From the A-share market, the prefabricated vegetable sector has been hot with funds recently. The choice terminal shows that the concept plate of prefabricated dishes (Code: bk1025) has risen for many consecutive days, with a cumulative increase of 8.09% in December 2021 and 17.11% since January 2022. Prefabricated vegetable stocks represented by Zhanjiang Guolian Aquatic Products Co.Ltd(300094) , Joyvio Food Co.Ltd(300268) , Fortune Ng Fung Food (Hebei) Co.Ltd(600965) , Tongqinglou Catering Co.Ltd(605108) , Haixin Foods Co.Ltd(002702) , Shandong Delisi Food Co.Ltd(002330) , Shandong Huifa Foodstuff Co.Ltd(603536) rose significantly, significantly outperforming the market index in the same period.
After combing, the reporter of Securities Daily found that although many listed companies, such as Huatian Hotel Group Co.Ltd(000428) and Changsha Tongcheng Holdings Co.Ltd(000419) with hotel operation as the main business, Chen Ke Ming Food Manufacturing Co.Ltd(002661) with pasta as the main business, Jinjian Cereals Industry Co.Ltd(600127) with grain and oil deep processing as the main business, Jinzai Food Group Co.Ltd(003000) with marinated snacks as the main business, Jiajia Food Group Co.Ltd(002650) and Snowsky Salt Industry Group Co.Ltd(600929) with condiments as the main business, disclosed their involvement in the field of prefabricated dishes in the interactive ease, Prefabricated vegetable concept stocks continued to expand, but not all stocks with prefabricated vegetable concept rose. By the close of January 14, there were signs of substantial outflow of funds and differentiation of stock price trend in the prefabricated vegetable sector. Some people believe that there are multiple sub circuits inside the prefabricated dishes. The prefabricated dishes that actively introduce innovative elements have higher performance flexibility and are easier to be recognized by consumers and favored by investors.
On the one hand, various listed companies have announced their involvement in the field of prefabricated vegetables, and the Corps of prefabricated vegetables concept stocks has been expanding. On the other hand, the stock price of prefabricated vegetables concept plate has quietly changed, and a large amount of funds are flowing out. At the closing on January 14, the concept plate of prefabricated dishes showed signs of differentiation. According to the China stock market news choice terminal, of the 22 prefabricated vegetable concept stocks, only 6 rose and 15 fell. The trend of capital flow after hours shows that the net outflow of main funds is 1.049 billion yuan, the net outflow of super large single is 343 million yuan, and the net outflow of large single is 706 million yuan. Why is there an outflow of funds in the prefabricated vegetable sector due to the superposition of positive factors such as the approaching Spring Festival, the local Chinese New Year and the lazy economy? The reporter asked experts for more details on this situation.
Professor Cao Erbao, vice president and doctoral supervisor of the school of economics and trade of Hunan University, said that the capacity of the prefabricated vegetable market is very large, and the annual consumption scale is expected to exceed RMB 1 trillion, but not all the prefabricated vegetable market is a blue ocean market. There are several sub circuits in the prefabricated vegetable market, some of which have low threshold, scattered production capacity and fierce competition; The threshold of some tracks is high, the production capacity is short, and the supply is in short supply. Whether they can run out of industry stars in the subdivided tracks requires investors\’ insight and careful judgment. “Steamed stuffed bun, steamed bread, noodles, glutinous rice balls, dumplings and quick-frozen meat are commonly used prefabricated dishes at home. They have a wide source of raw materials, simple production, less start-up funds and fixed consumer groups. They are not only an ideal choice for entrepreneurs, but also a subdivision track with fierce stock competition. Prefabricated dishes represented by high-end ingredients such as marine products have few sources of raw materials, complex production and even need to be prepared Multinational supply chains work together, and the Chinese market is in short supply, which is the real blue ocean incremental market in the field of prefabricated vegetables. It is suggested that investors should carefully analyze and judge from the fundamentals when selecting the subject matter. “
Long tengjiang, chief analyst of Tenglong investment, agreed with the above views and added that some prefabricated vegetable concept stocks rose due to the short-term demand generated by epidemic control, cancellation of Hall Food and local Chinese new year, which did not have long-term sustainability of performance. Therefore, the stock price fell near the Spring Festival; There are also some prefabricated vegetable concept stocks, with only a small amount of business income from prefabricated vegetable related fields, which belong to tentative layout exploration. Their main business is not closely related to prefabricated vegetables, nor is there a major premise for seeking the strategic transformation of their main business, and there is a sign of ebb tide in the short-term speculation of funds.
\u3000\u3000 “To judge whether it is worth investing in prefabricated vegetable concept stocks, we should take three steps: first look at the income structure, then look at the product structure, and finally look at the product audience. Only by comprehensively judging its market competitiveness can we draw a clear conclusion. Investors can not believe that the prospect of listed companies is a broad blue ocean just because they wear the hat of \’prefabricated vegetable concept stocks\’. From our point of view, it is suitable for us As the subject matter of the \’prefabricated dish concept\’ stocks, it is best to have innovative products with strong explosive power; The market threshold is high and it is difficult for peers to copy; It has the characteristics of small circulation market value and imminent performance reversal. Listed companies that are willing to actively introduce innovative elements and have the potential to create popular prefabricated dishes will have higher performance flexibility and be more easily recognized by consumers and favored by investors. ” Longtengjiang added.
