Baijiu stocks fell, Wuliangye fell 3%, CITIC built investment: Under disturbance, liquor has a long -term trend unchanged

On July 11, the A -share liquor sector opened lower and low, Wuliangye once fell more than 3%, Guizhou Maotai now fell more than 1.5%, alcoholic wine fell more than 5%.Fenjiu, Laobai dry wine, and Shunxin agriculture fell more than 2%.

Dairy products, condiments, and fast -frozen faucet fell, Yili shares fell more than 1%, Haitianwei Industry fell more than 4%, and Sanquan Foods fell 7.9%.

Food ETF (515710) now falls 2.61%, and the turnover exceeds 20 million yuan. It continues to turn on a premium transaction in the early trading, showing that the purchase of the market poured in.

The CITIC Construction Investment Food Team An Yazawa believes that the epidemic disturbance does not change the trend of liquor for a long time. Most wine companies represented by Moutai have completed half of the annual sales year and the goals of more than half of the task.The progress of Fenjiu today is about 55%, and the current level of inventory of Moutai and Fenjiu is extremely benign.Continue to be optimistic about liquor market.

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