Luzhou Laojiao Co., Ltd. – Market and Corporate Developments

  • Restricted‑stock release On 12 February 2026 Luzhou Laojiao announced that the second unlocking period of its 2021 restricted‑stock incentive plan would be lifted. Shares released in this period are now eligible for trading on the Shenzhen Stock Exchange. The release is expected to increase the free‑float of the company and provide greater liquidity for institutional investors.

  • Share‑price performance During the session of 10 February 2026 the company’s shares closed at 118.19 CNY, reflecting a decline of 2.56 %. The fall was part of a broader downturn in the white‑wine sector, where 19 listed firms reported a net decline. Luzhou Laojiao’s price movement was in line with the sector’s trend, although its absolute decline was modest compared with peers such as Guizhou Maotai and Wuliangye.

  • Fund‑investment activity Active equity‑fund managers have shown renewed interest in the Chinese consumer‑goods space. Notably, several large‑cap funds that had previously increased holdings in pet‑care and fast‑food companies have shifted focus toward the “old‑style” consumer sector. The funds, managed by He Shuai and others, added stakes in key white‑wine producers, including Luzhou Laojiao, as part of a tactical allocation to undervalued consumer staples. This indicates that institutional investors are looking for value opportunities in the sector while it remains sensitive to macro‑economic cycles.

  • Sector context The white‑wine industry is currently experiencing a cycle of supply‑demand imbalance. Analysts project that the industry’s bottom could materialize in the latter part of 2025, contingent on a gradual easing of inventory pressure and improved channel dynamics. Luzhou Laojiao, with its established brand and diversified product portfolio, is positioned to benefit from any recovery in the domestic consumption market.

  • Implications for investors The restricted‑stock release increases the liquidity of the shares, potentially attracting more investors. However, the recent price decline and sector volatility suggest that short‑term risks remain. Long‑term investors may view Luzhou Laojiao’s stable earnings and strong market position as attractive, while short‑term traders should monitor sector‑wide movements and institutional allocation shifts.

These developments collectively illustrate the current state of Luzhou Laojiao’s market dynamics, corporate actions, and the broader environment of the Chinese consumer‑goods sector.