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Does Shanxi Xinghuacun Fen Wine FactoryLtd (SHSE:600809) Deserve A Spot On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even companies that have no revenue, no profit, and a record of falling short, can manage
Huitianfu Consumer Industry Quarterly Report Released! “Consumer Goddess” Hu Xinwei: The bottom of consumer company value is gradually becoming prominent
The Zhitong Finance App learned that on April 22, Huitianfu Fund's “consumer male god” Hu Xinwei's operations for the first quarter were announced. As of the first quarter of 2024, Hu Xinwei's management scale was 36.416 billion yuan. Compared with 37.227 billion yuan at the end of the fourth quarter of 2023, the scale was reduced by 811 million yuan, a decrease of 2.18%. It represents the Fund Huitianfu consumer industry, earning 327 million yuan in the first quarter of 2024, an increase of 1,702 billion yuan compared to the 2024 Quarterly Report (-13.75). Shares account for 92.37% of the fund's total assets, up from 91.48 in the 2023 quarterly report
E-Fangda Consumer Industry Quarterly Report released! Xiao Nan: Adding sectors such as home appliances and auto parts
Recently, E-Fangda Consumer Industry, managed by Xiao Nan and Wang Yuanchun, disclosed a quarterly report.
Guotai Junan: Liquor moving towards a new balance, industry value highlighted
Factors of concern under the “double low” characteristics of the liquor industry will shift from the economy to Maotai. Previously, the pricing and micro-transaction structures of mainstream companies in the industry were cleared one after another, with the exception of Maotai. After Maotai's price declines, it will move towards a new balance, and the value of the industry will become prominent.
Bank of China Securities: Liquor-dominant companies accelerate market share increase, beer structure upgrade trend determined
Recently, the Liquor Industry Association released industry data. Compared with major types of alcohol, liquor revenue and average price growth rate were the fastest, and beer profit margins increased significantly.
Zheshang Securities: 24Q1 Liquor's performance is highly deterministic, focusing on sector opportunities where the annual quarterly report exceeds expectations
Liquor sales in '24 slightly exceeded expectations during the Spring Festival, and the 24Q1 liquor performance is highly deterministic. Current liquor valuations are still cost-effective, and emphasis is placed on opportunities in the liquor sector where the annual quarterly report exceeds expectations.
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