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Guosen: During the Spring Festival, sales continue with "weak demand, strong differentiation; liquor companies emphasize order maintenance."
This year's Spring Festival saw better sales demand for high-end liquor than the pessimistic expectations before the holiday; business scenarios may have already shown signs of bottoming out. It is expected that with supportive policies, demand is likely to accelerate in its recovery.
SWHY: The performance of the CSI SWS Food & Beverage index in the 2024 annual report shows differentiation, with two types of opportunities emerging in consumer goods.
The Baijiu Industry shows bottom characteristics during the Spring Festival but still needs verification. Combined with the current valuation and dividend levels, leading companies have mid to long-term investment value from a dividend yield perspective.
Analysis of the Hold Positions of the CSI SWS Food & Beverage index by Minsheng Securities for Q4 2024: The proportion of Baijiu(Chinese Liquor) holdings continues to shrink, while the proportion of snacks, soft drinks, and Beer is increasing.
Minsheng Securities released a Research Report stating that in Q4 2024, the proportion of heavily held stocks in the active equity Fund within the food and beverage Sector is 7.51%, continuing the trend of sequential decline.
Investors in Shanxi Xinghuacun Fen Wine FactoryLtd (SHSE:600809) Have Seen Solid Returns of 190% Over the Past Five Years
The E Fund Consumer Industry Quarterly Report is out! Xiao Nan: Increase allocation in essential goods and high-growth segments.
Zhitong Finance APP learned that recently, the fourth quarter report of E-Fund's Consumer Industry managed by Xiao Nan and Wang Yuanchun has been disclosed.
Zhao Feng from Ruifeng Fund increases investment in Hong Kong stocks, adding positions in PICC P&C, TENCENT, and China Pacific Insurance.
The products under Rayliant Fund have disclosed the 2024 fourth quarter report, revealing the latest adjustment trends of star fund manager Zhao Feng. In the fourth quarter of 2024, the Rayliant Balanced Value Three-Year Holding Fund, managed by Zhao Feng, heavily invested in Shanxi Xinghuacun Fen Wine Factory for the first time; increased holdings in PICC P&C, TENCENT, and China Pacific Insurance; while Xiaomi Group returned to the top ten holdings; Zhao Feng significantly reduced holdings in CHINA MOBILE, Wanhua Chemical Group, Contemporary Amperex Technology, and Sinocare Inc.; Meituan and Ping An Insurance exited the top ten holdings. Specifically, the top ten heavy stocks of the Rayliant Balanced Value Three-Year Holding Fund are: Contemporary Amperex Technology, TENCENT, CHINA MOBILE, and Zhejiang Weiming Environment Protection.
Shanxi Xinghuacun Fen Wine Factory Co.,Ltd.'s (SHSE:600809) Shares Lagging The Market But So Is The Business
