KWEICHOW MOUTAI(SH:600519) Zheng Quan Shi Bao Wang·2026-01-22 08:42Group 1 - The core point of the article highlights that despite various measures taken by Kweichow Moutai, including share buybacks and marketing strategy optimization, the company's stock price continues to decline, experiencing an 8-day consecutive drop as of January 22, with a cumulative decline of 5.84% during this period and 2.7% for the month of January [2][4] - Historical data shows that Kweichow Moutai has previously experienced similar streaks of consecutive declines, including 8-day drops in May 2005 and November 2007, a 10-day drop in June 2008, and an 11-day drop in October 2022 [3] - Analysis indicates that after a streak of 5 or more consecutive down days, Kweichow Moutai has less than a 50% probability of seeing an increase on 6 or more of the next 10 trading days [2] Group 2 - As of January 22, Kweichow Moutai's closing price was 1340.06 CNY per share, falling below that of Cambricon Technologies (1353 CNY), marking the 19th time since August 2025 that Cambricon has surpassed Kweichow Moutai's closing price [4] - The decline in Kweichow Moutai's stock price reflects a broader investor disinterest in the consumer sector, as evidenced by significant reductions in holdings by public funds, including notable funds managed by Xiao Nan, which have adjusted their white liquor allocations [4] - Xiao Nan's strategy indicates a shift towards the livestock industry, suggesting a focus on inflation-driven cost increases rather than demand-driven growth in the coming two years [4]