宅經濟發威 食品股卜蜂愛之味買盤旺 - 股票
By Cara
at 2020-02-18T14:20
at 2020-02-18T14:20
Table of Contents
1.原文連結:
http://bit.ly/2uTe481
2.原文內容:
宅經濟發威 食品股卜蜂愛之味買盤旺
最新更新:2020/02/18 13:32
(中央社記者韓婷婷台北18日電)新冠肺炎疫情影響,民眾大幅減少餐廳外食,帶動網
購、超市、超商冷凍及即食品熱銷,讓宅經濟延伸至食品類股,包括卜蜂、愛之味等今
天均受到買盤青睞。
愛之味總經理陳志展表示,近期部份產品銷量的確有顯著成長,包括醬菜、純濃燕麥、
薑黃分解茶等近期賣的較好。
法人表示,過去到餐館吃飯,現在流行宅在家裡,包括即食、鮮食、冷凍加工食品、罐
頭、泡麵等都成為熱門選項;另外,宅在家追劇,零食、飲料解悶少不了,宅在家久了
,油切、消脂需求也多了點,也讓此波疫情帶動的宅經濟持續外擴現象,加上東非蝗蟲
大軍掀起的蟲蟲危機,恐影響大宗物資價格,激勵部份資金轉戰跌深的食品類股。
今天包括卜蜂、愛之味、大成、泰山、聯華、聯華食品等股價,均見到價量齊揚的走勢
,其中以愛之味及卜蜂早盤漲幅一度超越6%表現最搶眼。
疫情未明導致民眾心生擔憂,宅在家裡的念頭就順勢推動宅經濟持續發威,除了遊戲產
業熱銷外,電商業者第1季淡季也業績逆勢衝高,其中食品相關品項整體銷量更暴增。過
去以3C家電產品為銷售主力的網家,在這波疫情的效應下,近來旗下PChome 24h購物食
品整體銷量也較去年同期翻倍成長,光是泡麵銷量暴增4倍,反映網購民生物品的需求高
漲。
四大超商「即食品」也傳出業績逆勢成長的訊息,業者指出,過去2週冷凍食品業績成長
1至2成。
不過卜蜂表示,雖然量販、超市、超商及網購等通路的銷量有成長,但傳統外食的餐廳
、小吃店相對是下滑的,2大體系的銷量此消彼長呈現翹翹板效應,量販網購等通路的增
長,能否彌補傳統餐飲的下滑缺口仍需進一步觀察。(編輯:楊凱翔)1090218
3.心得/評論:
建議一路抱到農曆七月半,
那天無預警封城還能過中秋冬至。
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