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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.
Huachuang Securities: Baijiu(Chinese Liquor) fundamentals are expected to be at the bottom phase, focusing on the turning point of inventory and operation cycle for mass consumer goods.
In 2024, the demand for the Baijiu (Chinese Liquor) Sector will gradually weaken throughout the year, with Q4 seeing a slowing down of inventory clearance; the external demand for the mass consumer goods sector is lackluster, but the Dairy industry and Condiment sectors have completed inventory reduction and improved their reports.
Is Wuliangye Yibin Co.,Ltd.'s (SZSE:000858) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?
Is Baijiu(Chinese Liquor) saved? After the Spring Festival, several Baijiu(Chinese Liquor) Funds rose over 10%. Have the investors who entered at a high point recovered their capital?
① Funds heavily invested in Baijiu are rebounding, with many products increasing over 10% after the holiday; ② Investors who poured into funds focused on Baijiu three years ago are still at a loss; ③ A total of 19 related Baijiu stocks are heavily held by public funds, with the market value of Kweichow Moutai's heavy holdings significantly reduced from its peak.
Express News | Wuliangye Yibin Says Plans to Invest in 19 Projects in 2025, Total Planned Investment 2.6 Billion Yuan
Wuliangye Yibin Co.,Ltd.'s (SZSE:000858) Shares Lagging The Market But So Is The Business
Why Wuliangye Yibin Co.,Ltd. (SZSE:000858) Could Be Worth Watching
