Guizhou Moutai is expected to increase by about 20% year -on -year net profit in the first half of the year

Securities Times reporter Kang Yin

Guizhou Moutai (600519) announced on the evening of July 21 that the company is expected to achieve a total operating income of about 59.4 billion yuan in the first half of the year (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 that the net profit attributable to shareholders of listed companies is about 29.7 billion yuan, an increase of about 20%year -on -year.

Half of the task and half of the task

At the 2021 annual shareholders' meeting in Guizhou, Ding Xiongjun, chairman of the company, talked about the key work arrangements in 2022 that Guizhou Maotai will insist on stabilizing the word and steady progress, and closely follow the group company's "double double -double, double consolidation, double construction" Strategic objectives. Specifically, the operating goals of 2022: achieve the target of 125.9 billion yuan in revenue, a year -on -year growth rate of 15%, an increase of 4.5 percentage points from the previous year's growth rate, an increase of 16.4 billion yuan; the completion of basic construction investment is 6.969 billion yuan.

According to the latest announcement, in the first half of 2022, Moutai, Guizhou, is expected to achieve a total operating income of about 59.4 billion yuan, an increase of about 17%year -on -year; the net profit attributable to shareholders of listed companies is about 29.7 billion yuan, an increase of about 20%year -on -year. In other words, 17%of Moutai in Guizhou in the first half of this year exceeded the goal of Moutai at the beginning of the year at the beginning of the year, which also laid a solid foundation for the annual revenue target of 125.9 billion yuan at the end of the year.

Compared with 6.06 billion yuan in 2021, 4.65 billion yuan in 2020, in the first half of 2022, the Moutai series of wine revenue achieved 7.5 billion yuan, an increase of nearly 24%. If it is calculated by half, it means that the Moutai series wine is expected to achieve 15 billion yuan in revenue in 2022.

At the same time, in the first half of this year, Guizhou Moutai continued to obtain investment institutions. Liquor stocks are still the main force of fund food and beverages. 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 Lithium can become the top ten heavy stocks in the second quarter of public funds. Essence Compared with the end of the first quarter, Guizhou Moutai replaced the Ningde era and became the largest heavy position.

According to the latest disclosure of the world's largest asset management company Bellaide's fund, the second quarterly report of this year, the two funds have adjusted their positions during the second quarter. The large -cap stocks, including Guizhou Moutai, have become the top ten heavy stocks.

Moutai ice cream out of circle

The "Work Report of the Moutai Wine Market in the first half of 2022" shows that Moutai's economic indicators continue to improve, the initial results of digital innovation, the product structure is continuously optimized, and the cultural promotion is full of flowers. The successful completion of the annual target tasks laid a solid foundation. The "Wuhe Marketing Law" became a weapon for Moutai's "market system" in the first half of the year.

"I Moutai" and "Moutai Ice Cream" became the highlight of Moutai, Guizhou in the first half of this year.

"I Moutai is launched, and Moutai Ice Cream enters the market." On July 12th, when the Twelfth Shanghai Stock Exchange Salon was held, Ding Xiongjun and international institutional investors conducted online exchanges. The performance is quite satisfactory.

On March 31 this year, I Moutai tried it, and it was officially launched on May 19th. It runs for 100 days on July 8. As of July 8th, the number of registered users exceeded 19.09 million, with a cumulative reservation of more than 760 million, and the recent number of daily living users reached 4 million. Among the nine products launched by Moutai, Moutai 1935, Prince Gold, and Zi Yingbin were favored by consumers. Moutai 1935 became a new product -level product. Only I Moutai went online for 100 days. Moutai 1935 achieved a total of nearly 900 million yuan in sales. Xiao Mao 100ml achieved sales of nearly 500 million yuan.

Immediately after, the Moutai ice cream was launched on May 29, and 78G, which is priced at 78G from 59 yuan to 66 yuan, caused heated discussions. On July 9, the five flagship stores in Moutai Ice Cream opened in Hangzhou, Guangzhou, Wuhan, Changsha, and Shenzhen. So far, Moutai Ice Cream has covered 7 provinces and 9 cities across the country.

Zhongtai Securities believes that Moutai builds i Moutai to enrich direct operating channels and launch high -priced new products to increase tons (Moutai 1935, treasures, 100ml flying sky wine); The production capacity of alcohol is tilted; in addition, the strategic research institute is established to deploy the new growth pole inside and outside the wine industry with a more open mentality. Especially after Maotai 1935 pulled the value of the series of wine brand to more than 1,000 yuan, the future development space is broad.

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