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Yanker Shop Food (002847.SZ): The company's products are currently entering Pang Donglai supermarket through Dealers.
On December 30, Gelonghui reported that Yanker Shop Food (002847.SZ) stated on the investor interaction platform that the company's products are currently entering the Pang Dong Lai supermarket through Dealers. Products are being sold in seven core categories, including spicy marinated snacks, Leisure baking, deep-sea snacks, egg snacks, and konjac jelly pudding. The company continues to focus on these seven core categories: spicy marinated snacks, deep-sea snacks, Leisure baking, egg snacks, potato snacks, konjac jelly pudding, and dried fruits and nuts. It is fully committed to enhancing the supply chain and continuously upgrading product capabilities. The product is being developed in all specifications: besides the advantages of bulk products, there is a full effort to develop quantifiable, small-sized, and bulk packaged products.
GTJA's Consumer investment outlook for January 2025: The peak season is approaching, and improvement is expected.
It is expected that the consumption data in January will significantly improve due to a low base and the impact of the Chinese New Year being staggered. New channels and new categories resonate, accelerating innovation in Consumer.
China International Capital Corporation: Review and Outlook on the Development of Snack Wholesale Channels
Maintain the profit forecasts and ratings for individual stocks in the Leisure snack Industry.
GTJA: The "Gift" feature of WeChat's small shop opens up new scenarios, and snack and beauty stocks are expected to benefit.
GTJA stated that the WeChat Mini Store has launched a "gift-giving" feature, creating a new traffic channel for WeChat e-commerce. Snack and beauty product categories with gift attributes, as well as the Operation Sector that is highly sensitive to new channels, are expected to benefit. GTJA Analysts including Zhi Meng pointed out in their report that the launch of the gift function coincides with the upcoming Christmas, New Year, and Spring Festival holidays. The gift function is expected to rapidly induce user demand for holiday gifting, directing traffic to the WeChat Mini Store and fostering shopping habits within WeChat. This feature has the potential to help the WeChat e-commerce system open new traffic outlets and aid user conversion, while also providing new channel opportunities for consumer goods companies. It is recommended to increase.
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, online traffic growth is slowing down, while offline channels are regaining some customer flow. Among these, the share of traditional key account large supermarkets is rapidly shrinking, whereas specialty selection model supermarkets are beginning to thrive.
We Think YanKer Shop FoodLtd (SZSE:002847) Might Have The DNA Of A Multi-Bagger
