Liquor stocks are expected to lead these stocks to a net profit growth rate of more than 20percent for two consecutive years.

category:Finance
 Liquor stocks are expected to lead these stocks to a net profit growth rate of more than 20percent for two consecutive years.


Jiuguijiu released its semi-annual performance report yesterday evening. It is estimated that total revenue will reach 709 million yuan in the first half of this year, an increase of 35.41% over the same period last year, and net profit will reach 156 million yuan, an increase of 36.34% over the same period last year. The growth of performance is mainly due to the increase of sales revenue of the products of ginseng and alcoholic drinks.

Kaiyuan Securities believes that the liquor sector as the representative of food and beverage, with its strong prosperity and stable performance expectations, is still a good choice in the disclosure period of the mid-term report.

According to the institutional forecast, the overall performance of the liquor sector this year has a good growth. Among them, 13 companiesnet profit grew by more than 20% year-on-year last year, and institutions forecast that net profit grew by more than 20% this year.

Out of the 13 stocks mentioned above, the net profit of Shunxin Agriculture grew the fastest year-on-year, reaching 56.48%. In the first quarter of this year, the company realized 4.765 billion yuan in business income, an increase of 19.95% over the previous year, and realized 429 million yuan in net profit, an increase of 17.17% over the previous year.

11 Shares Owned by a Large Proportion of Institutions

At the end of the first quarter, the proportion of institutional ownership of Gujinggong liquor reached 84.68%. In recent years, the companys performance has remained stable. In the first quarter of this year, it realized business income of 3.669 billion yuan, an increase of 43.31% over the previous year, and realized net profit of 783 million yuan, an increase of 34.82% over the previous year.

Sichuan Finance Securities recently reported that the companys performance will be improved due to the product upgrading, gross interest rate growth, scale effect, cost reduction and pan-regional layout acceleration. It is estimated that the companys operating income from 2019 to 2021 will be 10.941 billion yuan, 13.599 billion yuan and 16.295 billion yuan respectively, and the net profit of the shareholders belonging to the parent company will be 10.941 billion yuan, 13.599 billion yuan and 16.295 billion yuan respectively. It is 2.136 billion yuan, 2.674 billion yuan and 3.294 billion yuan.

Yingjia Gongjiu followed closely. At the end of the first quarter, the proportion of institutional ownership reached 82.53%. From the top ten tradable shares, the stock gained new ownership of social security fund in the first quarter, with the proportion of 0.25% after the increase. In addition, the shares were also increased in the first quarter by Lujitong, which ranked as the third largest shareholder, with a share-holding ratio of 0.65%.

In addition, the proportion of institutional ownership of Fenjiu in Shanxi Province and Maotai in Guizhou Province at the end of the first quarter is relatively high, both exceeding 80%. According to the latest share-holding ratio of Lujitong, the latest share-holding ratio of Maotai, Shuijingfang, Yanghe and Wuliangye are all over 5%.

Source: Date Bao Responsible Editor: Yang Bin_NF4368