The Spring Festival is approaching, heating up the trillion blue ocean of “prefabricated dishes”.
On the morning of January 13, the concept plate of prefabricated dishes broke out, setting off a wave of limit trading in the plate, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) harvested the “20cm” limit board for two consecutive days.
Andon Health Co.Ltd(002432) the stock price has risen by more than 10 times since November 8 last year. In addition, there were intraday changes in coal, petroleum, petrochemical and other pro cyclical plates, Shanxi Coking Coal Energy Group Co.Ltd(000983) hit the daily limit.
It is worth noting that the two hospitals in Xi’an under Xi’An International Medical Investment Company Limited(000516) company were closed for rectification because they failed to perform their duty of saving the lives and healing the wounded in this round of epidemic, resulting in delays in the rescue and treatment of emergency patients, and their share prices fell by the limit in large quantities.
Xi’An International Medical Investment Company Limited(000516) volume limit
This morning, Xi’An International Medical Investment Company Limited(000516) shares opened sharply lower by more than 8%, plummeted after a shock rebound, and finally closed the limit. As of the morning closing, the transaction of the stock was about 1.1 billion yuan, with a total market value of 19.05 billion yuan.
This morning, Xi\’an Health Commission announced that after the outbreak of this round of epidemic, Xi\’an high tech hospital and Xi\’an Xi’An International Medical Investment Company Limited(000516) Central Hospital failed to implement the “people first and life first” into medical treatment, had a weak sense of responsibility, failed to perform the duty of saving the dead and healing the wounded, and failed to implement the core medical quality management systems such as first diagnosis responsibility and rescue of acute and critical patients, As a result, the rescue and diagnosis and treatment of acute and dangerous patients were delayed, which aroused widespread concern of public opinion and had a bad social impact. After research, Xi\’an high tech hospital and Xi\’an Xi’An International Medical Investment Company Limited(000516) central hospital will be closed for rectification for 3 months from now, and will be reopened after the rectification is qualified.
According to the “Xi\’an release” on January 6, a maternal abortion in Xi\’an high tech hospital recently aroused widespread concern and caused adverse social impact. On January 5, Shaanxi provincial and Xi\’an Municipal Health and Health Commission organized experts to investigate and determined that the incident was a liability accident.
Source: Xi’an Health Committee website
According to public data, Xi’an high tech hospital was established on June 9, 2002. It is a joint-stock general hospital integrating medical treatment, teaching, scientific research, prevention and health care. In 2009, it was approved to become the first class III class a hospital in China, and successfully passed the class III class a review in June 2017.
Xi’an high tech hospital is one of the Xi’An International Medical Investment Company Limited(000516) important subsidiaries. According to the data, Xi’an high tech hospital Co., Ltd. achieved a revenue of 798 million yuan and a net profit of 60.6681 million yuan in 2020, while the revenue of Xi’An International Medical Investment Company Limited(000516) in the same period was 1.607 billion yuan and the net profit attributable to the parent was 45.3605 million yuan. Xi’an high tech hospital has become the most profitable subsidiary of Xi’An International Medical Investment Company Limited(000516) .
the prefabricated vegetable plate lifted the limit tide
In the morning trading on January 13, the prefabricated vegetable plate set off a rising tide. According to data, as of midday closing, the prefabricated vegetable sector rose more than 6%, leading the concept sector.
In the plate, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) has been the “20cm” limit for two consecutive days; Xi’An Catering Co.Ltd(000721) , Haixin Foods Co.Ltd(002702) , Shandong Delisi Food Co.Ltd(002330) are also the one-stop limit; Tongqinglou Catering Co.Ltd(605108) , Springsnow Food Group Co.Ltd(605567) , Jinling Hotel Corporation Ltd(601007) , Shandong Huifa Foodstuff Co.Ltd(603536) , Fortune Ng Fung Food (Hebei) Co.Ltd(600965) also rose one after another.
According to the Research Report of Guorong securities, the scale of China’s Prefabricated vegetable market will reach 345.9 billion yuan in 2021, which may exceed trillion yuan in the next 6-7 years.
AI media consulting data show that it is expected that China’s Prefabricated vegetable market will maintain a growth rate of about 20% in the future. The scale of the prefabricated vegetable market will reach 516.5 billion yuan in 2023, and it is expected to become the “Next Trillion catering market” in the next 6-7 years.
For the trillion blue ocean of prefabricated dishes, many listed companies compete to layout.
Recently Great-Sun Foods Co.Ltd(603336) which is mainly engaged in fruit and vegetable products said on the interactive platform that prefabricated vegetables, as a food industry, are also within the scope of the company’s attention and R & D. White feather chicken food leader Springsnow Food Group Co.Ltd(605567) said that the company’s chicken conditioning products belong to the category of prefabricated dishes, and the next step of product research and development will be further clear towards prefabricated dishes. “Mushroom sauce first share” Zhongjing Food Co.Ltd(300908) said that at present, the products have partially served the customers of prefabricated dishes, and there are business plans for the prefabricated dishes business.
“Brother Mustard” Chongqing Fuling Zhacai Group Co.Ltd(002507) also said that at present, it has developed some dealers of catering channels, cooperated with some chain catering and food enterprises, and will gradually develop new categories in the future to better meet the taste needs of consumers.
Debang Securities said that it is optimistic about the long-term development prospect of the prefabricated vegetable industry. With the in-depth development of the industry, the relevant enterprises in the upstream of the prefabricated vegetable and catering supply chain still have good investment opportunities.
Andon Health Co.Ltd(002432) increased 10 times in two months
While the prefabricated vegetable concept plate became the focus of capital pursuit, Daniel stocks Andon Health Co.Ltd(002432) rose again.
According to the data, in the morning of January 13, Andon Health Co.Ltd(002432) opened the trading limit, opened the trading limit briefly, but then sealed the trading limit. Since November 8, Andon Health Co.Ltd(002432) has increased by 1040.67%.
On January 12, Andon Health Co.Ltd(002432) issued an announcement on abnormal stock trading fluctuations and risk tips, and disclosed large orders from the United States.
According to Andon Health Co.Ltd(002432) announcement, the company’s U.S. subsidiary received orders for ihealth covid-19 antigen home self-test OTC kit from New York and Massachusetts, with a total order amount of 65.31 million US dollars (including freight), about 416 million yuan. In addition, the ihealth kit sales contract signed with the Department of health of New York State took effect on January 10 local time. The total amount of contract price tax is 120 million US dollars (including freight), about 764 million yuan.
