Dongwu Securities: The beer industry is still in the structural upgrade dividend period, and the 2024 peak season is worth looking forward to

The Zhitong Finance App learned that Dongwu Securities released a research report saying that beer is selling well in 2024Q1. This year, various wine companies will make structural improvements and profit protection their strategic priorities this year to further cultivate their strong markets. There is room for price increases and fee reductions for some products, and structural upgrades continue. At the same time, companies tend to control spending in competitors' strong markets to improve cost efficiency. Profitability is expected to continue to improve. With the pro-cyclical scenario recovering, the 2024 peak season is worth looking forward to. Currently, the stock prices of high-quality stocks with performance support in the sector are at the lower limit of historical valuation, and there is plenty of room for improvement. Recommended: Tsingtao Brewery (60060

Zhitong FinanceApr 19 15:56

Zhongtai Securities: Commercial housing sales picked up month-on-month in the first quarter, and industry fundamentals are still weak

According to a research report released by Zhongtai Securities, various data on the real estate industry from January to March 2024 are still low. As the three major projects, including urban village renovation, and the optimization and adjustment of core housing policies, future industry data is expected to bottom out and stabilize as policies continue to be introduced and continue to be optimistic about investment opportunities in the sector. Under the relaxation of core city policies and the promotion of the three major projects, it is recommended to focus on housing enterprises with steady performance and high safety standards, including Binjiang Group (002244.SZ), Chinese enterprises (600675.SH), and China Merchants Shekou (001979) .SZ) and Poly Development (

Zhitong FinanceApr 19 11:45

Property market regulation “model student”, Changsha lifts purchase restrictions to promote “trade-in” housing

Known as a “model student” for property market regulation, Changsha has lifted purchase restrictions and introduced a number of supporting policies.

cls.cnApr 18 21:53

China Resources Pharmaceuticals (03320.HK) completed the proposed internal restructuring involving China Resources Zizhu

Gelonghui, April 18, 丨 China Resources Pharmaceutical (03320.HK) announced the proposed internal restructuring of China Resources Zizhu Pharmaceutical Co., Ltd. (“China Resources Zizhu”). The board of directors is pleased to announce that the share transfer registration with the relevant counterpart department of the State Administration of Market Supervision and Administration has been completed. Therefore, as of the announcement date, according to the terms of the share transfer agreement, Beijing Pharmaceutical has completed a transaction to transfer 100% of China Resources Zizhu's interests to China Resources Shuanghe.

Gelonghui FinanceApr 18 18:42

How did Guangzhou's issuance of the country's first urban village renovation ticket affect the property market?

Guangzhou has launched the first round of “housing ticket placement” in urban village transformation.

cls.cnApr 18 18:36

Changes in Hong Kong stocks | The collective recovery of beer stocks during the peak season catalyzes falling costs or releasing dividends, and there is still plenty of room for high-end beer

Beer stocks picked up collectively. As of press release, Tsingtao Brewery shares (00168) rose 3.6% to HK$53.3; China Resources (00291) rose 2.49% to HK$32.9; and Budweiser Asia Pacific (01876) rose 1.42% to HK$10.02.

Zhitong FinanceApr 18 14:44