Big Consumption Industry Weekly: Moutai’s new e-commerce platform may be launched to speed up the construction of digital marketing_Oriental Fortune Network

This week’s topic: March 23, Beijing Business Daily reporter from ChinaKweichow MoutaiThe relevant person of the Distillery (Group) Co., Ltd. was informed that,Kweichow MoutaiThe official new e-commerce platform will be launched in the near future. The first batch of products to test the water include Moutai 1935, Chinese Zodiac Liquor for the Year of the Tiger, and rare Moutai.This new e-commerce platform was launched in 2014Kweichow MoutaiAfter the Group E-Commerce Co., Ltd. announced its dissolution, the company once again deployed an e-commerce platform. This time, Moutai plans to launch a new e-commerce platform again, demonstrating the company’s determination to resolutely control prices. In the future, dealers will sell some products in e-commerce channels, and implement the model of online pre-order purchase and offline pickup, effectively controlling the flow of goods through online channels and stabilizing product prices. At the same time, on the premise that Feitian Moutai’s official selling price has not been increased, selling through its own e-commerce platform is equivalent to a disguised price increase, and part of the dealer’s profits will flow into the joint-stock company. Recently, the price of Moutai has stabilized, the real consumer demand has increased, and the market environment has become healthier.In the future, the company will continue to accelerate the construction of digital marketing, increase the proportion of direct sales channels, and become a companyperformancenew growth pole.

Industry news: 1) The output of liquor/beer in the first two months of 2022 increased by 5.4% and 3.6% respectively. 2)Yu Garden Co., Ltd.2021 revenue will increase by 12.2% year-on-year. 3) Liquor price index rose by 0.03% in mid-March.

　　4)China Resources BeerIn 2021, the revenue will be 33.39 billion,net profitAn increase of 119%. 5)Pearl River BeerNet profit in 2021 will be 627 million yuan, a year-on-year increase of 7.11%. 6) In 2021, the retail sales of tobacco and alcohol in Guizhou will increase by 24.5%. 7)Haitian Flavor IndustryIn 2021, the revenue will exceed 25 billion yuan.

Changes in the secondary market: From March 21 to March 25, the secondary market agriculture +4.00%, commerce +1.73%, food and beverage -3.35%, ranking 2nd, 5th, and 25th among CITIC 30 industries.

Risk reminder: 1. The risk of macroeconomic weakness; 2. The risk of long-term domestic epidemic prevention and control; 3. The risk of major food safety incidents; 4. The risk of major agricultural epidemics.

(Article source: Ping Ansecurities）

Article source: Ping An Securities

Responsible editor: 43

Original title: Big Consumption Industry Weekly: Moutai’s new e-commerce platform may be launched to speed up digital marketing construction