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851.轻工行业:有主题!有资金!有空间!-2016年策略报告
[纺织服装、服饰业,食品制造业,皮革、毛皮、羽毛及其制品和制鞋业,农副食品加工业,纺织业] [2016-01-20]
经济缓慢增长常态化,导致低利率常态化,映射出中小创高估值常态化;整体维持高估值的背景下,选股的思路是强调标的的筹码属性;有主题:主题即风口,强化股票的筹码属性,推升整个板块的估值,2016年我们看好石墨烯、军工、体育、迪斯尼、智能家居等5个主题;有资金:选股要求大股东的持股比例高,确保能够数次为转型进行再融资,不会存在丧失控股权的隐忧;有空间:现有市值V.S.转型的潜在市值,空间要大;标的推荐:美盈森、德尔未来、索菲亚、哈尔斯、鸿博股份。
关键词:轻工行业;主题;资金;空间;投资策略
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852.全球生鲜食品市场报告(2015-2019年)
[食品制造业,农副食品加工业] [2016-01-13]
Fresh foods are those foods that are unprocessed and available in a raw state and have not undergone any form of thermal processing, freezing or have had any kind of preservatives added. Consumers realize the health benefits of fresh food and there is a high demand for such products in developed and developing economies. Thus all the major market players are pursuing agreements and partnerships with retail outlets to leverage the opportunity and build a competitive edge.
关键词:新鲜的食物;未经加工;原始状态;健康益处;零售网点;竞争优势
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853.全球热狗和香肠市场报告(2015-2019年)
[食品制造业,农副食品加工业] [2016-01-12]
Hot dogs, which are also called frankfurters, originated in the 15th century in various parts of Germany. The concept was commercialized in 1871. Then, in 1893, hot dogs were served for the first time at a baseball park in the US, after which their popularity grew till they became the most popular snack of all time. Sausages, on the other hand, are more than a 1,000 years old. The term is derived from a Latin word "salsus" which means salted. In olden days there was no method to refrigerate meat, so salting meat was the most viable option for preserving it. However, the term for sausage first came to light around 500 B.C. when it was used in a Greek play named "The Orya". Nowadays, the taste and flavor of sausages differs from country to country.
关键词:热狗;腌制肉类;最流行
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854.全球油脂市场报告(2015-2019年)
[农副食品加工业,食品制造业] [2016-01-07]
Oils and fats are important sources of nutrition and energy for the human body. They are mainly derived from oil seeds, vegetables, and animal fat. There is an evergrowing need to build nutrition, which has led to growth in their consumption. According to Oil World, the production of oils and fats totalled 196 million metric tons in 2014. The major varieties of oil include vegetable oil, soybean oil, canola oil, peanut oil, palm oil, corn oil, and olive oil.
关键词:油;脂肪;营养;能量;油料种子;蔬菜;动物脂肪
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855.全球鱼类和海鲜市场报告(2016-2020年)
[农、林、牧、渔业,农副食品加工业] [2016-01-06]
The global population is growing, and with it the demand for food, including seafood. According to the World Bank, by 2030, 70% of the demand for fish and seafood will come from APAC. To meet this rising demand, the global production of fish and seafood needs to increase more than twofold.
关键词:人口;不断增加;粮食的需求;鱼;全球生产;海产品需求
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856.食品饮料行业:百威英博收购SABMiller,潜在影响中国啤酒格局
[食品制造业,农副食品加工业,酒、饮料和精制茶制造业] [2015-12-28]
10 月 12 日,百威英博第四次提高收购报价至每股 43.5 英镑,以期打动 SABMiller 的董事会。新报价总额将达到 700 亿英镑,比九月中 SABMiller 市值溢价 48%。九月以来,百威英博三次提出非正式收购要约,作价分别为每股 38 英镑、40 英镑和 42.15 英镑,但均遭到萨博米勒的拒绝。在最新的报价中,SABMiller 的股东可获得每股 44 英镑现金,而大股东可以获得每股 3.56 英镑现金和 0.483969 股新公司受限股份的选择权。据道琼斯最新消息,两家公司董事会在一份声明中称“基于提出的报价就关键条款原则上已达成一致。”
关键词:食品饮料行业;收购;中国啤酒格局;投资策略
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857.2015年一季度报食品饮料
[酒、饮料和精制茶制造业,农副食品加工业,食品制造业] [2015-12-22]
2015 年一季度,我国食品行业销售收入为4902.16 亿元,同比增长7.94%,增长率同比减少3.24 个百分点;行业实现利润总额为398.12 亿元,同比增长11.57%,增长率同比增加3.63 个百分点,销售利润率8.12%。饮料行业实现销售收入1401.9 亿元,同比增长5.49%,增长率同比减少6.47 个百分点,利润总额125 亿元,同比增长10.6%,增长率同比减少2.81 个百分点,销售利润率8.91%
关键词:食品饮料;行业热点;行业走势;市场分析
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858.亚太报告——食品饮料行业(2015年12月)
[酒、饮料和精制茶制造业,烟草制品业,农副食品加工业,食品制造业] [2015-12-18]
Leading food and beverage companies throughout theAsia-Pacific reported mixed financial results over the lastsix months, as market growth slowed in many developedmarkets but growth maintained momentum locally.
关键词:食品;餐饮;饮料
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859.2014-2018年中国冷链物流行业调查及发展前景分析报告
[农副食品加工业,交通运输、仓储和邮政业] [2015-12-18]
冷链物流指冷藏冷冻品在生产、贮藏运输、销售,到消费前的各个环节中始终处于低温环境下,以保证产品质量,减少物品损耗的系统工程。冷链物流具有复杂性、协调性及高成本性特征,适用于农产品、果蔬、乳制品、肉制品、水产品、医药等领域。目前,我国共拥有 2500 多家规模以上的肉类食品厂,年产肉类超过 8000万吨,且产量以每年 5%的速度在逐年递增;规模以上的速冻食品厂 2765 家,年产量超过一千万吨,并以每年 20%的幅度逐年递增;规模以上冷饮业 4000 多家,年产量 150 多万吨,并以每年 6.9%左右的速度逐年递增;规模以上乳品业2000 多家,产量近 2700 万吨,且每年以 10%的速度在逐年递增;水产品产量超过6000 万吨,且每年以 4%的速度逐年递增。
关键词:冷链物流;冷藏产品;冷冻产品
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860.行业月度报告-食品201508
[酒、饮料和精制茶制造业,食品制造业,农副食品加工业] [2015-12-10]
2015 年 8 月,食品三大子行业工业增加值增速基本平稳。其中,食品制造业工业增加值增速有所放缓,增长 6.9%;农副食品加工业增加值增速小幅下滑,增长 7.1%;酒、饮料和精制茶制造业持续改善,规模以上工业企业增加值增速为 7.3%。
关键词:食品行业;食品制造业;农副食品加工业