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A股異動 | 預製菜概念股繼續走強 多隻個股漲停
格隆匯1月14日丨預製菜概念股繼續走強,得利斯、福成股份、海欣食品、西安飲食、深糧控股漲停,國聯水產大漲超15%,味知香、惠發食品、龍大美食等繼續衝高。證券時報最新發文指出,預製菜未來極可能成長為一個很龐大的門類,只不過因為門檻不高,入局者眾,可能會在每個更細分的領域都成長出來若干企業。這場廚房革命的關鍵,其實就跟此前很多已發生的變革一樣,將零碎的手工勞動,通過工業化形成規模效應。過年是非常重要的預製菜消費場景,去年過年時預製菜消費非常火熱,這也是資本選擇在這個時點炒作的重要原因。除了簡單和節省時間,吃得更多元更有幸福感,也是預製菜能流行的重要原因。

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