消费参考丨两个月大赚超100亿,能稳定茅台股价吗?

资讯 2024-07-15 阅读:48 评论:0
21世纪经济报道记者 贺泓源、陈莎 报道? Economic Reporter for the 21st Century ˃.........................................
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21世纪经济报道记者 贺泓源、陈莎 报道?

Economic Reporter for the 21st Century >.............................................................................................................

茅台依旧交出高增长业绩。

The Maoists continue to give up their high-growth performance.

3月7日晚间,贵州茅台首次公布月度经营数据,1-2月,其实现营收202亿元左右,同比增长20%左右;实现净利润102亿元左右,同比增长20%左右。值得注意是,2021年一季度,贵州茅台实现营业收入272.71亿元,同比增长11.74%;实现净利润139.54亿元,同比增长6.57%。

On the evening of 7 March, Maotai, Guizhou, for the first time, published monthly operating data. In January-February, it achieved revenues of around $20.2 billion, an increase of about 20 per cent in the same year, and net profits of about $10.2 billion, an increase of around 20 per cent in the same year. It is worth noting that in the first quarter of 2021, Maotai, Guizhou, achieved business income of $27,271 million, an increase of 11.74 per cent in the same year; and net profits of about $13,954 million, an increase of 6.57 per cent in the same year.

贵州茅台方面对此表示,春节期间市场呈现旺销态势,顺利实现了“开门红”。

For its part, Maotai, Guizhou, said that during the spring season the market had become more marketable and had successfully achieved the “open door” mark.

原因之一是,新品频出。

One of the reasons for this is that new products are very frequent.

2021年12月,茅台发布高端新品珍品茅台酒。该款茅台酒仅发布不到一周后就涨价,由原先的4499元/瓶上涨至4599元/瓶。

In December 2021, Mao Dai released a new, high-end bottle of mahogany.

1月5日,贵州茅台发布5款虎年生肖酒。1月18日,茅台1935正式发布,市场零售指导价格为1188元/瓶,这款酒主攻茅台千元价格带的空白市场。

On 5 January, Maotai, in Guizhou, published a five-year-old gin. On 18 January, Mao Dai was officially released with a market retail instruction price of $1188 per bottle.

值得注意的是,贵州茅台此次公布的月度业绩增速远超近三年业绩增速。据财报,2019年、2020年贵州茅台营业总收入为888.54、979.93亿元,同比增长15.1%、10.29%;归母净利润分别为412.06亿元、466.97亿元,同比增长17.05%、13.33%。

It is worth noting that the monthly performance published this time in Maotai, Guizhou, has grown at a much faster rate than in the last three years. In 2019 and 2020, Maotai, Guizhou, with gross operating income of 88.854 million yuan and 97.993 billion yuan, grew by 15.1% and 10.29% over the same period; the net return to mothers increased by 41.206 billion yuan and 46.697 billion yuan over the same period by 17.05% and 13.33% respectively.

2021年12月31日,贵州茅台发布2021年度生产经营情况公告,2021年度预计实现营收1090亿元左右(其中茅台酒营业收入932亿元左右,系列酒营业收入126亿元左右),同比增长11.2%左右;预计实现净利520亿元左右,同比增长11.3%左右。

On 31 December 2021, Maotai, Guizhou, issued a 2021 production and operation announcement, expected to generate revenues of around $10.9 billion in 2021 (of which around $93.2 billion were generated from the khoyo and $12.6 billion from the series of wines), an increase of around 11.2 per cent over the same year; net gains of around $52 billion are expected to be achieved, an increase of around 11.3 per cent over the same period.

但从股价看,茅台跌势不止。

But in terms of stock prices, the downfall has not been greater.

以3月8日收盘价计算,茅台年初至今跌幅达到14.48%。去年12月24日,贵州茅台股价曾达到每股2216.96元,截至3月8日收盘,贵州茅台报收1753.20元,涨幅2.71%。

On the basis of the collection price on 8 March, the Maotai stock price fell by 14.48% at the beginning of the year. On 24 December last year, the price of the Maotai stock in Guizhou reached $2216.96 per share, and, as of 8 March, it was $1753.20, an increase of 2.71%.

在过去3个多月里,茅台每股跌超460元。

In the past three months or so, Mao has fallen by more than $460 per share.

3月8日,上证消费80指数报收6026.74点,跌幅2.11%。

On 8 March, the above-circulated consumption index of 80 reported 6026.74 points, a decrease of 2.11 per cent.

多家猪企发布2月销售数据

Multiple pig companies publish sales data for February

3月7日晚间,多家猪企发布2月销售简报,商品猪价基本呈现下降趋势。

On the evening of 7 March, several pig companies issued a February sales briefing, and prices for commodities showed a generally downward trend.

根据公告,牧原股份1-2月份公司销售生猪783.1万头,销售收入101.62亿元;商品猪销售均价12.38元/公斤,较2021年12月下降16.07%,去年同期均价为26.95元/公斤,同比降幅达54%。

According to the announcement, the company sold 7,831,000 live pigs in January-February and earned $10,162 million in sales; the average price of commercial pig sales was $12.38 per kilogram, a decrease of 16.07 per cent compared to December 2021, and the average price was $26.95 per kilogram for the same period last year, a decrease of 54 per cent over the same period.

温氏股份 2月份销售肉猪106.9万头,实现收入15.75亿元,毛猪销售均价12.55元/公斤,环比下降10.93%; 同比下滑55.87%。

Winch shares sold 1,069 million meat pigs in February, yielding revenues of $1,575 million, and gross pig sales at an average price of $12.55 per kilogram, a decline of 10.93 per cent in the ring ratio; 55.87 per cent in the same year.

广弘控股2月销售生猪7427头,收入651万元,生猪销售均价14.58元/公斤,环比下降6.6%,同比降幅更是高达82.5%。1-2月,公司累计销售生猪1.55头,收入1219万元,销售均价15.04元/公斤,同比下降77%。

Hirohiro Holdings sold 7427 live pigs in February, earning $6.51 million and selling them at an average price of $14.58 per kilogram, a decline of 6.6 per cent in the ring, a decline of up to 82.5 per cent in the same year. In January-February, the company sold 1.5 per cent of live pigs, earning $12.19 million and selling at an average cost of $15.04 per kilogram, a decline of 77 per cent in the same year.

正虹科技2月销售生猪0.71万头,销售收入为934.07万元,环比分别减少53.08%、63.16%,同比降幅分别为4.58%、49.66%。

In February, straight-on technology sold 0.71 million pigs and earned $9.340 million in sales income. The ring decreased by 53.08 per cent and 63.16 per cent, respectively, and by 4.58 per cent and 49.66 per cent respectively.

3月8日,据国家发展改革委监测,2月28日~3月4日当周,全国平均猪粮比价为4.89∶1,连续两周处于《完善政府猪肉储备调节机制做好猪肉市场保供稳价工作预案》确定的过度下跌一级预警区间。国家发展改革委会同有关部门启动年内第二批中央冻猪肉储备收储工作,并指导各地积极收储。

On 8 March, the National Development Reform Commission (CNRD) monitored that on the week of 28 February to 4 March, the average national price of pig food was 4.89:1 and that for two weeks in a row, it was in an area of early warning of excessive decline, as set out in the plan to improve the regulatory mechanism for government stocks of pork in order to ensure a stable price on the pork market. The Commission and the relevant authorities initiated the collection of the second batch of central stocks of frozen pork in the course of the year.

下一步,国家发展改革委将继续会同有关部门做好储备调节工作,必要时进一步持续加大收储力度,推动生猪价格回归合理区间,促进生猪市场平稳运行。建议养殖场(户)合理安排生产经营决策,保持生猪产能总体稳定和正常出栏、补栏节奏。

As a next step, the National Development Reform Commission will continue to work with the relevant authorities to regulate reserves and, if necessary, further and sustained efforts to restore prices to reasonable areas and promote a smooth functioning of the pig market.

另据农业农村部监测,3月8日“农产品批发价格200指数”为131.41,比昨天上升0.09个点,“菜篮子”产品批发价格200指数为134.13,比昨天上升0.10个点。截至今日14:00时,全国农产品批发市场猪肉平均价格为18.32元/公斤,比昨天上升0.6%。

Also monitored by the Ministry of Agriculture and Rural Development, the wholesale price index of agricultural products was 131.41 on 8 March, an increase of 0.09 points from yesterday, and the wholesale price of “baskets” products was 134.13 points from yesterday, an increase of 0.10 points from yesterday. At 1400, the average price of pork in the country's wholesale market was $18.32 per kilogram, an increase of 0.6 per cent from yesterday.

农业

晓鸣股份:公司2月销售鸡产品销售收入同比增长42.25%

Xiaoming: 42.25 per cent increase in sales of chicken products by the company in February

3月8日,晓鸣股份发布公告,公司2月销售鸡产品1424.81万羽,销售收入5352.60万元,环比变动分别为-11.63%、-0.92%,同比变动分别为26.83%、42.25%

On 8 March, Xiaowok issued an announcement that the company was selling chicken products in February for $142,481,000 and earned $53,52.6 million, representing a change in ring comparison of 11.63 per cent and -0.92 per cent, respectively, of 26.83 per cent and 42.25 per cent, respectively.

食品饮料

伊利股份完成30亿元2022年度第八期超短期融资券

Eri completed the eighth round of bailouts in 2022 at $3 billion

3月8日,伊利股份发布公告,公司于2022年3月7日成功发行了2022年度第八期超短期融资券,实际发行总额30亿元,期限113天,发行利率2.20%。

On 8 March, the Ily shares issued an announcement that on 7 March 2022 the company had successfully issued the eighth round of the 2022 super-short-term vouchers, which had actually been issued for a total of 3 billion yuan for a period of 113 days, with an interest rate of 2.2 per cent.

瑞幸咖啡境外临时清盘程序结束

. End of temporary clean-up procedure outside of Risène Café

3月7日,瑞幸咖啡官网宣布,根据开曼群岛大法院于2022年2月25日发出的命令(注销令),该公司的清盘呈请已被注销,联合临时清算人已被解除职务,自2022年3月4日起生效。该注销令是在瑞幸咖啡4.6亿美元债券重组计划获债权人批准之后,相关各方一致申请后做出的。同时,联合临时清算人已于2022年3月4日向美国破产法院递交了一份最终报告,并要求美国破产法院作出裁决,以结束相关美国破产保护程序。在美国破产法院作出裁决后,相关美国破产保护程序也将完结。

On 7 March, the Susing Coffee Officer Network announced that, pursuant to an order issued by the Grand Court of the Cayman Islands on 25 February 2022 (a write-off order), the company’s clearance request had been cancelled, and the joint interim liquidator had been removed from office with effect from 4 March 2022. The write-off order had been made following a unanimous application by the parties following approval by creditors of the $460 million bond restructuring plan in Rising. At the same time, the joint interim liquidator had submitted a final report to the United States Bankruptcy Court on 4 March 2022 and had asked the United States Bankruptcy Court to rule on closing the relevant United States bankruptcy protection proceedings.

绿茶餐厅母公司上市在即

Green Tea Mother Company is on the market at .

3月8日,据港交所披露,绿茶集团有限公司通过港交所上市聆讯。如进展顺利,公司将于3月末或4月初正式在港交所主板挂牌上市。从2018年到2020年,绿茶集团的餐厅总数由107间增至180间,复合年增长率为28.3%。

On 8 March, according to the Hong Kong Trade Office, Green Tea Group Ltd. is on the market through the Hong Kong Trade Office. If it goes well, the company will be officially listed on the Hong Kong Port Board in late March or early April. From 2018 to 2020, the total number of Green Tea Group restaurants increased from 107 to 180, with a compound annual growth rate of 28.3 per cent.

元气森林安徽公司注册资本增加至2亿

Forest Insignia Registered Capital Increase to 200 million

3月8日,据工商资料显示,近日,元气森林(安徽)饮料有限公司发生工商变更,公司注册资本由5000万元增加至2亿元。信息显示,该公司成立于2019年,法定代表人为李炳前,由元气森林(北京)食品科技集团有限公司100%控股。

On 8 March, according to business information, the company's registered capital was increased from $50 million to $200 million in recent business changes in Melting Forest (Anse) Beverages Ltd. According to information, the company was established in 2019 and was held by the company's statutory representative, before Li Bing, and by 100 per cent of the company's shareholding by the Melting Forest (Beijing) Food Science and Technology Group Ltd.

泸州老窖换帅

{\bord0\shad0\alphaH3D}Change the old cellar of the state.

3月7日,泸州老窖集团召开干部大会,宣布任命,张良不再担任泸州老窖集团党委书记、董事长,由泸州老窖股份公司董事长刘淼接任,刘淼由此成为泸州老窖集团和股份公司一肩挑的“双料”董事长。

On 7 March, Zhang Liang was appointed as Secretary and Chairman of the Committee of the Committee of the Committee of the Group of the Group of the Group of the Group of the Group of the Group of the Group of the State of Liang Liang was replaced by Liu Xing, Chairman of the Committee of the Company of the State of Liang Liang Liang, who became Chairman of the Group of the Group and the Company of the Group of the Group of the State of Liang Liang.

茅台集团赴泸州老窖考察交流

据茅台方面披露,3月7日,茅台集团党委书记、董事长丁雄军一行赴泸州老窖股份有限公司考察交流。双方围绕传统酿造技艺、企业改革创新、酒文化传播、构筑行业良好生态等方面进行了座谈交流。

On 7 March, the party secretary and director of the Maotai group, Mr. Tin Yu, made an exchange of views on traditional brewing techniques, innovation in business transformation, the spread of alcohol culture, and good ecology in the construction industry.

电商零售

跨境电商子不语集团向港交所提交上市申请书

Request for listing submitted to Hong Kong by the Cross-border Electric Discussion Group

3月8日,据港交所文件披露,跨境电商子不语集团有限公司向港交所提交上市申请书。

On 8 March, according to the documents of the Port Authority, the Cross-Border Electricist Sub-Noise Group Limited submitted a listing application to the Port.

苏宁易购出售苏宁消费金融39%股权

Sunning buys and sells 39% of Sunning's consumer finance

日前,苏宁易购对外发布公告称,分别向南京银行、法国巴黎银行(BNP PARIBAS)出售苏宁消费金融36%和3%的股权。交易完成后,苏宁易购将成为苏宁消费金融小股东,持有10%股权。

Before the end of the transaction, Suning became a small Soning consumer finance shareholder, holding 10% of the shares.

丽尚国潮:红楼集团拟协议转让公司5.17%股份

Rishang: 5.17% of the shares of the proposed Red House Group transfer company

3月8日,丽尚国潮发布公告,股东红楼集团拟将所持公司4000万股(占公司总股本5.17%)无限售流通股股份,通过协议转让的方式转让给左玲,转让总价款2.2亿元。

On 8 March, the Lishantue issued an announcement that the Shareholder Red House Group intended to transfer 40 million shares (5.17 per cent of the company's total stock) of the company's unlimited shares in circulation to Hogen Ling by agreement and a total price of 220 million yuan.

蚂蚁便利完成5000万人民币A轮融资

ants facilitate the completion of the RMB 50 million A round of finance

蚂蚁便利宣布完成5000万人民币A轮融资,投资方未透露。

The ant facility announced the completion of the RMB 50 million A round of finance, which was not disclosed by investors.

文娱游戏

蓝色光标发布虚拟音乐人“K”

Blue Cursor Publishes Virtual Musicer "K"

3月8日,据蓝色光标官方微信公众号消息,蓝色光标旗下全资子公司蓝色宇宙发布全新虚拟人形象――K。这是继首个创意复现型虚拟古代人物“苏小妹”后,蓝色光标发布的第二个超写实虚拟人。

On March 8th, according to the official Blue Cursor micro-public news, the Blue Cursor's fully-owned blue universe released a completely new virtual image - K. This is the second super-written virtual figure released by the Blue Cursor, after the first creative recreated virtual figure, “Su Xiaohua”.

元隆雅图控股股东累计减持441.96万股

cumulatively minus 4.4196 million shares

3月8日,元隆雅图发布公告,近日,公司收到控股股东元隆投资出具的《股份减持计划实施情况的告知函》,截至3月9日,元隆投资累计减持公司股份数量441.9587万股。元隆投资减持计划时间已过半,但减持计划尚未实施完毕。

On 8 March, the company announced that it had recently received a letter from the controlling shareholder, Yuan Long, informing it of the implementation of the equity reduction plan, which, as of 9 March, had resulted in a cumulative reduction of the company’s shares of 4,495.87 million shares.

声音社区With获得千万元级融资

Voice Community With receives tens of millions of degrees of finance

3月8日,据北京商报消息,基于声音的女性社区With宣布,已获得千万元级天使轮融资,投资方为红杉资本中国、小米联合创始人kk和如影智能创始人唐沐。With上线于2021年,由程一电台创始人程一创立。本轮融资完成后,With将在现有框架的基础上,继续完善产品。

On March 8, according to the Beijing Business Journal, With, a voice-based women’s community, announced that it had received tens of millions of dollar-class angel wheels of financing, with the investors being Kk, founder of Redwood Capital China, Mi, and Tang Mu, founder of Shadow Intelligence. With came online in 2021 and was created by the founder of Xi One. With the completion of this round of financing, With will continue to refine its products on the basis of the existing framework.

三七互娱拟更名为“三七互娱网络科技集团股份有限公司”

to be retitled “Thirty Seven Network Science and Technology Group Inc.”

3月8日,三七互娱发布公告,公司拟将公司中文名称由“芜湖三七互娱网络科技集团股份有限公司”变更为“三七互娱网络科技集团股份有限公司”。证券简称“三七互娱”及证券代码“002555”保持不变。

On 8 March, the company announced that it intended to change the name of the company from Chinese to “Technology Group of the Three and Seven Recreation Networks” to “Technology Group of the Three and Seven Recreation Networks” Inc. The short title “Thirty and Seven Recreation” and the security code “002555” would remain unchanged.

SensorTower:2月份36个中国厂商入围全球手游发行商收入榜TOP100

SensorTower: In February, 36 Chinese manufacturers entered the global hand-to-hand issuer revenue list TOP100

3月8日, Sensor Tower商店情报平台公布2022年2月中国手游发行商在全球App Store和Google Play的收入排名。本期共36个中国厂商入围全球手游发行商收入榜TOP100,合计吸金近20亿美元,占全球TOP100手游发行商收入近37.9%。

On 8 March, the Sensor Tower store intelligence platform published China's hand-to-hand distributors' global income rankings for App Store and Google Play in February 2022. A total of 36 Chinese manufacturers entered the world-wide hand-to-hand issuer list TOP 100 for the current period, amounting to nearly $2 billion and accounting for nearly 37.9 per cent of the global TOP 100 hand-to-hand issuer income.

2022和平精英职业联赛公布新赛制

2022 peaceful elite professional leagues announce new races

3月7日,在2022年和平精英职业联赛媒体开放日上,据相关人员介绍,PEL将对联赛赛制作出调整。2022年PEL的比赛模式将由第一人称模式转变为第三人称模式,同时还将四个赛季调整为春、夏两个赛季。每个赛季共分为四个阶段,分别是季前排位赛、常规赛、季后赛、总决赛。每个赛季的常规赛结束后,将会进行为时两周的季后赛,产生15支队伍进入总决赛。此外,自2022年起,PEL新增4家俱乐部成员参与联赛,分别是PeRo、Jteam、VS和KONE。

On 7 March, PEL will make adjustments to the league system on the occasion of the 2022 PEL Professional Union Media Open Day. The 2022 PEL model will be changed from a first-person model to a third-person model, and four seasons will be adjusted to spring and summer seasons. Each season will be divided into four stages: pre-season, regular, post-season, final. After each season, the regular two-week after-season competition will be completed, resulting in 15 teams entering the finals. In addition, since 2022, four new PEL clubs, comprising Pe Ro, Jteam, VS and KONE, have participated in the tournament.

2021好莱坞电影公司利润排名:奈飞位居首位迪士尼利润跳水

2021 Hollywood Film Inc.

去年,奈飞(Netflix)以营收297亿美元,利润62亿美元位居首位;华纳排名第二,索尼和派拉蒙营收与利润都有大幅上升,迪士尼则有利润跳水情况,营收为81亿美元,同比减少8%,利润为2.81亿美元,同比减少50%。

Last year, Netflix collected $29.7 billion, with a profit of $6.2 billion at the top; Warner ranked second, Sony and Paramount with a sharp increase in both profits and profits, while Disney had a profit jump of $8.1 billion, an 8 per cent decrease in the same year, and a profit of $281 million, a 50 per cent decrease in the same year.

映客互娱旗下兴趣社交平台积目升级女性权益保护措施

social networking platform under the banner of entertainment to upgrade women's rights protection measures

映客方面透露,旗下兴趣社交平台积目升级用户权益保护措施,在产品、风控层面通过多举措改善用户社交体验,真正做到了“女性友好”。

The viewer revealed that the social platform of interest under the flag upgrades the user rights protection measures and improves the user's social experience through a variety of initiatives at the product, wind and control levels, making it truly “feminine-friendly”.

电器

美的集团:原材料价格上升对公司经营的影响有限

American group: limited impact of rising prices of raw materials on company operations

3月8日,美的集团在投资者互动平台表示,近期外部局势动荡对大宗原材料价格产生影响,对公司产品成本也产生一定的影响。公司已提高相关原材料的套期保值比例来对冲价格的上涨,积极调整产品结构并持续优化制造效率进一步降低经营风险。因此整体来看,原材料价格上升对公司经营的影响有限。

On 8 March, the American group stated at the investor’s interactive platform that the recent volatile external situation had an impact on the prices of bulk raw materials, as well as on the cost of corporate products. Companies had increased the hedging ratio of related raw materials to hedge price increases, actively restructured products and continuously optimized manufacturing efficiency to further reduce business risks.

国光电器与天原股份共同投资广州锂宝

3月8日,国光电器在投资者互动平台表示,公司与天原股份共同投资广州锂宝,广州锂宝直接持有宜宾锂宝50%股权,直接持有宜宾光原50%股权。另外,2018年广州锂宝与合作方成立成都集信锂宝投资中心(有限合伙),集信锂宝通过股权及可转债投资广州锂宝下属公司宜宾锂宝和宜宾光原,未来通过换股成为广州锂宝的股东,并通过广州锂宝上市或被上市公司并购方式完成退出。

On March 8, at the Investor Interaction Platform, the company and Tianhara co-owned the Guangzhou Litium Treasure, which holds 50% equity and 50% equity. In addition, in 2018, the Guangzhou Litium Treasure and Coopers established the ICSPA Investment Centre (a limited partnership), and the Guangzhou Litium Treasure Company, which invests in Guangzhou Litium and Ei Bin Guangwon through equity and debt transfer, will be the shareholders in the Guangzhou Litium Treasure through stock swaps, and will be withdrawn by way of listing or purchase by listed companies in Guangzhou.

宠物

uah有哈完成数千万Pre-A轮融资 峰瑞资本领投

♪ Strong ♪ ♪ ♪ There's tens of millions of Pre-A rounds of financing ♪ ♪ Peak Swe capital investment ♪ ♪/ strong ♪

3月8日,据36氪报道,宠物产品和服务品牌uah有哈宣布完成数千万人民币Pre-A轮融资,由峰瑞资本领投,天使轮投资方智行资本跟投

On 8 March, 36 kryptons reported that the pet products and services brand uah had announced the completion of the tens of millions of yuan Pre-A round of financing, led by Feng Rui Capital, and the angel wheels of investment and investment in the capital of the smart bank.

奢侈品

Michael Kors首席执行官将卸任

Michael Kors CEO will relinquish

Michael Kors宣布其首席执行官Joshua Schulman将离开公司。

Michael Kors announced that his CEO, Joshua Schulman, would leave the company.

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