On the one hand, Li Baofang fully controlled the price, and on the other hand, wine hoarders competed with each other. During the national day, the large-scale sales of 1499 yuan Feitian Maotai in tmall and Suning seemed to be a war without gunsmoke.
There are speculators to make complaints about the price adjustment, which has already lost nearly 3 million of the price.
On the first trading day after the festival, Guizhou Maotai's share price opened higher and went higher. As of press time, it had risen by more than 2%, with a market value of 1.47 trillion, and the stock king was only one step away from another record high.
Millions of people rob Maotai Online
After being robbed by offline supermarkets such as Costco and Wumart, Guizhou Maotai officially opened parity pre purchase on the e-commerce platform during the national day, and Feitian Maotai became popular again in tmall and Suning.
According to the activity rules of tmall supermarket, from October 1, consumers can rush to buy 53 degree flying Maotai of 1499 yuan at 10 a.m. and 10 p.m. every day. According to the 2019 '11' golden week consumption data report released by Alibaba, more than 3 million people snapped up flying Maotai on tmall three days before the national day, and Suning Tesco also had nearly 400000 reservation records as of yesterday.
The specific sales data of the two platforms have not been released. Guizhou Maotai published investment promotion materials on July 18. The company plans to select three home appliance business platforms to supply 400 tons of 53 degree flying Maotai, with the amount of 170 tons, 130 tons and 100 tons respectively according to the comprehensive ranking. Tmall and Suning are the first batch of winning platforms.
Speculators lost 3 million
Since the beginning of the year, the price of Feimao has soared all the way. It once rose to 3000 yuan / bottle before the Mid Autumn Festival. It has easily 'raised' a large number of scalpers, speculators and dealers. The opening of online e-commerce channels was once interpreted as a key step in Maotai's price control war. Before, Maotai chairman Li Baofang made it clear that he would no longer turn a blind eye to the surge in wine prices driven by scalpers.
However, contrary to this, there are still many speculators on the e-commerce platform, and the profits are not thin.
Relevant reports show that although tmall and Suning have come up with scientific and technological assassins in strict investigation and order brushing, tracking logistics and all-round digital monitoring, there are still large and small makers who come up with various strategies to grab goods. Hiring people to grab goods and sharing Commission has become an important means, and the shipping channel is not difficult to find in the circle. The phenomenon that they can earn hundreds of yuan by price difference in a few minutes has not disappeared.
After heavy volume, there are still makers who earn seconds, and speculators lose a lot when controlling the price. After a series of reform and control measures, the current 'Feimao' price has indeed dropped from nearly 3000 yuan / bottle at a high level to about 2000. Although it is still a distance from the official price of 1499 yuan, it is enough to make speculators who started at a high price lose their money. Some speculators disclosed to the media that they lost 3 million yuan.
Where is the future?
In the future, the price trend of Maotai liquor will become the focus of common concern. The overall trend is downward, but the long-term decline is not large, which has become a common view in the industry.
Great Wall Securities said in the research report that the shipment volume of Maotai direct channels has increased, the real demand has been met, the launch progress of commercial supermarkets has been accelerated, the e-commerce bidding has been implemented, and the launch of the second batch of commercial supermarkets has been launched. Under the strengthened control and reasonable expectation, it is expected that the future wholesale price will remain in a narrow range.
According to the latest research report released by Guosheng securities on October 7, Guizhou Maotai increased the amount of mid autumn National Day (7400 tons) and allowed dealers to implement the quota in the fourth quarter in advance. In the third quarter, it is expected to ship about 10000 tons (about 8700 tons were shipped in the same period last year, and about 8000 tons were actually confirmed in the report), with a year-on-year growth rate of more than 15%.
But for most of the future price control effect, most analysts believe that the immediate results will be immediate in the short term, but the long-term drop is not large. The main reason is that Moutai's own capacity is scarce, and the market demand is still there, and the next fourth quarters are the peak season for Baijiu consumption.
However, regardless of the effect, the secondary market responded positively. On the first trading day after the festival, Guizhou Maotai's share price opened higher and rose by more than 2%. Not surprisingly, the stock king will hit another record high.