VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Wuliangye Yibin Co., Ltd. vs BE Semiconductor Industries N.V.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Wuliangye Yibin Co., Ltd.

000858 · Shenzhen Stock Exchange

Market cap (USD)
SectorConsumer
CountryCN
Data as of2025-12-30
Moat score
80/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Wuliangye Yibin Co., Ltd.'s moat claims, evidence, and risks.

View 000858 analysis

BE Semiconductor Industries N.V.

BESI · Euronext Amsterdam

Market cap (USD)
SectorTechnology
CountryNL
Data as of2025-12-28
Moat score
75/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into BE Semiconductor Industries N.V.'s moat claims, evidence, and risks.

View BESI analysis

Comparison highlights

  • Moat score gap: Wuliangye Yibin Co., Ltd. leads (80 / 100 vs 75 / 100 for BE Semiconductor Industries N.V.).
  • Segment focus: Wuliangye Yibin Co., Ltd. has 3 segments (76.1% in Wuliangye-branded Baijiu products); BE Semiconductor Industries N.V. has 2 segments (81% in Die Attach (incl. advanced die placement & hybrid bonding)).
  • Moat breadth: Wuliangye Yibin Co., Ltd. has 5 moat types across 3 domains; BE Semiconductor Industries N.V. has 5 across 2.

Primary market context

Wuliangye Yibin Co., Ltd.

Wuliangye-branded Baijiu products

Market

China baijiu market (sales revenue; producers above designated size)

Geography

China

Customer

Consumers (premium gifting/banqueting; affluent households)

Role

Branded spirits producer and marketer

Revenue share

76.1%

BE Semiconductor Industries N.V.

Die Attach (incl. advanced die placement & hybrid bonding)

Market

Semiconductor assembly equipment - die attach & advanced die placement/hybrid bonding systems

Geography

Global

Customer

Semiconductor IDMs, foundries, and OSATs

Role

Capital equipment OEM (back-end/advanced packaging)

Revenue share

81%

Side-by-side metrics

Wuliangye Yibin Co., Ltd.
BE Semiconductor Industries N.V.
Ticker / Exchange
000858 - Shenzhen Stock Exchange
BESI - Euronext Amsterdam
Market cap (USD)
n/a
n/a
Sector
Consumer
Technology
HQ country
CN
NL
Primary segment
Wuliangye-branded Baijiu products
Die Attach (incl. advanced die placement & hybrid bonding)
Market structure
Oligopoly
Oligopoly
Market share
8%-10% (implied)
42%-44% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
80 / 100
75 / 100
Moat domains
Demand, Supply, Legal
Supply, Demand
Last update
2025-12-30
2025-12-28

Moat coverage

Shared moat types

Capex Knowhow Scale

Wuliangye Yibin Co., Ltd. strengths

Brand TrustDistribution ControlRegulated Standards PipePortfolio adjacency / captive demand

BE Semiconductor Industries N.V. strengths

Design In QualificationSwitching Costs GeneralInstalled Base ConsumablesService Field Network

Segment mix

Wuliangye Yibin Co., Ltd. segments

Full profile >

Wuliangye-branded Baijiu products

Oligopoly

76.1%

Other liquor products (Wuliang NongXiang and other series)

Competitive

17.1%

Non-liquor products (other)

Competitive

6.8%

BE Semiconductor Industries N.V. segments

Full profile >

Die Attach (incl. advanced die placement & hybrid bonding)

Oligopoly

81%

Packaging & Plating

Competitive

19%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.