Group 1 - The stock of Zhenjiu Lidu (06979) has increased by over 4%, currently trading at 8.91 HKD with a transaction volume of 27.87 million HKD [1] - According to a survey by Founder Securities during the Spring Festival, Zhenjiu's repayment progress and terminal sales performance are superior compared to similar sauce liquor brands, with distributors completing approximately 30% of repayments [1] - The Zhen 15 product line has received positive feedback and shows significant growth, with stable pricing around 340 RMB, and is expected to see further increases post-holiday [1] Group 2 - Longcheng Securities indicates that Zhenjiu Lidu's management has extensive experience in the liquor industry, showcasing outstanding management and marketing capabilities, leading to impressive growth in recent years [1] - The company is expected to benefit from the industry's structural development, particularly from the high-end market and flavor premium, with a high certainty of performance growth [1] - Following its public financing, Zhenjiu Lidu is anticipated to overcome current production capacity constraints in the coming years, with improving gross margins and expense ratios, leading to a positive cycle in profitability [1]
港股异动 | 珍酒李渡(06979)现涨超4% 春节期间回款及动销均表现优异 未来数年产能瓶颈有望突破