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Policy + demand driven, the csi consumer 360 index sector sees the return of the king.
Bullish on the four main lines.
Weichixiang (605089.SH): Currently, the overall demand in the group meal market is relatively stable.
Geelonghui, November 13th, Wei Zhixiang (605089.SH) stated at the performance briefing that the wholesale team is currently divided into groups to assist dealers in field promotion activities, helping a large number of dealers develop second and third-tier customers. While expanding sales, deepen cooperation with major customers, focusing on the goal of "developing major customers", gradually realizing a 1+N business model. At the same time, according to market feedback, the overall demand in the group dining market is relatively stable. The company is also gradually deepening its cooperation and expansion in this sector, looking forward to its future performance.
Flavorchew (605089): Decreased pressure compared to the previous period, actively expanding channel customers.
The company announced the 2024 third quarter report. In the first three quarters of 2024, the company achieved a total revenue of 0.511 billion yuan, a year-on-year decrease of -17.50%, and a net profit attributable to the mother of 0.068 billion yuan, a year-on-year decrease of -36.83%, net profit attributable to the non-parent
Taste Knows Fragrance (605089) Third Quarter Report Review for 2024: Meeting Expectations, Looking Forward to Recovery
Executive Summary: In Q3 24, the company's decline in revenue and profit narrowed, mainly due to the low base and some price stabilization in certain categories. Demand recovery still needs to be gradual. Investment Highlights: Investment recommendation: maintain a 'shareholding' rating. Maintain
Wei Zhixiang (605089): Operation under pressure, waiting for improvement.
Event: The company released the third quarter report of 2024. In the first 3 quarters of 2024, the company achieved revenue of 0.511 billion yuan, a year-on-year decrease of 17.50%; net profit attributable to shareholders of 0.068 billion yuan, a year-on-year decrease of 36.83%; net profit attributable to non-parent
Suzhou Weizhixiang Food Co., Ltd. Recorded A 5.9% Miss On Revenue: Analysts Are Revisiting Their Models
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