Talk every Monday
The growth rate of offline sales in Shanghai Bairun Investment Holding Group Co.Ltd(002568) 21 is expected to be weaker than that in 20 years. Among them, online sales maintain a high growth rate, which is expected to exceed 50% year-on-year; Offline growth has been weak since the second quarter. The attitude of dealers in channel research is optimistic.
Market Review
Last week, the food and beverage index rose 3.81%, ranking third in 28 industries of Shen Wan, winning the Shanghai and Shenzhen 300 index 2.7pct, and the Baijiu (+5.22%) and other foods (+5.01%) in the sub sectors performed better.
Top 5 gainers of individual stocks: Shandong Delisi Food Co.Ltd(002330) , Royal Group Co.Ltd(002329) , Anhui Yingjia Distillery Co.Ltd(603198) , Shanghai Laiyifen Co.Ltd(603777) , Eastroc Beverage (Group) Co.Ltd(605499)
The top five stocks with declines: Shandong Huifa Foodstuff Co.Ltd(603536) , Haixin Foods Co.Ltd(002702) , Suzhou Weizhixiang Food Co.Ltd(605089) , Springsnow Food Group Co.Ltd(605567) , Beijing Scitop Bio-Tech Co.Ltd(300858)
Investment strategy
Key recommendations: the freezing baking leader Ligao Foods Co.Ltd(300973) with high performance growth, leading technical level, continuous optimization of channel structure and improved penetration, as well as Kweichow Moutai Co.Ltd(600519) with strong market competitiveness, launching new products, seizing the market of 1000 yuan and opening a new growth pole; It is suggested to pay attention to: the industry is growing rapidly, the market share is high, and there is a leading pre blending industry with large and poor expectation in the market Shanghai Bairun Investment Holding Group Co.Ltd(002568) ; Moderately pay attention to the outstanding stocks in the prefabricated vegetable industry with high prosperity.
