399997 CSI Liquor Index
- 12225.63
- +15.68+0.13%
Over 1,700 people attended! After being in charge of Maotai Group Shuai Yin for 30 days, “new coach” Zhang Deqin responded to these questions at the company's shareholders' meeting | Direct access to the shareholders' meeting
① Zhang Deqin did not give a clear answer to the shareholders' biggest concern about increasing dividends; he only stated that the interests of the majority state-owned shareholders and Maotai's small and medium shareholders were the same; ② After taking office as Chairman of Maotai, Zhang Deqin said that competition between Xi Jiu and Maotai will intensify in the future; ③ In response to the price increase issue, Zhang Deqin said that to comprehensively consider the consumer environment and market sustainability, the company will carefully study and carefully investigate to make a judgment.
Maotai Group Zhang Deqin: The dealer is Maotai's family and will continue to be respected and cared for in the future
On May 10, Zhang Deqin, Party Secretary and Chairman of the Maotai Group, hosted a symposium for dealers in the three provinces of Kweichow, Moutai, Zhejiang, Fujian, and Jiangsu in Hangzhou; it was mentioned that “dealers are Maotai's family and are an important support for Maotai's growth.” Dealers have done a great deal of work and are an indispensable key force in Maotai.
Northbound Capital Purchase Report: IFF received net sales of 305 million yuan
On May 7, Northbound Capital sold a net sale of 2.14 billion yuan throughout the day. Among them, IFF received net sales of 305 million yuan, and Kweichow Moutai bucked the trend and received a net purchase of 1,079 million yuan.
Nearly 20 companies issued announcements in unison, and a wave of holdings reduction was concentrated! Leading semiconductor stocks are on the list
① Seven companies, including Jinhui Liquor, Fengyuan Co., Ltd., Babycare, United Water, Guizhou Gas, Zhuojin Co., Ltd., and Zhongman Petroleum, plan to reduce their holdings by no more than 3%. ② Star Semiconductor, the leading semiconductor stock, plans to reduce its holdings by the highest market value.
[Data on the market] 3 billion! Northbound set a record increase in Kweichow Moutai and several Dongcai Lhasa sales departments scramble to raise shares in Zhengdan
① Kweichow Moutai received a net purchase of 3.61 billion dollars from northbound capital, setting a single-day net purchase record for the stock from Shanghai Stock Connect. ② According to data from the Dragon Tiger List, four of the top five seats purchased by Zhengdan Co., Ltd., a popular leader in the chemical sector, were Dongfang Wealth's Lhasa sales department. In addition, the stock was sold for nearly 40 million in quantitative seats.
“Huijiu Laosan” Kouzijiao's net profit growth rate last year was close to brokers' expectations, a sharp increase in management expenses dragged down performance|Financial Report Interpretation
① The growth rate of “Huijiu Laosan” Kouzijiao's performance last year met the company's requirements to lift the first phase of equity incentives last year. ② Kouzijiao's net profit last year was close to brokers' expectations. Previously, the brokers' lowest forecast value for the company's net profit for 2023 was 1,784 billion yuan. ③ Last year, Kouzijiao's management expenses surged by 51.95%, which dragged down the net profit growth rate lower than the revenue growth rate during the same period.
Maotai changed hands! “Old Maotai native” Zhang Deqin was reassigned as chairman and is considered a “doer”
① Kweichow Moutai announced that according to relevant documents of the Guizhou Provincial People's Government, Zhang Deqin was recommended as the chairman of the company, and that Ding Xiongjun no longer hold the position of chairman and director of the company. ② Before taking over Maotai, Zhang Deqin was the chairman of Guizhou Xijiu. Earlier, he worked for the Maotai Group for more than 10 years and was an “old Maotai native.” ③ Some people in the industry believe that Zhang Deqin may fine-tune some policies, but the strategy for Maotai University will not change.
The net profit of “Sijiu Laojiu” is slightly less than that of last year's net profit most brokerage firms estimate a decline in this year's performance target growth rate | Financial Report Interpretation
① “Su Jiu Laoji”'s 2023 performance “hit the line”, and the net profit fell slightly short of most brokers' expectations; ② The company's operating target in '24 was about 12.2 billion yuan, net profit of about 3.7 billion yuan, and the target growth rate of revenue and net profit declined markedly; ③ Currently, Shiyuan's dependence on the Jiangsu market is still close to 93%, and the company has a long way to go to nationalize.
“Huijiu Boss” Gujing Gongjiu's Performance Slightly Exceeds Estimates This Year's Total Profit Target Growth Rate Decline | Annual Report Interpretation
① Benefiting from the sharp rise in volume and price of the core product, Gujing Gongjiu's net profit last year slightly exceeded most brokers' estimates. ② The revenue growth target for Gujing Gongjiu this year is 20.72%, which is basically the same as last year, but the total profit growth target has declined. ③ The indirect shareholder of Gujing Gongjiu, Anhui Guohou Asset Management Co., Ltd. faces certain liquidity problems, but it is not expected to affect the normal operation of the company.
Luzhou Laojiao's performance last year was in line with most brokers' expectations that this year's revenue growth target is still 15%
① Luzhou Laojiao's net profit last year was in line with most brokers' estimates. This year's operating target is still a 15% increase in revenue, which is in line with last year. ② Last year, Luzhou Laojiao raised the price of Guojiao's 1573 and 60 special songs; the tonnage price of the company's high-end products surged 19.79%. ③ Since this year, the overall price trend of Guojiao 1573 has declined, and it is still “inverted” compared to the dealer settlement price of 980 yuan/bottle.
reassurance pills? Kweichow Moutai's Q1 revenue growth rate exceeds the annual target growth rate of the annual guideline series wine series may be 20% | Financial Report Interpretation
① Kweichow Moutai's Q1 revenue growth rate reached 18.04%, exceeding the annual 15% revenue growth guideline. ② Analysts said, “Maotai's quarterly performance growth rate is in line with expectations, but the net profit growth rate is slower than revenue growth, which is slightly lower than expected.” ③ The proportion of direct sales channels in Kweichow Moutai declined in Q1 this year, breaking the trend that had continued to rise previously.
“Huijiu Laoji” welcomed Gong Jiu to complete last year's target, and this year's target growth rate may be above 30% | Annual Report Interpretation
① Yingjiagongjiu's net profit of 2,288 billion yuan last year was basically in line with brokers' estimates and reached the company's previous target; ② The company's strategy for expansion outside the province progressed poorly, and its dependence on the Anhui domestic market increased to about 70%; ③ did not give specific guidance on this year's business goals; it is only called “achieving double-digit growth in business performance”. However, the Finance Association reporter learned that the company's target growth rate may be above 30% this year.
Zhang Kun's quarterly report results released: oil stocks rose to the top heavy stock, reduced Maotai's positions, and increased Ali's holdings
Zhang Kun emphasized that long-term growth is the core of high-quality stocks, and encouraged investors to seek investment opportunities with the potential for continued growth.
Huazhi Liquor Store's net profit last year fell short of brokers' estimates that Maotai and Wuliangye increased prices, putting pressure on profits | Annual Report Interpretation
① Huazhi Liquor's net profit last year fell short of brokers' expectations. Net profit to mother was 235 million yuan, down 35.78% year on year ② Last year, Huazhi Liquor's gross margin fell to single digits, only 9.24%, down 3.73 percentage points year on year
Northbound Capital Purchase Report: Kweichow Moutai received a net sale of 846 million yuan
Northbound Capital had a significant net sale of 6.49 billion yuan today, a net sale for 4 consecutive trading days.
Express News | The China Merchants China Securities Liquor Index Securities Investment Fund released its first quarter report. China Merchants China Securities Liquor Index A made a profit of 40.42 million yuan in the first quarter, and China Merchants China Liquor Inde
Northbound Capital Purchase Report: Kweichow Moutai received a net sale of 1,073 billion yuan
Northbound Capital had a significant net sale of 3,045 billion yuan today, which is a net sale for 3 consecutive trading days.
Maotai's performance surpassed last year, and most brokerage firms estimate that this year's revenue target growth rate is still 15%, and the regular dividend rate remains unchanged
① Kweichow Moutai's performance last year slightly exceeded previous forecasts and was basically in line with market expectations. ② The regular dividend rate of Maotai that investors are concerned about has not increased, and this year's revenue growth target has not accelerated.
Xiaomi concept stocks are definitely on the list! List of individual stocks where Northbound Capital increased its positions by a large percentage this month
① The Xiaomi concept stock Anjie Technology received more than 2.6% of the northbound capital increase this month, while the chip concept stock Huafeng Measurement and Control and Lixin Micro received a 3.12% and 2.5% increase in northbound capital during the same period, respectively. ② Sort out the list of individual stocks that have increased their northbound capital holdings by more than 2.5% in the past month (attached table).
[Data review] Northbound capital continues to increase Wuliangye's holdings and reduce Maotai institutions to compete for leading flying cars
① Wuliangye was net bought by northbound capital for 6 consecutive trading days, and Kweichow Moutai was net sold by northbound capital for 4 consecutive trading days. ② Wanfeng Aowei, the leader in flying car concept stocks, was sold for more than 40 million yuan by an agency and bought by CITIC Securities's Xi'an Suzque Street Sales Department for more than 40 million yuan.