In the first half of the year, the net profit of nearly 30 billion yuan in Moutai, Guizhou, continued to be "optimistic"

Author:Securities daily Time:2022.08.03

Reporter Wang He, a trainee reporter Feng Yuyao

On the evening of August 2nd, Moutai, Guizhou, was released in the semi -annual 2022. Data show that in the first half of 2022, the company realized operating income of 57.617 billion yuan, an increase of 17.38%year -on -year; net profit was 29.794 billion yuan, an increase of 20.85%year -on -year.

Regarding this "transcript", Guizhou Moutai stated in the announcement that revenue growth is mainly the growth of wine products and optimization of sales channels. Data show that in the first half of this year, Maotai wine realized revenue of 49.965 billion yuan, and the series of wine achieved revenue of 7.598 billion yuan. In terms of sales channels, direct sales channels achieved revenue of 20.949 billion yuan, and the revenue of wholesale agency channels achieved 36.614 billion yuan.

At the 2021 annual shareholders' meeting held in Guizhou, the chairman of Moutai Moutai, which was held recently, Ding Xiongjun, chairman of Guizhou Moutai, proposed that one of the operating goals in 2022 was to achieve the target of 125.9 billion yuan in revenue, with a growth rate of 15%, an increase of 4.5 from last year's growth rate of 4.5 A percentage point, an increase of 16.4 billion yuan. Many people in the industry believe that Guizhou Moutai's semi -annual performance in 2022 meets expectations and laid a solid foundation for achieving the annual operating goals.

"Moutai's performance has maintained a high growth, on the one hand, Moutai has greatly increased the market distribution facing the market for new retail customers and supermarket direct operators; And this process did not harm the interests of the original channel dealers and agents and specialty stores. "Xiao Zhuqing, a person in the wine industry and chairman of Wuhan Jingkui Technology Co., Ltd., told the Securities Daily reporter.

In Xiaozhuqing's view, the tiger's zodiac wine released by Moutai in Guizhou, Moutai 1935, 100ml of 53 degrees flying Moutai and other products, its high value -added and high profits also contributed great power to Moutai's performance and benefits.

Since the end of last year, Moutai, Guizhou, has successively launched a number of new products such as treasures, zodiac signs, and Maotai 1935. In addition, the new e -commerce platform, "I Moutai", also added a new growth point to Moutai, Guizhou. On May 19, the "I Moutai" APP, which had been in the trial for nearly 50 days, was officially launched. Outside of models, the first day of launch, 100ml of 53 degrees "flying sky" and 500ml 43 degrees "flying sky" and other products.

The important growth pole of the series of wine is gradually emerging through "i Moutai". It is reported that among the nine products launched by "I Moutai", Moutai 1935, Prince Gold, and Zi Yingbin were favored by consumers. Among them, Maotai 1935 became a phenomenal new product. "I Maotai" was launched for 100 days. Moutai achieved a total of nearly 900 million yuan in sales in 1935. Xiao Mao 100ml achieved sales of nearly 500 million yuan. Get good results.

The "steady stability" of performance also made the "stock king" Moutai, Guizhou, was favored by capital and institutions. On July 21, the company revealed that when the main data of the main business data in the first half of 2022, more than a dozen brokers issued a research report intensively and expressed their optimism that the performance growth of Moutai in Guizhou in the first half of the year and the excellent performance of "I Moutai", and the internal reform of the group continued to reform And Moutai's new product release and other measures are inseparable.

For example, Huachuang Securities Research Report stated that the new management of the new management and pragmatic and open style is obvious to all. The company's various reform measures are actually implementing and are accelerating the upward stages of the operating cycle. "I Moutai" is still an important starting point for the next marketing reform. In the short term, it has played a direct contribution of the incremental effect of the report, and hedge external uncertainty.

In addition to the continued optimism of securities firms, overseas capital is also adding a lot of money. It is reported that the largest Chinese stock fund -Andalian Shenzhou A -share Fund in June added 100%of Moutai in Guizhou; the Chinese fund owned by another foreign giant also slightly added 5.17%of Moutai in Guizhou.

Xiao Zhuqing said that Moutai, as a representative of China's high -end liquor, can achieve such a high performance growth rate, which also shows that business consumption supporting China's economic recovery is still very active. "Because the main body of Moutai consumption is based on self -drinking consumption and business consumption, the frequent communication of business consumer groups will drive the hot sales of Moutai wine."

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