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 Finance17:45 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

Guosheng Securities: Fiscal policy intensifies as csi sws food & beverage index continues to advance.

On November 8th, the Ministry of Finance announced that an additional 6 trillion yuan of local government debt quota will be used for future three years of debt conversion, marking the most significant debt reduction measures in recent years. At the same time, a more powerful fiscal policy will continue to be implemented next year, demonstrating the government's unwavering determination to strengthen the economy.

Zhitong FinanceNov 11 01:37 ET

kweichow moutai's mid-term dividend is 30 billion yuan. The earliest buyback can be initiated on the 28th of this month. | Quick announcement.

1. Kweichow Moutai plans to distribute a mid-term dividend of 23.882 yuan per share (including tax), with a total cash payment of 30 billion yuan, which meets expectations; 2. In the afternoon of the 27th of this month, Kweichow Moutai will convene a shareholder meeting to deliberate on the repurchase matters, and it is expected to smoothly obtain shareholder approval, meaning that the company can start the repurchase process as early as the next day; 3. Recently, several brokerages have lowered their expectations for Kweichow Moutai's performance growth in 2025, generally expecting around 10%-11%.

cls.cnNov 8 07:45 ET