Condiments come to a price increase in the pioneer, a number of leading food companies lead
Under the double pressure of raw material cost, Fuling mustard in the recently released price adjustment announcement, the price of partial products is adjusted, and all categories have up to 19%, and the price is implemented on November 12, 2021. .
Recently, the price of food enterprises triggers prices. The reporter learned that the food industry 上海最大的洗浴中心 terminal products will be raised almost every year, but the price of this round is more concentrated, and the upregulation is large. According to the industry, the current price increase has a certain impact on product sales, and it is estimated that there will be an adapted period of 1-2 months.
It is difficult to alleviate the short-term pressure of the seasoning industry in the condiment industry, and the results are released or pushed. In the third quarter, the maximum price increase in Fuling mustard. 19% According to the price adjustment announcement released by Fuling mustile, the company is based on the main raw materials, packages, auxiliary materials, energy and other costs, and the cost of the company’s optimization upgrade products rise, for some products The factory prices are adjusted, and each category has 上海闵行油压店推荐 increased by 3% -19%, and the price will be implemented at 17:00 on November 12, 2021.
The reporter noted that Fuling mustard also faced a huge pressure in performance.
Fuling mustard in 2021, the third quarter of this year showed that revenue billion yuan in the first three quarters, a year-on-year growth rate; return to the net profit billion yuan, a year-on-year decline.
Among them, revenue billions of revenue were achieved in the third quarter, a year-on-year weight; return to the net profit of 100 million yuan, a substantial decline in the same year.
Fuling mustard revealed at the performance description, and the demand in the industry has changed in a lot of demand, and the industry is currently in stock competition. This year, the company added brand cost investment, seizes the competitors market, and has a big impact on the 上海闵行水磨推荐 industry in the industry.
In the case of the price, it rapidly triggered a hot discussion. Some netizens don’t think about it, this is not awkward, a pack mustard is so cheap.
There are also netizens said that the mustard has previously increased, and the amount is reduced, and it will not be a mustard in the future. Fuling mustard stock price on November 15th, the daily limit, as of November 16, closed on November 16, down the day, reported to the yuan / share.
In recent month, the price increase of 3% -20% does not matter, in fact, in response to the pressure rising pressure, the recently include soy sauce, melon seed, edible salt, vinegar, hanging noodles, fast freezing products and other foods Enterprise official announcement price.
On October 12, the soy sauce faucet sea Tianwei industry took the lead in raising the price, announced the additional price of some products such as soy sauce, oyster sauce, sauce, and the main product price adjustment range 3% -7%, the new price is implemented on October 25 day. Then, the Qianqian Food announces that the sunflower seed series and the pumpkin seeds on October 22, the small and Xiangxi melon seeds are exported, and each category price increase is 8% -18%; November 3, Snow Salt Industry in the investor interactive platform, Snowy small food salt export price has recently been increased, within 10%, industrial salt price increases by 30% -50%; November 9, the ancestral shares announced that some plant proteins The ex-factory price of drinks (mainly self-tone soy milk) is raised by 15% -20%, and the new price will be implemented since November 15; On November 13th, the first uncle food in the facial industry, the announcement, will be the company The series of products is raised, and the new price policy is implemented on December 1, which is not announced. Golden Dragonfish revealed in the near future investor relationship, and if the market maintains a high price, the price increase will also be considered. The reporter noted that the price adjustment of this round of food companies presented the following characteristics: the leading enterprises took the lead in driving, SMEs followed down; the foreign officials announced in the end of October to November, the price increased from 3% -20%, official The execution time is concentrated in the middle of November.
Sea Tianwei, Hengshun Vinegar, Li Jinji and other condiment enterprises have become a pioneer that opens this round.
Sheng Sheng Securities believes that PPI is lagging for 6 months to CPI, and it is expected that the CPI is high to create a price increase window.
Due to the high fitting effect between the condiment CPI and the CPI, seasoning or presentation of the industry. With the price increase, there are many consumers to reflect, not just this round of price adjustment, in the past two years, many food companies have actually increased, but there are fewer enterprises officially announced. In fact, the terminal products will increase each year, but this year’s price increases are relatively concentrated, and the up-regulation is also larger than before, and the supermarket in 2-3 months has already raised the price.
A supermarket procurement director told reporters that different industries will adjust prices according to their own circumstances, and the annual price adjustment is generally low, no more than 10%, and the influence is narrow. For listed companies, if the price increases can cause financial data to change more than a certain standard, listed companies need to announce the external publication; rather than listed companies can choose voluntary announcement, and can also raise the price of hotspots.
Some people told reporters. Jinlongfish has also been revealed in the near future investor relationship. The retail end has adjusted the price of different oil species at the end of 2020 and 2021, although the price adjustment is relatively cautious, different oil species increased, but the whole The price increase has reached approximately 10% -15%. Investigating the agency to favors product sales or affected food companies, and also triggered institutions frequently.
Eastern Wealth Choice data shows that according to incomplete statistics, as of November 15, the food beverage sector has received 22 institutions in a month.
Among them, the Tour of the Tour of the Tour of the Condiment Industry, the Nanyo Watsuka, and the sea-day taste industry were adjusted to 1,2, 3 times respectively.
This round of product price increases, what is the current market response? A supermarket procurement director tells reporters: consumers are still more savvy, and more sensitive to some products with large price increases, and recently many people will picked up the promotional products, which in the short-term products Sales have no effect, and the market is estimated to have an admission period for 1-2 months. The agency data shows that the first three quarters of this year, the food processing plate revenue decreased year-on-year, the net profit of return is% down, the third quarter, the third quarter declined, the growth rate decreased in the second quarter; return to the net profit year-on-year Falling%, the growth rate is expanded from the second quarter.
The Analysis of the Zheshang Securities Institute believes that after the price increases, the cost of each company will be effectively alleviated and will be profitable in the future.
The National Sheng Securities Research said that the time is five years, the cost of the condiment industry has promoted the new price pricing cycle. It is difficult to alleviate the short-term pressure of the cost end, and the results are released after the node or push, and it is expected to release the node after the second quarter of 2022. However, the price increase will disturb the shipping rhythm, the price increase, and the scope have an impact on sales.