Another liquor company announced a price increase!
On December 24, Beijing Shunxin Agriculture Co.Ltd(000860) announced that the company plans to adjust the prices of some products. The specific scheme is as follows:
1, 42 degrees 500ml hundred years of Niulun mountain Baijiu (Fu Niu): up to 20 yuan / bottle
2, 42.6 degrees 500ml hundred years of Niulun mountain Baijiu (Xi Niu): up to 30 yuan / bottle
3, 42.9 degrees 500ml hundred years of Niulun mountain Baijiu (national cattle): up to 50 yuan / bottle.
It is announced that the price adjustment plan will be implemented from January 1, 2022.
liquor leaders have announced price increases
Recently, Luzhou Laojiao Co.Ltd(000568) officials announced a price increase. On December 15, Luzhou Laojiao Co.Ltd(000568) price adjustment notice showed that the planned quota supply price of 52 degree Guojiao 1573 classic packaging (500ml * 6) terminal channel was increased by 70 yuan / bottle, and the unplanned quota supply price was adjusted to 1080 yuan / bottle. The planned quota supply price of 38du Guojiao 1573 classic (500ml * 6) terminal channel is increased by 40 yuan / bottle, and the unplanned quota supply price is adjusted to 750 yuan / bottle.
Anhui Gujing Distillery Company Limited(000596) is also rising. On the evening of December 21, Bozhou Gujing Sales Co., Ltd. issued a notice of price increase. Among them, the transaction price of 42 group purchases of conventional packaging was adjusted to 1400 yuan / bottle, that of 52 group purchases was adjusted to 1600 yuan / bottle, that of the year of the tiger Zodiac version was adjusted to 1800 yuan / bottle, and that of the year of the ox Zodiac version was adjusted to 2000 yuan / bottle.
On December 23, the rice wine leader Zhejiang Guyuelongshan Shaoxing Wine Co.Ltd(600059) also announced a price increase. The company decided to adjust the prices of some products. Among them, the price increase range of qinghuazui series was 10% – 20%; Pure (alcohol) series, the price increase range is 4.65% – 12%.
institutions: high-end liquor Baijiu degree of certainty is higher
Qianhai securities of East Asia pointed out that Wuliangye Yibin Co.Ltd(000858) and Moutai’s price increase is expected to gradually fall into the ground, and the high end Baijiu has a higher degree of certainty.
Ping An Securities research reported that the outlook for the Spring Festival 2022, if monetary policy continues to be loose, Baijiu industry is expected to replicate the 2019 market. Historically, according to the Spring Festival data of the Baijiu plate in 2012-2021 years, the probability of positive gains from Baijiu plate after 60 days of the Spring Festival is 80%, while the probability of positive return for 60 days before the Spring Festival is only 50%.
Sealand Securities Co.Ltd(000750) said that since the beginning of this year, the food sector has been affected by five adverse factors: weak demand, Limited catering, channel change, rising costs and high inventory. The dark hour of the mass products sector has passed, and it is expected to usher in marginal improvement. Medium and long-term opportunities also depend on the judgment of demand recovery. It is recommended to continue to pay attention to the leading enterprises with optimized industry pattern, pricing power, marginal improvement of performance and reasonable valuation.
(First Finance)
