Liquor concept stocks strengthen intraday, institutions see sector entering an upward phase of earnings cleansing

Industry
โดย 21世纪经济·Read original
Summary · why it matters

On July 30, liquor concept stocks strengthened intraday, with the sector rising 3.04 percent. Shede Spirits gained 10.01 percent, Gujing Distillery rose 7.25 percent, Jiugui Liquor advanced 5.28 percent, Yingjia Distillery climbed 4.77 percent, and Huangtai Liquor added 4.73 percent. Monitoring data from the China Alcoholic Drinks Association shows that in June 2026, imports of 16 major imported alcoholic beverage categories totaled 70.7 thousand kiloliters, with an import value of 2.721 billion yuan. For the first six months, cumulative imports reached 348.6 thousand kiloliters, valued at 13.427 billion yuan. A research note from China Securities points out that the liquor sector has entered an upward phase of earnings cleansing. In the first quarter of 2026, the year-on-year declines in industry revenue and net profit attributable to the parent company narrowed significantly. Leading distillers such as Kweichow Moutai and Wuliangye have already achieved positive revenue and profit growth. The second quarter is expected to be an earnings inflection point for some distillers. A research note from Shenwan Hongyuan Securities notes that high-end liquor prices are likely to stabilize in 2026, and the industry is accelerating into a consolidation phase centered on rising concentration. The future will see a pattern of big fish eating big fish, and top-tier companies with advantages in brand strength, channel power, and organizational capability will navigate the cycle more effectively.

Impact on stocks 7

Others▲ · 7 stocks
Wuliangye Yibin Co Ltd
000858
▲ PositiveDemandrelevance

Article notes leading distillers like Wuliangye achieved positive revenue and profit growth in Q1 2026, indicating strong demand.

Kweichow Moutai Co Ltd
600519
▲ PositiveDemandrelevance

Mentioned as a leading distiller with positive revenue and profit growth in Q1 2026, indicating strong demand.

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