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Analysts at Yamato said in a research report that the future of China's food and beverage sector is promising. They said that as capital “turned to defensive value investments when the 'AI trading' collapsed in July,” investors' interest was growing. Yamato said that snack retailer Ming Ming was busy and Wanchen had a good pace of opening stores in the first half of the year. The performance of these companies is also supported by factors such as economies of scale. Yamato raised the sector's rating from neutral to optimistic. Given their long-term penetration potential in the industry and strong management execution, the investment bank favors Ming Ming Busy, Wanchen, and the Chinese tea chain Gu Ming.

Zhitongcaijing·07/29/2026 04:01:10
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Analysts at Yamato said in a research report that the future of China's food and beverage sector is promising. They said that as capital “turned to defensive value investments when the 'AI trading' collapsed in July,” investors' interest was growing. Yamato said that snack retailer Ming Ming was busy and Wanchen had a good pace of opening stores in the first half of the year. The performance of these companies is also supported by factors such as economies of scale. Yamato raised the sector's rating from neutral to optimistic. Given their long-term penetration potential in the industry and strong management execution, the investment bank favors Ming Ming Busy, Wanchen, and the Chinese tea chain Gu Ming.