External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>Moutai is a premium baijiu essential for social gatherings in China, symbolizing respect and status.</li><li>Despite strong financial performance, Moutai's stock price has stagnated due to oversupply and pricing volatility.</li><li>The long-term outlook for Moutai remains optimistic, with potential for recovery as market conditions stabilize.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Moutai is a premium baijiu essential for social gatherings in China, symbolizing respect and status.Despite strong financial performance, Moutai's stock price has stagnated due to oversupply and pricing volatility.The long-term outlook for Moutai remains optimistic, with potential for recovery as market conditions stabilize.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>CATL / In Depth: CATL’s bet on Europe shows challenges of recreating supply chains abroad</li><li>Summer Davos /: Increasing incomes key to boosting domestic demand, professor says</li><li>Gold /: China opens first offshore gold vault to attract global investors</li></ul>

CATL / In Depth: CATL’s bet on Europe shows challenges of recreating supply chains abroadSummer Davos /: Increasing incomes key to boosting domestic demand, professor saysGold /: China opens first offshore gold vault to attract global investors

CX Daily: CATL’s Bet on Europe Shows Challenges of Recreating Supply Chains Abroad 

Thematic (Sector/Industry)

<ul><li>High-end liquor maker Kweichow Moutai Co. Ltd. (<a href="https://www.smartkarma.com/600519.SH" target="_blank" rel="noopener">600519.SH</a> -0.59%) is prioritizing cultural adaptation as it pushes for a global expansion, a top executive said at a Caixin forum.</li><li>Speaking at the inaugural Caixin London Atlantic Dialogue on Thursday, Deputy Communist Party Secretary You Yalin emphasized that the state-run firm is leveraging its branded cultural events — “Moutai Night” and “Moutai Culture Festival” — to expand further into global markets. He said that while drinking customs vary around the world, one common thread is alcohol facilitating connections between people.</li><li>Moutai is best-known for its eponymous brand of “baijiu,” a traditional Chinese spirit. Moutai’s high-end baijiu, which can cost thousands of yuan a bottle, is often present at diplomatic events such as state banquets.</li></ul>

High-end liquor maker Kweichow Moutai Co. Ltd. (600519.SH -0.59%) is prioritizing cultural adaptation as it pushes for a global expansion, a top executive said at a Caixin forum.Speaking at the inaugural Caixin London Atlantic Dialogue on Thursday, Deputy Communist Party Secretary You Yalin emphasized that the state-run firm is leveraging its branded cultural events — “Moutai Night” and “Moutai Culture Festival” — to expand further into global markets. He said that while drinking customs vary around the world, one common thread is alcohol facilitating connections between people.Moutai is best-known for its eponymous brand of “baijiu,” a traditional Chinese spirit. Moutai’s high-end baijiu, which can cost thousands of yuan a bottle, is often present at diplomatic events such as state banquets.

Moutai Hopes Cultural Events Can Win Over Global Drinkers

External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

<ul><li>3Q net profit grew 16.0% YoY to RMB16.9bn. The growth momentum sequentially decelerated from 20.8% in 1H, as revenue of the quarter slowed in tandem to 13.1% from 19.4% in 1H.</li><li>The 17% 9M revenue growth still largely tracks to consensus estimates; however, an unchanged 15% full year revenue growth guidance could imply 4Q revenue growth to dip further to HSD%, the lowest we note since 3Q20.</li><li>In fact, the trend looks to go hand-in-hand with distributors’ reluctance to restock after the Golden Week Holiday, when consumers have been increasingly trading down, and when sentiment to consume has been languishing. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

3Q net profit grew 16.0% YoY to RMB16.9bn. The growth momentum sequentially decelerated from 20.8% in 1H, as revenue of the quarter slowed in tandem to 13.1% from 19.4% in 1H.The 17% 9M revenue growth still largely tracks to consensus estimates; however, an unchanged 15% full year revenue growth guidance could imply 4Q revenue growth to dip further to HSD%, the lowest we note since 3Q20.In fact, the trend looks to go hand-in-hand with distributors’ reluctance to restock after the Golden Week Holiday, when consumers have been increasingly trading down, and when sentiment to consume has been languishing. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Kweichow Moutai (600519 CH) – 3Q Rev/Np +13%/16%; Mixed Near-Term Outlook

<ul><li>Luxury liquor-maker Kweichow Moutai has teamed up with candy giant Mars Inc. to launch an alcohol-infused chocolate.</li><li>The state-owned Chinese company’s latest move to introduce its brand of fiery spirits to a new, and preferably younger, group of consumers.</li><li>The chocolate is Moutai’s latest effort to give its brand a bit more cache through partnerships with well-known consumer brands.</li></ul>

Luxury liquor-maker Kweichow Moutai has teamed up with candy giant Mars Inc. to launch an alcohol-infused chocolate.The state-owned Chinese company’s latest move to introduce its brand of fiery spirits to a new, and preferably younger, group of consumers.The chocolate is Moutai’s latest effort to give its brand a bit more cache through partnerships with well-known consumer brands.

After Lattes and Ice Cream, Moutai Serves Up Booze-Infused Chocolates

China

Kweichow Moutai Co., Ltd. manufactures spirits.  The Company's spirit products are distilled from sorghum and wheat.  Kweichow Moutai markets its products worldwide.

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Kweichow Moutai (600519 CH)

Moutai (600519) - Monday, Jun 16, 2025

Moutai is a premium baijiu essential for social gatherings in China, symbolizing respect and status. Despite strong financial performance, Moutai's...

Value Investors Club (VIC)

CX Daily: CATL’s Bet on Europe Shows Challenges of Recreating Supply Chains Abroad

TOP STORIES CATL / In Depth: CATL’s bet on Europe shows challenges of recreating supply chains abroad When Chinese battery giant Contemporary...

Caixin Global

Moutai Hopes Cultural Events Can Win Over Global Drinkers

High-end liquor maker Kweichow Moutai Co. Ltd. (600519.SH -0.59%) is prioritizing cultural adaptation as it pushes for a global expansion, a top...

Caixin Global