Jinshi Data, December 23rd, Ping An Securities research report pointed out that the popular food region in the food and beverage industry is directly benefited from the improvement of the macro economy; the issuance of consumer coupons and other policies directly boost the consumer confidence of the popular food region; compared with the burden of liquor inventory is lighter, the adjustment rhythm is faster, or earlier adjustment is in place and has investment value. From a medium and long-term perspective, with the improvement of the macro economy, the pursuit of a better life by residents will continue to drive consumption to continue to upgrade, and popular food is expected to accelerate development. It is recommended to follow four main lines: cyclical, high prosperity, inflection point of the cycle, and cost dividend.
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Ping An Securities: General Food is expected to accelerate its development. takip et Four major themes.
Jinshi Data, December 23rd, Ping An Securities research report pointed out that the popular food region in the food and beverage industry is directly benefited from the improvement of the macro economy; the issuance of consumer coupons and other policies directly boost the consumer confidence of the popular food region; compared with the burden of liquor inventory is lighter, the adjustment rhythm is faster, or earlier adjustment is in place and has investment value. From a medium and long-term perspective, with the improvement of the macro economy, the pursuit of a better life by residents will continue to drive consumption to continue to upgrade, and popular food is expected to accelerate development. It is recommended to follow four main lines: cyclical, high prosperity, inflection point of the cycle, and cost dividend.