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Guolian: Under weak recovery, baijiu brands continue to differentiate, while beer cost dividends continue to be realized.
Under weak recovery, differentiation of baijiu brands continues, leading to increased concentration among the top players; volume is slightly under pressure, while beer continues to realize cost benefits.
Is Kweichow Moutai Co., Ltd.'s (SHSE:600519) Recent Stock Performance Tethered To Its Strong Fundamentals?
Huaci Corporation (001216.SZ): kweichow moutai and wuliangye yibin, among many other well-known domestic liquor companies, have always been important customers of the company.
Gelonghui October 11th | Huaci Shares (001216.SZ) investor relations activity record shows that kweichow moutai, wuliangye yibin and other well-known domestic liquor companies have been important customers of our company for many years, and currently the company maintains a stable cooperative relationship with them.
Huachuang Securities: National Day consumption resilience remains, slightly better month-on-month, Moutai (600519.SH) stabilizes and rebounds, becoming a highlight.
Before the holiday, there was a significant shift in macro policies, with improvements in residents' expectations and confidence, but it has not yet clearly transmitted to specific consumer behaviors. The overall consumer sentiment remains resilient, holding steady year-on-year, with slight improvements compared to summer consumption, Mid-Autumn Festival consumption, etc., still awaiting further policy implementation and transmission.
What happened during the National Day holiday at home and abroad? Here is a summary of important financial news.
①Shanghai Stock Exchange: From October 8th, the acceptance time for designated trading order instructions will be extended; Goldman Sachs has raised the Chinese stock market to "overweight", expecting a further increase of 15-20%; ②Hong Kong stocks are booming with a high increase in the number of new brokerage accounts and margin trading data within the past week; Many places have introduced optimized policies for real estate, and the market has responded positively.
tianfeng Securities: Short-term focus on baijiu trading opportunities, medium to long-term focus on baijiu companies with good fundamentals, cash flow, and valuation cost-effectiveness.
High-end liquor continues to be steady, with significant internal upgrades in mid-range liquor.
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