GF SEC: New cycle of csi sws food & beverage index, returning to PB-roe framework.
In the future, with the recovery of demand in China and the revision of EPS expectations, the market style is expected to return to a sustained high ROE, and the value of the leading companies in the CSI SWS food & beverage sector is expected to stand out.
Tianfeng Securities: The baijiu sector is being driven by multiple factors, and the sector is bullish in the short term.
The baijiu sector has a significant increase and the market is in a "rebound" situation, not a "reversal". This situation is driven by multiple factors. Currently, the fundamentals of the baijiu sector are still good, Maotai's pricing is stable, the consumption tax has not yet been implemented, the valuation has cost-effectiveness and there is hope for both the August performance and the double festival season in September and October to bring about catalysis. Bullish on short-term sectoral rebound opportunities.
In the second quarter, a fund guru buys the big dark horse.
The eyes appreciate the precious.
These 4 Measures Indicate That Luzhou LaojiaoLtd (SZSE:000568) Is Using Debt Safely
Li Xiaoxing, manager of Yinhuafund, increased shareholdings in defense stocks in the second quarter, while significantly reducing positions in Kweichow Moutai and Wuliangye Yibin.
Li Xiaoxing, manager under Yinhuafund, released the Q2 performance report for 15 products, including Yinhuaxinjia two-year holding period mixed fund, Yinhuaxinyi flexible configuration mixed fund, and Yinhuaxinxian one-year holding period mixed fund. Li Xiaoxing's latest management scale is 23.556 billion yuan, with the top ten holdings of his funds are Shanxi Xinghuacun Fen Wine Factory, Naura Technology Group, Wuliangye Yibin, Luzhou Laojiao, Midea Group Co., Ltd., Guizhou Space Appliance, AVIC Shenyang Aircraft, Kweichow Moutai, AVIC Xi'an Aircraft Industry Group and Anhui Gujing Distillery. Looking at the changes in holdings, compared to the end of Q1, Li Xiaoxing aggressively increased his holdings of defense stocks, and both Guizhou Space Appliance and AVIC Shenyang Aircraft entered the ranks of his top ten heavy holdings.
Luzhou Laojiao (000568.SZ) has innovative sectors including the beer business.
Luzhou Laojiao (000568.SZ) stated on the investor interaction platform on July 16 that the company's innovation sector has a beer business.
There's No Escaping Luzhou Laojiao Co.,Ltd's (SZSE:000568) Muted Earnings
Shareholders Would Enjoy A Repeat Of Luzhou LaojiaoLtd's (SZSE:000568) Recent Growth In Returns
Soochow Securities: Focusing on low-position layout during the off-season of baijiu, bullish on mass-market beer and some condiments.
Soochow released a research report stating that the main investment strategy for food and beverage in 2024 is low-value, high-quality, and certain growth + high dividend yield, with the auxiliary line of operation improvement. With the continuous addition of stable policies and changes in risk appetite, actively reforming and operating-improving companies deserve more attention, especially some companies that have been initially validated by data, such as Three Squirrels Inc. (300783.SZ).
Luzhou Laojiao (000568.SZ): Jin Duo Company completes its shareholding of 1.1402 million shares.
Luzhou Laojiao (000568.SZ) announced that Jinzhou Company accumulated a shareholding of 1.1402 million shares of the company through centralized bidding trading from December 15, 2023 to June 15, 2024, accounting for 0.08% of the total share capital of the company, and the shareholding amount is about 200,962.9 thousand yuan. The shareholding plan has been completed.
Tianfeng Securities: Strong Alpha liquor enterprise's market share accelerated increase, mid-range expansion trend continued.
Under forced growth, the prices of baijiu sector in Q1 2024 continued to differentiate between price ranges. Strong alpha liquor companies that benefit from the expansion of the price range (mainly in the mid-range price band) have increased their market share against the trend. Under the assumption of a flat market, bullish on the accelerated concentration of strong alpha liquor companies bringing dividends and potential reform expectations.
Orient Securities: Stable demand for baijiu during Dragon Boat Festival, low valuation for liquor enterprises + highlight of high dividends.
Recently, the baijiu sector was affected by market sentiment, and stock prices relatively fell back. Some liquor companies with low valuations and high dividends have further highlighted the investment highlights.
Will Weakness in Luzhou Laojiao Co.,Ltd's (SZSE:000568) Stock Prove Temporary Given Strong Fundamentals?
BOC International: There are two important characteristics for food and beverage currently, focusing on investment opportunities for mass price levels and second-tier leading companies.
The scale barrier of first-tier leading companies has been weakened, and second-tier leading companies are expected to usher in new development opportunities.
China Tontine Wines to Cooperate With Luzhou Laojiao Unit on Product Development, Expansion
Tongtian Liquor (00389.HK) plans to cooperate with Luzhou Laojiao New Liquor to jointly develop new products and expand product categories
Gelonghui, May 29丨Tongtian Liquor (00389.HK) announced that on May 29, 2024, the company signed a strategic cooperation agreement with Luzhou Laojiao New Wine Co., Ltd. (“Luzhou Laojiao New Liquor”). Luzhou Laojiao New Liquor Co., Ltd. is an indirect wholly-owned subsidiary of Luzhou Laojiao Co., Ltd., which is listed on the Shenzhen Stock Exchange (stock code: 000568). Luzhou Laojiao New Liquor Co., Ltd. was founded in Sichuan Province. The company specializes in craft beer, light alcoholic beverages, Chinese fruit wine, distilled spirits and alcohol derivatives, with a total of four types of products. The group plans to adopt a policy with Luzhou Laojiao's new wine industry
Rouyu Technology responds to questions from the outside world: the core technology is independent and original, and has never laid back down or voluntarily filed for bankruptcy
Sina Technology News On the afternoon of May 28, Rouyu Technology today issued an official statement “Clarification on Certain Untrue Remarks on Rouyu's History” to respond to five major questions from the outside world. In response to the question that “the core technology comes from abroad and is not original,” Rouyu Technology said that Rouyu was the first company in the world to successfully develop mass production technology for high-resolution flexible screens based on mixed oxides (non-silicon materials), and is also the only company in the industry that has successfully mass-produced this technology route so far. Based on this technical route, Rouyu became the first company in the world to release consumer-grade folding screen mobile phone products in 2018, and is leading in the industry
Luzhou Laojiao (000568.SZ): Shareholders renew concerted action agreement
Gelonghui, May 24, 丨 Luzhou Laojiao (000568.SZ) announced that Luzhou Laojiao Group Co., Ltd., the controlling shareholder of the company, and Luzhou Xinglu Investment Group Co., Ltd., the second largest shareholder, signed a consensus action agreement on December 31, 2015. The two parties agreed to take concerted action when dealing with matters relating to the business development of Luzhou Laojiao Co., Ltd. and required a resolution by the company's shareholders' meeting and board of directors in accordance with the “Company Law” and the company's “Articles of Association”. The agreement was renewed on May 27, 2021. May 31, 2024,
Luzhou Laojiao (000568.SZ): By the end of 2023, 170,000 tons is the company's total production capacity of base wine
Gelonghui, May 23 | Luzhou Laojiao (000568.SZ) said on the investor interactive platform that by the end of 2023, 170,000 tons would be the company's total production capacity of base wine. The Luzhou Laojiao Smart Brewing Technology Improvement Project (Phase I) will add 80,000 tons of base wine production capacity. The project is currently under construction.
Luzhou Laojiao (000568.SZ): Did not participate in the Maoxi Town Soy Wine Investment Project
Gelonghui, May 22丨An investor asked Luzhou Laojiao (000568.SZ) on the investor interactive platform, “Please tell me more about the details of the soy wine project invested by the Joint Stock Company in Maoxi Town?” The company replied that the company did not participate in investing in the Maoxi Town Soy Sauce Project.
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