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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.
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