Li Ziyuan: The market doesn't recognize the dairy industry, at least it doesn't recognize the food. It's too famous to play like this.Kaikai industry: medicine, Fudan Fuhua is here, and there is no position.Zhuhai Zhongfu, Sanyuan, Guangbai, Qujiang Wenlv, Yonghui Supermarket, Nanning Department Store, Shanghai Phoenix, suning universal, Tianyou Dejiu, Hongqi Chain, Mercury Home Textiles, Black Sesame, Wushang Group, Huijia Times, Panda Dairy, Ximai Food, Central Shopping Mall, Sanjiang Shopping, Keming Food, Weiwei Shares, Junyao Health, Nanjing Business Travel, Guofang Group.
Hangzhou Jiebai: consumption, the division logic has been mentioned in the consumption plate, and it is difficult to be driven in the follow-up.Haixin Food: It is greatly influenced by Yiming Food, and the arbitrage expectation is greater than the compensatory increase.
Li Ziyuan: The market doesn't recognize the dairy industry, at least it doesn't recognize the food. It's too famous to play like this.Yiming's moderate consumption of food still has the expected logic. At the same time, due to its weak daily limit, the food and beverage side has fulfilled expectations, so other branches have been derived, including the following ice and snow industry. Household stocks have pushed back the incredibly smart home, while household appliances stocks are Shuaifeng Electric Appliances. In fact, Shuaifeng Electric Appliances is also a smart home at the same time, and we will talk about it in the back board. The initiative of the first board is behind the board, indicating that it is late to start.Zhongbai Group: The word consumption category has increased. Let's look at the birth node, and then look at the trend of Zhongbai, the median stock from the perspective of consumption, the median stock from the perspective of agriculture, and the expectation of a high probability.
Strategy guide
12-13
Strategy guide
Strategy guide
12-13