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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.
The market continues to shrink and fluctuate, and after the acceleration of themes rotation, funds are expected to flow back to the core main lines.
As the premium for new themes decreases, some funds still choose to flow back into the two major core directions of Siasun Robot&Automation and AI.
Lyon: Continues to list ANTA SPORTS as the top choice for Consumer stocks. Recommends MENGNIU DAIRY, NONGFU SPRING, and H World Group.
Lyon has released a Research Report stating that the State Council Information Office announced a special action plan to boost Consumer spending yesterday, and the policy tone generally aligns with market expectations. The attitude of companies during the earnings period and retail sales data will be crucial moving forward. The firm noted that since last Friday, Chinese Consumer stocks have been leading the trend of consumer policies, with high-volatility stocks such as sportswear, Baijiu (Chinese Liquor), and Dairy Products performing excellently, mainly due to support from valuation recovery. It is predicted that this year's national support policies will continue to be Bullish for domestic alternative investment themes, sportswear, IP, and the Baijiu industry, while being relatively unfavorable for the tourism industry. Lyon indicated that within the essential Consumer sector, it is most Bullish on sportswear.
GTJA: The turning point of this round of Dairy Product cycle mainly depends on inventory reduction, and demand policies are expected to act as a catalyst.
The Dairy Product Industry is currently in a triple bottom of supply, demand, and inventory. The turning point of this cycle mainly depends on the destocking of inventory, and demand policies are expected to catalyze this. It is anticipated that by Q3 2025, supply and demand will reach a balance, driving profit recovery and market share growth for leading companies.
Jianyin International: Hohhot's childcare subsidy boosts market confidence, recommending CHINA FEIHE, MENGNIU DAIRY, and Inner Mongolia Yili Industrial Group.
Jianyin International published a Research Report stating that Inner Mongolia's Hohhot has announced unexpected policies to encourage childbirth. The government work report for 2025 clearly indicates that the government will formulate policies to promote childbirth, provide childcare subsidies, vigorously develop comprehensive childcare services, and increase the supply of inclusive childcare services. On March 13th, the capital of Inner Mongolia, Hohhot, released details of the local childcare subsidy policy. The policy stipulates that families with one child will receive a one-time subsidy of 10,000 yuan. Families with two children will receive a subsidy of 50,000 yuan, distributed over five years, and families with three or more children will receive...
Market Update | Dairy Product stocks opened high, MENGNIU DAIRY rose over 3%, CHINA FEIHE rose over 5%, and subsidies for fertility policies are expected to be gradually implemented, which is Bullish for the demand in the infant formula Industry.
On the news front, the General Office and State Council issued the "Special Action Plan to Boost Consumer Spending." The plan proposes to increase support for fertility and child-rearing.
102640653 : any update on hangseng index,alibaba,Tencent,byd.nio
Trader’s Edge OP 102640653 : Hi, i covered a couple of them during the weekly trader's edge webinar... If you missed the webinar, feel free to watch the replay! Cheers!