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Zhitong Hong Kong Stock Short Selling Statistics | February 24.
Hong Kong stock short-selling Statistics | February 24
The 80 billion Market Cap has evaporated in two years, is Tsingtao Brewery unable to keep up?
A deeper reason is the shrinking consumer group.
【Brokerage Focus】BOCOM INTL 2025 Consumer Trend Analysis: Consumer structure further optimized and upgraded.
Jinwu Finance | BOCOM INTL released the 2025 Consumer Trend Analysis. From the beginning of 2025 to now, the consumer market has exhibited new trends different from previous years, with further optimization and upgrading of the consumption structure. 1) The popularity of Sports consumption is rising, especially noticeable in lower-tier markets. Consumers' focus on sports and health continues to increase, and this trend is particularly evident in lower-tier markets. Over 70% of stores located in lower-tier cities, such as 361 DEGREES, achieved double-digit year-on-year sales growth during the Spring Festival, indicating that Sports consumption is rapidly penetrating into lower-tier cities. 2) The combination of traditional culture and modern consumption presents an opportunity for Chinese IP to go Global. Traditional cultural elements...
[Brokerage Focus] CITIC SEC expects that this year's Beer raw material price fluctuations will be smaller than last year.
Jinguo Financial News | CITIC SEC forecasts that the price fluctuations of beer raw materials in 2025 will be smaller than in 2024. Some raw material prices, such as barley and Glass, still have room for decline, but Aluminum prices have shown a rising trend recently, which may offset the cost reduction from the decline in prices of raw materials like barley. Overall, the bank expects that the overall cost of beer will remain stable in 2025, potentially slightly enhancing the profitability of breweries. It is Bullish on breweries achieving stable growth in their performance in 2025, supported by continued stimulus from consumer policies and the recovery of dining scenarios.
Debon Securities: Policies emphasize boosting Consumer and focus on the subsequent demand recovery.
The bank recommends focusing on leading companies in sectors that have strong control over upstream and downstream supply chains, channels, and products amid fundamental changes, as well as sectors where year-round profits are likely to exceed expectations due to cost advantages.
CITIC SEC: It is expected that the raw material costs for Beer will remain relatively stable in 2025. Bullish on the performance of liquor companies stabilizing and growing.
It is expected that the overall cost of Beer will remain stable in 2025, with a slight increase in the profitability of brewing companies anticipated. Bullish about the continued stimulus from consumer policies and the recovery of Dining scenarios, the performance of brewing companies is expected to stabilize and grow in 2025.
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