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Northbound Capital made net sales of 1,389 million yuan today. Tianqi Lithium, Yiwei Lithium and Longji Green Energy received net sales of 331 million yuan, 147 million yuan and 102 million yuan respectively. Wuliangye ranked first in net purchases, amoun
Liquor stocks declined all the way down in the afternoon, and Wuliangye fell more than 2%
Societe Generale Securities: Liquor sales during the Spring Festival were better than expected to accelerate recovery
Liquor stocks weakened collectively, and Wuliangye plummeted nearly 5%
CITIC Securities: Liquor sector valuation restored to a reasonable level, focusing on the price performance of famous liquor
Liquor stocks fluctuated and Luzhou Laojiao fell more than 4%
China Merchants Securities: The Spring Festival is only the starting point for exceeding expectations, and the food and beverage beta market in February-March
The Zhitong Finance App learned that China Merchants Securities released a research report stating that it will maintain the judgment of beta first, then α throughout the year, and will continue to comprehensively recommend liquor until April (high-end is the basic market, when it comes time to lay out high-end), beer, food and beverage supply chain, and condiments. Liquor label recommendations focus on Kweichow Moutai (600519.SH), Wuliangye (000858.SZ), Luzhou Laojiao (000568.SZ), etc.; popular product label recommendations focus on China Resources Beer (00291), Nischen Co., Ltd. (603755.SH), Haitian Food (), Haitian Food (), Yili Co., Ltd. (), etc. 603288.SH 600887.SH
China Galaxy Securities: Spring Festival sales are picking up, and the food and beverage industry is recovering
The Zhitong Finance App learned that China Galaxy Securities released a research report saying that the national epidemic is peaking at an accelerated pace, driving the rapid recovery of consumption scenarios during the Spring Festival holiday. The bank believes that the post-holiday market is still sustainable. The main reasons are: 1) The trend and space are certain. On the one hand, there is still more room for recovery during the Spring Festival in '23 than in '19; on the other hand, with reference to overseas experience, the consumption scenario is still being repaired at this stage. Future economic recovery is expected to drive an improvement in per capita income and an increase in marginal consumption trends, further driving upward demand recovery; 2) Considering the performance vacuum period from after the holiday to the quarterly report, the market's optimistic expectations for consumption recovery
Northbound Capital made a significant net purchase of 10.144 billion yuan today. Ningde Shidai, China Merchants Bank, and Longji Green Energy received net purchases of 1,405 million yuan, 764 million yuan and 697 million yuan respectively. Wuliangye had t
Zheshang Securities: It is expected that liquor may welcome strong investment opportunities in 2023
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