Group 1 - The core viewpoint of the article indicates that the liquor industry, particularly the white liquor sector, is undergoing a significant transformation due to policy changes, with expectations of reaching a performance bottom by the first half of 2026 [1] - The stock price of Zhenjiu Lidu (06979) rose by 9.54% to HKD 8.04, with a trading volume of HKD 1.25 billion [1] - Guotai Junan Securities released a report suggesting that liquor stocks may experience a trend reversal ahead of demand-side recovery, driven by high-frequency signals such as pricing [1] Group 2 - Zhenjiu Lidu's recent earnings forecast indicates a projected revenue of HKD 2.4 to 2.55 billion for the first half of the year, representing a year-on-year decline of 38.3% to 41.9% [1] - The company's net profit attributable to shareholders is expected to decline by 23% to 24%, with adjusted net profit anticipated to drop by 39% to 40% year-on-year [1] - On August 8, the founder of Zhenjiu Lidu, Wu Xiangdong, launched a new beer product, using premium ingredients from various countries, priced at HKD 88 per bottle and HKD 1,056 per case [1]
珍酒李渡现涨超9% 机构预计最早明年上半年有望达业绩底