Food and beverage sector bucks the trend and soars

category:Finance
 Food and beverage sector bucks the trend and soars


According to Kaiyuan securities, three main lines of food and beverage trading strategy in 2021 are selected: first, adhere to the long-term holding of industry leaders, such as Wuliangye, Guizhou Maotai, Shanxi Fenjiu, Haitian flavor industry, Yili shares, etc.; second, to look for stocks with undervalued value and long-term growth logic in the same period, which may obtain short-term excess returns, such as Zhongju hi-tech, Huangshanghuang and jiabiyou; and third, consideration Shunhe vinegar Co., Ltd. is expected to be at the bottom of Henghe and other enterprises. BOC Securities believes that in the short term, there are more opportunities for varieties with two characteristics in the next quarter. 1. 2. The first quarter report of 2020 truly reflects the varieties affected by the epidemic situation, and the first quarter report in 2021 is expected to show high performance elasticity. After comprehensive screening, Changyu, Shanxi Fenjiu, Guizhou Maotai, Guangzhou Restaurant, Jinhui liquor, Luzhou Laojiao, Zhongju hi tech, Yili shares, qiqia food and Haixin food are the best. Source of this article: Yang Bin, editor in charge of the first finance and Economics_ NF4368

BOC Securities believes that in the short term, there are more opportunities for varieties with two characteristics in the next quarter. 1. 2. The first quarter report of 2020 truly reflects the varieties affected by the epidemic situation, and the first quarter report in 2021 is expected to show high performance elasticity. After comprehensive screening, Changyu, Shanxi Fenjiu, Guizhou Maotai, Guangzhou Restaurant, Jinhui liquor, Luzhou Laojiao, Zhongju hi tech, Yili shares, qiqia food and Haixin food are the best.