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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.
GTJA: The Beer Industry has entered an era of high dividends, which may present strong and certain investment opportunities.
In the medium to long term, the economic situation is expected to marginally improve, with ongoing structural upgrades and category expansions. Leading Beer companies may expand their categories, and the contribution ratio of Other business lines such as beverages and Spirits will gradually increase.
guolian: The fundamentals of the liquor sector in 2024Q3 have bottomed out, and the report is slowing down.
Overall, the revenue growth rate of key baijiu industry companies in 2024Q3 calculated by the method of law is 2.41%, with high-end liquor/second-tier liquor/regional liquor revenue growth rates of +9.59%/-0.38%/-15.64% respectively, each decreasing by 4.65/8.87/23.32 percentage points compared to the previous period.
Yanjing Brewery: Report for the third quarter of 2024
beijing yanjing brewery (000729.SZ): net income of 1.288 billion yuan in the first three quarters, a year-on-year increase of 34.73%.
Guolanghui on October 25th: Beijing Yanjing Brewery (000729.SZ) released the third quarter report for 2024, with the company achieving revenue of 12.846 billion yuan in the first three quarters, a year-on-year increase of 3.47%; net income attributable to shareholders of the listed company was 1.288 billion yuan, a year-on-year increase of 34.73%; net income attributable to shareholders of the listed company excluding non-recurring gains and losses was 1.261 billion yuan, a year-on-year increase of 45.68%; basic earnings per share 0.4570 yuan.
Guolian: Under weak recovery, baijiu brands continue to differentiate, while beer cost dividends continue to be realized.
Under weak recovery, differentiation of baijiu brands continues, leading to increased concentration among the top players; volume is slightly under pressure, while beer continues to realize cost benefits.
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