trillion has also attracted attention. After announcing the implementation of a special dividend of for shareholders last night, Kweichow Moutai's stock price opened high and closed high today, setting a new high since November during the session. As of the close, Kweichow Moutai was 1599.00 yuan per share, up 5.90%, and the company's latest market value was 2.01 trillion yuan.
, driven by Kweichow Moutai, liquor stocks followed suit yesterday. As of the close, the overall growth in the liquor concept sector was 2.90%. 42 stocks in the sector rose, and only 3 stocks fell. Among them, Jianfa Co., Ltd., Hainan Coconut Island , Luzhou Laojiao , Shanxi Fenjiu , and Wuliangye ranked the top in the increase, with the increase of 9.98%, 7.35%, 7.26%, 6.09%, and 5.01%, respectively.
On November 21, Kweichow Moutai disclosed the operating data of Moutai liquor for the first time, conveying confidence to the market with outstanding performance. Data shows that as of November 21, the company achieved a tax-inclusive sales revenue of 100.569 billion yuan (excluding tax-inclusive operating revenue of 89.408 billion yuan), becoming a large wine product of 100 billion yuan for two consecutive years. In 2021, Kweichow Moutai achieved operating income of 106.19 billion yuan, and Moutai’s operating income was 93.465 billion yuan. Industry insiders believe that December is the peak season for stocking during the Spring Festival, and Moutai’s revenue data is expected to continue to rise.
Market feedback is relatively positive. Huachuang Securities pointed out that Kweichow Moutai has distributed special dividends for the first time since its listing. With the mid-year dividend, the two cumulative totals of 54.751 billion yuan, accounting for 104.37% of the net profit in 2021. The dividend form and scale are rare in capital market .
China Securities Research Report further pointed out that in the past year, Moutai has been constantly reforming in product , channels, etc., Moutai 1935, i Moutai and others have effectively driven the company's revenue to accelerate growth, and are expected to expand Moutai's consumer group and provide impetus for long-term growth.
Moutai's performance in the capital market can be said to be two days before and after the festival. In the view of Qianhai Kaiyuan Fund chief economist Yang Delong , due to the excessive increase in the liquor sector in the early stage, a large amount of profit-making stocks have been accumulated. After the holiday, the central bank's 's recovery of funds led to a rise in the market's short-term interest rate. Coupled with factors such as the intention of some institutions to maintain their net value and market fluctuations, the liquor sector has caused a sharp correction to .
liquor stocks, Donghai Securities believes that fundamentals have not recovered yet and are still at the bottom of the industry in the short term. Affected by the previous epidemic, the short-term sales performance of the industry is still weak, the industry inventory is slightly higher than the same period in previous years, and the whole price of some leading companies fluctuates slightly, and it will take some time to recover; the stock price recovery mainly comes from valuation and not fundamentals, but it is worth promising in the long run.
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