In the first half of the year, Moutai, Guizhou, achieved a year -on -year increase of 17%, replacing the Ningde era and becoming the favorite of the fund.

On the evening of July 21, Guizhou Maotai (600519.SH) disclosed the main business data in the first half of 2022. According to the announcement, after preliminary accounting, in the first half of 2022, the company is expected to achieve a total operating income of about 59.4 billion yuan (of which Maotai wine operating income is about 49.9 billion yuan, and the series of wine operating income is about 7.5 billion yuan), a year -on -year increase of about 17%; it is expected The net profit attributable to shareholders of listed companies was about 29.7 billion yuan, an increase of about 20%year -on -year.

Some media called Moutai, Guizhou to ask about the specific situation of performance growth in the first half of the year, especially the contribution of the zodiac wine, I Moutai digital platform and ice cream business. There are currently no expansion plans.

Regarding this performance announcement in Moutai, Guizhou, the industry analyzed that after 2022, the company released a series of new products such as Maotai 1935, Maotai Tiger Chwalo Wine. These new products are high value -added and high -profit products; The online launch has achieved online drainage and offline drainage, and also sells a lot of products. These measures have played a positive role in the growth of the company's performance.

After a sharp reduction last year, at present, Guizhou Maotai has once again become a fund's favorite. According to the data of Tianxiang Investment Consulting, Guizhou Moutai, Ningde Times, Longji Green Energy, Wuliangye, Luzhou Laojiao, Yaoming Kangde, Shanxi Fenjiu, BYD, Huayou Cobalt, and Yiwei Lith Stock (statistical caliber is the 4,380 active investment partial funds that announced the second quarterly report), Guizhou Moutai replaced the Ningde era to become the largest heavy positions

CICC said that in the second quarter, China's active partial stock public fund -type fund positions rose to a higher level in nearly 10 years; the popular "track" of holding shares was differentiated. Rose exceeding 15 billion yuan; Hikvision, Hikvision, and Yaoming Kant's heavy positions fell by more than 10 billion yuan. Hong Kong stocks have more positions, and China Mobile reduces more. (Company research room wine industry group)

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