Baijiu industry will enter the period of information intensive release, and some leading enterprises will release positive signals. The industry boom continues, the fundamentals are stable and upward, and the sector valuation is in a reasonable range.
Baijiu giant heavy volume rose, a new high
On Friday, Baijiu concept rose 2.09%, ranking the forefront of the industry concept list. According to the statistics of securities times and databao, the Kweichow Moutai Co.Ltd(600519) with the highest market value closed up 1.96%, the Wuliangye Yibin Co.Ltd(000858) with the second highest market value closed up 3.01%, and the Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) with the third highest market value closed up 3.03%.
As one of the representatives of high-end Baijiu, Luzhou Laojiao Co.Ltd(000568) ‘s stock price rose more sharply, closing at over 6%, setting a new high since the current rally. According to public information, Luzhou Laojiao Co.Ltd(000568) has a brewing history of more than 400 years and is a state-controlled listed company. The company specializes in the design, production and sales of Baijiu products, and is mainly engaged in the research, production and sales of series of liquor such as “national cellar 1573″ and ” Luzhou Laojiao Co.Ltd(000568) ” baijiu.
industry releases positive signals
In addition to the above leading stocks, there are still more stocks in the Baijiu section, including Beijing Shunxin Agriculture Co.Ltd(000860) , Guangdong Mingzhu Group Co.Ltd(600382) , Dahu Aquaculture Co.Ltd(600257) , Shede Spirits Co.Ltd(600702) and other stocks that have been trading on a daily basis, rising by more than 3%.
On the evening of November 30, the price of crystal bottle puwu of Wuliangye Yibin Co.Ltd(000858) company, which has not increased the price for three years, suddenly came the news of price increase. The company’s unplanned price of 52 degree eighth generation Wuliangye Yibin Co.Ltd(000858) was increased from 999 yuan / bottle to 1089 yuan / bottle, and the planned price was 889 yuan / bottle. It is reported that as the core single product of Wuliangye Yibin Co.Ltd(000858) company, the contract volume inside and outside the general five-year plan is 3:2. In this way, the ex factory price of the eighth generation Wuliangye Yibin Co.Ltd(000858) will be increased from 889 yuan to 969 yuan, an increase of nearly 9%.
In December 2nd, Citic Securities Company Limited(600030) reported that “the industry is actively concerned about catalysis and strongly recommended Baijiu”. In December 2nd, the Baijiu industry will enter the information intensive release period. , Wuliangye Yibin Co.Ltd(000858) , Jiugui Liquor Co.Ltd(000799) , sacrifice, Jiannanchun and other companies have begun to release positive signals . Citic Securities Company Limited(600030) believes that the Baijiu industry continues to boom, basically stable upward, and will be confident in the sales campaign for next year and the Spring Festival. At present, Baijiu plate valuation is in a reasonable range, and actively recommend the Baijiu industry. The first high-end liquor with both attack and defense Kweichow Moutai Co.Ltd(600519) , Luzhou Laojiao Co.Ltd(000568) , Wuliangye Yibin Co.Ltd(000858) ; Recommend sub high-end faucets Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Anhui Gujing Distillery Company Limited(000596) , Jiugui Liquor Co.Ltd(000799) , Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) , and pay attention to Shede Spirits Co.Ltd(600702) .
Dongguan securities in December 1st, “research and development” adhere to the value line, focusing on marginal inflection point “, pointed out that Baijiu plate valuation is expected to be repaired, and suggested that the high-end Baijiu Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) and Luzhou Laojiao Co.Ltd(000568) should be concerned. In the secondary high-end wine, we can focus on Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Jiugui Liquor Co.Ltd(000799) and so on; At the same time, it is suggested to focus on regional wine leaders with greater recovery elasticity, such as Anhui Gujing Distillery Company Limited(000596) , Anhui Kouzi Distillery Co.Ltd(603589) , Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) .
reveal the secret of substantial increase in positions of northbound funds
The leader has risen. It is not ruled out that other stocks in the plate will also take advantage of the trend. According to the statistics of data treasure, from the perspective of institutional attention, 18 stocks in the sector, such as Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , are rated by more than 3 institutions.
Data treasure statistics show that some of the above-mentioned concept stocks have been favored by leveraged funds or northbound funds in recent 10 days; As of December 2, there were 16 leveraged funds to increase positions, and the largest increase in financing balance was Anhui Gujing Distillery Company Limited(000596) , Shede Spirits Co.Ltd(600702) , Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) , with an increase of 20.43%, 15.72% and 9.45% respectively. There were 13 northbound funds, of which Jinhui Liquor Co.Ltd(603919) , Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) , Jiangzhong Pharmaceutical Co.Ltd(600750) increased positions by 287.64%, 42.06% and 28.05%.
(data treasure)
