Group 1 - The stock price of Zhenjiu Lidu (06979) has increased by over 6%, with a cumulative rise of over 50% this month, currently trading at 10.4 HKD with a transaction volume of 184 million HKD [1] - Multiple rounds of consumer stimulus policies have been released this year, emphasizing the need to strengthen domestic circulation and stimulate consumption potential [1] - CITIC Securities believes that the liquor industry is rapidly bottoming out, and leading companies are likely to take advantage of this period to adjust channel structures and enhance market development capabilities [1] Group 2 - In June, Zhenjiu Lidu launched a strategic product "Dazhen Zhenjiu" priced at 888 RMB per bottle, targeting the high-end market to fill the price gap between "Zhen Fifteen" and "Zhen Thirty" [2] - In August, the company introduced its first high-end craft beer product named "Niushi News" with a retail price of 88 RMB per bottle, marking its entry into the beer market [2] - Guotai Junan Securities believes that the launch of new products like Dazhen and Niushi Beer is expected to contribute to incremental growth and drive marginal improvement in growth rates [2]
港股异动 | 珍酒李渡(06979)再涨超6% 促消费政策释放积极信号 公司发力大珍、牛市啤酒等新品