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Zhonglun New Materials (301565.SZ): The terminal consumer brands in collaboration include Shuanghui Foods, Anjoy Foods Group, etc.
On December 18, Gelonghui reported that Zhonglun New Material (301565.SZ) stated on the investor interaction platform that the company's functional film product BOPA is used in Pre-Cooked Food packaging. Due to the high requirements for the safety, freshness, and Transportation of the food contents in new consumer products, such as Pre-Cooked Food, more functional film products are generally used as external packaging materials. The main application fields of the company's functional films are in food, daily chemicals, and other CSI Consumer 360 index scenarios. Partnering end consumer brands include Shuanghui Foods, Anjoy Foods Group, and others.
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.
Fangzheng Securities: The selection model for supermarkets is rapidly developing. Attention is drawn to the supply chain of high-quality leaders in the CSI SWS Food & Beverage index.
Currently, online traffic growth is slowing down, while offline channels are regaining some customer flow. Among these, the share of traditional key account large supermarkets is rapidly shrinking, whereas specialty selection model supermarkets are beginning to thrive.
Anjoy Foods Group (SHSE:603345) Has A Pretty Healthy Balance Sheet
Anjoy Foods Group (603345.SH): It is planned to distribute a cash dividend of 0.95 yuan per share to all shareholders in the first three quarters.
On December 2, Gelonghui announced that anjoy foods group (603345.SH) disclosed, following a resolution by the board of directors, the company intends to use the total share capital as of the equity distribution record date, deducting the shares in the repurchase special securities account, to implement the profit distribution for the first three quarters of 2024. The profit distribution plan is as follows: the company plans to distribute a cash dividend of 0.95 yuan per share (tax included) to all shareholders. As of October 25, 2024, the company published the "Announcement on the Implementation Results of Share Repurchase and Changes in Shares", stating that the number of shares in the company's repurchase special securities account is 1,160,900 shares, with a total share capital of the company being 2.
5.2% Earnings Growth Over 3 Years Has Not Materialized Into Gains for Anjoy Foods Group (SHSE:603345) Shareholders Over That Period
Anjoy Foods Group (SHSE:603345) Has More To Do To Multiply In Value Going Forward
