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Northbound funds sold a net of 178.3 billion yuan worth of A-shares, and contrarily increased their holdings of China Yangtze Power, Longi Green Energy Technology, Haier SmartHome, and Moutai by more than 0.2 billion yuan each.
Northbound funds sold a net amount of 178.3 billion yuan of A shares today. Among them, Wuliangye Yibin, Contemporary Amperex Technology, and BYD Company Limited were net sold for 41.4 billion yuan, 40.9 billion yuan, and 34.1 billion yuan respectively. China Yangtze Power, Longi Green Energy Technology, Haier Smarthome, and Kweichow Moutai were net bought for 26.3 billion yuan, 25.4 billion yuan, 24.7 billion yuan, and 24.3 billion yuan respectively.
Huafu Securities: Pursuing cost-effective upgrades in the face of the current consumption environment with a realistic attitude.
Zhītōng Finance APP learned that Huafu Securities released research reports stating that overall consumption is in a slow recovery trend, but there are still structural opportunities. Currently, it is still in the third stage of the consumption clock, seeking value in upgrades. In the short term, consumers can get a more cost-effective consumption experience by reducing their pursuit of brands and returning to the product itself; in the long run, as market competition becomes more intense and brand value is reshuffled and repositioned by the market, brand premium as a reasonable component of product prices, the mismatch between price and product will not be realized. Taking Japan as an example, the underlying logic of consumption in our country is different, and the space for internal and external demand to drive upward is large.
Official statement! "Confident to cross this cycle" Has the stock price of Kweichow Moutai (600519.SH) hit the bottom?
According to the Zhitong finance and economics App, on June 30th, Maotai Group's deputy secretary of the party committee and general manager Wang Li led a team to Shanghai, Zhejiang, Jiangsu, Beijing and other places to carry out market research. On June 28th and 30th, market work meetings were held in Nanjing and Beijing for Jiangsu, Shanghai, Anhui, Beijing-Tianjin-Hebei, Inner Mongolia, Heilongjiang and Liaoning provinces and cities. The meeting pointed out that the basic properties of Maotai liquor have not changed and the basic demand has not changed. In the past few decades, the baijiu industry has experienced several rounds of adjustments, and Maotai has smoothly crossed the cycles with strong determination and strength, and has achieved better development. Compared with the past, although the current situation is more
Declining Stock and Solid Fundamentals: Is The Market Wrong About Kweichow Moutai Co., Ltd. (SHSE:600519)?
It is hard to get excited after looking at Kweichow Moutai's (SHSE:600519) recent performance, when its stock has declined 14% over the past three months. However, stock prices are usually driven by
Moutai's Wholesale Prices May Stabilize After June Volatility -- Market Talk
0715 GMT - Kweichow Moutai's wholesale product prices may stabilize after a volatile June, Citi analysts Xiaopo Wei and Vincent Young say in a research note. The Chinese liquor maker has taken steps t
South-North Waterway | Continuous four-day reduction! Nanshui net sold A shares of 10.958 billion yuan, while Kweichow Moutai received an additional position of over 400 million yuan.
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