No Data
Donghai Securities: In March, the consumption of tobacco and alcohol categories showed a significant month-on-month increase, with the overall sales of the Beer Industry remaining stable.
In March, the retail sales of the tobacco and liquor sector increased by 8.5% year-on-year, with a significant improvement in growth rate compared to the previous month. Last week, the Baijiu(Chinese Liquor) Sector performed steadily. With the arrival of the Earnings Reports season, the market bottom becomes clearer after the performance of liquor companies is released.
Yifangda Fund's Xiao Nan's product quarterly report has been released! Xiao Nan: The cost-performance ratio of allocating Baijiu(Chinese Liquor) stocks is very high.
Xiao Nan believes that currently investing in Baijiu (Chinese Liquor) stocks is akin to buying a high-yield Bonds with a built-in domestic demand Call Options, offering excellent cost-effectiveness. He has also made slight adjustments in the Autos and Parts Sector, mainly increasing allocations for external demand.
Huachuang Securities: In the second quarter, pursue a balance of volume and price. The dividend yield of Baijiu(Chinese Liquor) stocks has become attractive.
In the first quarter, the terminal sales of Baijiu(Chinese Liquor) performed relatively well. Considering the high base effect from last year, the growth rate may decline somewhat. The focus for operation in the second quarter will be on relieving channel pressure and proactively controlling the shipping pace.
Improved Earnings Required Before Shanxi Xinghuacun Fen Wine Factory Co.,Ltd. (SHSE:600809) Shares Find Their Feet
Minsheng Securities: Instant retail will accelerate the modernization transformation of the Baijiu(Chinese Liquor) channel. Continue to recommend Kweichow Moutai (600519.SH) and others.
Based on the basic determination that demand has bottomed out and the low baseline for the Mid-Autumn Festival and National Day peak season in 2025 presents a turning point in reports, combined with current valuation, dividend yield, and capital structure, it is expected that leading indicators continue to recommend Kweichow Moutai (600519.SH) and Shanxi Xinghuacun Fen Wine Factory (600809.SH) among others.
Is There An Opportunity With Shanxi Xinghuacun Fen Wine Factory Co.,Ltd.'s (SHSE:600809) 39% Undervaluation?
Shanxi Xinghuacun Fen Wine Factory Co.,Ltd.'s (SHSE:600809) Shares Lagging The Market But So Is The Business
