Is the "drinking" market coming? The industry believes that the liquor consumption season is coming
Classification：
Release time：
2022-09-21 10:12
On September 20, the liquor sector rose by 1.31%, Yingjiagong wine, Golden seed wine, Kuaijishan, Yilit, Shede wine industry rose by more than 3%. In this regard, some industry observers said: the National Day sales are expected to rebound, and the mood of the alcohol sector has been repaired to a certain extent.
On September 20, the liquor sector rose by 1.31%, Yingjiagong wine, Golden seed wine, Kuaijishan, Yilit, Shede wine industry rose by more than 3%. In this regard, some industry observers said: the National Day sales are expected to rebound, and the mood of the alcohol sector has been repaired to a certain extent.
Industry observers believe that from the first half of the report card, the toughness of the liquor industry still remains. Among the 19 listed companies, 18 have maintained profits, and the top five have achieved revenue of more than 10 billion yuan. Specifically, the high-end process is still the "win or lose" of liquor enterprises under the fierce competition.
Citic Securities believes that since the beginning of September, market concerns still exist and the plate has been adjusted. Although the Mid-Autumn Festival is flat but generally stable, the National Day is expected to rebound, the plate sentiment has been repaired to a certain extent, and the plate performance is against the fall. The future performance of the industry will mainly depend on the economic development trend under the background of stable growth policies, as well as changes in epidemic control. In the short term, the sector is more sensitive to changes in investment sentiment, peak season sales, funds, etc., the current pressure of the industry is still there, and short-term elasticity is suppressed, but the overall trend is more clear.
It is suggested that consumers can consider investing in high-end liquor with fundamental robustness, anti-cyclicality and pricing power advantages: Kweichow Moutai, Wuliangye and Luzhou Laojiao as the main configuration, adding high-quality and second-high-end Shanxi Fenjiu with relatively high elasticity of the industry boom recovery, Yanghe shares with short-term over-fall but obvious potential for medium and long-term reform, and paying attention to Gujing Gong wine, Shedi wine industry and this world. In the beer sector, it believes that under the short-term epidemic disturbance, the revenue of the beer sector is expected to be stable in the third quarter, focusing on the wave opportunities of beer in the fourth quarter.
CONTACT INFORMATION
Address: Building 1, Zone M, Huaguyuan, Nanming District, Guiyang City, Guizhou Province
