129667889734521642_340Editor's Note: after huzhi fall 2.6% last week, continued to fall this week, huzhi 1.5%, huzhi has formed three weeks line yin, consecutive fall in the market, is defensive in nature and some rigid demands of consumer industries into the market in favor of investments. Follow idea of Defense and held rigid demand consumer industry, the securities journal in market researchThrough the analysis of a wide range of industries picking, elected wine in food, pharmaceutical, retail and four with the above idea industries such as farming, forestry, animal husbandry and fishing
swtor power leveling, where the 8 most representative stocks such as wuliangye, a concern. Main capital stocks (eleven-twenty fifths) unit fled to cut meat must regret having sudden boom is not likely in a move investors Gospel: hold stocks saved!Wine food industry boom to better usher in medium-and long-term opportunities, analysts pointed out that, in the context of inflation is expected to weaken, meat products, dairy products and other consumer packaged goods concern. This year, wine industry boom in China continued to hold up well, liquor yield rose in January-October 30% October monthly yield 1.002 million litres, an increase of 37%������The a-share market, wine-making trend in the food industry is also very strong this week, in the context of a shares decreased by 1.5%, wine food stocks falling market rose 4.98%, gains first exhaust all plate, showing good defensive. Analysts believe that, in accordance with the data in the third quarter of this year, at present, China's consumption in GDP accounted for more than just 47.9%, room to growHuge.����1-2 recent years trends in per capita wage growth has become clearer, the urbanization process, and policy stimulus, will be the consumer, rapid growth momentum, one of the important branches of industry as a consumer class, wine-food industry will face a medium-and long-term opportunities. Large single securities journal net inflows of $ 390 million, according to the marketing research center, wine drinkingIndex showed a strong willingness to rose this week, week 5 trading days of continuous rise, k-line form a 5 with positive trend, closing 7602.42, weeks up 4.98%, outperform the index 6.48%, amplitude 5.77%, $ 29 billion turnover compared with last week scaled 10.425%. Capital flows showed that this week's BREWWine food stocks become the main focus of the market risk-averse main front, large inflows significantly. Statistics show that 76 this week traded wine food stocks total net inflows of $ 391.6417 million, of which, stocks of large net inflows of up to 36, 47.37% per cent of the total number of stocks trading in the stocks, stocks of large net inflows total net flowsIn amounting to $ 607.2854 million. Large net inflows of up to this week's wine food stocks is wuliangye, large net inflows of $ 320.719 million, the Unit 5 consecutive day this week, gained 8.4%, turnover 4.576 billion yuan, increasing 93.09% than last week, week exchange rate of 3.25%, the latest closed 14.$ 61. Latest quarterly disclosure, in the flow of top 10 shareholders, 5 funds together hold 91.51 million shares China Life holds 39.61 million shares held 12.56 million shares the previous issue, the social security 108 combination flat; 2 QFII together hold 41.06 million shares. Compared to the decrease in the number of shareholders 14.71%, high concentration of chips, within 1 month of 84 brokerageInstitutions to give the unit a "buy" rating, along with 11 institutions have given the company's shares "overweight" rating. Guizhou maotai at the plate this week ranked second large capital inflows, net inflows of $ 45,699,570, which 1,038,180,000 equity shares in circulation, exchange rate for the week 1.47%, the week or 4.69%, the closing price of 209. $ 98. Securities journal has issued this week 53 flying moutai preheating Spring Festival 2000 Yuan mark moutai took the lead in breaking, this reporter found in Cuiwei hotel, 53 degrees flying moutai price has more than 2000 Yuan mark, retail price $ 2,280/bottle, insiders said that current development boom and maotai liquor industry expandingDemand market, 2000 RMB/bottle will not be a maotai price ceilings, 53 degrees flying maotai price still has room to continue to rise.����Based on company sales of liquor popular, almost a month, there were 60 brokerage agency to give the unit a "buy" rating, as well as 4 brokerage agencies "overweight" rating. Rest of the week-old net inflows of more than 100 worth of wine food stocks were: bright dairy Corporation ($ 41.8473 million) and Iran ($ 35.828 million), yanghe shares ($ 35.4487 million), beiyinmei ($ 20.9165 million), Henan shuanghui (14.4912 million yuan), Shanxi fenjiu liquor ($ 11.5967 million), Golden seeds of wine (1$ 1.3644 million), tuopai willing (11.1932 million dollars), 8 units. Industry continued to grow steadily 2011 food and drink industry growth and stability.����Industry revenues, profit growth performance of listed companies to grow faster. From the first three quarters of the industry's operating data, three sub-sectors in food and drink-food processing, foodMaking, beverage show stability in high growth, growth remains at 30Rose 36.85%, net profit grew by 45.13% per cent growth rate continues to improve; net profit growth is higher than the rate of revenue growth was mainly due to expenses for the period fell near 1%, the liquor industry marketing economies of scale become evident. Specific to the various sub-sectors, ping an securities said the high-end liquor is expected in 2012 on high-end liquor priceBy 20%, 10% sales growth, industry revenues, net profit growth, 32%. Among them, Mao-make money the most determined, 2012, 2013, net profit is expected to grow by about, 40%, shares rose to $ 220-275 problem is not the end of 2012; laojiao strong maotai and wuliangye elastic, the two 2011 earnings lower than Mao-about 20%,And 2012 net profit growth is higher than 40%, wuliangye may even be super 50%. Non-premium liquors, ping an securities revenues, net profit growth of listed companies is expected in 2012, 40%, but should be stable under high base and increased competition in the selection.����Markets optimistic concerns yanghe shares, Shanxi fenjiu liquor, alcoholic liquor. Wine, expected 2012Annual industry revenues rose 20%-cent, five years internal energy with an average annual growth of about 5-10. Changyu governance, branding, channels are of high capacity, is expected in 2012 25% net profit growth, investors only need to consider the question of stock price high or low. Beer, 15% per cent revenue growth is expected in 2012 industry, industry profit margins continued to rise. Rising costs and camp radioSustained 2-3 may result in quarterly net profit growth within low and could hasten the industry reshuffle, but industry margins improve prospects for worry-free, Qingdao beer brands prominent bargain or are long-term investors build positions this opportunity. Meat products, revenue growth is expected in 2012 industry 20% per cent. Benefit from pig prices downward, multiple group assets into good,Period of shuanghui development 2012 net profit growth 93%, investments for the time being. Dairy products, revenue growth is expected in 2012 industry 15% per cent, industry profit margins continued to rise.����Additional, competitive cost pressure is reduced to promote environmental improvement
the old republic power leveling, raw milk, Queen shares in 2012, is expected to net profit increase of 15%, then only 16 times times forward earnings. Theme investmentsIn the Nick of time in October, food CPI increase down as scheduled, but decreases significantly, carryover effect or the November food inflation further decreased to 10%, ushered in the food sector especially low prices fast eliminating unit cost restrictions. CICC said food inflation down as scheduled in four quarter narrowed significantly, and it is expected the next year of malting barley in cost reduction, will become the Fund refocus on beerWine mixer and catalyst for reasons of; more easily triggered concern the poor market conditions determine growth, weak and often long-term customers actively looking for to long-held and reasonable intervention price of the best point in time. Shenyin wanguo, said weakening inflation expectations meat products, dairy products, such as in the context of public concern. Main reason is popular year excess profits lagLiquor and wine; second, popular raw material prices once dropped its lucrative elastic will be appearing; three is that macro to slow down market can expect the public to be more defensive in the background. Falling consumer upgrades and cost are two investment the main line of 12 food and beverage. Long-term recommendations focus on: yanghe shares (mechanism in place, outstanding management team), maotai (brand most resilientAnd channels most profitable, enormous room for price increases in the future, is expected to increase prices before and after the Spring Festival 160-200, 26-33%), wuliangye, Queen, double sinks, ancient wells, Changyu, old cellars, fenjiu, Qingdao Beer, like you may be present in raw material prices, the consumer packaged goods, such as bands a chance. Top down preferences determine or improve the expected strong performance zixingIndustries and companies, high-end products performance determined that time more important than stock, buy points will appear better in the first quarter, public concern about cost pressures released sub-sectors, market recovery; bottom up first to industry consolidation good high-end liquor-making enterprises, as well as leading the future of health consumer trends company. State securities said, maintaining industry "good" investment rating. Recommended fiveGrain liquid, Changyu, Shanxi fenjiu, yanghe shares, a shares, Tsingtao brewery, Erie, Moga shares, laobaigan shuanghui development, Angel yeast, bowling Po. This year, the profits of pharmaceutical industry maintain steady growth. Ping an securities the latest research shows that 1 pharmaceutical industry revenue growth this year at 30.1%, profit growth of 21.2%, As a special kind of consumer goods, pharmaceutical has significant demand characteristics. Analysts expect pharmaceutical industry profits next year will greatly exceed the income growth of the industry, industry profit growth is expected to reach 28%. The policy level, implementation of essential drug systems is expected to improve. Pharmaceutical market structure Division, primary market is the future of major growth, innovation and independenceVariety is the subject of long term concern. 123 next page
