The concept plate with the first increase today is “prefabricated dishes”. That’s fresh. After checking the information, this is the hot central kitchen a few years ago. Manufacturers make home cooked dishes into semi-finished products in the factory, store them in frozen or vacuum packaging, and then sell them to consumers or restaurants. Maybe the epidemic has been repeated recently. Many people stay at home and buy prefabricated vegetables can save trouble. Therefore, this concept has been excavated by hot money. There are also brokerage reports that this track has a trillion market space. Now many chain restaurants use prefabricated dishes, which can be served or delivered when heated. Consumers want to save money and trouble, and so do businesses. Maybe in the future, there will be one more prefabricated cuisine besides the eight major Chinese cuisines.
Bull stocks Andon Health Co.Ltd(002432) which rose 10 times in two months continued to rise today, but the company also received a letter of concern from the Shenzhen Stock Exchange. The letter of concern directly questioned whether the company’s ihealth covid-19 anti self-test kit could effectively detect Omicron mutant virus, because the company’s announcement said that the detection of “100% detection of Omicron” was very lax. In addition, the letter of concern also expressed doubts about the possibility that the company hopes that the self-test products can be incorporated into the epidemic prevention and control in Tianjin. Jiuan’s rise is obviously driven by funds, and the performance growth is unlikely to catch up. Remind me of the risk. After all, the stocks that have risen by the epidemic in the past two years have fallen faster than anyone else.
The recent rise in PetroChina’s share price is indeed promising. The company released a performance forecast today. It is expected that the net profit in 2021 will increase by 71-75 billion yuan, an increase of 374% – 395%, the best level in seven years. Because the performance in the first three quarters is very good, the good performance of the whole year is also expected. The main reason for the good performance is the rise in international oil prices. Last year, the international oil price was about $60 – $70, but it was still far from the historical high of $140 in 2008. The 48 yuan PetroChina should not be able to go back, but as long as the performance is good, the stock price should perform.
The China Consumer Association today named and criticized the “co branded blind box package” jointly launched by KFC and bubble mart, resulting in great waste. The China Consumer Association said that some consumers did not hesitate to spend 10494 yuan to buy 106 sets of packages at one time, and some consumers bought “substitute eating” services for “seeking children”, hired people to buy substitute eating packages to obtain blind boxes, and even threw away endless food directly. Did bubble Mart come up with such a bad idea because its share price fell too badly. Recently, many urban houses are difficult to sell. Find real estate developers to jointly see if they can stimulate the real estate market and help the country solve practical problems.
