国联消费研究团队2024年12月金股推荐

Investment Rating - The report provides a "Buy" rating for all recommended stocks across various sectors [8][13][14][15][16][20][21][22]. Core Insights - The report highlights key investment opportunities in multiple sectors, including home appliances, light industry, pharmaceuticals, food, commerce, agriculture, and textiles, with specific companies recommended for investment [8][13][14][15][16][20][21][22]. Summary by Sector Home Appliances - Yadea Holdings is recommended due to its improving operations, strong competitive position in the domestic market, and potential for growth in overseas markets. The company is expected to benefit from new policies and market consolidation, with a low current valuation [13]. Light Industry - Sun Paper is favored as it benefits from a tightening supply due to competitors' production cuts. The company is expected to enhance its market share and profitability through effective management and resource advantages, with projected EPS of 1.18 and 1.34 for 2024 and 2025 respectively [14]. Pharmaceuticals - Kelun-Biotech is highlighted for its innovative product pipeline, particularly the approval of SKB-264 for treating specific cancers. The company is anticipated to enter a commercial growth phase in 2025, maintaining a "Buy" rating [15]. Food - Yihai International is recommended due to the expected recovery in the restaurant sector and the stable competitive landscape in the compound seasoning market. The company is projected to improve its fundamentals with EPS estimates of 0.82 and 0.94 for 2024 and 2025 respectively [16]. Commerce - Runben Co. is noted for its strategic focus on high-quality products and online channels, which positions it well in the market. The company is expected to see EPS growth to 0.79 and 1.00 in 2024 and 2025 respectively [20]. Agriculture - Haida Group is expected to benefit from growth in various feed segments and stable overseas business. The company is projected to achieve EPS of 2.65 and 2.89 for 2024 and 2025 respectively [21]. Textiles - Biyin Lefen is recognized for its strong performance in the high-end sports fashion segment and its recent acquisitions of international brands. The company is projected to have EPS of 1.60 and 1.82 for 2024 and 2025 respectively [22].