"Food and beverage sector" industry is expected to revive the latent time to come

Every reporter Tri Dan yesterday, the food and beverage plate index rose 3.96%, the second two cities plate.　　Among them, Luzhou old cellar (000568, closing price 24.70 yuan), Heng Shun vinegar Industry (600305, closing price of 10.66 yuan) trading, Mashi (600779, close 15.18 yuan), Shanxi Fen (600809, closing price 21.03 yuan), such as a sharp rise.　　The industry is expected to revive this year, the food and beverage plate continued to run the market, as at the end of May food and beverage plate rose to 30.31%, lagging behind in the same period index rose about 14%. However, due to the recent recovery in the industry, and since the rebound in the overall plate has been relatively small, recently a number of brokers have published research reports that bullish June plate performance.　　Wanguo that, after the first four months of continuous running of food and beverage products after the 21%, it is expected that the future food and beverage industry will no longer lag behind the market, of which 5 June is the incubation period, the real market recognition may have to wait until the second half. It is understood that Maotai 4 May sales situation is better than expected, Maotai price increase expected to reappear.　　All kinds of signs show that the liquor industry has recovered. At the same time, with last year's high prices of raw materials inventory digestion, coupled with the two or three-quarter beer consumption season, beer industry gross margin will also be expected to rebound trend.　　Wanguo also believes that the country may introduce policies to increase support for the development of the dairy industry, and pork prices continue to decline, for the downstream meat companies, the cost of lower will promote the rise in gross profit margin. Liquor sub-industry most optimistic then, specifically what kind of stocks to pay attention to? "June Food and beverage plate overall bullish, from the fine molecular industry, I am more optimistic about the liquor industry, dairy plate and meat products plate relatively neutral."　　"Liu Jiawei said. Liu Jiawei Analysis said that liquor production growth exceeded expectations, liquor prices rose for four consecutive months, May-August for the consumption season, the domestic policy stimulus will be solid consumption base, production and sales are still in the rising channel; the profitability of the industry is much higher than in many industries; the global economic upturn is expected to strengthen, providing a good external environment for liquor The current P/E ratio in the liquor industry is equivalent to the average of the last 12 years.　　"Liu Jiawei that the liquor industry in the strong enterprises, due to low valuations, strong profitability is the preferred defense varieties." Citic Securities researcher Xu Biao also said the liquor industry faces a restorative opportunity. He suggested that investors focus on Guizhou Maotai, Shanxi Fen and other liquor stocks. At the same time, he also said that milk powder, especially high-end milk powder business has a dominant position in the long-term allocation of the focus, he suggested that the focus on *st Yili (600887, closing price of 14.94 yuan).