Group 1 - The stock of Zhenjiu Lidu (06979) has dropped over 3%, currently at 9.32 HKD with a trading volume of 61.6 million HKD [1] - Guosen Securities indicates that the mid-year reports from liquor companies reflect demand pressure, with expectations for further pressure on channels and companies to be evident in the third quarter reports [1] - The market has adjusted its expectations for the annual growth rate of liquor companies, with a slight recovery in sales observed but year-on-year performance expected to remain under pressure [1] Group 2 - CITIC Securities suggests that the liquor industry is bottoming out, predicting that the fundamental bottom for the industry may appear in the third quarter of 2025 [1] - The third quarter of this year is anticipated to be the most challenging period for sales, prices, and market confidence in the liquor industry [1] - The second half of the year is expected to present significant performance pressure on the financial reports of liquor companies, but a gradual recovery trend is anticipated, presenting potential bottom-fishing opportunities in the industry [1]
港股异动 | 珍酒李渡(06979)跌超3% 机构称白酒基本面修复有赖于需求实质性改善