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Ping An Securities: In 2025, focus on four main lines of consumer goods: cyclical trends, high prosperity, cyclical turning points, and cost dividends.
From a medium to long-term perspective, as the macroeconomy improves, the residents' pursuit of a better life will continue to drive the Consumer market towards continuous upgrading, and the mass goods Sector is expected to accelerate development.
Fangzheng Securities: The selection model for supermarkets is rapidly developing. Attention is drawn to the supply chain of high-quality leaders in the CSI SWS Food & Beverage index.
Currently, the growth rate of online traffic is slowing down, while offline stores are regaining some customer flow, among which, the share of traditional key account hypermarkets is rapidly decreasing, while the selection model supermarkets are beginning to flourish.
Express News | This year, a total of 18 A-share listed companies have announced plans or spin-offs for their subsidiaries to be listed in Hong Kong. This week, Zhejiang Sanhua Intelligent Controls, Foshan Haitian Flavouring and Food, and Jiangsu Hengrui Pharmaceuticals
Express News | Anjoy foods group: This year, competition in some categories is fierce, but hot pot ingredients and pre-cooked food are performing relatively well.
The new stock anjoy foods group plans to list in Hong Kong.
Frozen food manufacturer Anjoy Foods Group (603345.SH) announced plans to accelerate the group's internationalization strategy and overseas business layout, enhance overseas financing capabilities, and further improve comprehensive competitiveness. Currently, there are plans to issue overseas listed shares (H shares) overseas and list on the main board of the Hong Kong Stock Exchange. Anjoy Foods Group is actively discussing relevant work for listing in Hong Kong with related intermediary institutions, but the specific details have not yet been finalized.
anjoy foods group (603345.SH): Proposed to distribute cash dividends of 0.95 yuan per share to all shareholders in the first three quarters.
On December 2, Glonghui reported that anjoy foods group (603345.SH) announced that, based on the total equity reduced from the shares registered in the repurchase special account as of the dividend distribution registration date, the company plans to distribute profits for the first three quarters of 2024. The profit distribution plan is as follows: the company intends to distribute a cash dividend of 0.95 yuan per share (including tax) to all shareholders. As of October 25, 2024, the company published the "Announcement on the Results of Share Repurchase and Share Change of anjoy foods group," stating that the number of shares in the repurchase special securities account is 1,160,900 shares, based on the company's total equity of 2.
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