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Express News | Citic sec: The sample stocks of the CSI A500 index will be adjusted, with expected additions including foxconn industrial internet, shanxi xinghuacun fen wine factory, and wens foodstuff group.
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.
haitong sec: baijiu companies jointly cope with slowing down, beer volume and price are under pressure, waiting quietly for a recovery.
baijiu actively slows down to relieve pressure due to weak demand, exacerbating differentiation and highlighting the Matthew effect; beer Q3 demand is weak, leading to pressure on volume and price in the peak season, with cost benefits continuing to support profitability.
Research reports | Changjiang Securities: Shanxi Xinghuacun Fen Wine Factory's long-term development logic is expected to continue, maintaining a 'buy' rating.
GeLongHui November 11th | Changjiang Securities' research report pointed out that shanxi xinghuacun fen wine factory (600809.SH) basically maintained stable growth within the province in the first three quarters, while the growth outside the province slowed slightly in the third quarter, mainly due to the company's control over the speed. In the medium to long term, the company's 'Bofen Blue and White Porcelain' dual-wheel pattern is taking shape, the advantage of Bofen l remains unchanged, catering to changes in consumer structure and seeing rapid growth, with a competitive advantage established for 'Qinghua 20'. At the same time, nationalization is steadily progressing, establishing a good market foundation in addition to the shanxi market. With the gradual recovery of industry demand, the long-term development logic of fen wine is expected to continue. It is expected that the EPS for 2024/2025 will be 10.1.
Guosheng Securities: Fiscal policy adds strength, csi sws food & beverage index continues to advance.
On November 8th, the Ministry of Finance announced that an additional 6 trillion yuan of local government debt quota will be used to convert debt over the next three years, the most aggressive debt reduction measure in recent years. At the same time, next year will continue to implement a more powerful fiscal policy, demonstrating the government's unwavering determination to boost the economy.
shanxi xinghuacun fen wine factory (600809): The growth rate of mid-to-high-end products has improved, and profitability has steadily increased.
Description of the event: In 2024 Q1-3, the company's total operating income was 31.358 billion yuan (+17.25% year-on-year); net income attributable to the parent company was 11.35 billion yuan (+20.34% year-on-year), with a non-net income of 11.352 billion yuan.
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