Research reports mining丨Huaxin Securities: The goal for kweichow moutai is internationalization by 2035, maintaining a "buy" rating.

Huaxin Securities research reports pointed out that Kweichow Moutai (600519.SH) has implemented mid-term dividend distribution and repurchased shares for cancellation. According to the announcement, the company has implemented the first 'mid-term dividend' in early November, distributing cash dividends of 23.882 yuan per share (tax included) to shareholders, with a total cash distribution of 30.001 billion yuan (tax included). In addition, the company will repurchase approximately 3 billion-6 billion yuan of shares for cancellation. The company focuses on 'supply-demand matching' from two aspects. The self-operated system includes self-operated companies, i Moutai, and key customers, and will next focus on 'private domain channels'; in the social channels, it includes distribution, supermarkets, department stores, dining, tobacco,

Gelonghui FinanceNov 28 01:11 ET

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