Group 1 - The core viewpoint of the article indicates that the liquor industry, particularly the white liquor sector, is undergoing a significant transformation, with expectations of reaching a performance bottom by the first half of 2026 [1] - The stock price of Zhenjiu Lidu (06979) has increased by over 8%, currently trading at 7.94 HKD, with a transaction volume of 82.0855 million HKD [1] - According to a report from Guotai Junan Securities, the policy variables are accelerating the clearing process in the white liquor industry, suggesting that stock prices may show a trend reversal before demand picks up [1] Group 2 - Zhenjiu Lidu has released a performance forecast indicating that its revenue for the first half of the year is expected to be between 2.4 billion to 2.55 billion CNY, representing a year-on-year decline of 38.3% to 41.9% [1] - The company's net profit attributable to shareholders is projected to decline by 23% to 24% year-on-year, with adjusted net profit expected to decrease by 39% to 40% [1] - On August 8, the founder of Zhenjiu Lidu, Wu Xiangdong, launched a new beer product, using high-quality ingredients from various countries, priced at 88 CNY per bottle and 1,056 CNY per case [1]
港股异动 | 珍酒李渡(06979)涨超8% 机构称政策变量加速行业出清 预计最早明年上半年有望达业绩底