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SWHY: The performance of the CSI SWS Food & Beverage index in the 2024 annual report shows differentiation, with two types of opportunities emerging in consumer goods.
The Baijiu Industry shows bottom characteristics during the Spring Festival but still needs verification. Combined with the current valuation and dividend levels, leading companies have mid to long-term investment value from a dividend yield perspective.
CEO Jingsong Zhou, Jinzai Food Group Co.,Ltd.'s (SZSE:003000) Largest Shareholder Sees Value of Holdings Go Down 6.7% After Recent Drop
GF SEC: What are the highlights of the "new channels" for Snack Food in 2025?
The year 2025 will see the alternating resonance of "cost-effective channels" and "new channels" in the Snack Food sector.
GTJA: In 2025, attention will be on the structural dividends of Snack Food, especially the incremental benefits brought by channel transformation and supply chain optimization.
The three major logics of Snack Food in 2024 will be realized: the trend of raw material cost decline, optimization of supply chain capabilities driving the decrease in unit costs, and the release of scale effects of individual products driven by channel and category dividends.
Here's Why We Think Jinzai Food GroupLtd (SZSE:003000) Is Well Worth Watching
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.
