The Baijiu industry has brought heavy profits.
In January 26th, the State Council issued the “opinions on supporting Guizhou’s new development in the new era of western development”, and proposed to play the advantage of Chishui and its main producing areas, and build an important Baijiu Baijiu production base.
On the same day, Kweichow Moutai Co.Ltd(600519) announced that it had decided to invest 4.11 billion yuan to implement the phase I construction project of Maotai flavored wine Xishui tongminba in the 14th five year plan, and the required funds would be raised by the company itself. The construction site of the project is located in Tongmin Town, Xishui County, Guizhou Province. After completion, it can form a series of liquor production capacity of about 12000 tons, koji production capacity of about 29400 tons and liquor storage capacity of about 36000 tons. The construction period is 24 months.
continuous favorable policies
The opinions put forward that Guizhou will promote the upgrading and upgrading of traditional industries, implement a new round of strategic action for prospecting breakthroughs, support Guizhou to increase the green exploration, development and utilization of phosphorus, aluminum, manganese, gold, fluorite, barite and other resources, accelerate the fine development of phosphorus chemical industry and high-end non-ferrous metallurgy, and build an important resource intensive processing base in China; Support the layout and construction of key spare parts, key materials, key equipment and other industrial backup bases. We should give full play to the advantages of Maotai Baijiu liquor origin and main producing areas in Chishui River Basin and build an important Baijiu production base in China. We will promote the development of the intensive processing industry of characteristic foods and traditional Chinese medicine, and support the inclusion of Guizhou Miao medicine and other national medicines that meet the requirements in the Pharmacopoeia of the people’s Republic of China.
Previously, the 14th five year plan for national economic and social development of Renhuai City and the outline of the long-term objectives for the year 2005 pointed out that during the 14th Five Year Plan period, Renhuai will spare no effort to support the technological transformation and capacity expansion of Maotai Group and its subsidiaries, promote the early realization of the goal of “two 100000 tons” and help it become the first world top 500 enterprise in Guizhou Province, By 2025, the operating revenue of Maotai Group will reach 200 billion yuan.
In January 10th, the Ministry of industry and Commerce issued the “guiding opinions on accelerating the construction of modern light industry system” (Draft), which aims at developing diversified, fashionable, personalized and low alcohol Baijiu products for young consumer groups and overseas consumer groups.
sauce and wine enterprises benefit
Cai Xuefei, general manager of liquor industry and general interest and consultation, told China Securities Daily reporter that the introduction of the opinion indicated that the state supported the construction of the main production area of Baijiu mainly from the policy level, affirming the construction of the main production area of Maotai Town Chishui River Basin, and to a certain extent, will promote the Chishui River Basin as the core. The development of the whole Chinese sauce and wine industry.
Cai Xuefei said that the opinions is a great benefit to sauce and wine enterprises in Sichuan Guizhou region. Relevant enterprises can speed up the standardization construction of their production areas with the support of national policies. After the introduction of the policy, there should be relevant supporting measures, which will significantly promote the brewing industry in the whole region.
Cai Xuefei said that the biggest beneficiary of national support for the construction of sauce and wine producing areas in Chishui River Basin is Maotai. Maotai also further consolidated the core position of sauce liquor category and highlighted its benchmarking role in regional economic ecology.
On January 26, Kweichow Moutai Co.Ltd(600519) shares rose 0.62% to close at 1955 yuan / share, with a market value of 2455.9 billion yuan.
sauce wine set off a tide of expansion
Under many favorable conditions, the “production expansion tide” of sauce and wine is also spreading. In addition to the recently announced Maotai flavor liquor project, Kweichow Moutai Co.Ltd(600519) recently launched the new Moutai Moutai Baijiu series “Moutai 1935”, the official guidance price of 1188 yuan, “to enter” 1000 yuan liquor market.
According to the production and operation in 2021 released by Kweichow Moutai Co.Ltd(600519) , in 2021 Kweichow Moutai Co.Ltd(600519) will produce about 56500 tons of Maotai base liquor and about 28200 tons of series base liquor; The total operating revenue is expected to be about 109 billion yuan, including about 93.2 billion yuan for Maotai liquor and about 12.6 billion yuan for series liquor, with a year-on-year increase of about 11.2%; The net profit attributable to the shareholders of the listed company is expected to be about 52 billion yuan, with a year-on-year increase of about 11.3%.
In order to meet the supporting measures related to wine products, Kweichow Moutai Co.Ltd(600519) announced on December 9, 2021 that it is planned to invest 7.833 billion yuan to implement the phase I project of packaging logistics park project, and the required funds will be raised by the company itself. The construction site of the project is located in Tanchang street, Renhuai City, and the construction period is 24 months.
Other sauce and wine enterprises are also expanding their production. According to the reporter’s incomplete statistics, Langjiu, Xijiu, Guotai liquor industry and Zhenjiu are promoting the expansion of production; Jinsha liquor also announced to expand its production by 30000 tons and strive to have a production capacity of 50000 tons and a storage capacity of 200000 tons of base liquor by the end of the 14th five year plan.
Rainbow Digital Commercial Co.Ltd(002419) whose main business is department stores, shopping centers, supermarkets and convenience stores also announced “dyeing sauce” – the company developed and launched Tianyou Maotai flavor liquor under its own brand, which has been listed recently and produced in the core production area of Maotai town.
