Group 1 - The core viewpoint of the article highlights that Zhenjiu Lidu (06979) experienced a stock price increase of 4.16%, reaching HKD 10.27, with a trading volume of HKD 302 million [1] - Zhenjiu Lidu reported a mid-year revenue of RMB 2.497 billion for 2025, reflecting a year-on-year decrease of 39.58%, while the profit attributable to shareholders was RMB 575 million, down 23.54% year-on-year [1] - Dongwu Securities noted that the company's product matrix is clear, and the long-term layout for brand and quality upgrades is expected to gradually show organizational efficiency and channel potential [1] Group 2 - The forecast for the second half of 2025 indicates that the revenue decline is expected to narrow significantly, supported by the recovery in demand and the expansion of the Dazhen distribution [1] - Huatai Securities pointed out that the valuation and sentiment in the liquor sector are currently low, with the overall fundamentals stabilizing as the Mid-Autumn Festival approaches [1] - The government’s ongoing focus on boosting domestic demand and the implementation of consumption-promoting policies are expected to provide support for the sector [1]
珍酒李渡涨超4% 机构称白酒行业正逐步进入良性修复阶段