On November 4th, Capital State learned that since September, consumer stocks above the market have ushered in a group survey of public offering funds. It is reported that entering the peak consumption season in the fourth quarter, related stocks have attracted much attention from the market.
On November 2nd, 605499.SH released a record of investor relations activities in October 2021, according to Zhang Kun, who led a number of fund managers to investigate the company in an online exchange last month. It is worth mentioning that the September institutional research records disclosed by the company showed that a number of fund managers such as Zhang Kun, Fu Hao, Wang Yuanchun and so on appeared in the research list. At that time, the Guangfa Fund Fu Youxing, Wu Xingwu two star fund managers also appeared in the research list, a total of about 46 participants.
In the course of the survey in October, Dongpeng Beverage said that Guangdong had not reached the "ceiling" of sales as to the future growth space of the terminals in Guangdong Province. In the future, central China and southwest market will be the key market for the company; at present, PET market production has not fully recovered, supply exceeds demand, and the price is on the high side, so at present, the company has not completely locked the 2022 PET price, and the company will continue to pay attention to the market situation and lock the price in advance at the appropriate price.
Eastroc Super Drink also clarified in the research activities that the market rumors that "orders have been cut off but not delivered" are true. The company said that the overall style of the company is relatively sound, to maintain long-term healthy and stable development is the company's long-term goal. Compared with more goods to increase revenue, the company pays more attention to the mobile sales of the terminal, so in some areas where there is still a certain inventory, the company will choose to control the goods, and encourage the sales staff to more actively pull the mobile sales of the terminal to digest the inventory.
For the changes in the channel network in the third quarter, Eastroc Super Drink said that at this stage, there are nearly 5 million terminal outlets in the industry, and as of the second quarter of 2021, the company has only 1.79 million, and the company still has a lot of room for development. therefore, the development of effective network terminals is an important assessment index for the company's sales staff; at the same time, the company also pays attention to inventory digestion and the improvement of single-point output. Therefore, there will be a certain increase in the number of outlets in the third quarter, and the specific data will be disclosed in the 2021 annual report.
According to relevant data, Dongpeng Beverage was listed on May 27 this year, and since then the share price reached as high as 283.56 yuan in July, until the company's share price entered a stable period in September.
Wind data shows that since September, 26 consumer stocks, including Bei Yi, Shuai Feng Electrical Appliances, Zhou Dasheng and Weixing shares, have ushered in more than 50 institutional surveys. For example, a total of six investor research activities were conducted in September, with a total of 71 fund companies surveyed.
Up to now, the disclosure of three quarterly reports of consumer stocks and three quarterly reports of public funds in the A-share market shows the latest layout of institutions in consumer stocks, and the future views of the industry have also surfaced. It is worth mentioning that the operation of fund institutions in consumer stocks is more differentiated. Some fund managers' long-term investment concept on the consumer sector remains unchanged, while some fund managers temporarily avoid some consumer sectors.
Relevant fund managers said that the consumer sector is a frequent area of bull stocks in the long run and is expected to remain so in the future. The consumer sector may be divided in the short term, and the structural opportunities can be found along the two main lines of post-epidemic scene recovery and the decline of cost pressure.