Di Yi Cai Jing·2025-09-13 23:40Core Viewpoint - The ongoing debate between Luo Yonghao and Xibei has brought the prepared food sector into the spotlight, highlighting the market potential and performance of related stocks in the A-share market [2][3]. Prepared Food Sector Overview - There are currently 31 A-share companies in the 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). Most of these companies are listed on the main board, with 29 on the main board and 2 on the ChiNext board [2]. - Jinlongyu is the only company in the prepared food sector with a market capitalization exceeding 100 billion yuan, reaching 179.726 billion yuan as of September 12. Shuanghui Development and New Hope (新希望, 000876.SZ) follow with market capitalizations of 89.076 billion yuan and 46.647 billion yuan, respectively [2]. Market Performance - The prepared food sector has seen a 10.27% increase in stock prices from early July to September 12, with over 90% of the stocks in this sector experiencing price increases during this period. The highest gain was recorded by Bubugao (步步高), with a 36.55% increase [5]. - Year-to-date, the prepared food sector has risen by 17.88%, with Bubugao achieving a remarkable 68.35% increase and Babi Foods (巴比食品, 605338.SH) rising by 42.66% [5]. Financial Performance - In the first half of the year, Jinlongyu reported the highest revenue in the sector, achieving 115.682 billion yuan, a year-on-year increase of 5.67%, and a net profit of 1.756 billion yuan, up 60.07% [7]. - New Hope and Shuanghui Development also reported significant revenues, with New Hope generating 51.625 billion yuan (up 4.13%) and Shuanghui Development recording 28.414 billion yuan (up 2.97%) [7].