News summary
[Guotai Junan: The prosperity of the beer industry is expected to achieve a trend improvement] Securities Times Newsosg777Guotai Junan Research Report pointed out that in the second quarter of 2024, the economy will improve, the upgrade trend will return, and brand concentration will increase. It is expected that with the arrival of the peak season and the decline in the base starting in the second quarter, the beer industry will prosper.osg777...
Newsletter text
[Guotai Junan: The prosperity of the beer industry is expected to achieve a trend improvement] Securities Times News, Guotai Junan Research News pointed out that in the second quarter of 2024, the prosperity will improve, the upgrade trend will return, and brand concentration will increase. It is expected that with the arrival of the peak season and the decline of the base starting in the second quarter, the prosperity of the beer industry is expected to achieve a trend improvement. At the same time, it is expected that the CR5-ton price will achieve positive growth in the first quarter of 2024, which will be significantly improved or reversed compared with the month-on-month period in the fourth quarter of 2023, and the upgrading trend will continue. In terms of beverages, it benefits from the two-wheel drive of channels and new products. The beer sector all showed a trend of brand concentration. Proofreading: Wang Chaoquan
