Both liquor prices and stock prices are falling, does Maotai need "rescue"? General Manager Wang Li: The fundamental demand for Maotai liquor remains unchanged | Direct coverage of the shareholder meeting
① The general manager of kweichow moutai, Wang Li, stated that currently, there is no issue of needing "relief" for kweichow moutai, but rather a matter of supply and demand matching. ② Wang Li believes that the basic demand for kweichow moutai has not changed, and in the future, the company will strengthen the development of private domain channels. ③ Currently, the dividend yield for kweichow moutai is about 3.29%, while the special shareholding loan rate should not exceed 2.25% in principle. Yang Delong suggested that kweichow moutai Group could choose to use a special shareholding loan for increased shareholding.
A-share market embraces a cash dividend boom. Here is a list of the top-listed companies in terms of the number of dividends declared this year.
①Since this year, A-share companies have continued to increase their dividend payout ratio; ②Wind data shows that 37 interactive entertainment network technology group has the highest number of dividend payments since 2024; ③List of top-listed companies in terms of number of dividend payments within the year (see attached table).
kweichow moutai's mid-term dividend is 30 billion yuan. The earliest buyback can be initiated on the 28th of this month. | Quick announcement.
1. Kweichow Moutai plans to distribute a mid-term dividend of 23.882 yuan per share (including tax), with a total cash payment of 30 billion yuan, which meets expectations; 2. In the afternoon of the 27th of this month, Kweichow Moutai will convene a shareholder meeting to deliberate on the repurchase matters, and it is expected to smoothly obtain shareholder approval, meaning that the company can start the repurchase process as early as the next day; 3. Recently, several brokerages have lowered their expectations for Kweichow Moutai's performance growth in 2025, generally expecting around 10%-11%.
[Data Analysis] Spic industry-finance holdings dumped by institutions over 0.6 billion, strong speculative funds sell shijiazhuang changshan beiming, making tens of millions in profits.
1. The restructuring concept stock spic industry-finance holdings was sold by institutions by over 0.6 billion, and was also net sold by 0.417 billion by haitong sec shanghai dahua yilu branch. 2. Changshan Beiming Technology was net sold by 0.925 billion by htsc tianjin dongli kaiifaqu erweilu branch, the seat bought 0.793 billion of the stock the day before, making over a billion yuan profit in three trading days on the stock.
"Sujiu Laoer", jiangsu king's luck brewery joint-stock Q3 performance falls short of expectations, with a nearly 60% year-on-year decrease in contract liabilities. | Interpretations of the financial report
①Jiangsu King's Luck Brewery Joint-Stock achieved double-digit growth in performance in the first three quarters, but did not meet the company's previously announced revenue and net income growth targets; ②Looking at Q3 alone, Jiangsu King's Luck Brewery Joint-Stock's net income attributable to shareholders increased by only 6.61% year-on-year, falling short of the expectations of most brokerage firms; ③Jiangsu King's Luck Brewery Joint-Stock announced externally that its revenue target for next year is to reach 15 billion yuan.
"Second Father of Anhui Liquor" Anhui Yingjia Distillery's Q3 performance falls short of expectations, with a 20% year-on-year decrease in contract liabilities. Interpretations of the financial report.
①Anhui Yingjia Distillery achieved double-digit growth in revenue and net income in the first three quarters, but did not meet the company's earlier announced revenue and net income growth target. ②This year, the company's revenue and net profit attributable to equity shareholders in Q3 both increased by less than 3% year-on-year, falling short of the expectations of most brokerages. ③Some brokerages predict that there may be a general slowdown in performance for listed liquor companies in Q3 this year.