What are the big consumer stocks?

Renrenle (002336), BBK, Xinhuadu, Yonghui Supermarket (60 1933), Jiashitang (002462) (pharmaceutical chain), Suning Appliance Hualian Supermarket (60036 1), Dashang (600694) and friendship shares.

Second, drinks

Kweichow Moutai (6005 19), LU ZHOU LAO JIAO CO.,LTD (000568), Yanghe (002304), Shanxi Fenjiu (600809), Wuliangye, Changyu A, Yanjing Beer (000729), Tsingtao Brewery (600600) and Yili (60080).

Third, food.

Dong 'e Ejiao (000423), Tunhe (600737), Nanning Sugar Industry (0009 1 1), Sanquan Food (0022 16), Beidahuang (600598) and Shuanghui Development (000895).

Fourth, clothing.

Youngor (600 177), souyute (002503), Seven Wolves, Pathfinder (300005)

At present, the market of "big consumption concept stocks" is fierce. In terms of individual stock performance, lotus gourmet powder (600 186), Golden Seed Wine (600 199) had daily limit, Jingao Food (002 143), Jiugui Liquor (000799) and Huiquan Beer (600573). Market analysts said that the further upgrading of consumption has been clearly reflected in the fields of automobiles, real estate and household appliances. It is expected that the level of "eating" and "drinking" will be improved. The consumption upgrading and structural rebalancing of the brewing food industry have begun to be reflected in 2009, and it is expected to continue and sublimate in the market outlook.

In the market outlook, will there be a tendency to tilt towards this sector in terms of management policies? According to market analysts, 2009 was a disastrous year for liquor industry. The general administrative expenditure of the government was reduced by 10- 15%, the consumption tax on liquor was strengthened, and drunk driving was severely punished. It is planned to be included in the criminal law, and Wuliangye (000858) was put on file for investigation by the CSRC, which all had a certain impact on the development of the industry. However, in the afternoon, especially after 20 10, there may not be any particularly negative policies except the Opinions on Amending Laws and Regulations Related to Drunk Driving, which are still being solicited.

Shen Yin Wan Guo said that with the gradual recovery of the economy, the financial pressure of the government will gradually weaken; 20 10 adjusting the structure to promote consumption may become the theme. If the policy is introduced, it is expected to take favorable measures for low-priced and fast-selling products such as dairy industry and meat products.

From the time point of view, the arrival of the traditional Spring Festival and Lantern Festival in China will certainly stimulate the periodic sales growth of listed companies in the food and beverage industry, laying a timely foundation for the performance of individual stocks in the food and beverage industry. Judging from the A-share market over the years, big festivals will promote the sales of food and beverages.

According to the forecast, the current forecast P/E ratio of the food and beverage sector 20 10 is 3 1 times, ranking sixth in the market. As a defensive sector with high certainty of performance growth, there is still room for improvement in the valuation of this sector in the future.

In terms of investment varieties, Ping An Securities industry analysts said that they are optimistic about Wuliangye, Shuanghui Development, Tsingtao Brewery, Changyu A and other varieties with high certainty of profit growth in the short term, but they are pessimistic about the profit growth prospects of dairy products 20 10. The long-term suggestion is to pay attention to the opportunities brought by the economic transformation to consumption-driven.

Benefiting from the trend of China's economic transformation to consumption-driven, the share prices of consumer monopoly enterprises may promote their performance, such as Kweichow Moutai (6005 19), Wuliangye, LU ZHOU LAO JIAO CO.,LTD (000568), Tsingtao Brewery, Changyu A, *ST Yili and Shuanghui Development.