In January 13th, Baijiu shares continued to weaken. The leading brother Kweichow Moutai Co.Ltd(600519) (600519.SH) dropped more than 5%, closing at 1877.39 yuan / share, still down 4.56%, and the single day turnover was over 10 billion yuan.
Red Star capital Bureau noted that as of the afternoon closing, Shede Spirits Co.Ltd(600702) (600702. SH) fell 6.26%, Jiugui Liquor Co.Ltd(000799) (000799. SZ) fell 5.39%, Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) (603369. SH) fell 4.98%, Anhui Yingjia Distillery Co.Ltd(603198) (603198. SH) fell 4.69%. Baijiu shares, wine group, yellow wine shares and wine stocks were also scared. P align= “center” > Baijiu shares continue to weaken
Many investors make complaints about the Internet social networking platform: yesterday just a little bit higher, and today they all fell back and fell more!
Since the beginning of the new year, the performance of A-Shares has been depressed. Investors are full of hope again and again, but they are soon disappointed. Some of the hot plates in the early stage were sharply callback, with Baijiu liquor shares known for their performance.
Red Star Baijiu Baijiu index found that since mid December 2021, the liquor index has opened the way of decline, and the Baijiu index has fallen by more than 15%. Many Baijiu stocks have been retractable at more than 20%, and no drop has been seen.
On the news side, the Ministry of industry and information technology recently announced the guiding opinions on accelerating the construction of modern light industry system (Draft), which proposes diversified, fashionable, personalized and low alcohol Baijiu products aimed at young consumer groups and foreign consumer groups. The market thinks that the Baijiu Baijiu Speedway is expected to enter the fast lane, but it has limited influence on the mainstream liquor market in the short term.
Recently, a number of Baijiu enterprises have issued price adjustment notices, raising prices for their main products. Maotai, as the industry leader, has stood still and only raised its non-standard products Maotai treasures and Maotai in the past 15 years.
In addition, since the end of 2021, the Maotai flavor wine market has cooled down to a certain extent, and even the topic of “cold Maotai liquor” has been mentioned many times.
At the 2022 national dealer conference of Jinsha liquor industry on January 11, Zhang Daohong, chairman of the company, said that the overheating of Maotai liquor in the early stage had led to a large number of Maotai liquor brands in the market, which not only increased the channel inventory, but also troubled the choice of consumers. He believes that the era of “lying down can make money” in Maotai flavor wine market has passed.
With the approaching of the new year, recently, listed companies of wine enterprises have successively issued performance forecasts for 2021, and the annual performance is generally popular, and even can achieve double-digit high growth.
However, some wine traders are hard to say, but the Baijiu merchants told Red Star capital bureau that they had more influence since the new year, and the overall sales situation was worse than that of the same period last year. Considering that many places have proposed to “celebrate the new year on the spot” this year, etiquette gifts and party consumption are affected, which is also expected to have an impact on liquor sales.
