Consumption reference 丨 Gujing Gongjiu, rising day by day

Reporter He Hongyuan and Chen Sha reports from the 21st Century Business Herald reporters

Gujing Gongjiu came out of his own trajectory.

On August 2nd, the white wine concept (885525) fell 3.96%to close at 7855.874 points. However, Gujing Gongjiu showed a single -handed, increased by 6.53%to close 250 yuan. In the first two days of August, the cumulative increase in Gujing Gongjiu has reached about 17%.

Rating may come from relatively solid performance. The first half of the annual performance expressions released on July 30 showed that in the current period, Gujing Gongjiu achieved revenue of 9.02 billion yuan, an increase of 28.46%year -on -year; net profit was 1.919 billion yuan, a year -on -year increase of 39.17%.

In terms of single quarter, in the second quarter, Gujing Gongjiu achieved revenue of 3.73 billion yuan, an increase of 29.6%year -on -year; net profit attributable to mothers was 820 million yuan, an increase of 45.3%year -on -year.

This far exceeds the previous market expectations.

On July 25, Haitong International issued an air -research report that there is currently a triple challenge in Gujing Gongjiu: the growth rate of the core market has slowed down, and the expansion of the province needs to be tested; ; Poor hair sales and net interest rates fall, and the cost of expenses is difficult to exceed expectations. Haitong Securities believes that the valuation of Gujing Gongjiu is high, and the target price is reduced to 190 yuan. Or under this influence, from July 26-29, the stock price of Gujing Gongjiu fell nearly 9%.

On the other hand, Gujing Gongjiu does have a high sales cost.

According to the financial report, from 2018 to 2021, the sales expenses of Gujing Gongjiu were 2.682 billion yuan, 3.185 billion yuan, 3.121 billion yuan, and 4.08 billion yuan. %, 30.32%, 30.20%. In the first quarter of 2022, the sales cost of Gujing Gongjiu reached 30.2%, while the sales expense rates of Shanxi Fenjiu, willing wine industry, and alcoholic wine, which were also high -end wine companies, were 11.15%, 18.45%, and 21.81%, respectively.

The company's long -term dependence on the base camp is also indisputable.

According to the financial report, from 2018 to 2020, the Central Gongjiu Huahua region contributed 90.57%, 89.53%, and 87.60%of revenue, respectively. The revenue in the two regions of North China and South China added up to 9.26%, 10.35%, and 12.37%, respectively; the international proportion was not more than 1%. In 2021, the revenue of the Central Gongjiu Huahua region was 11.311 billion yuan, accounting for 85%of the total revenue. Although it decreased slightly, it still accounted for more than 80%of the total revenue.

In the long run, Gujing Gongjiu still needs to prove himself.

On August 2nd, the Shanghai Stock Exchange 80 Index closed at 6126.39 points, a decrease of 1.93%.

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