KWEICHOW MOUTAI(SH:600519) Mei Ri Jing Ji Xin Wen·2026-02-05 07:46Market Overview - The three major indices in the A-share market experienced a decline, with the Shanghai Composite Index down by 0.64%, the Shenzhen Component Index down by 1.44%, and the ChiNext Index down by 1.55% [1] - The total market turnover was 2.18 trillion yuan, a decrease of 304.8 billion yuan compared to the previous trading day [1] Sector Performance - The consumer sector saw significant gains, while the financial sector strengthened in the afternoon [1] - Conversely, sectors such as non-ferrous metals, electric grid equipment, and oil and gas faced notable declines [1] Specific Stock Movements - Guizhou Moutai, referred to as the "king of stocks," saw its price fluctuate, reaching a low of 1322.01 yuan per share before rebounding to 1565 yuan per share, indicating a significant price recovery [4][8] - The white liquor sector, which had previously been overlooked, began to attract market attention, with increased trading volume noted [5][11] Market Sentiment and Trends - The market sentiment shifted positively towards the white liquor sector, with Guizhou Moutai's price recovery contributing to a broader interest in consumer stocks [9][11] - Other sectors such as film and television, tourism, beauty care, and home appliances also began to show signs of activity after a period of minimal performance [10] Investment Strategies - Analysts suggest a balanced investment strategy focusing on technology sectors, raw material price increases, and defensive high-dividend assets like coal [16] - The market is expected to benefit from the gradual reduction in stock ETF redemptions and the anticipated economic recovery post-Chinese New Year [16]