Moutai carton fry sky-high price Moutai share price fell sharply
Kweichow Moutai previously claimed in the official public that a chief engineer of the group was shortlisted as an academician of the Chinese Academy of Engineering, which caused heated discussions in the industry; then there was news that during the Spring Festival just past, the outer packaging carton of Moutai was fired to 500 Yuan one!
At the same time that Moutai was screened by various news, its stock price fell in the beginning of the year. Although Kweichow Moutai closed at 2307 yuan per share on the 23rd, the stock price rose slightly by 0.83%, but its stock price broke through 2600 on the eve of the Spring Festival. Yuan mark, the market value exceeded 3.25 trillion yuan, surpassing the combined value of the A stock market of the three banks, ICBC, China Merchants Bank, and Bank of China, so its recent decline has become particularly noticeable.
Text, Picture/Tu Duanyu, All Media Reporter, Guangzhou Daily
Moutai carton price is up to 500 yuan
The Spring Festival is the peak sales season for Moutai. For fear that someone will maliciously drive up prices in the market, in January this year, the Moutai sales company stipulated that 80% of the 53 degree 500ml Feitian Moutai would be unboxed and sold at a price of 1499 yuan/bottle every month, and then 100 % Unpacking is sold at a price of 1499 yuan/bottle, and unpacking sales will be checked from time to time.
If the number of boxes is found to be below the standard, the dealer will be punished.
Before the Spring Festival of 2021, Kweichow Moutai Sales Co., Ltd. frequently launched measures to control prices and stabilize the market: 100% unboxing sales; cancellation of online "snap-up" thresholds; announcing that all Moutais available for sale in 2020 will be put on the market and the inventory will be cleared.
According to news, as soon as the “de-boxing order” was issued, the “scalpers” could not get the original box of wine, so they opened the method of high-priced recycling of accessories around Moutai.
It is reported that corresponding to the different years and numbers on the Moutai boxes, the price ranges from 100 yuan to 500 yuan.
The price of a 2020 Moutai carton can be up to 500 yuan, while the ordinary carton of the same specification is only 3 yuan.
In addition, the streamer on the Moutai bottle sells for 2 yuan a set, the original wine glass is 30 yuan a set, and the original handbag is 100 yuan a set.
It is reported that if Moutai with the same batch number is put into the corresponding carton, the "scalper" can sell Moutai at the price of the original box, and each bottle can be about 500 yuan more expensive than the unpacked wine.
Kweichow Moutai's share price has shown a downward trend after the beginning of the year
The opposite of higher carton prices is the share price of Moutai in Kweichow after the start of the new year.
On the first day of the ox year, related stocks in the liquor sector showed a downward trend, and Moutai's decline was particularly noticeable.
On February 22, the concept of liquor continued to fall.
Among them, Kweichow Moutai plunged 7%. As an indicator of the whole market, Kweichow Moutai has fallen below the three major barriers of 2500, 2400, and 2300 yuan per share in the past three trading days.
It can be seen that the daily turnover of Kweichow Moutai has exceeded 10 billion yuan for 4 consecutive trading days. Since the opening of the market in the Year of the Ox, Kweichow Moutai has fallen by 10% and its market value has evaporated by nearly 300 billion yuan.
On February 23, Kweichow Moutai closed at 2307 yuan per share, with a total market value of 2.90 trillion yuan.
It is understood that as the stock price of Kweichow Moutai has been rising in recent years, the divergence of institutions on its stock price has also grown.
Since January this year, the world's largest Chinese equity fund UBS (Luxembourg) Equity Fund-China Opportunity Fund has reduced its holdings in Moutai, Guizhou.
As of the end of January 2021, Kweichow Moutai is the fifth largest stock of the fund, with a market value of US$816 million held by the fund.
Compared with the end of 2020, the share of Kweichow Moutai held by the fund has shrunk by 3.66%.
Moutai's consumption and capital market are all subject to supervision and public attention
The reporter found that Moutai has attracted much attention from regulatory authorities and public opinion in both the consumer market and the capital market.
On December 31, 2020, the Shanghai Stock Exchange issued a decision to pay regulatory attention to Gao Weidong, then chairman of Kweichow Moutai Co., Ltd.
It is reported that Gao Weidong revealed at the 2020 National Distributors Meeting of Moutai Jiangxiang Series Liquor on December 16 that it is estimated that the sales volume of Maotai Series Liquor will be 29,500 tons in 2020; sales of 10.6 billion yuan including tax, a year-on-year increase of 4 %.
Kweichow Moutai’s 2020 annual report performance forecast also issued related risk warnings, saying: Beware of market speculation leading to excessive price increases and higher risks such as public opinion pressure.
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E Fund suspends subscription for small and medium-sized caps and implements dividends
Guangzhou Daily (all-media reporter Lin Xiaoli) On the evening of February 23, E Fund issued two announcements in a row.
According to the announcement, in order to ensure the smooth operation of the fund and protect the interests of fund share holders, the subscription, conversion and transfer of E Fund’s small and medium-sized hybrid securities investment funds in non-direct sales agencies and the company’s online direct sales system will be suspended from February 24. Fixed investment business.
Not only that, during the same period, E Fund also released the fund's first dividend announcement this year, with a dividend plan of 9 yuan for every 10 fund shares.
The data shows that E Fund's small and medium-sized market mix has accumulated 8.97% revenue this year.
However, as of 19:00 on February 23, the decline was 7.21% in the past week.