Ten o'clock news report | Valuation at historical lows, institutions see potential in bottom-tier baijiu investments.

게시됨 2026년 3월 3일

Tridge 요약

Core tip: A research report from CITIC Securities on March 2 pointed out that the pricing of Feitian Moutai continued to be strong after the Spring Festival, with core support coming from the pre-holiday quota being sold out, healthy channel inventory, and direct channel pricing being offered at reasonable prices. Currently, the valuation of the baijiu sector is at a historical low, possessing strong bottom configuration value. Shenwan Hongyuan Securities also believes that the Spring Festival performance of Moutai and Wuliangye exceeded expectations, which is expected to boost channel and investor confidence, and subsequent indicators of improved channel inventory and pricing may catalyze the sector's market.

원본 콘텐츠

CITIC Securities' research report on March 2 pointed out that the price of Feitian Moutai after the Spring Festival continued to be strong, with core support coming from pre-holiday quota sales being sold out, healthy channel inventory, and direct sales channel price offerings. Currently, the valuation of the baijiu sector is at a historical low, with strong bottom configuration value. Shengang Securities also believes that Moutai and Wuliangye's performance during the Spring Festival exceeded expectations, which is expected to boost channel and investor confidence, and subsequent indicators such as channel inventory and price may catalyze the sector's market. Prominent investor Lin Yuan also emphasized recently that he would not sell Moutai stock. He also directly presented hard data: the average valuation of global top fast-moving consumer goods (such as Coca-Cola, tobacco giants, and luxury goods groups) is 37 times. The core of such businesses is addiction and ...

출처: Foodmate