Kweichow moutai after a new high of 1240 yuan, recently feitian moutai market price stable

On November 14, kweichow moutai (600519.sh) shares hit a record intraday high. Kweichow moutai’s shares hit a record high of 1,240 yuan at around 10:32 a.m. By the morning close, kweichowKweichow moutai after a new high of 1240 yuan, recently feitian moutai market price stable插图 moutai was at 1235.09 yuan per share, up 0.91 percent, with a total market value of 1.55 trillion yuan.

This price has broken the most previous brokerage price target.

On the morning of November 14, the liquor sector as a whole rose 1.58%, among which shunxin agriculture (00080.sz), shanxi fen wine (600809.sh), shude wine (600702.sh) and jiujiu wine (0007999.sz) were among the top risers.

In the past singles’ day, Tmall put 80,000 bottles of flying maotai on the market in three batches with the price of 1,499 yuan per bottle. Suning released 74,000 bottles of flying moutai on the day of November 11.Kweichow moutai after a new high of 1240 yuan, recently feitian moutai market price stable插图(2)

After the lively, recently feitian moutai market price stable, the original case price 2300 yuan/bottle, bulk bottles 2000 yuan/bottle, the market price gap in 50 yuan or so. January Spring Festival season is approaching, when the market price or will usher in a certain rise.Kweichow moutai after a new high of 1240 yuan, recently feitian moutai market price stable插图(3)

“The price of a loose bottle of moutai dropped a little during singles day, but not as much as during Mid-Autumn festival,” said MAO fen office, a WeChat company that has been monitoring moutai prices for a long time. Current flying sky price is relatively low, the cost price of a lot of channels is basic in 1900 yuan -2000 yuan range (bulk); Double eleven is expected to be the last such a large amount of supply this year. In addition, recent price performance has been relatively stable due to the expectation of price increases and price increases during the New Year and Spring Festival.”

As for the New Year’s Spring Festival price increase, “MAO fen office” said: “even if the price increase before the end of the year, the space and strength may not be big, this year’s very easy to get the results of price control, the winery can not fall short.”

After entering the third quarter of this year, the price of flying sky moutai, which had been rising continuously before, started to fall back and become stable. After the sharp decline of the price before National Day, the price of flying sky moutai has been stable since mid-october.

On October 24, moutai group held the economic operation analysis meeting from January to September 2019. From January to September, moutai group realized the year-on-year growth of industrial output value of 15.7% and completed 71.2% of the annual plan. Total operating revenue increased 16.8% year on year and achieved 70.9% of the annual plan; Net profit rose 19.5 per cent year on year, fulfilling 73.1 per cent of the annual plan.

By 2019, moutai will reach the target of 100 billion yuan.

Late October 15, guizhou maotai is released in 2019 in the third quarter report, 1 month – in September this year, guizhou maotai business revenue of 60.935 billion yuan, up 16.64% from a year earlier, attributable to shareholders of listed companies net profit of 30.455 billion yuan, up 23.13% from a year earlier, during the period of business activities generated cash flow net amount is 27.315 billion yuan, down 3.21% year-on-year.

In the third quarter, kweichow moutai slowed down its efforts to reduce dealers. According to kweichow moutai’s data disclosure in the third quarter, during the reporting period, there were 2,401 domestic dealers, 30 more from the beginning of the year to the end of the reporting period, and 616 fewer from the beginning of the year to the end of the reporting period. There are 106 foreign dealers, 3 more from the beginning of the year to the end of the reporting period, and 12 fewer from the beginning of the year to the end of the reporting period.

According to galaxy securities, in the first three quarters of 2019, kweichow moutai decreased 122 domestic moutai dealers, including 39 in the first quarter, 60 in the second quarter and 23 in the third quarter. In the first three quarters, the company reduced 494 wine distributors and added 30.

According to galaxy securities, kweichow moutai’s direct sales accounted for 5.10% in the first three quarters of 2019, down from 7.41% in the first three quarters of 2018. For the whole year of 2018, kweichow moutai’s direct sales accounted for 5.95%.

贵州茅台盘中创1240元新高,近期飞天茅台市场报价平稳

        11月14日,贵州茅台(600519.SH)盘中股价再创历史新高。当日上午10时32分左右,贵州茅台股价达1240元的历史高点。截至当日上午收盘,贵州茅台报1235.09元/股,上涨0.91%,总市值高达1.55万亿人民币。

这一价格已经突破了此前大部分券商给出的目标价。

11月14日上午,白酒板块整体上涨1.58%,其中顺鑫农业(000860.SZ)、山西汾酒(600809.SH)、舍得酒业(600702.SH)、酒鬼酒(000799.SZ)等涨幅居前。

刚刚过去的双十一,天猫超市分三个批次向市场投放共计8万瓶飞天茅台,售价1499元/瓶;苏宁易购在双十一当天放出7.4万瓶飞天茅台进行抢购,上线后瞬间被抢空。

热闹过后,近日飞天茅台市场报价平稳,原箱价格2300元/瓶上下,散瓶2000元/每瓶,市场报价差距在50元上下。1月份春节旺季即将来临,届时市场价格或将迎来一定上涨。

长期关注茅台价格的微信公号“茅粉事务所”表示:“散瓶茅台在双十一期间下降了一点,但不像中秋节那会降幅巨大。目前飞天价格相对是低位,很多渠道的成本价基本在1900元-2000元区间(散装);双十一量上有所预期,很可能是年内最后一次这么大量的供货;此外,元旦春节期间的涨价预期和提价预期,导致近期价格表现比较平稳。”

对于元旦春节涨价预期,“茅粉事务所”称:“年前即使涨价,空间和力度可能都不会大,这一年好不容易得来的控价成果,酒厂不能功亏一篑。”

进入今年三季度后,此前一直接连上涨的飞天茅台价格开始回落并趋于平稳,在经历国庆前价格大幅下挫后,10月中旬至今,飞天茅台报价平稳。

10月24日,茅台集团召开了2019年1月-9月经济运行分析会,1月-9月,茅台集团实现工业总产值同比增长15.7%,完成年度计划的71.2%;营业总收入同比增长16.8%,完成年度计划的70.9%;净利润同比增长19.5%,完成年度计划的73.1%。

对于元旦春节涨价预期,“茅粉事务所”称:“年前即使涨价,空间和力度可能都不会大,这一年好不容易得来的控价成果,酒厂不能功亏一篑。”

进入今年三季度后,此前一直接连上涨的飞天茅台价格开始回落并趋于平稳,在经历国庆前价格大幅下挫后,10月中旬至今,飞天茅台报价平稳。

10月24日,茅台集团召开了2019年1月-9月经济运行分析会,1月-9月,茅台集团实现工业总产值同比增长15.7%,完成年度计划的71.2%;营业总收入同比增长16.8%,完成年度计划的70.9%;净利润同比增长19.5%,完成年度计划的73.1%。

2019年,茅台将实现千亿目标。

10月15日晚间,贵州茅台发布2019年三季度报告,今年1月-9月,贵州茅台实现营业总收入609.35亿元,较上年同期增长16.64%,归属于上市公司股东净利润为304.55亿元,较上年同期增长23.13%,期内经营活动产生的现金流量净额为273.15亿元,较上年同期下滑3.21%。

第三季度,贵州茅台减少经销商的力度有所减缓,据贵州茅台三季度数据披露,报告期内,国内经销商为2401家,年初至报告期末增加30家,年初至报告期末减少616家;国外经销商106家,年初至报告期末增加3家,年初至报告期末减少12家。

据银河证券测算,2019年前三季度,贵州茅台减少国内茅台酒经销商122家,其中第一季度减少39家,第二季度减少60家,第三季度减少23家;前三季度,公司减少系列酒经销商494家,新增30家。

根据银河证券数据:2019年前三季度,贵州茅台直营销售占比5.10%,低于2018前三季度的7.41%;2018年全年,贵州茅台直营销售额占比为5.95%。

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