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41668.com金沙:Liquor fried fried beer? The three leading stock prices Hurricane beer plate market can get on the train?

时间:2018/1/22 6:04:26  作者:  来源:  浏览:0  评论:0
内容摘要: Since December 2017, due to the impact of price increases, the domestic beer giants have all risen sharply. The performance of the entire b...

Since December 2017, due to the impact of price increases, the domestic beer giants have all risen sharply. The performance of the entire beer segment has been very eye-catching. Comb found China Resources Breweries (00291, HK) share price from December 2017 to January 2018 18, or nearly 50 percent, while the A shares listed on the two industry leaders Qingdao Beer, Yanjing Beer , The same period or four percent increase in the upper and lower. After the Big Three, Carlsberg's Chongqing Beer Recent stock price performance is not bad. From December 18, 2017 to January 18, 2018, Chongqing Beer shares rose about 17%.

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On the current rise of beer plate, Hai Runda, general manager of hatred Chou Tian Di told reporters that there are two main factors, one is the product price increases, prices easily get sought after. The second is the capital M \u0026 A, such as the presence of the complex galaxy Tsingtao Brewery, "Chung Yeung Investment," Yanjing Beer placards, which gives the beer plate with a large merger theme.

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The collective restlessness of the beer sector makes some investors lament, "do it all." Recalling the past, since 2016, due to the overall market conditions and the overall decline in beer sales and other factors, the overall performance of the beer plate shares was very quiet.

\n?But the reporter also saw, it seems this time the price of beer hot and dry did not transfer to the entire beer section. Fund chasing beer stocks differentiation is very obvious. The beer market in the Big Five members all rose, while such Zhujiang Beer , Lanzhou Huanghe , Huiquan beer other markets accounted for a relatively small share of the beer business, the recent share price performance is still flat.

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Chou Tian Di believes that the division of beer stocks and brands, valuations related to investment is often the first choice of high-quality brands, followed by the selected valuation, the valuation is low sought after. "Such as Yanjing Beer, Tsingtao Brewery's current valuation of just over 20 times, while the valuation of Zhujiang Beer is much higher than this level."

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Industry: Higher prices make the stronger

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The sudden emergence of the leading beer unit made the entire sector suddenly a darling. Investor's research density can also reflect the current market interest in beer plate.

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According to the statistics of Dongfang Wealth choice, from August to November 2017, Yanjing Beer only received three batches of investor surveys cumulatively in 4 months. The three research firms mainly involved in the research were UBS Securities and other three brokerage firms . Yanjing Beer has hosted 5 batches of investor surveys in less than two months since December last year, including both brokerage and funds as well as insurance asset management and other investment companies.

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In addition, the broker Research Report Changes in the number is undoubtedly a mirror of the industry heat. The reporter conducted a search using the title of "beer" on the interface of the choice of wealth research report in the Orient. From January to November 2017, the number of relevant research reports was 65; and since December 2017, the relevant reports already have Up to 42 servings

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In the above-mentioned research reports, many believe that beer prices have brought good benefits to the whole sector.

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Zhongtai Securities Food and Beverage Analyst Analyst Fan Jinsong said that the industry's leading demand point will all turn to profits as the core and the growth of the industry is expected to change from quantity to price and the competition in the industry is also expected to be driven by the low-end price war Gradually shift to high-end product competition.

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Lin Yuan told reporters that the beer prices so that the industry's profits will increase, the overall industry is influential, to a good direction. This is a good thing for investors.

\n?However, there are also some people in the industry on the positive impact of beer prices on the plate holding the wait and see attitude.

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CIC Securities believes that the current round of price hikes is to respond to the rapid adoption of the passive strategy, the current beer market demand has not seen improvement in the product mix to the main high-end adjustment, the major beer companies higher valuations, investors are advised to participate cautiously Market game. China Merchants Securities Also believe that the pattern of China's future beer is more likely to oligopoly pattern of competition, there are some obstacles to sustained price increases. However, the short-term share price is still expected to be catalyzed, while the sector still needs to follow-up verification. (Source: Daily Economic News)

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[Extended]

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10-year first collective price increase brewing brew "reverse"?

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Many brokerages judge, the leading beer companies raise the price, the rate is not high, the choice is part of the product, some regions, mainly to test the market feedback and competing products follow-up situation, if the market goes well, do not rule out there A higher price plan. In addition, 2018 for the New Year, including the World Cup and many other events, the beer industry is expected to yield recovery is expected.

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In the opinion of the insiders, at present, the market share of the top five beer companies in China accounts for more than 80%. After the brutal phase of competition in which market share has been grabbed by low-cost strategies in the early years, the large-scale beer enterprises began to fight for profits. Recently, including the real business, private equity competing into the game, no doubt the gambling industry turning point is approaching. (Source: Gold Securities)

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Why is the beer collective shout for the first time in a decade? Forcing the market down the cost of

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Frequent rising prices of premium white wine in 2017 are the cause for concern, while the fact that beer has remained almost "unchanged" for a decade has been broken recently. Early January 2018, China Resources Beer, Tsingtao Brewery and other industry leaders have announced price increases. However, from the announcement, the current round of price adjustment is small and are in some areas of the rate first applied line.

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For the current round of price adjustment, a number of people in the industry recently told the "Daily Economic News" reporter that this round of price increases is not only a result of rising production costs, but also the confidence of the industry rebound, consumer upgrades and industrial restructuring After the initiative of the market-oriented behavior.

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Rising may be only sooner or later, while putting pressure on the early price increase to deal with sports events such as the World Cup may be the final reason for setting the price increase in 2018. (Source: Daily News)

beer-related funds

the phone can buy a fund account, click here to download immediately 7_89456_14 5_65473_9 Galaxy is scheduled to vote Tencent Bao Ji-an index
Fund Code fund referred recent month earnings fee operating
169104 Shanghai and Hong Kong Dong Fang Hongrui full of deep mixing 7 1.50% .10% 1.50% purchase account to buy
5196772.96% 0.00 % 0.00% purchase account purchase
Source: Oriental Fortune Choice data, Galaxy Securities, as of the date: 2018-01-18

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