Zhongxin Finance, January 27th. At the opening of the market on the 27th, most liquor stocks opened up, and Tianhong, Zhongrui, Shuijingfang, Kweichow Moutai, Wuliangye, and Shede Liquor also rose.
According to the Chinese government website on the 26th, recently, the State Council issued the "Opinions on Supporting Guizhou's Development of the West in the New Era" (hereinafter referred to as the "Opinions"), which proposed that the origin and The advantages of the main production area, and the construction of an important liquor production base in the country.
The "Opinions" also proposed to support and guide Guizhou to promote the strategic restructuring and professional integration of state-owned enterprises focusing on their main responsibilities and main businesses, adjust and revitalize existing assets, and optimize the allocation of incremental capital.
Steadily promote the reform of the marketing system of liquor enterprises.
On January 26, Kweichow Moutai issued an announcement that the company decided to invest 4.11 billion yuan to implement the first-phase construction project of Xishui Tongmin Dam of Maotai in the "14th Five-Year Plan".
After the project is completed, it will form a series of wine production capacity of about 12,000 tons, koji production capacity of about 29,400 tons, and wine storage capacity of about 36,000 tons. The construction period is 24 months.
On January 18, Shede Wine Industry released an announcement on the pre-increase in performance in 2021. It is expected to achieve a net profit of 1.23 billion to 1.28 billion yuan in 2021, an increase of 112%-121% compared with the same period last year, and a non-net profit of 11.9%. RMB 100 million to RMB 1.24 billion, a year-on-year increase of 116% to 125%.
In addition, the consumer market has ushered in a "price surge" for liquor recently.
According to incomplete statistics, since December last year, more than 10 wine companies have adjusted the prices of their products.
On the evening of January 18, Kweichow Moutai also officially launched "Moutai 1935" with a guide price of 1,188 yuan per bottle, with a card position of 1,000 yuan.
Once launched, many e-commerce platforms were "out of stock" and were once fired to 1,888 yuan per bottle.
Some people point out that when prices are rising in the whole industry, if wine companies do not raise prices, their brand image will also be left behind, leading brands will rise sharply, and other brands will follow suit.
What do you think of the rise in liquor prices?