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A-shares fluctuate丨Baijiu(Chinese Liquor) stocks rise sharply, Shanghai Guijiu hits the daily limit, Shanxi Xinghuacun Fen Wine Factory rises by 2.55%.
On February 13, according to Global Hong Kong, A-share Baijiu (Chinese Liquor) stocks rose, with Shanghai Guijiu reaching the daily limit, Anhui Golden Seed Winery and Gansu Huangtai Wine-Marketing Industry rising by 4%, Sichuan Swellfun rising by 3.66%, Shanxi Xinghuacun Fen Wine Factory rising by 2.55%, and Jiugui Liquor, Anhui Yingjia Distillery, Wuliangye Yibin, Luzhou Laojiao, and Kweichow Moutai following suit. In terms of news, Tianfeng pointed out that Baijiu valuations/emotions have entered a historically relative bottom range, with Fund Hold Positions hitting the bottom, suggesting attention to two major investment lines. It is expected that the Industry will show a coexistence of rationality & aggression/decreasing & upgrading of Consumer in 2025, and under potential policy & active consumption catalysis, the strong brand liquor companies that have deeply de-inventoried may gradually show improvement in performance.
Anhui Golden Seed Winery (600199): Increased expenses put pressure on profits, focus on the effects of subsequent reforms.
On January 16, 2025, Anhui Golden Seed Winery released a profit warning announcement for 2024. Investment highlights: performance below expectations, profit pressure clearly visible. According to the forecast, the net income attributable to the parent for 2024 is expected to be between -2.91 and -2.01.
Golden Seed Liquor: 2024 Annual Results Pre-loss Announcement
2024 Annual Results Advance Loss Announcement
Express News | Anhui Golden Seed Winery: Expected annual net income loss of 0.201 billion yuan to 0.291 billion yuan in 2024.
Express News | After Jinsha Liquor, will the anhui golden seed winery also undergo a major personnel change at the upper level? Relevant personnel from the anhui golden seed winery: Currently, no information has been received.