Brokerage Morning Meeting Highlights: Focus on low positions + resilience in the economic outlook during the consolidation period.

At today's Brokerage morning meeting, HTSC believes that the solidifying period should focus on low positions and resilient market directions; Everbright stated that downstream demand for organic silicon is steadily increasing, and the supply-demand pattern in the Industry is expected to improve; GTJA proposed that the enthusiasm for the Spring Sugar Hotel Exhibition has decreased, and the sales of Baijiu after the festival are stable.

cls.cnMar 24 08:18

Anhui Golden Seed Winery (600199.SH): DeepSeek has not been deployed yet.

On March 12, Gelonghui reported that Anhui Golden Seed Winery (600199.SH) stated on the interactive platform that the company has not yet deployed DeepSeek; the company will continue to pay attention to relevant cutting-edge technologies, actively understand, learn, and research the application of DeepSeek in technical research and development, product development, operation management, and other work scenarios. If it involves disclosure matters, the company will promptly fulfill its information disclosure obligations.

Gelonghui FinanceMar 12 16:40

A-shares fluctuate丨Baijiu(Chinese Liquor) stocks rise sharply, Shanghai Guijiu hits the daily limit, Shanxi Xinghuacun Fen Wine Factory rises by 2.55%.

On February 13, according to Global Hong Kong, A-share Baijiu (Chinese Liquor) stocks rose, with Shanghai Guijiu reaching the daily limit, Anhui Golden Seed Winery and Gansu Huangtai Wine-Marketing Industry rising by 4%, Sichuan Swellfun rising by 3.66%, Shanxi Xinghuacun Fen Wine Factory rising by 2.55%, and Jiugui Liquor, Anhui Yingjia Distillery, Wuliangye Yibin, Luzhou Laojiao, and Kweichow Moutai following suit. In terms of news, Tianfeng pointed out that Baijiu valuations/emotions have entered a historically relative bottom range, with Fund Hold Positions hitting the bottom, suggesting attention to two major investment lines. It is expected that the Industry will show a coexistence of rationality & aggression/decreasing & upgrading of Consumer in 2025, and under potential policy & active consumption catalysis, the strong brand liquor companies that have deeply de-inventoried may gradually show improvement in performance.

Gelonghui FinanceFeb 13 09:54

Anhui Golden Seed Winery (600199): Increased expenses put pressure on profits, focus on the effects of subsequent reforms.

On January 16, 2025, Anhui Golden Seed Winery released a profit warning announcement for 2024. Investment highlights: performance below expectations, profit pressure clearly visible. According to the forecast, the net income attributable to the parent for 2024 is expected to be between -2.91 and -2.01.

Huaxin SecuritiesJan 17 13:36

Golden Seed Liquor: 2024 Annual Results Pre-loss Announcement

SZSIJan 17 00:00 · Announcements

2024 Annual Results Advance Loss Announcement

SZSIJan 17 00:00 · Announcements