Fangzheng Securities: The popularity of konjac, a healthy ingredient, continues to rise, and the snack sector is booming, and it is recommended to pay attention

The Zhitong Finance App learned that Fangzheng Securities released a research report saying that the konjac category continues to be popular, and the three konjac musketeers are concerned. The snack sector is strongly correlated with domestic demand, and maintains a high level of prosperity driven by category channels. The bank recommended focusing on running snack businesses with positive changes.

According to the report, konjac ingredients have characteristics such as being low in fat, low in heat, low in sugar, and rich in dietary fiber. Currently, the main products used in snacks include konjac jelly, etc., and related categories have maintained rapid growth in the past two years. Recently, as concepts such as weight management and health food have continued to rise in popularity, the popularity of konjac products has increased. It is recommended to focus on konjac Three Musketeers Weilong Delicious (09985), Yanjin Shop (002847.SZ), and Konjac (839273.BJ).

The bank said that snacks are low-customer emotional consumer goods that are expected to benefit from a recovery in domestic demand. Snack companies are actively promoting new products and continue to grow rapidly in snack sales and member store channels, and industry concentration is expected to increase further. It is recommended to focus on Youyou Foods (603697.SH), Ganyuan Foods (002991.SZ), Jinzai Foods (003000.SZ), and three squirrels (300783.SZ).