but decreases significantly

Page 1th page 2nd 3rd page: 4th, 5th page: Editor's Note: after huzhi fall 2.6% last week, continued to fall this week, huzhi 1.5%, huzhi has formed three weeks line yin, consecutive fall in the market, is defensive in nature and some rigid demands of consumer industries into the market in favor of investments.Follow idea of Defense and held rigid demand consumer industry, the securities daily market research center through the analysis of a wide range of industries picking, elected wine in food, pharmaceutical, retail and four with the above idea industries such as farming, forestry, animal husbandry and fishing, of which, wuliangye (000858, unit) 8 stocks, such as the most representative, it is worth attention. Recommended reading andHearing on the City Office: next week shares or are large variable disc five large gold unit are buy opportunity large consumption will burning draws passion 8 unit zhanchiyufei muddy water and min all: who black has who sets are can't wait large shareholders discovered food Lee 8 family a 12 years fuck disc hand of 8 section to deep investment feeling IPO Meng Yu Tiger 29 months "ring" go near trillion [micro-Bo] Li Daxiao: for SFC citeApplauded the measures [shares] all the good will make short died miserably reporter Zhao Ziqiang Mary North of wine food industry boom to better usher in medium-and long-term opportunities, analysts pointed out that, in the context of inflation is expected to weaken, meat products, dairy products and other consumer packaged goods concern. This year, wine industry boom in China continued to hold up well, liquor-1-Output in October grew by 30%, October monthly yield 1.002 million litres, an increase of 37%. The a-share market, wine-making trend in the food industry is also very eye-catching, this week in the context of a shares decreased by 1.5% that the existence of higher food plate market 4.98%, with the rise row of great wisdom (601,519, unit) all the plates first, showing goodDefensive. Analysts believe that, in accordance with the data in the third quarter of this year, at present, China's consumption in GDP accounted for more than just 47.9%, enormous room for growth. 1-2 recent years trends in per capita wage growth has become clearer, the urbanization process, and policy stimulus, will be the consumer, rapid growth momentum, one of the important branches of industry as a consumer class, Wine-food industry will face a medium-and long-term opportunities. Large single securities journal net inflows of $ 390 million, according to the marketing research center, wine food index showed a strong willingness to rose this week, week 5 trading days of continuous rise, k-line form a 5 with positive trend, closing 7602.42, weeks up 4.98%, outperform the index 6.48%, amplitude 5.77%, $ 29 billion turnover compared with last week scaled 10.425%. Capital flows showed that wine food stocks this week become the main focus of the market risk-averse main front, large inflows significantly. Statistics show that 76 this week traded wine food stocks total net inflows of $ 391.6417 million,In the stocks of large net inflows of up to 36, 47.37% per cent of the total number of stocks trading in the stocks, stocks of large net inflows total net inflow of funds amounting to $ 607.2854 million. Large net inflows of up to this week's wine food stocks is wuliangye, large net inflows of $ 320.719 million, which is on the 5 trading days in a row this weekRose, Trojan or 8.4%, turnover 4.576 billion yuan, increasing 93.09% than last week, week exchange rate of 3.25%, the most recent closing $ 14.61. Latest quarterly disclosure, in the flow of top 10 shareholders, 5 funds together hold 91.51 million shares (4 funds together hold 70.27 million shares the previous issue), China life insurance holds 39.61 million shares (23.58 million shares the previous issue); social security 108 combination 12.56 million shares the previous issue was flat; 2 QFII together hold 41.06 million shares (3 total 53.57 million shares the previous issue). Compared to the decrease in the number of shareholders 14.71%, high concentration of chips, within 1 month of 84 brokerage institutions to give the unit a "buy" rating, along with 11Agency shares "overweight" rating. Guizhou moutai (600,519, unit) at the plate this week ranked second large capital inflows, net inflows of $ 45,699,570, which 1,038,180,000 equity shares in circulation, exchange rate for the week 1.47%, the week or 4.69%, closed at $ 209.98. Today the securitiesNewspaper this week issued the 53 ft moutai (600,519, unit) break the $ 2000 mark moutai first preheating of Spring Festival, the reporter found in Cuiwei hotel, 53 degrees flying moutai price has more than 2000 Yuan mark, retail price $ 2,280/bottle, insiders said that current development boom and maotai liquor industry continuedExpanding market demand, 2000 RMB/bottle will never is moutai price ceilings, 53 degrees flying moutai still have continued to rise in space. ����Based on company sales of liquor popular, almost a month, there were 60 brokerage agency to give the unit a "buy" rating, as well as 4 brokerage agencies "overweight" rating. Rest of the week-old net capital inflowOver $ 10 million worth of wine food stocks were: bright dairy Corporation (600,597, share) ($ 41.8473 million) and Iran (600,197, share) ($ 35.828 million), yanghe shares (002304 shares) ($ 35.4487 million), beiyinmei (002570, unit) (20.9165 millionYuan), Henan shuanghui (000895, share) ($ 14.4912 million), Shanxi fenjiu (600,809, share) ($ 11.5967 million), Golden seeds of wine (600,199, share) ($ 11.3644 million), da (600,702, share) ($ 11.1932 million), 8 units. LineIndustry continued to grow steadily 2011 food and drink industry growth and stability. ����Industry revenues, profit growth performance of listed companies to grow faster. From the first three quarters of the industry's operating data, three sub-sectors in food and beverage manufacturing, food processing, food beverage show stability and high growth, maintain growth at interval of 30-35%;The profit growth, the overall profit growth than income growth, maintained at a 35-40% interval. Liquor-making industry continued to maintain a high growth situation since this year, 1 of liquor-making industry revenue increased by 36.85%, net profit grew by 45.13% per cent growth rate continues to improve net profit growth is higher than the revenue growth was mainly due toExpense ratio fell during recent 1%, the liquor industry marketing economies of scale become evident. Specific to the various sub-sectors, ping an securities said the high-end liquor is expected in 2012 high-end liquor price increased by 20%, 10% sales growth, industry revenues, net profit growth, 32%. Among them, Mao-make money the most determined, expected 2012 swtor credits, 2013 net profit growth of about, 40%, shares rose to $ 220-275 problem is not the end of 2012; laojiao strong maotai and wuliangye elastic, the two 2011 earnings lower than Mao-about 20% and 2012 net profit growth is higher than 40%, wuliangye may even be super 50%. Non-premium liquors, ping an securities forecast 2012-year revenues, net profit growth of listed companies, 40%, but should be stable under high base and increased competition in the selection. ����Markets optimistic concerns yanghe shares, Shanxi fenjiu liquor, alcoholic liquor. Wine, revenue growth is expected in 2012 industries: 20%, 5-10 be able to average annual growth of about 20%. Yu are of good governance, branding, channel capacity,25% 2012 years net profit growth, investors only need to consider the question of stock price high or low. Beer, 15% per cent revenue growth is expected in 2012 industry, industry profit margins continued to rise. Slowdown in the increase in costs and revenues may cause 2-3 quarter net profit growth rate low, and could hasten the industry reshuffle, but industry margins improve prospects for worry-free,Prominent Tsingtao bargain or are long-term investors build positions this opportunity. Meat products, revenue growth is expected in 2012 industry 20% per cent. Benefit from pig prices downward, multiple group assets into good, shuanghui development is expected in 2012 93% net profit growth, investments for the time being. Dairy products, revenue growth is expected in 2012 industry 15%-20%, industry profit margins continued to rise. ����Additional, competitive cost pressure is reduced to promote environmental improvement, raw milk, expects the Queen shares (600,887, unit) 2012 net profit increase of 15%, then only 16 times times forward earnings. Theme investment in the Nick of time in October, food CPI increase down as scheduled, but decreases significantly, carryover effect orNovember food inflation further decreased to less than 10%, ushered in the food sector especially low prices fast eliminating unit cost restrictions. CICC said food inflation down as scheduled in four quarter narrowed significantly, and it is expected the next year of malting barley in cost reduction, would be a reason for funding to refocus beer taps and catalysts; more easily triggered concern the poor market conditions determine growth, Weak MarketTo long-term customers actively looking for to long-held and reasonable intervention price of the best point in time. Shenyin wanguo, said weakening inflation expectations meat products, dairy products, such as in the context of public concern. The main reason swtor power leveling, a is the mass excess return during the year behind liquors and wines; the other is mass once the raw material prices fell its earnings elasticity will be appearing; Three is that macro to slow down market can expect the public to be more defensive in the background. Falling consumer upgrades and cost are two of 12 food and beverage investments main line. Long-term recommendations focus on: yanghe shares (mechanism in place, outstanding management team), maotai (brand most resilient channels most profitable, enormous room for price increases in the future, is expected to increase prices before and after the Spring Festival 160-200, 26-33%), wuliangye, Queen, double sinks, ancient wells, Changyu, old cellars, fenjiu, Qingdao Beer, I love you (002582, unit) may be present in raw material prices, the consumer packaged goods, such as bands of opportunity. Top down preferences determine or improve the expected strong performance industries and companies, high-end products performance determined time more important than stock pickingIn the first quarter appears better buy some, public concern about cost pressures released sub-sectors, market recovery; bottom up first to industry consolidation good high-end liquor-making enterprises, as well as leading the future of health consumer trends company. State securities said, maintaining industry "good" investment rating. Recommended wuliangye, Changyu, Shanxi fenjiu, yanghe shares, the Queen sharesDevelopment, Moga shares, Tsingtao brewery, double sinks (600,543, unit), laobaigan (600,559, unit), Angel yeast (600,298, unit), bowling Ridge (002286, unit).