1. On the news, it was learned from a liquor dealer that Kweichow Moutai's series of liquor products have raised the price of Sauce Fragrance Classic by 10 yuan to 218 yuan bottles, and the price of Golden Prince Liquor has increased by 20 yuan to 178 yuan bottles. The ex-factory price of Jian Nanchun's core product, the crystal sword, will also be increased by 20 yuan bottles.
Moutai price increase once again opened the ceiling of price increase in the liquor industry, other liquor companies from high-end to sub-high-end can take advantage of the opportunity to raise prices successively, Moutai is actually the largest wholesale and retail price difference in all liquor industries, and some liquor companies are even upside down, so Moutai still has room to release profits, but it is difficult to continue to use this method in the short term.
The institutional research report believes that in 2023, due to the game of stock funds and the lack of investor confidence, the consumer sector will adjust to a certain extent. Looking forward to 2024, the macro economy is expected to continue to recover, the income level of residents is expected to increase, and the consumer industry will maintain a stable and positive trend.
2. The net purchase amount of northbound funds on Thursday was 1355.8 billion yuan. The top three are LONGi Green Energy, Wuliangye, and Kweichow Moutai, with net purchases of 63.8 billion yuan, 600 million yuan, 55.6 billion yuan. The top three net sellers were Changan Automobile, Luzhou Laojiao, and Agricultural Bank of China, with net sales of 50.9 billion yuan, 07.6 billion yuan, 06.4 billion yuan. Foreign capital mainly flows into photovoltaic and liquor;The main outflow is the whole vehicle and the bank.
3. Ministry of Finance, Ministry of Commerce, etc.: Strengthen the construction of gradient transfer carriers.
We will continue to guide the transfer of processing to the central and western regions and the northeast region, and increase support for border areas. At present, China's economic development is strong in the east and weak in the west, and the south is strong and the north is weak. By supporting the economies of the Tohoku and western regions, it plays an important role in promoting the revitalization of these two regions. At the same time, give full play to the advantages of Guangxi, Yunnan and other provinces, and undertake the processing industry in food, clothing, etc., which is conducive to the economic development of these regions.
4. **Ministry of Finance, Ministry of Commerce, etc.: Strengthen fiscal and taxation policy support.
To promote the development of the real economy of the above-mentioned enterprises, it is necessary to broaden and support the fiscal and taxation policies, and the financial side will be the gradient transfer of ** and local capital channels, and the qualified investments of foreign investors will not be subject to withholding tax. This has important benefits for reducing costs for these companies and activating capital flows.
Fifth, the central bank said that it is necessary to increase the implementation of the monetary policy that has been introduced!The simple understanding is that next year we may have to increase the dose of money into the market, and the Fed will start cutting interest rates anyway, so let's release water together to stimulate the economy!Of course, the loose monetary policy is beneficial to A-shares, and this is also the scenario that our shareholders and the people are willing to see!