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Should You Be Excited About Inner Mongolia Yili Industrial Group Co., Ltd.'s (SHSE:600887) 20% Return On Equity?
Huachuang Securities: Cherish the certainty allocation window of food and beverage industry leaders, select high-resilience varieties for turnaround in adversity.
Overall csi sws food & beverage index: the bottom has been established and clarified upward, shedding burdens in 2024 and entering 2025 with a fresh approach.
Debon Securities: Optimistic about the trend of the food and beverage sector as the debt-for-equity policy is implemented.
With the upcoming Spring Festival stocking season, I am bullish on the growth resilience of leading enterprises. After experiencing a slow sales season in Q2, the demand for leisure snacks in Q3 terminals is gradually recovering.
Zheshang Securities: Offline retail in 24Q3 declined year-on-year but improved month-on-month. Dining channels are still undergoing repairs.
In the third quarter of 2024, the growth rate of mainstream products was 0.17%, a decrease of 5.40 percentage points. In terms of sectors, the segments that performed relatively well in the third quarter of 2024 were leisure snacks and condiments.
CICC: Consumer is expected to benefit from multiple perspectives in 2025.
Looking ahead to 2025, it is expected that with a package of stimulus policies in place, essential consumer sectors are expected to benefit directly and indirectly from measures such as the distribution of consumer vouchers, boost in consumer confidence, and anticipated improvements in household income.
Guosheng Securities: Fiscal policy intensifies as csi sws food & beverage index continues to advance.
On November 8th, the Ministry of Finance announced that an additional 6 trillion yuan of local government debt quota will be used for future three years of debt conversion, marking the most significant debt reduction measures in recent years. At the same time, a more powerful fiscal policy will continue to be implemented next year, demonstrating the government's unwavering determination to strengthen the economy.
Be Wary Of Inner Mongolia Yili Industrial Group (SHSE:600887) And Its Returns On Capital
