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Pacific Securities: pay attention to investment opportunities in the fields of food and fodder additives, and phosphorus chemicals.
Pacific Securities research reports suggest focusing on investment opportunities in the food and fodder additive, and phosphorus chemicals sectors.
CITIC Securities: The recovery slope of the condiment industry has slowed down, and the online and industrial layout is expected to become a new increment.
With the expansion of food delivery and the popularity of pre-cooked food, part of the condiment consumption on the household end has shifted to dining and food industry channels such as pre-cooked food and cooking packages, bringing new growth to the industry. The demand for the restoration of pre-cooked food flavors has increased, and the requirements for condiment enterprises have gradually strengthened. The trend towards industrialization has become a new opportunity.
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