Solemnly look at stocks: high-end is not the way out for liquor companies. Reversal only needs one indicator – yqqlm

The liquor sector is good for the weekend.

Kweichow Moutai’s digital marketing APP – “i Moutai” will be officially launched on March 31 for trial operation.

Wuliangye has just announced a price increase, adjusting the suggested guide price of the eighth-generation Puwu to 1,499 yuan per bottle, which is the same as the current suggested retail price of Feitian Moutai at 53 degrees.

However, another piece of news from Kweichow Moutai over the weekend was that the price of Moutai in the channel plummeted. According to the data of the two platforms “Fujijiang Liquor” and “Today’s Liquor Price”, on March 25 and 26, the prices of all kinds of Moutai fell sharply across the board. In less than half a year, the decline has reached 200 yuan/bottle in the past week. Other zodiac wines and vintage wines all plummeted, of which the fifteen-year-old wine plummeted by 400 yuan per bottle in two days.

In this case, Wuliangye’s announcement of a price increase does not look like good news.

Some netizens said that no matter whether it rises or falls, the price is still unaffordable.

What really affects the share price of Kweichow Moutai is the liquidation of a fund boss who has always been firmly optimistic about Kweichow Moutai. Previously, the boss had a famous saying: “As long as the water in the Chishui River does not dry up, I will not sell Maotai.”

Of course Chishuihe didn’t do it, but the boss has already secretly lightened his position.

The big guy is like this, how can Xiaosan be stupid enough to run to the front to block the hole?

Today, the liquor fund LOF has fallen below 1 yuan intraday, and the lowest fell to 0.996 yuan. Judging from the shareholding situation of the liquor fund, in the fourth quarter of last year, the liquor stocks were generally lightened up, and the scale also decreased significantly.

Regarding the liquor market, I solemnly believe that the market still has great potential. However, in the past two years, liquor companies have rushed to the high-end and sub-high-end directions, which is obviously a problem. The production cost of liquor is basically transparent, and the price depends on the brand value, but even for Kweichow Moutai, who would dare to say that this is because of the brand value formed by the company’s own “deep cultural heritage”?

Simply raising the price will not be recognized by such high-end consumers. I remember that some time ago, a wine company launched a bottle of tens of thousands of yuan of liquor, which is a joke in my opinion.

Those who have been advocating that liquor companies should develop towards “high-end and sub-high-end” are mainly securities companies. These agencies appear to be calculating numbers, not a price-rating system.

Liquor has been falling for more than a year, when will it stop falling?

It is solemnly believed that when the valuation returns to a reasonable value, it is time to stop the decline.

Now, still high.

[IamZhengZongabaldheadgangleaderinJianghuaninvestorwhohasbeenafinancialreporterfor20yearsandfocusesonthemediumandlongtermAlltipsareforinformationalpurposesonlyanddonotconstituteinvestmentadviceInvestinginstocksisriskyandyouneedtobecautiouswhenenteringthemarket】Return to Sohu, see more