Four manager changes in three years（ Yuan Renguo - Li Baofang - Gao Weidong - Ding Xiongjun ）, now New era again The opening ceremony, no matter what kind of possibility, will be a new Moutai story ！
On Monday, Wuliangye and Luzhou Laojiao closed at the upper limit, and Moutai closed at the upper limit 9.5%, and the whole liquor sector rose by more than 8%. Wuliangye and Moutai are relatively rare. The last trading limit of Moutai was still April 2015.
Message side, Ding Xiongjun Take over Gao Weidong and become the new chairman of Maotai. Personally, I think the influence of news on Moutai's performance yesterday is limited, after all, it was early It was announced on August 30 Ding Xiongjun take Served as Chairman of Moutai Group ， And nominated him as the director and chairman of the board of directors of Guizhou Moutai Liquor Co., Ltd 。
Skinhead believes that there are three main factors for the super expected performance of the market: First, the new chairman's speech at the Extraordinary General Meeting of Shareholders expressed his determination to solve the channel price increase and gave the market the expectation of price increase. Second, Luzhou Laojiao's Equity incentive exceeded expectations, driving other liquor stocks with incentive expectations Also follow the rise.
Third, there is enough time and space for the adjustment of the liquor sector, and there is a rebound demand in technology, which is superimposed on the pre festival risk aversion. This is in At the beginning of September, skinhead was optimistic about the opportunity of short term reaction in the liquor sector, just when the news came yesterday. However, in terms of sustainability or medium-term trend, it is still not optimistic. It can only be seen as a rebound, and the valuation is not cheap.
As for the price increase of Moutai, it involves the interests of the government, enterprises, shareholders, dealers and consumers, and cannot be decided at once. Moreover, as a leading liquor enterprise, the price of Moutai is the benchmark of the industry. Once the price of Moutai rises, a lot of liquor will rise. Moutai stands firm 1499 yuan is to hold the price line of the whole liquor market!
Besides, if Feitian raises the price, will it balance the price difference and reduce the stir frying? I don't think so. Maybe it will push the price higher and make consumers complain. Former Gao Weidong is taking over the baton After Li Baofang, he tried to control the price with the market economy, but ended up in failure "Retirement" ~
If there is no price increase, the price shall be calculated according to Moutai Group According to the development plan of "triple doubling" during 145, Maotai Group will move towards the scale of 200 billion yuan, and the main force will be Feitian Maotai. According to the current capacity and market price positioning, it is difficult to achieve this goal.
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1、 Yesterday, except for liquor and aquaculture (after all, we can't just drink wine and vegetables in an untimely manner), most of the market was adjusted, especially for the varieties that have increased greatly recently, they are basically on the limit down board.
This adjustment is expected. In last Thursday's article, we reminded the high end sector to pay attention to risks. It is the main theme to keep the bag safe. At the same time, it is suggested to reduce the position and reserve cash for emergencies.
The rhythm of the market has not changed. After the National Day, the market will focus on lithium batteries, cycles, science and technology and other products that are expected to report well in the third quarter. Therefore, those with large adjustments can still seize the opportunity of low absorption.
2. The data released by Shanghai Steel Federation on September 27 showed that the price of some lithium battery materials continued to rise, and lithium iron phosphate rose 6000 yuan/ton; Lithium carbonate increased by 3500-7000 yuan/ton; Electrolyte increased by 2000 yuan to 3000 yuan/ton.
3. The State Administration of Market Supervision imposed an administrative penalty on the case of improper price behavior of Jute Electronics, and fined 500000 yuan. The party concerned purchased NXP automobile chips on May 26, 2021 at a purchase price of 9.53 yuan per chip; On June 9, 2021, it will be sold at a price of 442.48 yuan per tablet, with a quantity of 2700 tablets, and a price difference of 1.169 million yuan. It's worth 10 yuan to buy and 440 yuan to sell. It's really a huge profit
4. The second bond meeting of HNA Holdings announced the restructuring plan: the big group of war investors injected 38 billion yuan, of which HNA Holdings will obtain about 25 billion cash flow supplement. After the completion of restructuring, the total assets of HNA Holding after debt settlement were 170 billion yuan, the total liabilities were 138 billion yuan, and the debt ratio was 81%, almost equal to the three major airlines (Air China, China Eastern Airlines, China Southern Airlines), and the interest bearing liabilities dropped to 60 billion yuan. State owned enterprises are good!
