Statistics show that the probability of a good start after New Year’s Day for A shares is as high as 70%!
January 3,On the eve of the opening, the two major regulators in the A-share market, Ning Track and Mao Track, also welcomed heavy excitement.First came the news of Moutai’s price increase. According to media reports, starting from January 1, 2022, theKweichow MoutaiThe price of two products of Liquor 15 increased. The retail guide price of Maotai New Treasures has been raised by 100 yuan, from 4499 to 4599 yuan; and Maotai Aged Wine 15 has been raised from 4999 to 5999 yuan. The intensity is not insignificant. And just after this news came out, there was a big change in the Moutai terminal market. In 15 years, the original box of Moutai year soared by 280 yuan a day, reaching 7,200 yuan.
In terms of new energy vehicles, there are surprisingly good news. Data Display,TeslaIn the fourth quarter of 2021, 308,600 electric vehicles were delivered, breaking the previous single-quarter record.BYDOn the other hand, in 2021, sales of new energy passenger vehicles will be 593745, a year-on-year increase of 231.6%.Rongbai Technology2021PerformanceIt has skyrocketed by more than 400%.
As we all know, the Ning Circuit and Mao Circuit have a huge weight in the A-share index. If these two major circuits can stabilize, the market will be basically intact.
Moutai prices skyrocketed in a single day
This New Year’s Day, Maotai sent a blockbuster price increase information.
According to media reports, starting from January 1, 2022, the new and rare MoutaiKweichow MoutaiThe price of two products of Liquor 15 increased. The retail guide price of Maotai New Treasures has been raised by 100 yuan, from 4499 to 4599 yuan; and Maotai Aged Wine 15 has been raised from 4999 to 5999 yuan. But this news does not seem to have been officially endorsed yet.
In addition, there is a heavy message. Moutai commemorative wine for the Year of the Tiger is coming soon! On January 5th, the Humao conference will be held as scheduled! Compared with last year’s “dystocia cow”, which came out in April, this year’s Hu Mao came out quite smoothly. According to the “Fuji Sauce Forecast”, the birth of Hu Mao, coupled with the demand at the end of the year, is expected to continue to rise in prices, and the overall price of the zodiac may also rise in the future.
In the evening of December 31, 2021,Kweichow MoutaiAnnounced the 2021 production and operation status.The company expects to achieve a total operating income of about 109 billion yuan, an increase of about 11.2% year-on-year, of which MoutaiOperating incomeAbout 93.2 billion yuan, with a series of wine operating income of about 12.6 billion yuan; it is expected to return to the motherNet profitAbout 52 billion yuan, an increase of about 11.3% year-on-year. Logically speaking, this performance is slightly better than expected. However, relative to the market value of 2.6 trillion yuan, it is still somewhat overestimated. After all, a price-earnings ratio of more than 50 times corresponds to a growth rate of only about 10 points. However, due to the existence of price hike expectations, the market has a relatively high tolerance for Moutai’s high valuation.
manyBrokerageI still believe that Moutai is worth owning.China SecuritiesSaid that the demand for Kweichow Moutai is still strong, and the company’s channel control and ability to interact with consumers are also rapidly improving. In addition, the company’s potential price increase ability always exists, and there is still considerable room for price increase in the future. However, how the subsequent consumption tax will affect the valuation, and whether the recent announcement of the luxury tax will affect the valuation is still unknown.
Ning track also exploded
In fact, it is not only that Ning’s track is more positive, but the prosperity is also higher. January 3,TeslaandBYDThere was heavy news.
Sunday, local time in the United States,TeslaAnnounce its annual sales. Data shows that Tesla delivered 308,600 electric vehicles in the fourth quarter of 2021, breaking the previous single-quarter record. In 2021, Tesla delivered a total of 936,172 vehicles, an increase of 87% compared to 499,647 vehicles in 2020. This figure exceeds all previous ones.AnalystExpected. Tesla also rose by more than 5% before the market.
January 3,BYDAccording to the release of automobile sales data, in 2021, the total sales of passenger vehicles in the whole series was 7,300,93, a year-on-year increase of 75.4%, of which sales of new energy passenger vehicles were 593745, a year-on-year increase of 231.6%. BYD’s new energy vehicle sales accounted for more than 81%. Among the new energy passenger vehicles, the sales of EV pure electric models were 320,810 and the sales of DM hybrid models were 272,935.
In addition, fromRongbai TechnologyJudging from the published performance, the industry’s prosperity is still quite amazing. The company predicts that in 2021 it will achieve a net profit of 890-920 million yuan attributable to the parent, a year-on-year increase of 318-332%, deducting non-net profit of 0.8-830 million yuan, a year-on-year increase of 400-418%. Among them, Q4 achieved net profit of 340-370 million yuan attributable to the parent, a year-on-year increase of 243-273%, deducting non-net profit of 330-360 million yuan, a year-on-year increase of 369-412%.
according toGuojin SecuritiesAnalysis shows that the new energy vehicle market in 2021 has gradually shifted from policy-driven to demand-driven. Looking back at the end of 2020, in the face of effective control of the epidemic, new energy vehicles declined by 40% in the following year, and sales in November/December of 2020 surged 30%/18% month-on-month, resulting in sales and penetration rates in January/February 21 There is a certain fluctuation. However, the penetration rate quickly climbed to 10% in March, surpassing the 9% penetration rate in December 2020. Later, due to the emergence of excellent hot models and the increase in volume, the penetration rate continued to rise, reaching 20.8% in November. It is estimated that the new energy vehicle market in 2022 is expected to reproduce the growth trend of 2021.
(Source: Brokerage China)
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