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Is There An Opportunity With Shanxi Xinghuacun Fen Wine Factory Co.,Ltd.'s (SHSE:600809) 39% Undervaluation?
Bank of China International: Feedback from the Spring Sugar and Wine Fair is lukewarm, and the differentiation between brands is intensifying.
The overall feedback from the spring sugar and wine fair is lackluster, and the differentiation among brands has intensified. The Sector is entering a performance verification period, with leading beverage companies performing exceptionally well; in the Leisure snacks sector, investment opportunities under the transformation of industry leaders are worth paying attention to.
Soochow's performance forecast for the food and beverage industry in the first quarter: Baijiu is accelerating to find the bottom, while mass-market products are recovering in stages.
During the Spring Festival of 2025, the sales of Baijiu (Chinese Liquor) showed a slight stabilization, predicting a growth rate that will be lower in the first half of the year and higher in the second half, with hopes of a turning point for improved financial statements. Additionally, under the backdrop of boosting domestic demand, consumer goods such as restaurant supply and the Condiment, Beer, and other cyclical Sectors are recommended.
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.
Huachuang Securities: Baijiu(Chinese Liquor) fundamentals are expected to be at the bottom phase, focusing on the turning point of inventory and operation cycle for mass consumer goods.
In 2024, the demand for the Baijiu (Chinese Liquor) Sector will gradually weaken throughout the year, with Q4 seeing a slowing down of inventory clearance; the external demand for the mass consumer goods sector is lackluster, but the Dairy industry and Condiment sectors have completed inventory reduction and improved their reports.
Is Shanxi Xinghuacun Fen Wine Factory Co.,Ltd.'s (SHSE:600809) Latest Stock Performance A Reflection Of Its Financial Health?
Shanxi Xinghuacun Fen Wine Factory Co.,Ltd.'s (SHSE:600809) Shares Lagging The Market But So Is The Business
