The growing anxiety of Chiyao Mao

Where is the new way out?

Gelonghui FinanceNov 20 06:50 ET

Denon Securities: Focus on the overall valuation improvement opportunities in the photovoltaic market. Fundamental improvement is the icing on the cake.

The National Energy Administration has released the statistics of the national electrical utilities industry from January to September. From January to September 2024, the newly installed capacity of photovoltaics in China was 160.88 GW, a year-on-year increase of 24.77%. Among them, in September, the newly added photovoltaic capacity was 20.89 GW, with a year-on-year increase of 32.38%.

Zhitong FinanceNov 19 20:46 ET

Huachuang Securities: Cherish the certainty allocation window of food and beverage industry leaders, select high-resilience varieties for turnaround in adversity.

Overall csi sws food & beverage index: the bottom has been established and clarified upward, shedding burdens in 2024 and entering 2025 with a fresh approach.

Zhitong FinanceNov 18 17:45 ET

Debon Securities: Optimistic about the trend of the food and beverage sector as the debt-for-equity policy is implemented.

With the upcoming Spring Festival stocking season, I am bullish on the growth resilience of leading enterprises. After experiencing a slow sales season in Q2, the demand for leisure snacks in Q3 terminals is gradually recovering.

Zhitong FinanceNov 15 00:46 ET

CICC: Consumer is expected to benefit from multiple perspectives in 2025.

Looking ahead to 2025, it is expected that with a package of stimulus policies in place, essential consumer sectors are expected to benefit directly and indirectly from measures such as the distribution of consumer vouchers, boost in consumer confidence, and anticipated improvements in household income.

Zhitong FinanceNov 12 02:26 ET

haitong sec: baijiu companies jointly cope with slowing down, beer volume and price are under pressure, waiting quietly for a recovery.

baijiu actively slows down to relieve pressure due to weak demand, exacerbating differentiation and highlighting the Matthew effect; beer Q3 demand is weak, leading to pressure on volume and price in the peak season, with cost benefits continuing to support profitability.

Zhitong FinanceNov 11 02:25 ET