Jinzai Food Group: New tofu products expected to launch in May, competing through differentiated healthy snacks | Direct report on the shareholders' meeting.
①Jinzai Food Group held its annual Shareholder meeting for 2024 today. How the company maintains its leading position in the segmented Industry and establishes product barriers has become a concern for investors; ② Chairman Zhou Jinsong stated that the company will create differentiated competitiveness through high-protein, high-nutrition healthy snacks, while continuously promoting the shift from product Operation to brand Operation, strengthening brand influence; ③ Zhou Jinsong mentioned that this year the company will actively explore high-potential channels.
The price increase of Vitamins helped Xiamen Kingdomway Group achieve a 24% increase in net profit last year, while the gross profit margin of the core product coenzyme Q10 continued to be under pressure.|Interpretations
① Xiamen Kingdomway Group had a poor start but ended strong last year, meeting Brokerage expectations; ② The price increase of VA was the main reason for the performance growth, but prices have dropped to low levels this year; ③ Core product coenzyme Q10 has seen strong production and sales but the gross profit continues to decline.
Brokerage morning meeting highlights: Countermeasures against tariffs boost Shenzhen Agricultural Products Group prices, the planting chain directly benefits.
At today's Brokerage morning meeting, CITIC SEC believes that countermeasures against tariffs boost the prices of Shenzhen Agricultural Products Group, which directly benefits the planting chain; HAITONG SEC proposed a bullish view on the relative yields of the Banks Sector in April; Galaxy Securities stated that it focuses on Gold and countermeasures against rare earths.
Brokerage morning meeting highlights: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.
In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.
Three Squirrels Inc. responds to its Hong Kong listing: the raised funds will mainly be used to deepen the supply chain layout and other aspects | Direct coverage of the Earnings Conference.
① The Chairman of Three Squirrels Inc., Zhang Liaoyuan, stated that the funds raised from the Hong Kong IPO will primarily be used to deepen the Global supply chain layout, promote the expansion of online and offline sales channels, enhance digital capabilities and Technology-driven innovation, as well as for strategic investments and mergers and acquisitions; ② Zhang Liaoyuan also mentioned that by 2025, the company will add a base in South China to adapt to the regional and localized category factory layout, increasing the self-production ratio of nuts and snacks.
The "breeding heat" has led to an increase in piglet prices, listed pig companies are increasing piglet sales, and pasture companies are emerging丨Industry dynamics.
① Recently, the price of piglets has risen for three consecutive weeks, leading listed pig enterprises to increase piglet sales; ② Currently, breeding sows are being concentrated in listed pig enterprises and group pig enterprises, while smallholders mainly focus on piglet fattening and secondary fattening, and free-range farming companies are on the rise.
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