atlas
A number of listed companies in the food industry disclosed semi-annual reports, and their performance generally improved due to the "home economy". Among them, the net profit of Youyou Food and qiaqia Food increased by more than 30% in the first half of the year; The net profit of Yanjindian in the first half of the year has exceeded that of last year; Sanquan Food is the fastest growing food company in the semi-annual report, and its net profit has increased four times compared with the same period last year.
The performance is generally good.
Yanjinpuzi is an enterprise that published the semi-annual report earlier in the food industry. The report shows that the company achieved operating income of 945 million yuan in the first half of the year, a year-on-year increase of 47.53%; The net profit attributable to shareholders of listed companies was 65.438+0.3 billion yuan, a year-on-year increase of 96.44%. It is worth mentioning that the net profit of Yanjindian in 2065438+2009 was 65438+28 million yuan.
Yanjin Puzi also released the performance forecast for the first three quarters, and the company will continue the growth trend in the first three quarters. It is estimated that the net profit will be 65.438+0.75 billion yuan to 65.438+0.85 billion yuan, up 94.95% year-on-year to 654.38+0.06%.
The growth rate of Sanquan Food's performance in the first half of the year is the fastest among the enterprises that have published interim reports in the food industry. Sanquan Food achieved an operating income of 3.73 billion yuan in the first half of the year, a year-on-year increase of 22.6%; The net profit attributable to shareholders of listed companies was 452 million yuan, a year-on-year increase of 409.38+0%. According to the company, the main reason for the increase in performance is that the company has achieved high-quality and sustainable growth of its business by optimizing product structure, improving channel quality, focusing on core scenarios and increasing product innovation to meet the multi-dimensional needs of customers.
In addition, qiaqia Food, Youyou Food and Li Tao Bread also released semi-annual reports, and their net profit increased by more than 30%. Qiaqia Food achieved a net profit of 295 million yuan in the first half of the year, a year-on-year increase of 33.97%; Youyou Food achieved a net profit of 65.438+0.29 billion yuan, a year-on-year increase of 37.74%; Peach and plum bread achieved a net profit of 4,654,388+0.8 million yuan, a year-on-year increase of 37.54%.
In terms of marinated vegetables, the situation of each company is different. Huang's semi-annual report shows that the company achieved operating income of 65.438+36.5 billion yuan in the first half of the year, a year-on-year increase of 654.38+06.77%; The net profit attributable to shareholders of listed companies was 65.438+0.58 billion yuan, a year-on-year increase of 654.38+0.25%. Although Zhou Heiya, a bittern-making enterprise in Hubei Province, has not published the semi-annual report, the company's performance forecast for the first half of the year shows that the company's income decreased by about 45% compared with the same period last year due to the epidemic.
Guohai Securities said that during the epidemic, residents mainly stayed at home. As the epidemic situation improved, all units resumed work one after another. However, because residents are still worried, they will still spend more time at home and have more leisure time to consume leisure snacks. Guohai Securities believes that, on the whole, dried noodles and quick-frozen pasta consumed by catering are superior to dairy products and meat products that people normally consume, while leisure snacks and baked goods sold online, supermarkets and convenience stores are superior to alcohol, condiments and some leisure halogen products consumed by high-speed rail and airports.
Channel has become an important advantage.
Judging from the performance of food enterprises that have published semi-annual reports, channels have become an important competitiveness of food enterprises during the epidemic.
In terms of quick-frozen food, Sanquan Food's semi-annual report shows that during the reporting period, the reasons for the company's performance growth are related to the continuous adjustment of product structure and the improvement of channel quality.
Shanxi Securities believes that the quick-frozen food industry has a long supply chain, and enterprises with strong supply chain capabilities during the epidemic are expected to benefit. In particular, the influence of KA, BC and e-commerce channels is more positive, and omni-channel enterprises have the upper hand.
In terms of snack food, during the epidemic period, the channel advantage led by KA stores helped the performance growth of Yanjin stores. According to the company's semi-annual report, Yanjindian has covered international supermarkets such as Wal-Mart, Metro, Lotus, Auchan and Tesco, as well as domestic supermarkets such as Carrefour, RT Mart, Yonghui, CR Vanguard, BBK, Renrenle, Guocaihong Department Store and Zhong Bai.
While consolidating the offline supermarket, the online channel of Yanjin Store is also being laid. The company's e-commerce is positioned as the brand e-commerce of manufacturing enterprises, and gradually forms a benign and complementary three-dimensional marketing network of "offline+online".
The company pays attention to the construction of marketing channels, and has formed a multi-level, wide coverage and efficient three-dimensional marketing network with the marketing network development concept of "direct sellers surpass the benchmark, dealers expand channels in an all-round way and new retail follow-up coverage".
According to industry insiders, the disadvantages of offline and online channel models are gradually emerging. "Although the offline channel is the core channel, it is regional and it is difficult to expand across regions. At the same time, in the post-e-commerce era, as the dividend of leisure snacks suitable for e-commerce channels fades, the e-commerce penetration rate of leisure snacks will slow down. Therefore, in order to develop steadily, snack food enterprises must integrate online and offline, learn from each other's strengths and form an omni-channel development integration model, so that the overall development can be relatively balanced. "
It is worth mentioning that since the beginning of this year, food industry enterprises have performed brilliantly in the secondary market. Since the beginning of this year, Yanjinpu's share price has risen by 282.02%. Sanquan Food's share price has risen149.37%; The stock prices of Youyou Food and qiaqia Food both increased by more than 90%, accounting for 96.67% and 95. 13% respectively. Among them, after Youyou Food released its semi-annual report on the evening of August 18, its share price has been up for two consecutive days. In addition, the share price of Li Tao Bread rose by 50. 1%.