食饮20240519

Summary of Conference Call Notes Industry Overview - The overall industry sentiment remains cautious, with various sub-sectors showing weak performance since April and through the May Day holiday period. [1] - The liquor industry, specifically, is currently experiencing a typical off-season. [1] Core Insights and Arguments - Continuous monitoring of the fundamental data is emphasized, indicating a high frequency and close tracking of industry performance. [1] - Feedback from various sub-industries suggests that the overall market conditions are not strong. [1] Additional Important Content - The need to maintain confidence in the market despite the current weak performance is highlighted. [1]