Maotai also wants to enter the “meta universe”?
On January 5, the 2021 National Association of Maotai flavor liquor dealers was held in Guiyang. At the meeting, Li Jingren, deputy secretary of the Party committee and general manager of Maotai Group and acting general manager of Maotai Liquor Co., Ltd., said that it was necessary to build a drunken “yuanuniverse” belonging to Maotai flavor series. On January 5, the 2021 National Association of Maotai flavor liquor dealers was held in Guiyang. Kweichow Moutai Co.Ltd(600519) WeChat official account
Li Jingren said that with a view to the future, the majority of dealers and all marketing personnel should follow the “five line development path”, always maintain the “white line” mentality, be vigilant in times of peace, forge ahead and break a wider world. Adhere to the “purple line” guidance, pay close attention to the two major projects of “culture” and “brand”, fulfill the two responsibilities of “public welfare” and “service”, concentrate on embracing the new era, strive to make the “product of time precipitation” and “miracle of brewing technology” to the extreme, build a drunken “yuanuniverse” belonging to sauce flavor series wine , and interpret “MT” with more excellent results Create a new future.
In addition, Ding Xiongjun, Secretary of the Party committee and chairman of Maotai Group and chairman of Maotai Liquor Co., Ltd., also proposed at the meeting that in the next step, we should actively adapt to consumer demand, dig deep into “culture” and continuously improve the strength and height of the brand.
Ding Xiongjun said that Maotai Maotai Maotai flavor liquor series should deeply cultivate and improve “four energy levels”. Among them, we should deeply cultivate products, improve brand energy level, actively adapt to consumer demand, constantly optimize product structure system, strive to build a brand product structure with “product price matching, clear level and reasonable gradient”, and do a good job in “public welfare”, increase “publicity” and dig deep into “culture”, Continue to improve the brand strength and height, and strive to build Maotai Maotai Maotai series liquor into the “moat” of Maotai brand.
In addition, Ding Xiongjun proposed to deeply cultivate culture, improve cultural energy level, strengthen the construction of characteristic culture, comprehensively improve cultural identity, fully tap cultural connotation, refine and form the characteristic culture of Maotai Maotai flavor liquor, and drive the development efficiency with cultural potential energy.
On January 6, Citic Securities Company Limited(600030) research report believed that the operation of Kweichow Moutai Co.Ltd(600519) (600519) in 2021 was in line with expectations, and it was expected to continue the trend of simultaneous increase in volume and price in 2022, so it was firmly optimistic about its long-term investment value.
Citic Securities Company Limited(600030) said that the operation of Kweichow Moutai Co.Ltd(600519) 2021 was in line with expectations. According to the announcement, the total revenue of Kweichow Moutai Co.Ltd(600519) 2021 will reach 109 billion yuan, a year-on-year increase of 11.2%. The net profit attributable to the parent company was 52 billion yuan, with a year-on-year increase of 11.3%, corresponding to the same year-on-year net profit attributable to the parent company in 2021. In 2021, the production of Maotai base liquor was over completed, and there was a slight gap in the series of liquor.
At the same time, Citic Securities Company Limited(600030) pointed out that the price increase of Maotai is still expected.
Citic Securities Company Limited(600030) said that although Maotai recently issued some payment notices for the Spring Festival, the payment of some channels was completed in the first quarter, the guidance price of new treasures and old Maotai 15 terminals was increased, and the market expectation of pumao price increase was weakened. However, in the short term, the pricing of new treasures is higher than market expectations and higher than old Maotai 15, opening up the space for price increase of the latter. The ex factory price of Maotai 15 terminal is expected to increase following the increase in the guiding price of Maotai 15 terminal in the old year.
“In addition, the price increase of non-standard and series wines in 2021 has been going on continuously, reflecting the potential of price breakthrough under Kweichow Moutai Co.Ltd(600519) strong pricing power. The price increase of other products is not contradictory to that of Pfizer, but mutually supportive and parallel. Therefore, although the time point of Pfizer’s price increase is unknown, the direction is still relatively clear.” Citic Securities Company Limited(600030) further points out.
In terms of investment, Citic Securities Company Limited(600030) said that the long track and thick snow on Baijiu Road, Moutai brand moat is remarkable, the business mode determines the sales volume is predictable, the brand value decides the space of price increase is clear, the channel reform contains huge dividends, and firmly believes in its long-term investment value.
Citic Securities Company Limited(600030) it is expected that Kweichow Moutai Co.Ltd(600519) 2022 is expected to continue the trend of simultaneous increase in volume and price. However, according to the disclosure, it slightly lowered its forecast of net profit growth in 2021 to 11.4%, compared with the original forecast of 13%.
According to the judgment of Citic Securities Company Limited(600030) , Kweichow Moutai Co.Ltd(600519) EPS (earnings per share) from 2021 to 2023 is predicted to be 41.42 yuan, 45.95 yuan and 50.87 yuan.
As of the morning closing of January 6, Kweichow Moutai Co.Ltd(600519) closed at 1969.95 yuan / share, down 2000 yuan, down 2.67%.
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Citic Securities Company Limited(600030) : slightly reduce the growth forecast of Kweichow Moutai Co.Ltd(600519) net profit in 2021 to 11.4%
(surging News)
