Large products' sales volume increased, Yanker Shop Food's net income last year increased by more than 20% year-on-year | Interpretations
① Benefiting from the volume increase of L products and the expansion of all channels, Yanker Shop Food achieved double growth in revenue and Net income in 2024; ② In 2025, the company will intensify the development of new products, continue the all-channel strategy, and focus on the konjac and quail egg categories to gain traction in the Southeast Asian market and explore the Japanese, Korean, and European-American markets.
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.
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.
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.
Products can be indirectly applied to the Metal surface of industrial robots. Robot Concept stocks hit the limit up. This week, Institutions conducted intensive research on related listed companies.
① Anhui Shenjian New Materials released a research summary on Thursday indicating that the downstream of the company's polyester Resin products is the powder coating industry, and powder coatings can be applied to the Metal surfaces of industrial Siasun Robot&Automation. In the secondary market, Anhui Shenjian New Materials reached a daily limit on Thursday. ② A summary of the industries that institutions focused on this week (attached table), the list of listed companies (attached stocks), and the latest research in the Siasun Robot&Automation industry.
Last year's net profit increased by nearly 40% year-on-year. Jinzai Food Group aims to resist industry competition with a "health trend" | Interpretations
① Jinzai Food Group achieved revenue of 2.412 billion yuan in 2024, a year-on-year increase of 16.79%, with fish products surpassing 1.5 billion yuan; ② The competition in the Leisure snack Industry is fierce, and Jinzai Food Group plans to find opportunities in the "health trend."