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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.
Investors Shouldn't Overlook Eastroc Beverage(Group)'s (SHSE:605499) Impressive Returns On Capital
Dongpeng Beverage (605499.SH): currently has no plans for any industry mergers and acquisitions.
On July 31st, Gelonhui reported that Dongpeng Beverage (605499.SH) stated on the interactive platform that the company currently has no plans for any industry mergers and acquisitions.
Research reports show that Xinda Securities maintains a "buy" rating for Dongpeng Beverage, with a significant improvement in profitability in the second quarter.
According to the research report of Xin Da Securities, from the perspective of performance forecast, Dongpeng Beverage (605499.SH) has significantly improved its profitability in the second quarter, believing that the cost investment is diluted under the rapid growth of revenue and the scale effect. Driven by new products such as Dongpeng Boshuila in 2024Q1, other beverage revenues increased by +257% YoY to 0.377 billion yuan, and revenue share increased by +6.6pct YoY to 10.8%. Looking ahead to the second quarter, it is believed that the revenue of other beverages centered on Boshuila will continue the high-growth trend of the first quarter. The company continues to deepen its business in Guangdong Province, while continuously optimizing its distribution system and improving its business team outside the province, believing that the company's energy drinks business will continue to maintain a good growth momentum.
A Look At The Fair Value Of Eastroc Beverage(Group) Co., Ltd. (SHSE:605499)
Dongpeng Beverage (Group) Co., Ltd. Half-year performance forecast for 2024.
Could The Market Be Wrong About Eastroc Beverage (Group) Co.,Ltd. (SHSE:605499) Given Its Attractive Financial Prospects?No Data
