港股异动 | 珍酒李渡(06979)涨近4% 预期中期股东应占净利润下降23%至24% 机构称重视白酒相对底部机会
ZJLDZJLD(HK:06979) 智通财经网·2025-08-06 02:36

Company Summary - Zhenjiu Lidu (06979) shares increased by nearly 4%, reaching HKD 7.11 with a trading volume of HKD 42.06 million [1] - The company expects revenue for the six months ending June 30, 2025, to be approximately RMB 2.4 billion to RMB 2.55 billion, a decline of 38.3% to 41.9% compared to RMB 4.13 billion for the same period ending June 30, 2024 [1] - The anticipated net profit attributable to shareholders for the same period is expected to decrease by 23% to 24% [1] - Adjusted net profit (non-IFRS measurement) is projected to decline by 39% to 40% for the six months ending June 30, 2025 [1] Industry Summary - The liquor industry is characterized as a strong beta sector, with expectations of weak economic and consumer conditions impacting performance in the first half of 2025 [1] - The ongoing influence of anti-corruption education and restrictions on alcohol consumption is expected to continue affecting sales negatively after the Spring Festival [1] - As consumer spending gradually recovers, leading liquor companies with strong brand power and resilience are likely to achieve a revaluation of their value, presenting bottoming opportunities [1]