Tianfeng securities is optimistic about baolingbao. It believes that as a leader in the functional sugar industry, the companys core advantages come from three aspects:
1) R & D innovation advantages: the company is a national high-tech enterprise. It has the independent intellectual property rights of key technology of functional sugar and the discourse power of the industry.
2) Advantages of whole industry chain: the company is the only manufacturer and service provider of full category functional sugar products in the domestic market, which can provide customers with rich comprehensive solutions.
In addition to Yuanqi forest, due to young consumers demand for fitness, weight loss, convenience and fashion, the sales of substitute food in China is also very popular.
2020 insight report on womens quality life trend shows that 72% of women have the habit of fitness, and 66% of women eat substitute meals at least once a week, and 42% of women spend more than 500 yuan on meals in the decade.
According to the Euromonitor International report released by the fbif food and beverage innovation forum, the scale of Chinas catering agency reached 57.71 billion yuan in 2017, and it is estimated that the Chinese food substitute market will reach 120 billion yuan in 2020.
Industry insiders believe that with the strengthening of consumers health concept, substitute food is developing in a prairie fire. With the combination of online marketing, star endorsement, IP creation and other marketing models in recent years, and the social sentiment of thin for beauty, the industry is expected to open up space for growth, and related concept stocks are expected to become the next direction of fund speculation.
Related concept stocks of substitute food:
It is worth mentioning that Xiwang food has taken the lead in trading, and as of the closing, xianle health also rose nearly 9%.
Source of this article: Yang Bin, editor in charge of CFA_ NF4368