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Food 2022-12-06T19:45 財經茄呢啡 食品飲料開盤延續昨天強勢,「指數股」食品飲料ETF漲超2%,持倉股全線飄紅,其中三全食品、重慶啤酒、青島啤酒漲幅居前,權重股貴州茅台、五糧液、伊利股權、海天味業、瀘州老窖等亦強勢上揚。
Food 2022-12-03T11:53 財經茄呢啡 需求復蘇概念熱度大起,除今天個股狂掀漲停潮的食品板塊外,白酒、啤酒為代表的酒類和旅游、酒店、機場為代表的出行鏈等多個板塊也均表現活躍,同一時間,其高人氣度主線也令市場誕生了多只牛股。截止今天收盤,啤酒概念股永順泰、百貨股徐家匯齊齊晉級3連板,百貨股廣百股權、食品股嘉華股權也得到2連板。如今,防疫政策優化,經濟預計改善,此前一度承壓的各板塊有望迎來修復。
Food 2022-12-03T11:53 財經茄呢啡 該股為乳業(奶粉),食品,大農業概念熱股,當日乳業(奶粉)概念上升2.59%,食品概念上升1.24%,大農業概念上升1.04%。
Food 2022-11-26T11:56 財經茄呢啡 環球經濟降溫,不過食品股具有抗通膨特性;外加「黃小玉」等農糧原物料從高點出現一波回檔,成本紓壓,以及疫情逐漸解封,人流重新活絡,有利餐飲市場復蘇,三大利多加持,法人睇好食品股在這波全球股災中不排除逆勢突圍,統一、南僑、大成防御力道強。
Food 2022-11-24T11:59 財經茄呢啡 高盛亦調低中國旺旺及達利食品目標價,分別降至5元及3.8元,保持「沽售」及「中性」評級,並調低旺旺2023年至2025年每股利潤預期12%至14%,原因是飲料銷售轉弱及銷售成本上漲,高盛亦調低達利2022年至2024年每股利潤預期最多6%。
Food 2022-11-03T11:54 財經茄呢啡 11月2日午後,A股食品飲料賽道梅開二度突然拉升,立高食品、燕京啤酒等多股漲停,重慶啤酒、直接關系、酒鬼酒等漲超8%,貴州茅台、五糧液漲超2%,白酒、啤酒、乳品、調味四大賽道全力上攻。
Food 2022-10-25T12:01 財經茄呢啡 豬肉股震蕩走弱,華統股權跌停,巨星農牧、天邦食品、傲農生物、唐人神、天康生物、溫氏股權等跌超4%。食品飲料板塊走低,華統股權此前跌停,勁仔食品接近跌停,立高食品、天潤乳業、日辰股權、東鵬飲料、安琪酵母等跌幅居前。醫美概念股持續下探,德展健康上演准天地板,愛爾眼科、華熙生物、貝泰妮、魯商發展、哈三聯等多股跌超4%。
Food 2022-09-29T12:06 財經茄呢啡 統一集團是全世界少數能同一時間囊括食品與零售雙龍頭寶座的企業集團,其中統一為國內食品龍頭,全球通膨壟罩下,民眾可能消減不必要奢侈采購或消費,但不能不吃,食品業經常被視為抗通膨概念股。
Food 2022-09-24T11:48 財經茄呢啡 個別內需食品股造好,康師傅揚3.7%;旺旺升0.6%;統一升2.3%,暫錄四連升;日清食品走高0.2%;百威亞太升1.4%;中國食品升1.3%;萬洲升1.5%。
Food 2022-09-24T11:48 財經茄呢啡 高提升股捱沽,阿里巴巴跌3%,小鵬跌13%。出行消費股跌幅明顯,攜程跌7%,新秀麗國航跌3%。不過,科技股偏好,高偉電子上海復旦升1%、2%。防守性食品飲料股堅挺,康師傅升逾2%突破14元,短線上漲動力增。前阻力14元變化短線支撐,可以留意。
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