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Major bank rating丨Zhuhai International: Next year, emotional value-based consumption will continue to lead the market. Maintain a "Buy" rating on China Resources Beer.
On December 12, Gelonghui reported that Zhongyin International released a report indicating that the consumption trends this year have further emerged under the new cycle. Retail formats are undergoing multiple challenges such as a slowdown in the premium pyramid structure, deep internal adjustments within enterprises, and reduced operational leverage. The report stated that next year, emotional value consumption will continue to lead the market. In the food and beverage Industry, high-quality, well-regarded health products are expected to maintain leadership. As the pace of product upgrades slows down, the Industry will refocus on actual Consumer needs. Regarding beer, companies plan to expand mid-range price products to meet broader popular demand. Lower-priced CHINA RES BEER is leveraging Heineken NV Sponsored ADR for distribution.
"The Great Actions" China Merchants Bank International: Next year, Consumer sentiment will dominate the recovery of domestic demand and high-quality growth. Maintains Buy rating on Budweiser (00291.HK).
Zhongyin International released a report indicating that this year's various Consumer trends are further emerging in the new cycle. The Retail Trade format is experiencing multiple challenges, including the slowdown in the high-end pyramid structure, deep adjustments within companies, and a reduction in operational leverage. However, the intense competition on the manufacturer side has instead accelerated the emergence of new Consumer trends, driving rapid adjustments in the market landscape, speeding up the survival of the fittest process, and helping the Industry to more accurately capture consumers' actual demands and emerge from the trough. Many companies are firmly pushing forward reforms within the year to better adapt to the new high-quality development phase. It is indicated that next year, emotional value-related consumption will continue to lead the market. In the CSI SWS Food & Beverage index, high quality and good taste...
Hong Kong stock movement | Wei Long Delicacies (09985) rose more than 6% after launching a limited edition product for the Chinese New Year 2025, with expectations of achieving rapid growth during the festive season.
Weilong Delicious (09985) has risen over 6%, as of the time of writing, an increase of 6.85%, reported at 7.8 Hong Kong dollars, with a transaction amount of 10.3811 million Hong Kong dollars.
"Weilong Spicy Stick Festival" plays out marketing differentiation, six cities' flash mobs successfully concluded to enhance consumer mindshare.
Recently, the month-long "Weilong Spicy Strip Festival" nationwide search for spiciness flash event has successfully concluded. It is understood that this event was launched with great enthusiasm in Xi'an, followed by chongqing, Guiyang, Liuzhou, and wuhan, ultimately concluding in Changsha. Each city on the tour has been full of surprises.
Weilong Delicacy (09985.HK): Seasoning noodle products & vegetable products driving force, strengthening terminal construction & marketing communication, fully set sail in 2025
Recently, we participated in the Weilong Delicious 2025 "Co-creation Growth Organizational Efficiency" annual meeting, with the following core feedback: leading position solid, noodle products steadily developing, vegetable products growing rapidly. According to Nielsen data, the company's spicy strip products have maintained consistent growth for 3 consecutive years.
Express News | Wei Long's delicious affiliate increased its capital to 60.06 million dollars.
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