In early trading on June 2nd, the baijiu sector showed signs of recovery.
Delisted Rock (SHSE: 600696)
This stock surged to the daily 10% limit up.
Jiugui Liquor Co.,Ltd. (SZSE: 000799)
Its share price increased by more than 2%.
Other stocks including Yingjia Gongjiu, Kweichow Moutai, Sichuan Swellfun, Jin Hui Jiu, and Lao Bai Gan Jiu also posted gains exceeding 2%.
Market Catalyst
The recent uptick follows the release of outlook reports for the food and beverage sector in the second half of 2026 by several securities firms.
The core consensus among these institutions is that the baijiu industry has entered a phase of bottoming out and consolidation.
Institutional Outlook
Following positive year-on-year performance growth in Q1 2026 from major players like Kweichow Moutai, Wuliangye Yibin, Yingjia Gongjiu, and Lao Bai Gan Jiu, multiple analysts project a potential turning point.
They forecast that companies such as Jiangsu King's Luck Brewery, Jin Hui Jiu, and Jiugui Liquor Co.,Ltd. may see a reversal in revenue and earnings trends during the second quarter.
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