Harvest Fund Wu Yue: Liquor stocks are expected to reverse in the second half of the year
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On June 9, Wu Yue, director of large consumption research at Harvest Fund, said that with the improvement of the epidemic situation and the policy of steady growth, optional consumption in the second half of the year, including catering, travel chain, social services, liquor, etc., may usher in a rebounding market, especially Liquor stocks will usher in a huge reversal opportunity in the second half of the year. Regarding whether it will be affected by the epidemic, he said, first of all, in terms of regional wine, the competition model and methodology between regions have always been different, which is the result of historical evolution, but the same is that consumption upgrades have been going on. The impact of local stages is different, but overall it has little impact on regional wine companies. In terms of grade, high-end, sub-high-end and real estate wines represent different consumer groups, needs and driving forces. Judging from the current situation of high-end wines tracked, these groups have not been affected by the epidemic.
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