Huachuang Securities released a research report saying that sales of liquor were relatively lackluster during the Mid-Autumn Festival, but the supply side was more loosely tied down, and the share of leading brands accelerated during the deep reshuffle of the industry. The bottom of the industry is gradually becoming clear. It is better to sow in the long term and seize improvement opportunities on the right side of the quarter in the short term. Chips in the Q2 sector are being cleared at an accelerated pace, and the current bottom signals are becoming clear. Looking at the opportunities: first, it is recommended to “sow” a batch of high-quality blue-chip white horse stocks with fundamentals that have actually come out of winter, but the stock price is still experiencing severe cold; second, from the perspective of quarterly improvement, choosing opportunities on the right side. The opportunities for mass sales of rice wine and snacks are worth focusing on. Alcohol: The Q2 report is bottoming out at an accelerated pace, and it is expected to gradually recover from a low base in the second half of the year. Popular products: High quality blue chips are placed on the bottom to seize marginal improvement opportunities.

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