Consumer Staples Feb 09, 2022 07:59 AM (GMT+8) · EqualOcean
CITIC Construction Research Report believes that the Baijiu spring sales are stable landing, and the coke market is watching. At present, the Spring Festival dynamic sales has become one of the core factors most concerned by the market. It has communicated with some dealers in many parts of the country and believes that the Spring Festival dynamic sales are stable as a whole, the market performance of Jiangsu and Anhui is good, and the performance of high-end wine is relatively stable. The payment collection of leading liquor enterprises is generally stable. The payment collection progress of some enterprises such as Gujing and Yanghe is better than that of the same period last year. The mobile sales of the Spring Festival are less affected by the epidemic. After the stable landing, the performance of leading enterprises throughout the year is improved. Considering the continuous improvement of the comprehensive competitiveness of famous and high-quality liquor enterprises, the current high-end and sub high-end leading valuations have a safety margin, and the market outlook is to be seen. Focus on high-end Guizhou Maotai, Wuliangye, Luzhou Laojiao, sub high-end Shanxi Fen Liquor, Jiugui Liquor, shede liquor, etc.