Guizhou Moutai's first half of the year's performance a record of the same period, new high analysts claim that they meet the expectations

Author:Daily Economic News Time:2022.07.21

After Ding Xiongjun was at the helm, Guizhou Maotai (SH600519, closed at 1939 yuan, market value of 2.44 trillion yuan) has carried out a series of marketing reforms this year: continuously expanding direct operating proportion, promoting new products, launching new e -commerce platform i Moutai, cross -border cross -border Ice cream ... This series of measures is also reflected quickly.

Today (July 21), Guizhou Moutai issued an announcement saying that after preliminary accounting, the company's total operating income was expected to achieve a total operating income of about 59.4 billion yuan in the first half of 2022, an increase of about 17%year -on -year; About 29.7 billion yuan, an increase of about 20%year -on -year.

Compared with previous years of performance, it can be found that Guizhou Maotai's performance in the first half of this year reached a new high, of which the growth rate of net profit increased significantly. In the first half of 2020 and in the first half of 2021, the company's total revenue was 45.634 billion yuan and 50.722 billion yuan, respectively, an increase of 10.84%and 11.15%year -on -year, and the net profit of the mother -in -law was 22.602 billion yuan and 24.654 billion yuan, a year -on -year increase of 13.29%year -on -year increased by 13.29%. And 9.08%.

In terms of products, Guizhou Maotai's revenue growth rate in the first half of 2022 was significantly increased. The operating income of Moutai wine was about 49.9 billion yuan, an increase of about 16.18%year -on -year; the series of wine operating income was about 7.5 billion yuan, an increase of 23.76%year -on -year.

Regarding the first half of Moutai's performance in Guizhou, a brokerage analyst told the reporter of "Daily Economic News" through WeChat that the company's performance was basically in line with expectations.

"Daily Economic News" reporter noticed that since this year, Guizhou Moutai moved by Ding Xiong has been frequent. In January, the company launched the thousand yuan price band series of wine Moutai 1935. In the same month, the company invested 4.1 billion yuan to add a series of alcohol production capacity; on March 31, the new e -commerce platform "i Maotai" was tried on the first day of the trial operation. It attracted more than 2.29 million people and 6.22 million people to make appointments to purchase. As of early July, the registered users of "I Moutai" had exceeded 18 million. "I Moutai" is also regarded as an important platform for the company to expand its direct operating proportion. Some securities firms expect the platform's annual revenue may exceed 10 billion; on May 29, Moutai cross -border ice cream, the first flagship store is in Moutai The town has opened, and now Moutai Ice Cream has covered Guiyang, Xi'an, Changsha, Wuhan, Guangzhou, Shenzhen, Hangzhou and other cities.

On the evening of July 21, the white wine expert Xiao Zhuqing told the reporter of "Daily Economic News" via WeChat: "Moutai's performance growth (yes), one is to greatly develop the supply price of 1399 yuan to face new retail customers and direct sales of supermarkets in supermarkets. The customer's market distribution volume, in addition, the direct -operated stores in Moutai provided the 1499 price of the 1499 prices directly to the customer, and did the incremental increase in the interests of the original channel merchants and agents and specialty stores. The second is to release it. Moutai 1935, Moutai Tiger Year's Zodiac Wine 100ml of Moutai and other high value -added high -profits series new products; third, I Moutai's digital marketing platform was launched.

It is worth noting that Ding Xiongjun said that the total revenue target of Guizhou Maotai in 2022 was 125.9 billion yuan, an increase of about 15%year -on -year. According to the published data, the total revenue in the first half of the year was 47.18%. In the context of repeated epidemic and lack of consumption scenarios in the future, the company still has certain uncertainty to complete the annual revenue target.