Recently, a number of liquor companies have released operating data from January to February, all of which have achieved a “good start”. The data shows that a number of liquor companies have recently released operating data from January to February. Among them, Kweichow Moutai’s net profit increased by about 20% year-on-year, Shanxi Fenjiu increased by more than 50%, and Jinshiyuan increased by about 26%.
On the evening of March 15th after the market closed, Shede Wine Industry released a pre-increase announcement for the first quarter of 2022, showing that Shede Wine Industry Co., Ltd. is expected to achieve a net profit attributable to shareholders of listed companies in the first quarter of 2022. 100 million yuan, an increase of 158 million yuan to 258 million yuan compared with the same period of the previous year, a year-on-year increase of 52% to 85%. It is expected that the company’s operating income in the first quarter of 2022 will increase by about 80% compared with the same period of the previous year, and the operating performance will increase significantly compared with the same period of the previous year.
Relevant industry insiders said that the excellent performance of liquor sales during the Spring Festival peak season boosted market confidence, and it is expected that the performance of the liquor industry in the first quarter will achieve high growth. It is worth noting that although the situation of the liquor industry is good, the industry competition pattern is being reshaped with the intensification of industry differentiation.
The development of the liquor industry is accelerating towards a good brand liquor industry
Looking at the current brand wine market, the leading wine industry has a solid position, and the tens of billions of revenue range will become the most competitive range in the industry. It is also catching up, squeezing into the second and third party in the industry.
Relevant industry insiders pointed out that with the acquisition of Fosun, the fundamentals of the Shede wine industry have been better “blessed”. After the fundamentals have been well consolidated, the company’s development strategy has become more and more clear, and the planning and implementation of the old wine strategy , The overall effect of landing and realization is relatively obvious, which is the internal dividend of the company; externally, with the recovery of the market and the acceptance and gradual deepening of the concept of old wine by consumers, the overall market performance of the willing wine industry is also remarkable.
In addition to the performance of the first quarter, the data shows that as of March 10, 11 of the 19 listed liquor companies in the A-share market have released their 2021 performance forecasts. Among them, 8 have achieved positive growth, 2 have made a first loss, and 1 have a pre-decrease. . Among them, the net profit of Shede Wine after deducting non-fees was the largest increase of 121%, becoming the wine company with the largest performance increase among the 11 companies.
Although the development of the industry is related to the trend of the overall environment, there are certain uncertainties, but the fundamentals of the Shede wine industry are generally sound, and therefore have been recognized by many securities companies. According to statistics, in 2021, a total of 45 securities companies, including Cinda Securities, Zheshang Securities, Huaxin Securities, and Orient Securities, gave Shede Wine a “buy” (37) or a “buy” in their respective research reports. Overweight” (8) ratings all expressed their recognition of the strategy of Shede Laojiu.
The strategy of Shede Laojiu accelerates the national market layout
Throughout the history of the development of wine companies, only by grasping the main theme of the development of the liquor industry can companies dance with the industry cycle. The old wine road of the willing wine industry just confirms this point of view.
Looking at the Chinese liquor market, the trend of consumption upgrading is obvious. Consumers have become more mature and rational after experiencing “drinking without alcohol” to “drinking with alcohol”, and they also prefer “good wine”. Good wine is a sign of consumption upgrade in the liquor market. “Friends are good for old people, wine is fragrance for old people”. The so-called old wine is old wine. The outlet of China’s liquor industry is logically opened to Shede liquor industry.
Especially in recent years, in the process of rapid performance growth, the strategic core of Shede wine industry has gradually become clear, especially the “long-termism of insisting on doing the right things, doing the difficult things, and doing things that need time testing”, which is more deeply rooted in the hearts of the people. At the same time, the four dimensions of Laojiu’s strategy, extreme productism, altruistic customer thinking, in-depth consumer experience, and co-entrepreneurship with all employees to achieve common prosperity have also withstood the test of the market and time, and released more Brand Value.
With the accelerated promotion of the old wine strategy across the country, the brand value of “willing wine, every bottle is old wine” has gradually become popular among the people, and has gathered popularity in the terminal market. Standing in the tuyere of the old wine market, the market performance of the willing wine industry in the new year is worth looking forward to.Return to Sohu, see more
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