Fangzheng Securities: The popularity of health ingredient konjac continues to rise, and the snack sector shows high prosperity, suggesting attention
I'm LongbridgeAI, I can summarize articles.Fangzheng Securities released a research report stating that the konjac category continues to sell well, focusing on the "Three Musketeers" of konjac. The snack sector has a strong correlation with domestic demand and maintains a high level of prosperity driven by category channels. The firm recommends paying attention to snack companies with positive operational changes. The report mentions that konjac ingredients have characteristics such as low fat, low calories, low sugar, and are rich in dietary fiber. Currently, the main products in snacks include konjac jelly, konjac vegetarian tripe, and konjac jelly, with related categories maintaining rapid growth over the past two years. Recently, as concepts like weight management and health foods continue to gain popularity, the sales of konjac products have also increased. It is recommended to focus on the "Three Musketeers" of konjac: Weilong Delicious, YANKERSHOP, and Yizhi Konjac (839273.BJ). The firm stated that snacks, being low-ticket emotional consumer goods, are expected to benefit from the recovery of domestic demand. Snack companies are actively launching new products and maintaining rapid growth in channels such as snack wholesale and membership stores. The industry's concentration is expected to further increase, and it is recommended to pay attention to Youyou Foods, GANYUAN FOODS, JINZAI FOOD, and Three Squirrels
According to the Zhitong Finance APP, Founder Securities released a research report stating that the konjac category continues to sell well, with a focus on the "Three Musketeers" of konjac. The snack sector has a strong correlation with domestic demand and maintains a high prosperity under the drive of category channels. The firm recommends paying attention to snack companies with positive operational changes.
The report mentions that konjac ingredients have characteristics such as low fat, low calories, low sugar, and are rich in dietary fiber. Currently, the main products in snacks include konjac jelly, konjac vegetarian tripe, and konjac jelly, with related categories maintaining rapid growth over the past two years. Recently, as concepts like weight management and health foods continue to gain popularity, the sales of konjac products have also increased. It is recommended to pay attention to the "Three Musketeers" of konjac: Weilang Delicious (09985), YANKERSHOP (002847.SZ), and Yizhi Konjac (839273.BJ).
The firm stated that snacks, being low-ticket emotional consumer goods, are expected to benefit from the recovery of domestic demand. Snack companies are actively innovating and continuously introducing products in bulk snack and membership store channels to maintain rapid growth. The industry's concentration is expected to further increase, and it is recommended to pay attention to Youyou Foods (603697.SH), GANYUAN FOODS (002991.SZ), JINZAI FOOD (003000.SZ), and Three Squirrels (300783.SZ)