165438+1October 13, the non-size index continued to divide, the growth enterprise market index performed strongly, and individual stocks rose and fell as a whole, with less than 40 stocks increasing by more than 9%.
On the plate, the liquor plate, which led the rise yesterday, led the decline today. In fact, in the case of the heavy volume of speculation in Jin Hui wine industry yesterday and the climax of late trading, it is a high probability that there will be differences today. Today's big deviation comes out, and it is the second big deviation in this rising wave, which indicates that the liquor sector has a high probability of ebbing.
In the early low tide, the follow-up stocks in the back row may continue to adjust, and the first-line liquor Kweichow Moutai and Wuliangye may be less affected, while the short-term core Jinhui liquor may be repaired.
Before the transaction, CICC pointed out that at present, the hype of some small wine enterprises has deviated from the fundamentals or greatly overdrawn their performance, and the funds are pushing up, so it is necessary to be alert to the impact of short-term emotional decline.
CICC also pointed out that the valuation is not afraid of high, and the valuation of high-end and sub-high-end leading companies has not been bubbled. According to the profit forecast, the average P/E ratio of 202 1 first-and second-line liquor leading companies is estimated to be 40 times, corresponding to the performance growth rate of about 20-30%, and the leading valuation has not yet been bubbled.
600 199 \ " t = \ " 00 100 1 \ " & gt； Gold seed wine was quickly traded after the opening.
603779 \ " t = \ " 00 100 1 \ " & gt； Saint Veyron (7.640,? 0.36,4.95%)、
6039 19 \ " t = \ " 00 100 1 \ " & gt； Jin Hui wine industry (50. 1 10, 1. 12,? 2.29%)、
600559 \ " t = \ " 00 100 1 \ " & gt； Laobai dry wine (29.580,? 0.59,? 2.04%) increased by more than 2%.
6005 19 \ " t = \ " 00 100 1 \ " & gt； Kweichow Moutai (225 1.500,? 29.28, 1.32%)、
000858 \ " t = \ " 00 100 1 \ " & gt； Wuliangye (3 15.300,? 1.69,? 0.54%)、
000799 \ " t = \ " 00 100 1 \ " & gt； Jiugui Liquor (252.800,? 1 1.80,? 4.90%)、
000568 \ " t = \ " 00 100 1 \ " & gt； LU ZHOU LAO JIAO CO.,LTD company limited (279.600,2.61,? 0.94%) and other increases exceeded 1%.