Head Baijiu and handsome 100 billion race track

With the replacement of Zhang Liang, chairman of the Luzhou Laojiao Co.Ltd(000568) Party committee and Liu Miao, as the Secretary and chairman of the Luzhou Laojiao Co.Ltd(000568) group, 8 months, Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) , the Yanghe River, Luzhou Laojiao Co.Ltd(000568) and Fen Liquor five Baijiu head enterprises are ushering in the new head. However, there is no scene where new people laugh and old people cry in wine enterprises, because the new generation of wine enterprise leaders will face a more complex economic situation and market environment than the previous generation.

According to the analysis of the industry, with the new masters coming in succession, the development of Baijiu industry has entered the stage of quality development. During the “13th Five-Year” period, Baijiu head enterprises led the industry to create industry myths. Nowadays, during the “14th Five-Year” period, Baijiu Racecourse has been upgraded from billion to 100 billion. How to find new breakthrough points for enterprises is the primary problem faced by these new families.

successively complete the change of command

The reporter of Beijing Business Daily found that in March this year, Liu Miao took over the post of party secretary and chairman of Luzhou Laojiao Co.Ltd(000568) group, and continued to serve concurrently as party secretary and chairman of Luzhou Laojiao Co.Ltd(000568) group. In February, Zeng Congqin served as party secretary and chairman of Wuliangye Yibin Co.Ltd(000858) group company. In January, Yang Weiguo, the former president of Suqian daily, assumed the new post of chairman of Yanghe Group. In December 2021, yuan Qingmao assumed the post of chairman of the new Fenjiu Group. In August 2021, Ding Jun became the leader of Maotai. In just 8 months, the top five Chinese Baijiu have completed the exchange of handsome jobs, and announced that the new generation of leading group is officially moving towards the stage.

Xiao Zhuqing, a Chinese consumer goods marketing expert, said that most of the leaders of wine enterprises had experienced the transition period from planned economy to market economy, breaking the rigid channel model of sugar and wine companies and making indelible contributions to the development of wine enterprises. New family members are basically young and experienced in terms of age. In the current environment, the new leaders of wine enterprises will bear more responsibilities.

According to relevant media reports, this year, Luzhou Laojiao Co.Ltd(000568) will enter a new stage of development of all-round attack and accelerated breakthrough. Earlier, Liu Miao said publicly that Luzhou Laojiao Co.Ltd(000568) plans to return to the top three in 2025. From 2026 to 2030, Luzhou Laojiao Co.Ltd(000568) plans to achieve a comprehensive revival, with the brand highly leading the industry and the enterprise strength ranking in the forefront of the global liquor industry.

It is reported that Yang Weiguo, the new chairman of Yanghe Group, once served as party secretary and President of Suqian daily, Deputy Secretary General of Suqian Municipal Party committee and deputy director of the reform office, member of the Standing Committee of Siyang County Party committee and Minister of publicity. In response, insiders said that with the rapid development of Baijiu market, Baijiu leading enterprises have grown into local pillar enterprises, and local governments have been able to strengthen industrial control. At present, the operation risk of China’s liquor industry is high, and local governments are at the helm, which is also relatively conducive to the development of enterprises themselves.

new leadership and new strategy

As the saying goes, a new official has three fires Kweichow Moutai Co.Ltd(600519) new Marshal Ding Xiongjun’s first fire was to “open the gate and increase the quantity”, the second fire was to cancel the “housing and wine purchase” activity, and the third fire was to completely cancel the “unpacking order”. In addition, on the eve of the Spring Festival this year, the rare Maotai, Maotai 1935 and Maotai Chinese Zodiac wine tiger Mao were listed one after another. From terminal price to strategic new products, under the leadership of Ding Xiongjun, the information of Kweichow Moutai Co.Ltd(600519) marketing reform is gradually clear.

In this regard, senior industry analysts believe that Kweichow Moutai Co.Ltd(600519) new Commander Ding Xiongjun has certain experience in comprehensive management and management, as well as very rich experience and qualifications in economic management Kweichow Moutai Co.Ltd(600519) needs a spirit of development and steer in the Baijiu industry.

Compared with the previous chairmen, yuan Qingmao, the new chairman of Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) is younger. Yuan Qingmao said that the next three years will be a major strategic development period of Fenjiu. By the end of 14th Five-Year, Fen Liquor should enter the first camp of Baijiu industry and achieve three points. In terms of product quality, we should not only improve the capacity and energy storage scale, but also pay attention to the improvement of quality.

Insiders told the Beijing daily news reporter that from the perspective of industry development, the leaders of Baijiu enterprises completed the stage of opening up, becoming bigger and stronger, and the mission of boosting the development of industries and enterprises has been completed. The liquor industry’s head pattern has been set. The old team will be out of the stage one after another, and the new leadership will announce the new era of Baijiu.

find the second curve

Baijiu Baijiu in recent years, steady development, so that many investors long-term optimistic about the liquor sector. Baijiu enterprises have been developing rapidly under the support of capital, and enterprises have gradually entered the stock development stage. How to further develop in the future and find the second curve of enterprise development is a problem that all enterprises must think deeply.

Cai Xuefei, an analyst at Baijiu Baijiu, said that with the continuous reduction of the number of enterprises and the decline in capacity, the liquor industry has entered the era of stock competition. In recent years, the rise of different flavor types such as Maotai flavor and light flavor and the entry of foreign capital have intensified the competition in the wine industry. For head of Baijiu enterprise, it is a long way to go to make bigger industries and categories.

Zeng Congqin, Secretary of the Party committee and chairman of Wuliangye Yibin Co.Ltd(000858) group, said that from the macro environment, the fundamentals of China’s economic stability and long-term improvement have not changed. From the perspective of industry development, structural growth is still the main theme of the industry development, and the growth logic and fundamentals of the Baijiu industry have strong support. In 2022, the group company will continue to maintain a steady growth of more than double digits, and the joint-stock company will continue to maintain a growth rate higher than that of the group. Judging from the current situation, Wuliangye Yibin Co.Ltd(000858) is in an important window period and a period of strategic opportunity for a new round of high-quality development.

The Chinese Baijiu head enterprises competition represented by the five Baijiu leading enterprises has opened a new stage with the successive changes of Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) , the Yanghe River, Fenjiu and Luzhou Laojiao Co.Ltd(000568) . In the new era, leaders also need to constantly improve product quality, consolidate market position, improve brand strength, and lead enterprises to upgrade from 10 billion track to 100 billion track.

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