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etf noon review | The clothing, food, housing, and transportation sectors all rose across the board, with penghua csi alcoholic drink etf and food and beverage etf up more than 5%.
On November 7th, Gelunhui|A-shares opened lower and rose in the morning. By midday, the Shanghai Composite Index rose by 0.88%, the Shenzhen Component Index rose by 0.44%, the Chinext Price Index rose by 0.82%, the Beibu 50 Index rose by 2.82%, with a total market turnover of 1539.6 billion yuan in the morning session, a decrease of 202.9 billion yuan from the previous day. Over 4000 stocks rose across the board. In terms of sectors, baijiu, food processing manufacturing, retail, real estate, and other sectors led the gains. In terms of ETFs, domestic-related sectors surged across the board, with baijiu and food processing sectors leading the gains. Penghua CSI Alcoholic Drink ETF and Tianhong Fund Food ETF rose by 5.29% and 5% respectively.
ETF Review | Big breakthrough! A-shares strong recovery of 3000 points, ETF batch of trading limits emerged.
On September 26, Gelunhui | A-shares' three major indices collectively surged today. As of the close, the Shanghai Composite Index rose by 3.61%, gaining 100 points to regain the 3000-point mark. The Shenzhen Component Index rose by 4.44%, the Chinext Price Index rose by 4.42%, with a total market turnover of 1,166.4 billion yuan, an increase of 4.7 billion yuan from the previous day. Over 5,100 stocks in the two markets saw increases. Across the board, consumer staples, real estate, and major financial sectors led the gains. Baijiu and other consumer concept stocks led the gains throughout the day, with Kweichow Moutai rising by over 9%, Luzhou Laojiao, Shanxi Xinghuacun Fen Wine Factory, Shede Spirits, China Tourism Group Duty Free Corporation, Wuliangye Yibin, Anhui Gujing Distillery, Qianwei Restaurant, Ganyuan Foods, and multiple stocks hit the limit up.
Kweichow Moutai raised a special dividend of 24 billion dollars, alcohol ETFs, food and beverage ETFs rose
On November 21, the food and beverage sector rose. Penghua Fund Liquor ETF, Huaxia Fund Food and Beverage ETF, China Merchants Fund Food and Beverage ETF, China Southern Fund Food and Beverage ETF, China Southern Fund Food ETF, Huaan Fund Food and Beverage ETF, Fund Huabao Fund Food ETF, and Bosch Fund's main consumer ETF rose. According to the news, on the evening of November 20, Kweichow Moutai announced a special dividend plan to return shareholders. The company plans to implement special dividends for shareholders within 2023 based on the total share capital of the company on the day of implementation of equity distribution and share registration, and plans to distribute special dividends to all shares
Kweichow Moutai announced price increases late at night, alcohol ETFs, food and beverage ETFs rose
On November 1, Gelonghui Technology officially announced a price increase late at night, and Kweichow Moutai's stock price skyrocketed. In terms of ETFs, Penghua Fund Liquor ETF, Yinhua Fund Food ETF, China Merchants Fund Food and Beverage ETF, Huabao Fund Food ETF, and Huaan Fund Food and Beverage ETF Fund rose more than 1.5%. Kweichow Moutai announced last night that the ex-factory prices of the Takeoff Tien and Five-Star have increased by an average of about 20% today. Ex-factory prices are expected to be 1,169 yuan after the price increase. This means that 53-degree Flying Moutai ended the nearly 6-year factory price history of 969 yuan. This price increase will help Maotai move towards 100 billion dollars in net profit. After the price increase, the market is widespread
Chuancai Securities - Consumer Industry Daily: Luxury Goods Become the Main Force in the Recovery of the Domestic Retail Market [Industry Research]
[Research Report Summary] On July 20, 2020, the Shanghai Composite Index closed at 3314.15 points, up 3.11%; the SZSE Index closed 13448.85 points, up 2.55%; Wind Daily Consumer Industry Level 1 Index closed 13169.44 points, up 0.16%. Among them, the top three companies that rose in the consumer industry were: Bowling Bao (002286, +10.04%), Lafang Home Chemical (603630, +10.01%), and Dao Daoquan (002852, +10.01%). Affected by the epidemic, China's total social consumption and retail sales in June were cumulative year-on-year -11.
Chuancai Securities-- Consumer Industry Daily: the liquor sector has fallen sharply, and we should pay attention to the trend of Maotai wholesale price in the future [industry research]
[summary of the research report] on July 16, 2020, the Shanghai Composite Index closed at 3210.10 points, down 4.50%; the Shenzhen Composite Index closed at 12996.34 points, down 5.37% at 12912.93 points, or 7.70%. Today's food and beverage index fell 8.14%, ranking 27th among 28 sub-industries. Among them, the stocks we covered with smaller declines are: Guangzhou Restaurant (603043Lyle 6.34%), Yili shares (600887MAIL 6.63%), Kweichow Moutai (600519LMUL 7.)