A股预制菜概念板块整体上涨,得利斯涨停

Core Viewpoint - The A-share pre-made dish sector has shown positive momentum, with a general increase in stock prices, indicating growing investor interest in this market segment [1][2]. Group 1: Market Performance - As of the midday close on September 15, the overall increase in the pre-made dish concept sector was 0.65% [1]. - Out of 58 pre-made dish concept stocks, 39 stocks experienced price increases, with notable performers including Delisi, which hit the daily limit, and Gais Food and Guolian Aquatic Products, both rising over 7% [2]. Group 2: Company Performance - Spring Snow Food reported a year-on-year increase in both revenue and net profit, attributing part of this growth to a 10% increase in pre-made dish business, particularly a 25% rise in export sales [2]. - Delisi projected that pre-made dish revenue would account for 21.67% of its total operating revenue in 2024, reflecting a year-on-year increase of 0.56 percentage points [2]. - Delisi has a total production capacity of 180,000 tons for pre-made dishes, including 100,000 tons for pork and chicken, 30,000 tons for beef, and 50,000 tons at its Shaanxi base [2].