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Orient Securities: Stable demand for baijiu during Dragon Boat Festival, low valuation for liquor enterprises + highlight of high dividends.
Recently, the baijiu sector was affected by market sentiment, and stock prices relatively fell back. Some liquor companies with low valuations and high dividends have further highlighted the investment highlights.
Express News | Luzhou Laojiao: Repurchasing and cancelling part of restricted stocks reduces registered capital and notifies creditors.
Express News | Luzhou Laojiao: intends to change accounting firm.
BOC International: There are two important characteristics for food and beverage currently, focusing on investment opportunities for mass price levels and second-tier leading companies.
The scale barrier of first-tier leading companies has been weakened, and second-tier leading companies are expected to usher in new development opportunities.
Express News | To promote the high-quality development of Sichuan wine, the Sichuan Liquor Industry Association was established
China Tontine Wines to Cooperate With Luzhou Laojiao Unit on Product Development, Expansion
China Tontine Wines Group (HKG:0389) will cooperate with a unit of Luzhou Laojiao (SHE:000568) for product range development and expansion, as well as to boost distribution channels and sales promotio
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