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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.
Tianfeng: Q3 income growth of the csi sws food & beverage index accelerated sequentially, and profit elasticity may be released.
tianfeng Securities released a research report stating that overall, the csi sws food & beverage index Q3 performance showed steady growth, with accelerated growth quarter-on-quarter, and continuous release of profit elasticity.
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.
Foshan Haitian Flavouring and Food (SHSE:603288) Has A Rock Solid Balance Sheet
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.
soochow: In 2024Q3, the social dining industry's profit turning point leads the way, with condiment and dairy product demand improvement on the horizon.
From July to September 2024, the growth rate of catering revenue in the social sector continued to decline compared to Q2 2024, with a year-on-year increase of +3.1%/+0.7% in September for dining in social retail/above-quota dining in social retail respectively.
Returns On Capital At Foshan Haitian Flavouring and Food (SHSE:603288) Paint A Concerning PictureNo Data
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