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Guojun's outlook for the food and beverage Industry in 2025: The industry is expected to see steady volume and price increases, with declining costs and rising profit margins.
It is expected that the Beer Industry sales will have a neutral outlook in 2025, the industry structure upgrade will continue, costs will keep declining, expenses will be stable, and the mid-term dividend rate is expected to increase.
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.
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Southwest Securities 2025 CSI SWS Food & Beverage investment strategy: Baijiu(Chinese Liquor) fundamentals remain under pressure; select individual stocks for mass consumer goods.
With the recovery of the B-end Dining Industry and the continuing health trend of C-end Condiment, the landscape of the Condiment Industry will continue to improve.
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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.