600809 Shanxi Xinghuacun Fen Wine Factory
- 150.20
- -3.95-2.56%
Shanxi Xinghuacun Fen Wine Factory News
Shanxi Xinghuacun Fen Wine Factory (600809.SH): Huachuang Xinrui has cumulatively reduced its shareholding by 1.702 million shares.
Shanxi Xinghuacun Fen Wine Factory (600809.SH) announced that as of September 11, 2024, during this shareholding plan period...
gtja: Weak improvement in autumn, intensifying differentiation, the inventory cycle of baijiu continues to unfold.
The main contradiction in the future investment in the baijiu sector is the rebalancing of supply and demand and the restructuring of industry growth expectations.
Shanxi Xinghuacun Fen Wine Factory (600809.SH) : The controlling shareholder Fen Wine Group has increased its shareholding by 0.9679 million shares of the company's stock.
On September 10th, Fen Wine Factory (600809.SH) announced that as of September 10, 2024, its controlling shareholder, Fen Wine Group, increased its holdings of the company's shares by 0.9679 million shares through the Shanghai Stock Exchange trading system's centralized bidding trading method, accounting for 0.08% of the total share capital of the company. The amount of the increase is 191.226 million yuan (including fees), and the actual amount of the increase has exceeded the lower limit of the planned increase amount. The implementation period of this increase plan has expired, and the plan has been fully implemented. After the implementation of the above increase, Fen Wine Group holds 691,089,466 shares of the company, accounting for the company's total share capital.
gf sec: High-end liquor companies have stable performance, and demand is expected to rebound during the Mid-Autumn Festival and National Day peak season. The prices of mainstream products are expected to stabilize.
Since the second quarter, the baijiu industry has entered the traditional off-season, with a noticeable weakening of terminal demand. The industry's Matthew effect continues to manifest, and leading liquor companies with strong brand power have stronger performance certainty.
Earnings Miss: Shanxi Xinghuacun Fen Wine Factory Co.,Ltd. Missed EPS By 16% And Analysts Are Revising Their Forecasts
The first half of the year revenue was 22.746 billion, uncovering the growth logic behind the 'Fenjiu Speed'.
"One of the three greatest in the world" is not just a boast of Fen Wine, but it is gradually becoming a reality. On August 27th, Shanxi Fen Wine presented a half-year report that far exceeded market expectations: achieved revenue of 22.746 billion yuan, a year-on-year growth of 19.65%; net income attributable to shareholders of listed companies reached 8.41 billion yuan, a year-on-year growth of 24.27%. With the release of the half-year financial report, Fen Wine has received applause and has reached new heights in the industry. In 2023, Shanxi Fen Wine continues its strong upward trend and reaches the 30 billion yuan milestone for the first time. The "Fen Wine speed", which has been continued until now, is considered a high probability event to "return to the top three" by the industry.
Shanxi Xinghuacun Fen Wine Factory (600809.SH): The controlling shareholder increased its shareholding by 0.0631 million shares in the morning.
Shanxi Xinghuacun Fen Wine Factory (600809.SH) announced that as of August 28, 2024, the company's controlling shareholder, Shanxi Xinghuacun...
Shanxi Xinghuacun Fen Wine Factory's H1 Profit Jumps 24%; Shares Slide 10%
2024 Semi-Annual Report
2024 Semi-Annual Report Summary
Express News | Shanxi Xinghuacun Fen Wine Factory Says H1 Net Profit up 24.3% Y/Y
Why We Like The Returns At Shanxi Xinghuacun Fen Wine FactoryLtd (SHSE:600809)
Youth and internationalization, Fenjiu creates a new industrial paradigm.
As a long-standing traditional industry, the baijiu industry in China is undergoing a major transformation from maturity to youth and from China to the world. In this transformation, leading baijiu companies are taking a young and international approach, constantly innovating and expanding to maintain competitiveness and achieve sustainable development in the future. Recently, Shanxi Xinghuacun Fen Wine Factory held a 24-hour beach party, actively exploring new ways and ideas, reaching out to young consumers, and accelerating the process of becoming younger. Leveraging the largest celebrity and star magazine globally, the company is promoting Chinese traditional culture and showcasing the charm of Chinese baijiu to the world. It is actively developing the young market.
Guosen Securities: Baijiu continues to focus on market order control, and structural improvement in beer consumption demand in July.
In July, baijiu entered its off-season with overall stability. The channel's payment ratio remains low, and the terminal sales velocity is slow. The phenomenon of consumer downgrading still exists. The beer industry benefited from high temperatures in some regions and the opening of sports events such as the Olympics, resulting in structural improvement in demand.
Kweichow Moutai falls below 1400 yuan! Liquor stocks face bearish calls from analysts, industry prospects are worrying?
3 trillion baijiu, not fragrant anymore?
GF SEC: New cycle of csi sws food & beverage index, returning to PB-roe framework.
In the future, with the recovery of demand in China and the revision of EPS expectations, the market style is expected to return to a sustained high ROE, and the value of the leading companies in the CSI SWS food & beverage sector is expected to stand out.
Research reports | Changjiang Securities: Shanxi Xinghuacun Fen Wine Factory has a certain cost-performance ratio in terms of valuation, maintaining a "buy" rating.
According to the research report of Changjiang Securities, in the future, Shanxi Xinghuacun Fen Wine Factory (600809.SH) still has three advantages in the product side. Fragrance advantage: Fen wine is a leader in light fragrance, especially in the mid-to-high-end field where there are no competitors. Compared with the fiercely competitive sauce-flavor liquor, Fen wine has a better competitive landscape; brand advantage: Fen wine is one of the four famous wines, and it used to sell well throughout the country, with a deep brand heritage and consumer base; matrix advantage: currently, Fen wine is one of the few liquor companies that have achieved a full price range layout and have multiple strong large single products, with strong risk resistance and channel profits complement each other. Overall, the bank believes that the company has advantages in both product dimensions and overall perspective.
Improved Earnings Required Before Shanxi Xinghuacun Fen Wine Factory Co.,Ltd. (SHSE:600809) Shares Find Their Feet
In the second quarter, a fund guru buys the big dark horse.
The eyes appreciate the precious.
Li Xiaoxing, manager of Yinhuafund, increased shareholdings in defense stocks in the second quarter, while significantly reducing positions in Kweichow Moutai and Wuliangye Yibin.
Li Xiaoxing, manager under Yinhuafund, released the Q2 performance report for 15 products, including Yinhuaxinjia two-year holding period mixed fund, Yinhuaxinyi flexible configuration mixed fund, and Yinhuaxinxian one-year holding period mixed fund. Li Xiaoxing's latest management scale is 23.556 billion yuan, with the top ten holdings of his funds are Shanxi Xinghuacun Fen Wine Factory, Naura Technology Group, Wuliangye Yibin, Luzhou Laojiao, Midea Group Co., Ltd., Guizhou Space Appliance, AVIC Shenyang Aircraft, Kweichow Moutai, AVIC Xi'an Aircraft Industry Group and Anhui Gujing Distillery. Looking at the changes in holdings, compared to the end of Q1, Li Xiaoxing aggressively increased his holdings of defense stocks, and both Guizhou Space Appliance and AVIC Shenyang Aircraft entered the ranks of his top ten heavy holdings.
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