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Market Chatter: LONGi Ties Up With Wuliangye Yibin's Parent to Set Up Venture
At CN¥131, Is It Time To Put Wuliangye Yibin Co.,Ltd. (SZSE:000858) On Your Watch List?
SWHY: The performance of the CSI SWS Food & Beverage index in the 2024 annual report shows differentiation, with two types of opportunities emerging in consumer goods.
The Baijiu Industry shows bottom characteristics during the Spring Festival but still needs verification. Combined with the current valuation and dividend levels, leading companies have mid to long-term investment value from a dividend yield perspective.
Analysis of the Hold Positions of the CSI SWS Food & Beverage index by Minsheng Securities for Q4 2024: The proportion of Baijiu(Chinese Liquor) holdings continues to shrink, while the proportion of snacks, soft drinks, and Beer is increasing.
Minsheng Securities released a Research Report stating that in Q4 2024, the proportion of heavily held stocks in the active equity Fund within the food and beverage Sector is 7.51%, continuing the trend of sequential decline.
China Merchants: Leading Baijiu producers stabilize controlled prices, mass products meet expectations.
Sales during the Spring Festival met pre-holiday expectations, with a slight overall decline, while the mass price segment continues to expand. The leading Baijiu(Chinese Liquor) brand is actively controlling inventory, breaking the inertia of pressure in the Industry.
Huachuang Securities: Baijiu (Chinese Liquor) inventory reduction is at the bottom stage, pay attention to structural opportunities in mainstream liquor before and after the Spring Festival.
Feedback report on sales dynamics after the Spring Festival 2025.
Why Wuliangye Yibin Co.,Ltd. (SZSE:000858) Could Be Worth Watching
