This morning, the Elion Clean Energy Company Limited(600277) net inflow of RMB 1.115 billion ranked first, and the share price rose by the limit. Only two liquor themes, Baijiu and West, are on the sector.
In the morning trading on March 8, the Shanghai stock index opened slightly lower and quickly fell, closing down 1.99% at noon. The latest index tested the 3300 point mark. More than 4300 stocks fell in early trading, and topics such as lithium mining, seed industry, assisted reproduction, infant and child concept, anti influenza and covid-19 drug concept were muted. The biggest drop in the index of lithium is the biggest, with the biggest drop in the index of the biggest. The biggest drop in the index of the biggest, and the biggest drop in the earliest. The biggest drop in the earliest, with the largest drop in the 7.15% of the biggest. The biggest drop in the earliest, and the biggest drop in the earliest. The earliest \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ etc. fell by more than 7%.
The hot assisted reproduction theme plunged in early trading on Monday, and Dajia Weikang, Honz Pharmaceutical Co.Ltd(300086) , Hybio Pharmaceutical Co.Ltd(300199) , Hubei Goto Biopharm Co.Ltd(300966) share price fell sharply. The previous one word limit of Dajia Weikang fell once in early trading.
In terms of capital, there were 36 shares in the morning, with a net inflow of more than 100 million yuan Elion Clean Energy Company Limited(600277) received a net inflow of 1.115 billion yuan, ranking first. The stock rose in the morning trading limit and the latest share price hit a six-year high.
Others with higher net inflow amount include Black Peony (Group) Co.Ltd(600510) , China Meheco Group Co.Ltd(600056) , Everjoy Health Group Co.Ltd(002162) , Sunvim Group Co.Ltd(002083) , Qingdao Zhongzi Zhongcheng Group Co.Ltd(300208) , etc.
Baijiu shares go against the market,
Kweichow Moutai Co.Ltd(600519) first release of monthly operating data
Only two liquor themes, Baijiu and West, are on the sector. Continuous withdrawal of Baijiu sector early days sounded the counterattack horn, Luzhou Laojiao Co.Ltd(000568) , Xinjiang Yilite Industry Co.Ltd(600197) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Anhui Kouzi Distillery Co.Ltd(603589) and Anhui Golden Seed Winery Co.Ltd(600199) rose earlier in the morning. Kweichow Moutai Co.Ltd(600519) with a market value of trillion rose by more than 4% in early trading, and the market value of A-Shares returned to 2.2 trillion. As of noon, Baijiu sector fell, Kweichow Moutai Co.Ltd(600519) rose narrowed to 2.46%.
On March 7, Kweichow Moutai Co.Ltd(600519) released the main business data from January to February 2022, which is the first time in its history. The announcement shows that during the Spring Festival in 2022, the sales momentum of Kweichow Moutai Co.Ltd(600519) products is good, the market shows a strong sales trend, and the "good start" is realized smoothly. According to the preliminary accounting of the company, from January to February 2022, the company achieved a total operating revenue of about 20.2 billion yuan, an increase of about 20% year-on-year; The net profit was about 10.2 billion yuan, a year-on-year increase of about 20%.
Huachang Securities believes that the current consumption and demand of Baijiu are still in existence. Most liquor companies have passed the demand stress test of the Spring Festival and started to control the goods very well. The first quarter of 2022 is expected to be realized at a high probability, and the whole year is expected to achieve steady growth.
China International Capital Corporation Limited(601995) said that the fundamentals of the off-season are steady, and the pessimism risks the mood to trigger the adjustment of the Baijiu sector. Although there is downward pressure on the short-term economy, the fundamentals of Baijiu sector remain stable and continue to boom.
over 4000 funds held shares Baijiu
3 stocks have more room to rise than 60%
Data treasure statistics, in June 7, 2021, Baijiu index reached a record high, the day closed Baijiu A shares market value of 5 trillion and 910 billion. Nine months later, Baijiu sector A shares evaporated nearly 1 trillion and 800 billion, of which Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) , Luzhou Laojiao Co.Ltd(000568) , Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) and other Baijiu leading market value reduction is over 100 billion.
Compared with the recent year's high point, the average withdrawal rate of Baijiu shares reached 33.55%. Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) , Beijing Shunxin Agriculture Co.Ltd(000860) , Wuliangye Yibin Co.Ltd(000858) , Jiugui Liquor Co.Ltd(000799) , Sichuan Swellfun Co.Ltd(600779) , tianyoude liquor, Jinhui Liquor Co.Ltd(603919) and other 7 shares retreated by more than 40% Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) , Beijing Shunxin Agriculture Co.Ltd(000860) the latest closing prices have halved from the highs in one year.
The ups and downs of Baijiu sector are not uncommon. Due to the consumption attributes of industries, the moat effect is superimposed. Baijiu shares often play the role of evergreen A shares, and the agencies are not stint at its favor. Data treasure statistics, as of the end of last year, 19 Baijiu stocks have gained 4191 positions in the fund, with an average of 221 stocks per stock, which is 18.3 times the average of A shares.
According to the latest institutional rating data, a total of 12 Baijiu shares were concerned by more than 5 institutions. Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) and more than 40 institutions have paid attention to it. Compared with the closing price on March 7 and the target price unanimously predicted by the institution, the average rising space reached 40.42%, and the rising space of Jiugui Liquor Co.Ltd(000799) , Wuliangye Yibin Co.Ltd(000858) , Sichuan Swellfun Co.Ltd(600779) and other three stocks exceeded 60%.
Citigroup pointed out in its report on Kweichow Moutai Co.Ltd(600519) that the company's performance in the first two months was stronger than expected due to strong market demand. Compared with the second half of 2020 and the first half of 2021, investors are expected to make more defensive choices in China's consumption sector this year, paying more attention to the certainty of balance sheet, cash flow and profit. Maintain Kweichow Moutai Co.Ltd(600519) buy rating, target price 2685 yuan. Compared with the latest closing price, the rising space reached 57.29%
Kweichow Moutai Co.Ltd(600519) responded by publishing monthly operating data: normal information disclosure does not need excessive interpretation
For the first time in history Kweichow Moutai Co.Ltd(600519) disclosed the business data from January to February, which is considered to "stabilize the military"
10.2 billion yuan Kweichow Moutai Co.Ltd(600519) disclose monthly operation data for the first time! The management of the company is worried?
