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[Brokerage Focus] Guotai Haitong SEC indicates that expectations for domestic demand stimulus are strengthening, and the Beer Sector is both resilient and flexible.
Jinwu Financial News | GUOTAI HAITONG SEC stated that the expectations for domestic demand stimulation have strengthened, showing both elasticity and resilience in the Beer Sector. The company anticipates that changes in the competitive landscape will bring local economic opportunities. They reaffirm their annual view of a month-on-month recovery in prosperity, falling costs, and moderate competition. The logic for price increases has weakened, while the logic for margin improvement and dividends has strengthened, catalyzing a recovery in prosperity. With the peak season approaching, it is advised to focus on the Beer Sector. According to terminal sales and inventory estimates, the company expects that the overall shipment volume of industry leaders has not yet recovered in mid-January to February, but significant improvement in shipment volume is expected from the end of February to March. They anticipate that for Q1 25, the industry leaders (excluding Bai) will...
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