According to the data, among the 2 A-share listed companies in the snack food industry, 15 companies achieved operating income growth in the first half of the year, accounting for 75%; Nine companies achieved double growth in operating income and net profit, accounting for 45%, indicating that the industry as a whole has strong resilience.

Zhu Danpeng, vice president of Guangdong Food Safety Promotion Association, said in an interview with Securities Daily: "Driven by both consumption ability and consumption willingness, snack food has become the urgent need of modern people. Based on the huge consumer population and high purchase frequency, the size of China's snack market has been growing, and various sub-categories have risen rapidly. Although the epidemic has caused some disturbances to the development of the industry, the overall trend is still improving for a long time. "

The net profit of 9 companies increased

According to the data, among the 2 listed companies in the snack food industry in the first half of this year, Jinzai Food had the largest increase in revenue, with an operating income of 62 million yuan, a year-on-year increase of 31.3%.

For the success achieved in the first half of the year, Feng Wenji, director-general of Jinzai Food, concluded in an interview with Securities Daily: "In the first half of the year, the company's strategy of' big packaging upgrade' achieved phased results, the product matrix was optimized, the channel competitiveness was continuously strengthened, and the brand power was further enhanced. At the same time, the company continued to promote the steady development of offline traditional circulation channels, modern channels and online channels, and the revenue of all channels maintained a good growth momentum."

yanjin shop ranks first in the industry net profit growth list. The company achieved a net profit of 129 million yuan in the first half of the year, a year-on-year increase of 164.97%.

The relevant person in charge of Yanjin Shop told the Securities Daily reporter: "The performance growth in the first half of the year was mainly attributed to three factors: products, specifications and channels. In terms of products, we will continue to focus on five core categories: spicy and bittern snacks, deep-sea snacks, baking, potato chips and dried fruits, and fully polish the supply chain and improve the product strength; In terms of specifications, in addition to bulk, we will fully develop quantitative packaging, small commodities and mass packaging products to meet the snack needs of consumers in various scenarios; In terms of channels, in addition to maintaining the advantages of the original KA and AB supermarkets, we will focus on the development of e-commerce, CVS, snack stores, campus stores, etc., and seek omni-channel development. "

It is worth mentioning that in the first half of the year, nine listed companies in the snack food industry achieved double growth in revenue and net profit, and five of them all achieved double-digit growth in revenue and net profit, namely Guangzhou Restaurant, Qingdao Food, Yanjin Shop, Gan Yuan Food and Jinzai Food.

Zhu Danpeng said: "Quality is the primary factor that snack food consumers consider, followed by brand tonality, cost performance, service, scene and stickiness. Judging from the performance of related companies in the first half of the year, the current willingness to consume is further tilted towards cost-effective products. "

the performance of many companies improved in the second quarter

the performance of many listed companies in the snack food industry improved in the second quarter of this year, which also made the market shine. Taking Jinzai Food as an example, the company achieved revenue of 36 million yuan in the second quarter, a year-on-year increase of 45.6%; Realized a net profit of 36.684 million yuan, an increase of 84.72% year-on-year; Deducted non-net profit was 36.353 million yuan, a year-on-year increase of 22.66%.

under this background, representatives of many companies are full of confidence in the further warming of the snack food market in the future and the continuous improvement of the industry development.

Gao Yuan, the director of Juewei Food, said in an interview with Securities Daily: "Since this year, the company's performance has gradually improved, and when the peak consumption season comes in the second half of the year, the company will strive to achieve the annual target."

based on the profits of 61.4 million yuan and 67.43 million yuan in the first and second quarters of this year respectively, Yanjin Puzi predicted that the company's profit in the third quarter would reach 72 million yuan to 86 million yuan, and the company's non-net profit in the first three quarters is expected to reach 179 million yuan to 186 million yuan, up 61.1% to 628.57% year-on-year.

under the background of increasing expectation of consumption recovery, listed companies in snack food industry are expected to gain more favor in the secondary market. For example, shortly after the release of the semi-annual report, Jinzai Food welcomed the investigation of many well-known institutions such as Zheshang Securities, harvest fund and China Merchants Fund; Yanjinpuzi's semi-annual report has attracted the attention of 21 brokerage research reports.

A brokerage analyst in the food industry said in an interview with Securities Daily: "In the first half of the year, offline consumption was restricted, supply chain was blocked and raw material prices rose, which affected the performance of the industry. However, the impact of the above unfavorable factors is expected to be gradually eliminated in the second half of the year, and the peak season of superimposed consumption is coming, and the snack food industry is expected to usher in a recovery. "

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