MBTINGY@EC2701A

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KO YO GROUP

CH CITY INFRA

CHINA INFO TECH

PUTIAN COMM

GEOTECH HLDGS

YUNKANG GROUP

SOFTMEDX

HUAZHANG TECH

SANERGY GROUP

AGTECH HOLDINGS

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On February 3rd, TINGYI Holdings showed stable performance throughout the day, with the stock price slightly rising around the previous platform. New policies in the consumer industry stimulated industry recovery, and risk-averse funds flowed back into the stable consumer sector. The company held a new product promotion event in collaboration with e-commerce, which sparked enthusiasm for short-term fund participation, with some funds flowing in gradually, leading to a moderate increase in trading volume. The short-term bullish technical structure has been consolidated, but the pressure from the upper platform and high trading volume areas still impose constraints. The defensive attributes of the consumer sector are prominent, with limited rotation space. TINGYI's overall intraday performance remained stable, but after the positive news was realized, the follow-up of funds slowed down, increasing the wait-and-see effect. If affected by negative market or industry news, the speed of decline under pressure may accelerate. It is recommended to pay attention to sector rotation and intraday anomalies, and to rationally allocate risks

Technical Forecast

TINGYI

TINGYI (322.HK): Steady consumption, short-term structure consolidation, prominent defensive capital layout

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515170

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Goldman Sachs reiterated its "Buy" rating on TINGYI, expecting its instant noodle business to benefit from market share gains and improved operational efficiency, with profit forecasts for 2025 to 2027 raised by 5% to 8%. The target price was increased from 12.7 yuan to 13.7 yuan. In contrast, the revenue forecast for U-PRESID was lowered by 1% to 4%, and the profit forecast was cut by 5% to 10%, with the target price reduced from 9 yuan to 8.2 yuan, maintaining a "Neutral" rating

AASTOCKS

Hwabao WP CSI Food & Beverage Sub-Industry ETF

U-PRESID CHINA

ChinaAMC CSI Food & Beverage Sub-Industry ETF

Huaan CSI SWS Food and Beverage ETF

Tianhong CSI Food and Beverage ETF

China Merchants Guozheng Food and Beverage ETF

Goldman Sachs reiterates "Buy" rating on TINGYI, continues to be optimistic about this year's operating outlook

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TINGYI Holdings (322.HK) maintains a strong short-term trend, with its stock price steadily approaching the annual high. The market is focused on whether it can break through with increased volume, which could boost sentiment across the entire consumer and food sector. Yesterday's close saw the K-line form a strong bullish candle, with the 5-day moving average providing robust support, indicating a clear dominance of bulls. From a market allocation perspective, the consumer sector is benefiting in the short term from the continuous recovery of domestic economic data. As a leading food enterprise, TINGYI is receiving positive news regarding product price increases and reduced raw material costs. Coupled with stable institutional holdings, this is attracting new capital inflows. Recent expectations for dividends and upgrades in institutional ratings also serve as short-term driving forces. 

From a technical perspective, the MACD is continuously widening upwards, and trading volume has been increasing over the past two days, with the stock price approaching previous platform resistance levels under the dominance of buying pressure. If there is continued moderate volume today without selling pressure, a breakthrough of the previous high may open up a new round of upward space; otherwise, it may enter a range-bound consolidation. The key support level is at the 10-day moving average, and a short-term pullback is unlikely. 

Investors should note that the competition within the food industry sector is intense, with divergent funds potentially making early layouts and high-level turnover behaviors. If the breakthrough fails, some funds may choose to reduce positions to avoid risk. Overall, it is advisable to moderately focus on breakthrough opportunities in the short term, with a recommendation for conservative positions to gradually increase after verifying volume. Be cautious of high-volume without price increases or the risk of a top divergence. Future sector hot spots will still need to be flexibly addressed in conjunction with industry policies, the pace of consumer recovery, and the dynamics of individual company fundamentals

China Universal CSI Consumer Staples ETF

Morning Trend | TINGYI approaches previous highs, can it break through with increased volume to drive the food sector?

MBTINGY@EC2701A(23769.HK)

TINGYI (322.HK): Steady consumption, short-term structure consolidation, prominent defensive capital layout

Goldman Sachs reiterates "Buy" rating on TINGYI, continues to be optimistic about this year's operating outlook

Morning Trend | TINGYI approaches previous highs, can it break through with increased volume to drive the food sector?