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Debon Securities: Pay attention to opportunities for overall valuation improvement in the photovoltaic market; fundamental improvements add to the benefits.
The National Energy Administration has released the statistics for the national electrical utilities industry from January to September. In the first nine months of 2024, China added 160.88 GW of photovoltaic installed capacity, a year-on-year increase of 24.77%. Among this, in September, the photovoltaic installed capacity added was 20.89 GW, with a year-on-year increase of 32.38%.
Wanlian Securities: In Q3 24, the csi consumer 360 index continued to decline, and the allocation of household appliances increased month-on-month.
The heavy position ratio of the csi consumer 360 index sector in 24Q3 continues to fall and is currently at a historical low.
Xinhua Silk Road: Chinese Baijiu Brand Wuliangye's "Harmony Global Tour" Enters U.S., Peru to Boost Exchanges Between Different Civilizations
Huachuang Securities: Cherish the certainty configuration window of food and beverage leaders, select high-elasticity varieties for reversal of predicament.
csi sws food & beverage index: established at the bottom, clear upward trend, unloading burden in 2024, gearing up in 2025.
Research reports reveal that Changjiang Securities states that wuliangye yibin has sufficient dividend capability and maintains a 'buy' rating.
On November 18, Glonghui reported that Changjiang Securities' research reports indicated that Wuliangye Yibin (000858.SZ) experienced profit growth rates and revenue growth rates that were basically similar in the third quarter. Q3 gross margin increased, sales expense ratio increased, and gross sales difference decreased slightly; the increase in sales expense ratio is expected to come from the 1618 red envelope activity and brand promotion investments, among others. According to the report, as of Q3 2024, the company had 125.112 billion yuan in cash and cash equivalents on its balance sheet, indicating sufficient capability for dividends. The increase in this dividend ratio reflects the company's attention to capital markets. Since 2024, the company's internal management has improved, actively increasing market share, and the market order for core products is relatively good.
Wuliangye Yibin (000858): Income growth rate decreases reasonably, dividend payout ratio provides strong support.
Event description: The company’s total operating income for Q1-3 of 2024 is 67.916 billion yuan (an increase of 8.6% year-on-year), with a net income attributable to shareholders of 24.931 billion yuan (an increase of 9.19% year-on-year), and a net income excluding non-recurring items of 24.833 billion yuan (same.
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