food processing
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Xiwang Foodstuffs Vice Chairman Sun Xinguo: The scale of the rapeseed oil business is expanding, and the sports nutrition products are in a transitional stage. | Interview with Finance
1. With the decline in raw material prices such as corn and protein, xiwang foodstuffs' performance in the first three quarters showed high growth. The fourth quarter is the traditional peak season for corn oil, and it is expected that the earnings will further improve. 2. The company's sports nutrition business has started to grow steadily. In the first half of this year, xiwang foodstuffs' sports nutrition business revenue accounted for close to 50%, with a gross margin of 30.47%. The company plans to develop 2-3 major products in the next two years.
Chunxue Food: Focus on developing overseas markets, with an expected year-on-year export growth of 40% in 2024. | Direct coverage of the earnings conference
1. Domestic chicken product sales and prices are lower than expected, putting pressure on Chunxue Food's performance this year; 2. Chairman Zheng Weixin of the company stated that the company is focusing on developing foreign markets, with exports expected to reach around 0.025 million tons in 2024, an increase of about 40%.
Zhejiang Huatong Meat Products: Turned a loss in the first three quarters, high debt ratio, planning to increase related party transactions | Financial Report Interpretation
Zhejiang Huatong Meat Products reversed losses in the first three quarters year-on-year, but the debt ratio remains high, reaching 74.42%; Zhejiang Huatong Meat Products also announced an expected increase in related trade of 80 million yuan, with 0.276 billion yuan already incurred, a 1.17 times increase compared to last year.
The l single product strategy resulted in 'rising costs, declining income' for Qianwei Central Kitchen, the first negative growth in three years since going public. | Interpretations of financial reports
①After three years of listing, Qian Wei Yang Chu handed in the first negative growth financial report, with a year-on-year decrease in net income in the first three quarters; ②In the first half of the year, in response to the rising operational pressure, Qian Wei Yang Chu had increased the development and promotion efforts of strategic single products, but by the third quarter, the company's revenue did not increase but declined, with significant growth in expenses.
Unveil! With huge trading volume, which A-shares are institutions chasing after?
The heat of A shares is still continuing!
Pre-cooked food not selling well? Anjoy Foods Group's H1 performance growth rate has dropped to single digits | Interpretation of financial report
In the first half of this year, Anjoy Foods Group's net income increased by 9.17% year-on-year, but net income in the second quarter fell by 2.51% year-on-year. Among its main products, the revenue growth of instant noodles and pre-cooked foods declined significantly compared to the same period in 2023. As of the end of the reporting period, the company had a total of 2060 dealers, an increase of 96 from the beginning of the period.
Supply pressure may decrease, and institutions are optimistic about pig prices at the end of the third quarter and fourth quarter.
① In August, the price of pork has not stopped rising. As of the 6th, the average price of out-of-town three-yuan live pigs nationwide has risen to 20.5 yuan/kg, breaking the previous high and setting a new record. ② According to research reports from Huaxi Securities, the price of pork is expected to be optimistic in the third and fourth quarters. The second half of the year is the peak season for pork consumption, and the reduction in breeding sows is expected to accelerate as the supply pressure increases from the second half of 2023 based on production capacity deductions.
Pig cycle reversal expectations strengthen institutions say the sector has entered a layout period
① The National Bureau of Statistics released data on May 14. The current price of pigs (plus three yuan) was 15.0 yuan/kg, up 0.7% from the previous month. ② The CICC research report points out that expectations for a reversal of the pig cycle have strengthened, the sector has entered a layout period, and low-cost, highly flexible pig companies will benefit first.
Heavy warehouse bought back Meituan Kuaishou! Zhong Geng Qiu Dongrong's quarterly report revealed that there were many moves to adjust positions
Early this morning, Qiu Dongrong's products revealed a quarterly report.
Industry sentiment boosts Tomson Beijian's performance, and online revenue maintains growth trend|Annual Report Interpretation
① Tomson Beijian's revenue and net profit returned to double-digit growth in 2023; ② In response to changes in performance, the company said it had benefited from increased market demand for various product categories brought about by increased public health awareness and achieved relatively rapid revenue growth.
Suspected of violating relevant laws and regulations! The Qinghai Spring announcement was inspected by the Securities Regulatory Commission, and its sky-high price flower wine was named by CCTV 315
① After its sky-high price flower wine was named by CCTV 315, Qinghai Spring made the latest announcement. The Securities Regulatory Commission decided to inspect the company because the company allegedly violated relevant laws and regulations. This morning, Huajiu issued a statement saying that a special team was set up as soon as possible to carry out comprehensive inspection and rectification work. ③ The biggest cumulative decline in the company's stock price since April 2022 was 78%, with net losses for 4 consecutive years.
The controlling shareholders of Yasui Foods are the most “long-time”! List of listed companies that have promised not to reduce their A-share holdings since the beginning of the year
① This week, 10 A-share listed companies including Enjie Co., Ltd. issued shareholders' promises not to reduce their holdings. According to incomplete statistics, shareholders of more than 30 listed companies promised not to reduce their holdings since the beginning of the year. The “long-term relationship level” of Sifang Optoelectronics's three-year commitment is second only to Yasui Foods' five years; ② sort out the list of listed companies with a high shareholders' shareholding ratio that promised not to reduce their holdings (attached table).
Yasui Foods: Buy back shares for employee shareholding or equity incentive plans, the first professional prepared vegetable production base focuses on two major products~ Direct impact on performance meetings
① The total amount of shares purchased by the company for the first time is not less than 100 million yuan, not more than 200 million yuan ② The company's first professional prepared vegetable production base, the Honghu Anjing Plant, has been capped, focusing on the two major products, bullfrog and lotus root products ③ Distribution revenue currently accounts for more than 80%. The supermarket channel's revenue has declined this year, and the differentiation between channels is obvious.
The prepared food business “led” revenue growth, Yasui Foods Q3 net profit increased 60% year-on-year, and nearly 2,000 dealers were “besieged” | Financial Report Interpretation
① Among the top four products accounting for revenue, quick-frozen food products grew the fastest, with a year-on-year increase of 47.46% in the first three quarters ② The revenue growth rate of the company's frozen noodles and rice products slowed down, and supermarket channel revenue fell 15.52% year-on-year ③ At the end of the reporting period, the total number of the company's dealers was 1,937
Tomson Beijian's net profit for the first three quarters surpassed last year's full year, and the share of online channel revenue may continue to rise | Financial Report Interpretation
① Benefiting from the increase in market demand for various product categories brought about by heightened public health awareness, Tomson Beijian's net profit for the first three quarters already exceeded that of last year; ② The company's main brand “Tomson Beijian” achieved revenue of 4.511 billion yuan in the first three quarters, contributing nearly 60% of revenue; ③ The overall channel structure of the VDS industry is stabilizing, and Tomson Beijian expects the share of online channels to continue to rise in the future.
Shuanghui's performance in the first three quarters of development increased slightly, frozen goods inventories increased, inventories continued to grow | Interpretation of financial reports
① The scale of pig slaughter increased, and Shuanghui Development maintained both revenue and performance growth in the first three quarters; ② Due to the increase in frozen goods inventories, Shuanghui Development's inventory amount has continued to increase since this year, and the net cash flow from operating activities has decreased by 39.26% year-on-year.
Qiu Dongrong's holdings revealed! Optimistic about the three major directions
With the disclosure of public fund reports for the second quarter of 2023 kicking off, well-known fund managers' positions for stock exchanges and their views on the future market are all over the paper.
Yasui Foods (603345): From a product perspective, Yasui's growing single products are expected to open up room for growth
Core idea: Looking at Yasui's product-side development space from the perspective of a large single product cluster. In '23, Yasui proposed a competition-oriented competition strategy, and plans to launch the “Lock Fresh Pack 4.0+ Shrimp Skate Series” and the “1:1:1:1: 1” (Volcanic Rock Sausage, Steamed Fried Dumplings, Crispy Meat, Grilled Fish) annual hit clusters. The various tracks are beginning to take shape and have a large number of genes: China's shrimp skating market was about 10 billion yuan in '22, and the CAGR is estimated to be 14.53% in 22-26. With the diversification of product-side category+structure upgrade and the penetration of channel side B end to C end, space for steamed and fried dumplings and minced meat is expected to open up. Benchmarking
Shede Liquor (002216): Outstanding Q4 performance, multiple brands are working hard to develop
Incident: On March 21, 2023, the company disclosed its 2022 financial report, achieving annual revenue of 6.056 billion yuan, +21.86% year on year, net profit of 1,685 million yuan, +35.31% year on year; of these, 22Q4 achieved revenue of 1,439 billion yuan, +5.62% year on year, and Guimo's net profit of 485 million yuan, +75.87% year on year. 22Q4 The company's sales revenue was 1,138 million yuan, a year-on-year decrease of 31.91%, and contract debt was 298 million yuan at the end of the period, a decrease of 64 million yuan over the previous period. As of 22Q4
Vital Farms' World-Class Egg Central Station Awarded Food Processing's "Green Plant of the Year 2022"