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GTJA: The Beer Industry is expected to stabilize in volume and price, with decreasing costs and improved profit margins.
Based on recent market research and calculations, the sales outlook for the Beer Industry in 2025 is neutral, the industry structure upgrade will continue, costs are expected to decline, expenditures will be stable, and mid-term dividend rates are likely to increase.
Research Reports Gold Digging | GTJA: Maintain Beijing Yanjing Brewery's "Shareholding" rating with a Target Price of 14.3 yuan.
GTJA's Research Reports indicate that Beijing Yanjing Brewery (000729.SZ) forecasts that the 2024 non-recurring profit will exceed expectations, primarily due to a year-on-year decrease in non-recurring gains and losses from reduced government subsidies compared to the high base in the same period. Considering the continued visible results of the corporate sales incentive optimization and the lower base in the same period, it is estimated that the company's volume and price growth in Q4 2024 may see a quarter-on-quarter acceleration. Among them, the flagship product U8 benefits from ongoing regional penetration, channel expansion, and the gradual diversification of products. Based on the performance forecast, we estimate a year-on-year sales growth of over 30% for U8 in 2024, focusing on regions such as Northeast, East China, Central China, and the West in the next two years.
Yanjing Brewery: Yanjing Brewery 2024 Annual Performance Forecast
GTJA: The Beer Industry's Structural Evolution Welcomes Economic Opportunities, Organizational Differences Intensify Differentiation.
The competitive landscape of Beer is mild, with a relatively healthy inventory level at the start of the year.
Sunrise Group (002752.SZ): Provides Metal packaging for well-known beer brands such as Tsingtao Brewery, Budweiser, China Resources Snow Beer, Beijing Yanjing Brewery, and Carlsberg.
On January 13, according to Glonghui, Sunrise Group (002752.SZ) stated on the investor interaction platform that the company provides Metal packaging for well-known beer brands such as Tsingtao Brewery, Budweiser, China Resources Snow Beer, Beijing Yanjing Brewery, and Carlsberg.
GTJA's Consumer investment outlook for January 2025: The peak season is approaching, and improvement is expected.
It is expected that the consumption data in January will significantly improve due to a low base and the impact of the Chinese New Year being staggered. New channels and new categories resonate, accelerating innovation in Consumer.
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