---
title: "Tianfeng Securities: The valuation repair of the liquor sector may lead the performance repair"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/274439500.md"
description: "Tianfeng Securities' research report points out that the liquor sector has undergone about 5 years of adjustment, and currently, valuations and institutional positions are at historical lows. Although the market holds a pessimistic view of this sector, stock prices may lead the fundamentals to bottom out. The report believes that the stabilization of Moutai's price is a positive signal, and it is expected that the sector's valuation recovery will precede the performance recovery. Recommended stocks include Moutai, LZLJ, and WLY"
datetime: "2026-02-02T00:34:13.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/274439500.md)
  - [en](https://longbridge.com/en/news/274439500.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/274439500.md)
---

# Tianfeng Securities: The valuation repair of the liquor sector may lead the performance repair

Tianfeng Securities' research report indicates that the liquor sector has adjusted for about 5 years, and the current valuations and institutional positions are at historical lows. The market is currently quite pessimistic about the liquor sector as a whole, and the subsequent overall improvement in the industry's fundamentals will require a recovery in external macro demand. However, under the current stock market backdrop, stock prices may bottom out ahead of the fundamentals. Tianfeng Securities believes that there may be some optimism for the sector at present. The sector may be in the final stage of clearing fundamentals, and the stabilization of Moutai's wholesale price is a positive signal of marginal improvement. The sector's valuation recovery may lead the performance recovery. Recommended stocks: Moutai, LZLJ, WLY, Shanxi Fenjiu, Jinshiyuan, Jinhui Liquor, Gujing Gongjiu, Yingjia Gongjiu, Yanghe Co., Ltd., Zhenjiu Lidu, etc

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