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HuaChuang Securities: The current Baijiu(Chinese Liquor) cycle has clearly bottomed out, suggesting to seize the opportunity to accumulate in the Range.
Short-term sentiment has declined, and the Baijiu(Chinese Liquor) Sector has slightly adjusted, but there are signs of improvement on the operational front. There is a marginal improvement in cash flow at the channel level, confidence has stabilized, and there is still further room for inventory digestion.
Bank of China International: Feedback from the Spring Sugar and Wine Fair is lukewarm, and the differentiation between brands is intensifying.
The overall feedback from the spring sugar and wine fair is lackluster, and the differentiation among brands has intensified. The Sector is entering a performance verification period, with leading beverage companies performing exceptionally well; in the Leisure snacks sector, investment opportunities under the transformation of industry leaders are worth paying attention to.
Investors Shouldn't Overlook Luzhou LaojiaoLtd's (SZSE:000568) Impressive Returns On Capital
Brokerage Morning Meeting Highlights: Focus on low positions + resilience in the economic outlook during the consolidation period.
At today's Brokerage morning meeting, HTSC believes that the solidifying period should focus on low positions and resilient market directions; Everbright stated that downstream demand for organic silicon is steadily increasing, and the supply-demand pattern in the Industry is expected to improve; GTJA proposed that the enthusiasm for the Spring Sugar Hotel Exhibition has decreased, and the sales of Baijiu after the festival are stable.
This week added another 12 companies! Luzhou Laojiao and many other stocks disclosed shareholding repurchase and refinancing plans, a list of related A-shares is provided.
According to incomplete Statistics from the Financial Association, 12 A-share listed companies announced the disclosure of shareholding repurchase and related loan situations this week (attached table); Shaanxi Energy shareholder Yunnan Huishen intends to increase its shareholding in the company by 0.25 billion yuan to -0.5 billion yuan, with a loan not exceeding 0.45 billion yuan.
Laojiao's Controlling Shareholder Plans to Inject Up to 300 Million Yuan in Capital; Shares Jump 7%
What Is Luzhou Laojiao Co.,Ltd's (SZSE:000568) Share Price Doing?
