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19561.全球酱菜市场报告(2016-2020年)
[农副食品加工业,食品制造业] [2016-07-27]
The global packaged foods market was valued at $2.6 trillion. Rising product and packaging innovations characterize this market. Changing lifestyles globally have increased the sales of packaged food products. Packaged foods are quick and convenient to prepare. Certain packaged foods such as sauces and pickles serve as accompaniments to home-cooked meals.
关键词:全球包装食品市场;包装创新;提高;包装食品销售;快速;方便制备
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19562.全球蛋黄酱市场报告(2016-2020年)
[食品制造业,农副食品加工业] [2016-07-27]
The global mayonnaise market has registered steady growth over the past few years. The rising demand for convenience foods has led to a greater interest in readymade sauces and dressings, in turn resulting in increased demand for mayonnaise. Also, increased interest in varied cuisines has also necessitated the usage of different sauces and dressings.
关键词:全球蛋黄酱市场;稳步增长;方便食品;需求;调味汁;调味品
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19563.欧洲食品市场报告(2016-2020年)
[食品制造业] [2016-07-26]
Frozen foods are an essential part of the meals prepared and served in both homes and restaurants. The variety of frozen foods in the global market reflects the extensive use of frozen foods in households: ethnic, vegetarian, fast, gourmet, and dietary foods. The consumption of convenience foods has gained momentum during the last few years because consumers have increasingly hectic lifestyles and prefer ready-to-eat meals, driving market growth.
关键词:冷冻食品;家庭膳食;重要组成部分;素食主义者;快速;美食
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19564.食品饮料行业:看好白酒第三轮牛市,推荐乳制品等行业龙头-2016年半年度策略
[酒、饮料和精制茶制造业,食品制造业] [2016-07-22]
茅台、五粮液、老窖、古井、洋河、顺鑫;以及弹性品种酒鬼酒、水井坊、沱牌、金种子、老白干。2、乳制品:产品结构升级明显,盈利能力持续提升,看好乳制品龙头伊利。3、肉制品:1-4 月行业收入、利润增速 7.79%、14.40%,均有所回升,未来期待双汇持续好转。4、调味品:行业增速下滑明显,未来受益于餐饮回暖及家庭消费升级,有望稳定增长。5、葡萄酒:行业恢复性增长,国产葡萄酒产量、进口葡萄酒数量 1-4 月分别同比增长 4.60%、23.40%,中长期看好张裕进口酒业务布局。
关键词:食品饮料行业;白酒;乳制品;半年策略
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19565.食品饮料行业:茅台批价普涨,国窖1573上调批价指导-周报198期
[酒、饮料和精制茶制造业,食品制造业] [2016-07-17]
1)茅台批价普遍上涨,国窖1573 上调批价指引,淡季白酒不乏股价催化:6 月底北京茅台一批价快速上涨20-30 元至870元,广深地区上涨至860-870 元,显示终端需求良好、渠道库存低,中秋茅台批价有望达900 元左右;国窖1573 经典装上调二批指导价至640 元,终端指导价不低于680 元,预计实际执行不会完全刚性,渠道普遍认为批价涨至600 元较为可行;3)三线白酒股价受风险偏好影响更大。本周我们调研了沱牌舍得,公司改制的股权交割已完成,经营潜力有望激发;2015 年通过降价、推新品重新寻找价格定位,目前品味舍得、舍得酒坊已成为核心单品,年初以来增速40%左右,后续有望带动公司收入继续保持较快增长。三线白酒业绩基数低、想象空间较大,其中水井坊、沱牌舍得等基本面恢复情况较好,在板块整体向上行情下显现更高的风险偏好和股价弹性。3)伊利股份:有望继续受益产品结构升级和成本红利,竞争格局趋缓下,预计2016年净利润增速15%以上,动态PE19 倍,配臵价值凸显。4)安琪酵母:英联马利退出中国步伐加快,安琪有望蚕食其留出的10%份额空间,格局改善下议价能力有望提高;公司于1 月、5 月相继对主力产品提价,有望带动全年净利率回归10%。
关键词:食品;饮料;茅台;国窖
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19566.拉丁美洲醋市场报告(2016-2020年)
[食品制造业,酒、饮料和精制茶制造业] [2016-07-13]
Vinegar is a preservative and condiment produced by acetic acid bacteria, which act on dilute ethyl alcohol solutions derived from yeast fermentation. It is widely used in marinades and dressings. It helps to normalize the acid/alkaline balance in the blood. Vinegar helps breakdown calcium deposits in the joints and supplies minerals to the bone, providing relief to individuals suffering from arthritis. Based on type, the vinegar market can be segmented as white distilled vinegar, cider vinegar, and specialty vinegar.
关键词:醋是;醋酸菌;防腐剂;调味品;酵母发酵;助于关节
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19567.食品饮料行业:白酒重回视野,为资金提供安全地-2016年下半年投资策略
[酒、饮料和精制茶制造业,农副食品加工业,食品制造业] [2016-07-13]
如果用业绩说话,2015 年至 2016 年一季度,白酒行业基本面的改善已经超出市场预期。并且我们认为,白酒行业较好的业绩增长势头能够持续。长达四年的调整周期中,白酒消费基本从官方过渡至民间,目前来看,民间消费对白酒的承接较好,这是白酒业绩增长的根本。根据渠道调研,目前五粮液、茅台、老窖几大高端白酒的渠道库存正常、动销较好,经销商对下半年偏乐观,因而打款普遍积极。
关键词:食品饮料行业;资金提供;市场分析;投资策略
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19568.欧洲冷冻食品市场报告(2016-2020年)
[食品制造业,农副食品加工业] [2016-07-13]
Frozen foods are an essential part of the meals prepared and served in both homes and restaurants. The variety of frozen foods in the global market reflects the extensive use of frozen foods in households: ethnic, vegetarian, fast, gourmet, and dietary foods. The consumption of convenience foods has gained momentum during the last few years because consumers have increasingly hectic lifestyles and prefer ready-to-eat meals, driving market growth.
关键词:冷冻食品;家庭膳食;快速;美食;方便食品
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19569.全球营养品市场报告(2015-2019年)
[食品制造业,医药制造业] [2016-07-04]
The term "nutraceutical" was coined from the words "nutrition" and "pharmaceutical", by Stephen Defelice, in 1989. Defelice was the founder and chairman of the Foundation for Innovation in Medicine, an American organization that encourages medical health discovery. A nutraceutical substance is any food, or part of a food, that provides medical or health benefits, and food that helps in the prevention and treatment of disease. Such products generally range from dietary supplements, isolated nutrients, and specific diets to genetically engineered foods or herbal products. Consumers' quality of life, with respect to income, spending, and lifestyle, has improved over the years with economic development. However, economic development has also presented consumers with lifestyle diseases, which begins with the first major lifestyle change -food habits of consumers. The consumption of junk food has increased manifold and has led to the emergence of numerous diseases related to nutritional and mineral deficiencies. Nutraceuticals can play an important role in controlling these diseases.
关键词:保健食品;营养;药品;预防;治疗疾病;基因工程;矿物质缺乏
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19570.食品饮料行业:价值回归春风起,行业赢家见真金-2016年半年度策略报告
[酒、饮料和精制茶制造业,食品制造业] [2016-07-02]
食品饮料板块 16 年跌幅最小,表现出极强防御价值, 产业赢家股价表现整体走强。经济运行至年中,仍维持全年食品饮料消费增 5%-10%的判断。 三类选股策略:首推发展前景良好的行业赢家, 强烈推荐大北农、贵州茅台、 伊利股份;其次关注长经营周期交易机会,如水井坊、酒鬼酒、三全食品等;监管收紧后一二级市场套利机会减少,资本强者白马更靠谱,看好老白干的投资j机会。
关键词:食品饮料;板块表现;选股策略;白酒;乳制品;食品市场