Vats liquor chain store management joint stock Q3 net income year-on-year decline exceeded 80%, former general manager resigned and may be transferred to Jindong Group | interpretations
①In Q3, Vats Liquor Chain Store Management Joint Stock's net income decreased by 84.17% year-on-year, with a net profit of only about 12.67 million yuan; ②In Q3 of this year, the company's gross margin fell to 8.5%, the lowest level of gross margin since going public; ③Half a month ago, director and general manager Li Wei of Vats Liquor Chain Store Management Joint Stock resigned, expected to be transferred to Jin Dong Group; the son of the company's actual controller, Wu Qirong, took over the director position.
The State Tobacco Monopoly Administration has released new regulations on electronic cigarettes, and there is expected to be further improvement in market share for leading companies.
①The State Tobacco Monopoly Administration issued a notice on the amendment and issuance of the Regulations on the Management of Electronic Cigarette Trade. The notice mentions that the competent administrative department of the State Tobacco Monopoly Administration is to establish a national unified platform for the management of electronic cigarette trade. ②Lü Mingzhang of Caitong Securities pointed out that in the long run, non-compliant products will gradually be eliminated, and market share is expected to further concentrate, which is bullish for leading companies in production, brand and other aspects.
Baijiu business gross margin dropped to single digits. Vats liquor chain store management joint stock Q2 net income dropped close to half year-on-year. | Interpretations
①In Q2 of this year, Vats Liquor Chain Store Management Joint Stock's net income attributable to the parent company was 25.2998 million yuan, a year-on-year decrease of 49.10%, with a non-net profit deduction of 9.8646 million yuan, a year-on-year decrease of 77.15%; ②In the first half of the year, Vats Liquor Chain Store Management Joint Stock's baijiu business gross margin dropped to 9.36%, the lowest level since listing; ③The sales proportion of big name liquors like Maotai and Wuliangye increased, leading to a decrease in gross profit for some big name liquors, affecting the business performance of Vats Liquor Chain Store Management Joint Stock.
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Nearly 20 companies issued announcements in unison, and a wave of holdings reduction was concentrated! Leading semiconductor stocks are on the list
① Seven companies, including Jinhui Liquor, Fengyuan Co., Ltd., Babycare, United Water, Guizhou Gas, Zhuojin Co., Ltd., and Zhongman Petroleum, plan to reduce their holdings by no more than 3%. ② Star Semiconductor, the leading semiconductor stock, plans to reduce its holdings by the highest market value.