Core Viewpoint - The stock of Zhenjiu Lidu (06979) has risen over 8%, with a current price of HKD 7.94 and a trading volume of HKD 82.0855 million, amid expectations of a market bottom in the liquor industry by mid-2026 due to policy changes [1] Company Summary - Zhenjiu Lidu has released a performance forecast indicating a revenue decline of 38.3% to 41.9% for the first half of the year, projecting revenue between CNY 2.4 billion and 2.55 billion [1] - The company's net profit attributable to shareholders is expected to decrease by 23% to 24%, with adjusted net profit anticipated to decline by 39% to 40% year-on-year [1] - The founder, Wu Xiangdong, recently launched a new beer product, utilizing high-quality ingredients from various countries, priced at CNY 88 per bottle and CNY 1,056 per case [1] Industry Summary - According to a report from Guotai Junan Securities, the liquor industry is undergoing a cleansing process accelerated by policy variables, with expectations of reaching a performance bottom by the first half of 2026 [1] - The report suggests that liquor stock prices may experience a trend reversal ahead of demand-side improvements, based on high-frequency signals such as batch pricing [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