No Data
No Data
Tianfeng Securities: Strong Alpha liquor enterprise's market share accelerated increase, mid-range expansion trend continued.
Under forced growth, the prices of baijiu sector in Q1 2024 continued to differentiate between price ranges. Strong alpha liquor companies that benefit from the expansion of the price range (mainly in the mid-range price band) have increased their market share against the trend. Under the assumption of a flat market, bullish on the accelerated concentration of strong alpha liquor companies bringing dividends and potential reform expectations.
NanShui Corporation continued to expand its influence by acquiring Foxconn Industrial Internet for more than 400 million yuan, while BeiShui Corporation bought BYD Company Limited and China National Offshore Oil Corporation.
Northbound capital sold a net amount of 6.306 billion yuan in A-shares, while southbound capital bought a net amount of HKD 3.998 billion in Hong Kong stocks.
Wuliangye (000858.SZ): Wuliangye Group Company has completed the acquisition of 3.4067 million shares.
On June 12 of Gelonhui Wuliangye (000858.SZ) announced that the company recently received a notice from Wuliangye Group Co., Ltd. on the completion of the stock holding plan of Yibin Wuliangye Co., Ltd. from December 14, 2023 to June 12, 2024, Wuliangye Group Company has accumulated an additional 3,406,668 shares of the company through centralized bidding on the Shenzhen Stock Exchange, accounting for 0.09% of the current total share capital of 3,881,608,005 shares, with a total investment of RMB 500,001,600. As of the date of announcement, this
Orient Securities: Stable demand for baijiu during Dragon Boat Festival, low valuation for liquor enterprises + highlight of high dividends.
Recently, the baijiu sector was affected by market sentiment, and stock prices relatively fell back. Some liquor companies with low valuations and high dividends have further highlighted the investment highlights.
South Water sold nearly 500 million yuan of Moutai, while North Water bought more than 1.1 billion Hong Kong dollars of Tencent and increased its stake in China Mobile for 5 consecutive days.
Track the latest trends of north-south directional funds.
While Individual Investors Own 25% of Wuliangye Yibin Co.,Ltd. (SZSE:000858), Private Companies Are Its Largest Shareholders With 55% Ownership
Key Insights Significant control over Wuliangye YibinLtd by private companies implies that the general public has more power to influence management and governance-related decisions 55% of the compa
No Data