HuaChuang Securities: The current Baijiu(Chinese Liquor) cycle has clearly bottomed out, suggesting to seize the opportunity to accumulate in the Range.

Short-term sentiment has declined, and the Baijiu(Chinese Liquor) Sector has slightly adjusted, but there are signs of improvement on the operational front. There is a marginal improvement in cash flow at the channel level, confidence has stabilized, and there is still further room for inventory digestion.

Zhitong FinanceMar 28 02:43 ET

Soochow's performance forecast for the food and beverage industry in the first quarter: Baijiu is accelerating to find the bottom, while mass-market products are recovering in stages.

During the Spring Festival of 2025, the sales of Baijiu (Chinese Liquor) showed a slight stabilization, predicting a growth rate that will be lower in the first half of the year and higher in the second half, with hopes of a turning point for improved financial statements. Additionally, under the backdrop of boosting domestic demand, consumer goods such as restaurant supply and the Condiment, Beer, and other cyclical Sectors are recommended.

Zhitong FinanceMar 25 03:13 ET

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.

cls.cnMar 23 20:18 ET

Are Investors Undervaluing Kweichow Moutai Co., Ltd. (SHSE:600519) By 23%?

Simply Wall StMar 21 19:32 ET

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.

Zhitong FinanceMar 21 03:36 ET

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.

cls.cnMar 12 21:52 ET