Di Yi Cai Jing·2025-09-13 14:04Core Viewpoint - The pre-prepared food sector is gaining attention, with several companies in the market reaching significant market capitalizations, including those exceeding 100 billion yuan and even 1 trillion yuan [2][3]. Company Overview - There are currently 31 A-share companies in the pre-prepared food sector, with major players including Jinlongyu (金龙鱼, 300999.SZ), Shuanghui Development (双汇发展, 000895.SZ), and Sanquan Foods (三全食品, 002216.SZ) [2]. - Jinlongyu is the only company in the sector with a market capitalization exceeding 1 trillion yuan, valued at 179.726 billion yuan as of September 12 [2]. - Other notable companies include Shuanghui Development and New Hope (新希望, 000876.SZ), with market capitalizations of 89.076 billion yuan and 46.647 billion yuan, respectively [2]. Market Performance - As of September 12, the pre-prepared food sector has shown a 10.27% increase since early July, with over 90% of the stocks in the sector experiencing price increases during this period [3][4]. - The stock with the highest price on September 12 was Anjixin Foods (安井食品, 603345.SH) at 74.01 yuan per share, followed by Qianwei Yangchun (千味央厨) and Jinlongyu at 33.59 yuan and 33.15 yuan, respectively [3]. Financial Performance - In the first half of the year, Jinlongyu reported the highest revenue in the sector at 115.682 billion yuan, a year-on-year increase of 5.67%, with a net profit of 1.756 billion yuan, up 60.07% [5][7]. - New Hope achieved revenue of 51.625 billion yuan, with a net profit of 755 million yuan, reflecting a year-on-year growth of 4.13% and 162%, respectively [5][7]. - Shuanghui Development reported revenue of 28.414 billion yuan and a net profit of 2.323 billion yuan, with year-on-year growth rates of 2.97% and 1.17% [5][7].