丨 Friday, December 29, 2023 丨.
no.1 The official announcement of the current world: it is expected to achieve a total operating income of 100 for the whole yearAbout 500 million
On December 28, Jinshiyuan announced that after preliminary accounting, the company is expected to achieve a total operating income of 100 in 2023about 500 million yuan, a year-on-year increase of 27Around 41%.
Comments:The company announced that it expects to achieve a total operating income of 100 for the whole yearabout 500 million, a year-on-year increase of 27About 41%, showing the company's performance trend, showing the company's development potential and strength.
no.2 Luzhou: Ensure double-digit growth in revenue and profit of the liquor industry next year
On December 27, the third session of the Ninth People's Congress of Luzhou City opened. The report mentions that in 2024, it is necessary to do a good job in six aspects, including ensuring that the operating income and total profit of the wine industry maintain more than double-digit growth.
Comments:Luzhou City ensures double-digit growth in revenue and profit of the liquor industry next year, reflecting the confidence and certainty of economic transformation and upgrading.
no.3 Kweichow Moutai's two affordable liquors raised their ex-factory prices: Sauce Classic and Golden Prince rose by 10 yuan and 20 yuan
Kweichow Moutai once again adjusted the ex-factory prices of some products. On December 28, The Paper confirmed from Moutai dealers that the ex-factory price of Moutai Maoxiang classic liquor was increased by 10 yuan to 218 yuan bottles, and the ex-factory price of Golden Prince was increased by 20 yuan to 178 yuan bottles.
Comments:The ex-factory price of some of Kweichow Moutai's affordable liquor has been raised, reflecting the strong market demand for liquor, and at the same time, it will also enhance the premium ability of the company's products. However, it is also necessary to pay attention to the impact on consumers in the market and whether it will lead to a decline in sales.
no.4 Liquor stocks collectively strengthened yesterday
On December 28, liquor stocks collectively strengthened, with an index of **435%。Among them, Shede Liquor has a daily limit, and Drunkard Liquor, Laobai Dry Liquor, Luzhou Laojiao, Yanghe Shares, Wuliangye, Huangtai Liquor, Kouzijiao, Shuijingfang, etc. have followed up.
Comments:The collective strength of liquor stocks shows that the market is optimistic about the liquor industry, and it is also a ** after the early decline of liquor stocks.
no.5 Guotai Junan: The long-term structural upgrading trend of the beer industry remains unchanged, and there is still room for improvement in the profit margin of the leading enterprises
Guotai Junan said that based on the review of the U.S. beer industry, we believe that the long-term structural upgrading trend of China's beer industry remains unchanged, and there are sub-categories and targets that are booming. There is still room for improvement in the profit margin of the leading enterprises, and the current average PE (price-earnings ratio) of the industry in 2024 is at a historical low, or it is expected to be marginally restored.
Comments:Guotai Junan said that the long-term structural upgrading trend of the beer industry remains unchanged, and the profit margin of the leading company still has room for improvement, showing a positive attitude towards the beer industry, but it also needs to be vigilant against industry dynamics and potential risks.
National Business Daily.