Leaders of Maotai and Luzhou Baijiu enterprises are gathered to discuss future development. Over the weekend, the circle of friends of the China Securities Journal Taurus reporter was swiped by the news.
Industry analyst of the head organization said: “this is the pattern and mind that leading enterprises should have, leading the industry to move forward together, the whole industrial chain to develop together, and each has its own beauty.”
“let the friendship between the two sides last for a long time”
According to official account No. Kweichow Moutai Co.Ltd(600519) , in December 10th, Ding Xiongjun, Secretary of the Party committee and chairman of Moutai group, deputy director of the environmental and Resource Protection Committee of Guizhou Provincial People’s Congress, Li Baofang, former Secretary of the Party committee and chairman of Moutai group, Li Jingren, vice secretary and general manager of Moutai group, Ji Keliang, Li Baofang, former chairman of Moutai group, went to Yibin, Sichuan, and Secretary of the Party committee of the Kweichow Moutai Co.Ltd(600519) group. Li Shuguang, chairman, Wuliangye Yibin Co.Ltd(000858) Zeng Congqin, general manager of the group and chairman of the joint stock company, Wuliangye Yibin Co.Ltd(000858) Zou Tao, vice chairman of the group and general manager of the joint stock company, etc.
At the symposium, Ding Xiongjun and Li Shuguang fully affirmed the development of each other’s enterprises in recent years and had in-depth exchanges on the future development of enterprises and industries. The Chinese Baijiu and Moutai should be based on the new development stage, implement the new development concept and build new development pattern, and further improve the communication and communication mechanism between the five sides. The traditional friendship between Mao and Wuliangye Yibin Co.Ltd(000858) will be further developed at a higher level and wider scope, and a new situation in Mao five cooperation will be created to bring new vitality into the development of Chinese Baijiu quality.
Ding Xiongjun said that Maotai and Wuliangye Yibin Co.Ltd(000858) are inseparable. They are both leaders in the industry. The two sides have jointly brewed a bottle of good wine in Chinese culture. Exchanges and mutual learning have a solid common foundation.
Li Shuguang said that Maotai and Wuliangye Yibin Co.Ltd(000858) as representatives of the two major flavor types have profound traditional friendship and created a new situation of cooperation and development during the 13th Five Year Plan period.
At the symposium, Zeng Congqin and Li Jingren respectively introduced the basic situation of their respective enterprises. Li Baofang and Ji Keliang reviewed the development process and traditional friendship of Maotai and Wuliangye Yibin Co.Ltd(000858) exchanges and interaction, and expressed the expectations of the two enterprises to move more, communicate more, promote each other and learn from each other, so as to make the friendship between the two sides last for a long time.
leaders of two major wine enterprises study and judge the trend
As of the closing on December 10, Kweichow Moutai Co.Ltd(600519) has a market value of 2.6 trillion yuan and Wuliangye Yibin Co.Ltd(000858) has a market value of nearly trillion yuan. The leaders of the two enterprises spoke on the future development.
Ding Xiongjun put forward three points on the theme of “five party and the United States, and the United States and its leading role in promoting the sustainable development of Baijiu“. First, adhere to product quality, advocate green development and strict industry standards. Second, focus on promoting the competitive and cooperative development of the industry, respond to new policies and challenges, and do a good job in ecological and environmental protection. Third, we should further improve the mutual visit and exchange mechanism and optimize the mutual communication mechanism for macro policy research and public opinion response.
Li Shuguang said that the two sides should jointly strengthen the study and judgment of the macroeconomic situation, implement the “six stabilities” and “six guarantees”, and promote the high-quality development of the industry in seeking progress while maintaining stability; Jointly strengthen green and low-carbon development, further optimize the green energy structure, improve energy efficiency projects, strengthen intelligent energy management, create a “zero carbon wine enterprise”, and promote the industry to become a demonstration industry for the construction of ecological civilization; Jointly strengthen the construction of major cooperation mechanisms to promote the World Heritage Application and the implementation of China EU geographical indication certification; Jointly strengthen industry self-discipline, work together, play a constructive and supportive role in establishing and maintaining a sound market system, jointly strengthen the mission of state-owned enterprises, give play to the role of industry leaders, create an international and excellent social responsibility development enterprise, and promote the industry to constantly show new achievements in fulfilling its political, economic and social responsibilities, Maintain the sustainable and healthy development of enterprises and industries during the 14th Five Year Plan period.
investors push “price rise expectation”
Maotai Wuliangye Yibin Co.Ltd(000858) got together to discuss development. In the stock bar, investors focused more on the discussion of “price rise expectation”.
According to the Research Report of Zhongtai Securities Co.Ltd(600918) , the quota of Wuliangye Yibin Co.Ltd(000858) some dealers will be reduced based on the sales volume in 2021, and more unplanned quotas will be given according to the sales situation next year. Therefore, the actual dealer cost may be higher than 969 yuan, and the smooth degree of Wuliangye Yibin Co.Ltd(000858) wholesale price increase may exceed expectations.
Meanwhile, Zhongtai Securities Co.Ltd(600918) launched the special research report on Maotai price increase on December 11. The team said that the current market environment, competition pattern and management’s market-oriented reform determination of Maotai are different from the past, and the time is ripe to raise the price of Feitian Maotai, the main single product. By combing and reviewing the history of Maotai’s price increase, it can be clearly seen that Maotai’s previous price increases have a large range, and the guidance price is usually close to the actual market price. Therefore, considering the current rating level and channel profits, the price increase range may exceed expectations.
However, some market participants said that since this year, Maotai has repeatedly denied the rumors of price increase. At present, the control of terminal retail prices and social public opinion are the topics that Maotai needs to face.
Maotai brush screen! What happened to the three digit sharp drop in the original case price? “Mao five” suddenly clinked glasses to release price expectations?
(China Securities Journal)
