(000721) etc. fell by the limit.
Lengthening the time, the prefabricated vegetable index has increased by more than 20% since the high light moment was opened in mid March, and many concept stocks rose by turns. Recently, the overall market has declined, and the enthusiasm of the market for the pre fried prefabricated vegetable sector has subsided. The index fell continuously in the past two days, with a cumulative decline of 7.99%.
At the same time, the major shareholders of Better Life Commercial Chain Share Co.Ltd(002251) the leader of this wave of speculation have also reduced their holdings one after another. On April 21, Better Life Commercial Chain Share Co.Ltd(002251) announced that the shareholder of the company, Nyingchi Tencent, reduced its shareholding of 8639100 shares on April 19; The next day Better Life Commercial Chain Share Co.Ltd(002251) again announced that Jiangsu Jingdong bangneng, the shareholder of the company actually controlled by Liu qiangdong, reduced 16.1 million shares of the company on the 20th, with a reduction ratio of 1.8636%. It is also meaningful for shareholders holding more than 5% to successively reduce their holdings at the high level of the company’s share price.
The slope of the prefabricated vegetable track is long and the snow is thick. On April 16, the first national public welfare self-discipline organization of prefabricated vegetable industry – China prefabricated vegetable industry alliance, jointly guided by the Ministry of agriculture and rural areas and China Green Food Development Center, was officially established. The establishment of industrial alliance has contributed to the rise of the sector.
China’s Prefabricated dishes have entered the fast lane of development in recent years, and the market scale has maintained double-digit growth. AI media consulting data show that from 2019 to 2021, the scale of China’s Prefabricated vegetable market increased from 244.5 billion yuan to 345.9 billion yuan, with an average annual compound growth rate of 18.94%. It is estimated that by 2026, the market scale of prefabricated vegetables will break trillion yuan, reaching 1.07 trillion yuan.
According to the statistics of securities times · databao, the prefabricated vegetable concept stocks with year-on-year increase in net profit in 2021 The annual net profit of Xinjiang Winka Times Department Store Co.Ltd(603101) , Tongwei Co.Ltd(600438) , Huatian Hotel Group Co.Ltd(000428) , Wuxi Commercial Mansion Grand Orient Co.Ltd(600327) 4 shares doubled. Of which Xinjiang Winka Times Department Store Co.Ltd(603101) increased by 223.45%. Among the stocks that have predicted the performance of the first quarterly report, Tongwei Co.Ltd(600438) performance increased the most, with 496%. The company’s “Tongwei fish” and other aquatic products brands have sold prefabricated dishes of aquatic products through catering major customer customization, dealers and C-end Baiyang Investment Group Inc(002696) and Fujian Tianma Science And Technology Group Co.Ltd(603668) net profits also doubled.
As of April 22, the overall valuation of the sector was 31.62 times of the low level, and the latest rolling P / E ratios of Chengdu Hongqi Chain Co.Ltd(002697) , Easyhome New Retail Group Corporation Limited(000785) , Org Technology Co.Ltd(002701) , Wuhan Department Store Group Co.Ltd(000501) and Wuxi Commercial Mansion Grand Orient Co.Ltd(600327) were less than 15 times. The recent trend of concept stocks has been strong. Many stocks such as Sanquan Food Co.Ltd(002216) , Shandong Huifa Foodstuff Co.Ltd(603536) , Jinling Hotel Corporation Ltd(601007) and so on rose by more than 20% in April.
On the contrary, the annual net profit of 17 prefabricated vegetable concept stocks decreased by more than 100% year-on-year. Better Life Commercial Chain Share Co.Ltd(002251) today, which has soared 88.7% since April, issued a performance forecast and apology announcement for 2021 after hours. The company said that due to the partial deviation between the accounting judgment of some business activities and the original estimate, the company had a loss in 2021 after communication and confirmation by the accountant. The estimated loss is 170 million yuan to 210 million yuan, a year-on-year decrease of 252.17% – 287.98%; After deducting non profits, the loss was 410 million yuan to 450 million yuan, a year-on-year decrease of 581.76% – 628.77%.
one week net outflow of 122.2 billion yuan
massive return to the petroleum and petrochemical sector
According to data treasure statistics, from April 18 to 22, the net outflow of the main A shares was 122178 billion yuan, a decrease from last week. In the Shenwan industry, the petroleum and petrochemical sector received a net inflow of 7.728 billion yuan, while beauty care, public utilities and today’s soaring textile and clothing also received a net inflow of less than 700 million yuan. Other industries are in a state of net outflow, of which the net outflow of pharmaceutical and biological sector ranks first, approaching 20 billion yuan; The net outflow of basic chemical and power equipment exceeded 11 billion yuan; The net outflow of non bank finance and non-ferrous metals also exceeded 9 billion yuan.
Excluding the new shares listed in recent January, the net outflow of nine shares exceeded 1 billion yuan China Merchants Bank Co.Ltd(600036) was sold off by the main force of RMB 3.42 billion; Since then, the net outflow of China stock market news and Andon Health Co.Ltd(002432) was more than 2 billion yuan. China Merchants Bank‘s share price fell 7.35% on the 18th, with a net outflow of 1.85 billion yuan. Market speculation may be related to an unconfirmed online rumor involving management. After hours on the same day, China Merchants Bank issued the announcement on the change of president, which confirmed the relevant news. Tian Huiyu, former party secretary and President of China Merchants Bank, is suspected of serious violation of discipline and law. At present, he is subject to discipline review, supervision and investigation by the Central Commission for Discipline Inspection and the State Supervision Commission.
“Bond Mao” China stock market news released its first quarterly report after hours today, realizing a net profit of 2.171 billion yuan, a year-on-year increase of 13.63%; Deduct non net profit of RMB 2 billion, with a year-on-year increase of 5.34%; The growth rate hit a new low since 2018. Since 2022, the continuous weakness of the stock market and poor fund sales have directly dragged down the two core main businesses of the company’s securities and fund consignment. In addition, Contemporary Amperex Technology Co.Limited(300750) , Ganfeng Lithium Co.Ltd(002460) , Eve Energy Co.Ltd(300014) and other lithium battery shares, Wuliangye Yibin Co.Ltd(000858) , Kweichow Moutai Co.Ltd(600519) and other Baijiu shares, as well as Andon Health Co.Ltd(002432) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) and other recent stir fried medical shares were also largely sold.
This week, the main net inflow was weak, and the maximum amount was only 379 million yuan of Muyuan Foods Co.Ltd(002714) . Shengang Securities believes that the pig cycle is passing through to the dark moment, the channel of capacity de conversion is opened, and the pig price is expected to usher in an upward inflection point during the year. By the end of 2021, muyuan had a production capacity of 70 million pigs, and the slaughter volume is expected to increase significantly. In terms of market situation, Kuaijishan Shaoxing Rice Wine Co.Ltd(601579) took the lead with an increase of 37.41% Yotrio Group Co.Ltd(002489) , Lancy Co.Ltd(002612) and other five stocks increased by more than 10%.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
