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Huachuang Securities Dining Industry Deep Dive Report: Efficiency Competition, Big B Breakthrough.
This is the starting point for the recovery of the Dining Industry, and a double rebound is expected to follow.
Shanghai Bolex Food Technology (SHSE:603170) Is Reinvesting At Lower Rates Of Return
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.
Institutional Owners May Take Dramatic Actions as Shanghai Bolex Food Technology Co., Ltd.'s (SHSE:603170) Recent 8.6% Drop Adds to One-year Losses
Baoli Food (603170.SH): Completion of the Baoxin project.
On December 18, Gelonghui reported that Baoli Food (603170.SH) announced that the public funds raised for the 2022 stock issuance for the Baoxin project have completed the acceptance check of the main Architecture Engineering and the installation and debugging of the major production lines. The project has also passed the approval procedures including energy evaluation and environmental evaluation. The implementing entity for the investment project, ShanDong Baoxin Food Technology Co., Ltd., has obtained the food production license and meets the basic conditions required for production. The investment project is now concluded. As of December 18, 2024, the remaining raised funds for the Baoxin project after conclusion amount to 5.2013 million yuan, mainly for construction project contracts and equipment purchases.
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.
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