KWEICHOW MOUTAI(SH:600519) 券商中国·2025-11-02 01:55Core Viewpoint - Renowned investor Duan Yongping has made a significant donation to Jiangxi Water Conservancy and Electric Power University, reaffirming his commitment to education and community support through the establishment of an educational fund using shares of Kweichow Moutai stock valued at 15 million RMB [2][4]. Group 1: Donation Details - On October 31, Duan Yongping donated 10,000 shares of Kweichow Moutai, worth approximately 15 million RMB, to the university's education development foundation [2]. - This marks Duan Yongping's second donation to the university, following a previous contribution of 500,000 USD in 2007 for the construction of a library [2]. - Duan emphasized that the shares could generate stable cash flow through dividends, indicating a long-term view on the investment [2]. Group 2: Views on Kweichow Moutai - Despite concerns about Kweichow Moutai's recent financial performance, with zero growth reported in the third quarter, Duan Yongping remains confident in the company's long-term value, stating he would not adjust his valuation even if the company experiences negative growth in the coming years [4][5]. - The third quarter financial report for Kweichow Moutai showed total revenue of 39.81 billion RMB, a year-on-year increase of 0.3%, and a net profit of 19.22 billion RMB, up 0.5% [4]. - Duan Yongping's investment strategy includes a strong belief in Kweichow Moutai, as he mentioned it as a preferred stock in the A-share market [5]. Group 3: Industry Context - The overall performance of the liquor industry has been challenging, with many regional liquor companies reporting significant declines in their third-quarter results, marking one of the worst quarterly performances in nearly a decade [5]. - Analysts suggest that the current macroeconomic environment and policy factors are impacting liquor consumption, and recovery in demand may take time [5].