What are the big bull stocks in China’s consumer industry?

Big bull stocks in China's consumer industry benefit from consumption upgrades and the continued expansion of the consumer market.

The company has brand influence and channel advantages, stable performance growth, and outstanding long-term investment value.

Below, the editor brings you the big bull stocks in China’s consumer industry, which are of great benefit to you. Let’s take a look.

What are the big bull stocks in China’s consumer industry? 1. Shuanghui Development 000895: a major consumer leader.

The company achieved operating income of 66.798 billion yuan in 2021, a year-on-year increase of -9.65%; net profit attributable to shareholders of listed companies was 4.866 billion yuan, a year-on-year increase of -22.21%; net profit attributable to shareholders of listed companies after excluding non-recurring gains and losses was 4.434 billion

yuan, a year-on-year increase of -23.22%.

2. Yanghe Shares 002304: a large consumer leader.

In 2020, the operating income was 21.101 billion yuan, a year-on-year increase of -8.76%; the net profit attributable to shareholders of listed companies was 7.482 billion yuan, a year-on-year increase of 1.35%; the net profit attributable to shareholders of listed companies after excluding non-recurring gains and losses was 5.652 billion yuan,

Year-on-year growth -13.79%.

Subsidiary Yanghe Investment invested 100 million yuan with its own funds to subscribe for the limited partnership shares of Nanjing Hongyang Equity Investment Partnership (Limited Partnership). At the same time, Yanghe Investment invested in Nanjing Hongzhang Lingyang Equity Investment Partnership, the general partner of Hongyang Fund.

(Limited Partnership) invested 2 million yuan and holds 40% of the equity of Hongzhang Lingyang.

The investment direction and plan of Hongyang Fund is venture capital investment in the large consumer industry.

3. Hengshun Vinegar Industry 600305: a large consumer leader.

In 2020, Hengshun Vinegar Industry achieved operating income of 2.014 billion yuan, a year-on-year increase of 9.94%; net profit attributable to shareholders of listed companies was 315 million yuan, a year-on-year increase of -3.01%; net profit attributable to shareholders of listed companies excluding non-recurring gains and losses

285 million yuan, a year-on-year increase of 12.2%.

The top ten leading consumer stocks include: _ST Yunsheng, Lepu Medical, Kweichow Moutai, Tuopai Shede, Changchun High-tech, Chengzhi Shares, China International Travel Service, Haitian Flavor Industry, Juewei Food, Shuanghui Development, etc.

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Large consumer stocks are listed company stocks that involve people's clothing, food, housing, and transportation.

Consumer stocks are a broad category and are subdivided into many industries.

For example, there are: liquor, dairy products, food, condiments, education, medical services, tax-free consumption, cosmetics, medical beauty, home appliances, etc.

Among listed companies, companies that belong to these industries and have these as their main businesses are consumer concept stocks.

The expansion of large-scale data consumption is the upgrade of new consumption methods.

After more than 10 years of economic development, China's consumption is moving towards the third upgrade. China's consumer demand is undergoing substantial changes, and has shifted to the "three new big items" of real estate, automobiles and medical care. At the same time, in this third consumption upgrade

In the process, sub-industry leaders such as tourism, high-end liquor, dairy, wine, flat-panel color TVs, and new generation communication products represented by 5G, Internet cable TV, cultural media, electronic information and other innovative consumer concept stocks have made people's consumption

diversification.

Except for 2009, China's GDP has maintained a double-digit growth trend in recent years. However, during the peak period of economic growth from 2005 to 2008, the growth rate of Chinese residents' disposable income gradually declined. At the same time, residents' income accounted for 1% of GDP.

The proportion is also declining, which results in China's consumption's contribution to economic growth being lower than that of other developed countries.

The leading consumer white horse stocks include JD.com, Meituan, Pinduoduo and Haidilao.

Among them, these companies occupy leading positions in their respective fields.

JD.com has become the second largest e-commerce platform in China in the field of e-commerce, and it has shown steady growth in terms of sales and number of users.

As a major domestic food delivery platform, Meituan already has many peripheral businesses such as "Meituan Taxi", which further improves its profitability.

Pinduoduo focuses on the county and town-level markets and has achieved rapid development through innovations in social sharing and group buying models.

Haidilao is one of the most popular hotpot brands among consumers and can maintain stable performance and customer flow.

Therefore, these companies all have a solid and growing customer base and a high degree of market share, and are therefore regarded as leading consumer white horse stocks.