股價大漲5%創新高，洽洽食品一季度淨利再增31%
4月22日盤後，洽洽食品（002557.SZ）披露了2020年一季度業績報告，公司實現營收11.47億元，同比增長10.29%；期內的歸母淨利潤為1.49億元，同比增長30.78%；同期的扣非淨利潤為1.28億元，同比增長48.48%；基本每股收益0.2945元。
（圖片來源：洽洽食品公告）
資料顯示，該公司主要生產堅果炒貨類、焙烤類休閒食品，成功推廣了洽洽香瓜子、洽洽喀吱脆、洽洽小而香、洽洽怪U味 、撞果仁、焦糖山核桃藍袋系列瓜子、小黃袋每日堅果、山藥妹山藥脆片等產品。
上述產品均屬休閒消費食品，直接供消費者食用。
值得一提的是，2020年以來，全國多個行業受到疫情的衝擊，相關上市公司的業績遭遇下滑，而大消費板塊一些公司的一季度業績卻在大幅上漲。
例如，食品板塊內的桃李麪包（603866.SH）在一季度實現淨利1.94億元，同比增長60.47%；克明面業（002661.SZ）期內實現淨利1.04億元，同比增長69.72%；安井食品（603345.SH）同期實現營收8779.78萬元，同比增長35.33%。
（圖片來源：同花順）
在業績增長的同時，上述這些公司的股價表現也非常亮眼。
洽洽食品近些年的股價呈現出上升趨勢，2020年以來已經上漲了53%，今日更是大漲5%，股價再創上市新高。
（圖片來源：Wind）
桃李麪包、克明面業、安井食品、涪陵榨菜等公司的股價表現也非常強勢。
方正證券此前發佈的研報指出，疫情除了短期拉動必選消費品需求以外，對於食品行業主要存在兩點影響，一是，疫情對中小企業負面影響大，大型龍頭企業在復工復產，物流配送以及市場管理等方面恢復更快，短期內存在對小企業份額擠佔；二是，不同企業恢復進度快慢以及資源投入不對等原因，導致一季度龍頭企業，特別是必選消費龍頭單位市場投入減少，體現在盈利能力改善。
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