On April 26, Kweichow Moutai Co.Ltd(600519) disclosed the first quarter report of 2022. The first quarter report showed that the company’s operating revenue was 32.296 billion yuan, a year-on-year increase of 18.43%, and the net profit was 17.245 billion yuan, a year-on-year increase of 23.58%; The basic earnings per share is 13.73 yuan / share.
On April 27, the two cities experienced a sharp shock, Kweichow Moutai Co.Ltd(600519) bucked the trend and opened 2% higher, and then continued to rise strongly. At one time, it rose by more than 4% during the session, up 3.97% as of press time.
Since April, northbound capital has bucked the trend and increased its holdings of Maotai by more than 4.2 billion yuan. The heavy positions of funds in the first quarter also showed that the number of funds holding Kweichow Moutai Co.Ltd(600519) at the end of the first quarter was 1796.
Kweichow Moutai Co.Ltd(600519) first quarterly disclosure
On April 26, Kweichow Moutai Co.Ltd(600519) disclosed the report of the first quarter of 2022. In the first quarter, the company’s operating revenue was 32.296 billion yuan, an increase of 18.43% year-on-year, and the net profit was 17.245 billion yuan, an increase of 23.58% year-on-year; The basic earnings per share is 13.73 yuan / share.
Among them, the income of Maotai liquor is 28.86 billion yuan and that of series liquor is 3.428 billion yuan.
As for the top ten shareholders, the China Securities Baijiu index managed by houhao, the “wine king”, increased its shareholding by 15.14% and currently holds 6.72 million shares
At the same time, in order to make the majority of investors have a more comprehensive and in-depth understanding of the company’s production and operation, Kweichow Moutai Co.Ltd(600519) will hold the performance explanation meeting for 2021 and the first quarter of 2022 from 15:00 to 16:00 on Friday, April 29, 2022.
The performance presentation will be held through webcast. The company will conduct online communication with investors on the production and operation of 2021 and the first quarter of 2022, and answer the questions generally concerned by investors within the scope of information disclosure.
At that time, chairman Ding Xiongjun, director Li Jingren (acting as general manager) and other directors, supervisors and senior managers of the company will participate in the meeting.
At the end of March, Kweichow Moutai Co.Ltd(600519) launched its own e-commerce platform “I Maotai” and actively expanded online channels. As of April 25, the total number of registered users of “I Maotai” exceeded 10 million, and more than 131 million people participated in subscription.
Sinolink Securities Co.Ltd(600109) pointed out that the e-commerce platform of TOC mode is another attempt of the company’s market-oriented reform, which is conducive to the balanced delivery of the supply side and the price control of the terminal market, and complements the offline channels. In the long run, the company’s brand strength + product strength is prominent, and the gap between supply and demand can be seen from the current purchase application. In combination with the increase of Maotai base liquor production capacity in 2018 (with an increase of 16%), the overall logic of simultaneous increase in volume and price is strong.
northward capital against the trend Kweichow Moutai Co.Ltd(600519)
On April 27, the two cities experienced a sharp shock, Kweichow Moutai Co.Ltd(600519) bucked the trend and opened 2% higher, and then continued to rise strongly. At one time, it rose by more than 4% during the session, up 3.97% as of press time.
According to the data of China stock market news choice, according to the estimation of the average transaction price and the number of holdings increased since April, the northbound funds have bucked the trend and attracted some constituent stocks of Ning portfolio and Mao index, holding a total of 25 stocks, with a total amount of more than 19.7 billion yuan.
Specifically, northbound capital loves Kweichow Moutai Co.Ltd(600519) , and has increased its holdings by more than 4.2 billion yuan against the trend since April; Ranked second is Contemporary Amperex Technology Co.Limited(300750) , which increased its holdings by more than 4 billion yuan against the trend.
In addition, the heavy positions of funds in the first quarter also showed that the number of funds holding Kweichow Moutai Co.Ltd(600519) at the end of the first quarter was 1796, ranking second. The total amount of Kweichow Moutai Co.Ltd(600519) shares held by public funds is 937852 million shares, with a total market value of 162.9 billion yuan.
It is worth noting that some star fund managers have made certain adjustments to their product positions. Zhang Kun slightly reduced his holdings of Kweichow Moutai Co.Ltd(600519) , Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) , but increased his positions of Wuliangye Yibin Co.Ltd(000858) and Luzhou Laojiao Co.Ltd(000568) . In addition, Liu Yanchun, the “first brother of consumption”, Hu Xinwei of huitianfu and Xiao Nan of Yi Fangda also reduced their holdings of Kweichow Moutai Co.Ltd(600519) .
However, from the perspective of the heavy position stocks of public funds, among the stocks with the top position market value, Kweichow Moutai Co.Ltd(600519) ( Kweichow Moutai Co.Ltd(600519) ), Contemporary Amperex Technology Co.Limited(300750) ( Contemporary Amperex Technology Co.Limited(300750) ), Wuxi Apptec Co.Ltd(603259) ( Wuxi Apptec Co.Ltd(603259) ), Longi Green Energy Technology Co.Ltd(601012) ( Longi Green Energy Technology Co.Ltd(601012) ), China Merchants Bank Co.Ltd(600036) ( China Merchants Bank Co.Ltd(600036) ) position market value ranks the top five, and the number of fund positions is increased compared with the end of the previous quarter, and the proportion in circulating stocks is also showing a positive growth.
At the end of the first quarter of this year, Kweichow Moutai Co.Ltd(600519) fund held a total of 93.79 million shares, an increase of 5.74 million shares compared with the end of the previous quarter. Funds such as Yinhua Xinjia and Yinhua Xinyi managed by star fund manager Li Xiaoxing and yifangda competitive advantage enterprise managed by Feng Bo increased their holdings of Maotai in the first quarter of this year.
