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Global funds are focused on China and the United States! With the national two sessions, Trump's speech, and the non-farm payroll attracting everyone's attention, how will the global stock markets play out?
In the first trading week of March, a series of significant events and important economic data emerged, drawing the attention of global investors to China and the USA, the two superpowers.
Express News | This week, the Large Cap Block Orders had a cumulative net Inflow of -327.107 billion yuan, with the sectors of Photovoltaic Equipment and Liquor Ⅱ showing the highest net Inflow, while individual stocks Grinm Advanced Materials and Kweichow Moutai had th
Kweichow Moutai visits investors in Shanghai, Shenzhen, and Beijing.
On March 1, according to Kweichow Moutai news, from February 21 to 28, Wang Li, Deputy Secretary of the Party Committee and Acting General Manager of Moutai Distillery Co., led a team to visit three places: Shanghai, Shenzhen, and Peking. The main theme was "value creation, value delivery, and value realization," as they visited some domestic and foreign institutional investors and individual investors. Through a series of in-depth and detailed exchanges, genuine responses to investors' concerns were provided, gathering wisdom and consensus, and jointly exploring sustainable and high-quality development paths for Moutai.
During the Spring Festival, the proportion of group purchases and retail sales of Moutai liquor significantly increased in certain provinces and cities.
GeLong Hui, February 28|According to the official WeChat account of Kweichow Moutai, from February 20 to 27, Wang Li, Deputy Secretary of the Party Committee and General Manager of Moutai Group, conducted market research in Zhejiang, Shanghai, Jiangsu, Fujian, Guangdong, and ShanDong, and held Moutai market forums in Hangzhou, Shanghai, Suzhou, Fuzhou, Shenzhen, Qingdao, and other locations. It is reported that during this year's Spring Festival, Moutai sales in these six provinces and cities showed robust sales, market stability, with both sales volume and sales revenue increasing. It is noteworthy that the proportion of channel merchants' group purchases and retail in these six provinces and cities has significantly increased, indicating the core competitiveness and authenticity of the channel system.
A-shares fluctuated丨Baijiu(Chinese Liquor) stocks generally rose, Shanxi Xinghuacun Fen Wine Factory increased by more than 3%, and Kweichow Moutai rose by 2%.
Gelonghui, February 27 | A-shares in the Baijiu(Chinese Liquor) sector generally rose, with Anhui Yingjia Distillery up nearly 5%, Luzhou Laojiao up over 4%, Shanxi Xinghuacun Fen Wine Factory up over 3%, Kweichow Moutai up nearly 2%, and Shede Spirits, Anhui Gujing Distillery, and Wuliangye Yibin all showing increases. In terms of news, GTJA's recent research report indicated that the Baijiu Sector is relatively low and is expected to see a valuation recovery. Since Q3 2024, the growth rate of Baijiu performance has been slowing marginally, with channel capacity weakening, leading to a consensus in the Industry for healthy growth. Based on the results from the start of Q4 2024 and Q1 2025, inventory reduction progress is average. The firm believes that the recent stock price trend has largely reflected pessimistic expectations. Valuations have once again fallen to relatively low levels.
Express News | Discussion between Maotai Group and Fuyi Wine Group