◆ Industry dynamics
The group standards for alcohol-free beer and sour beer were officially released and implemented from November 30
The Group Standards Review Committee of the China Liquor Industry Association recently issued a notice saying that according to the provisions of the "Measures for the Administration of Group Standards of the China Liquor Industry Association (2019 Revision)", the two group standards of T/CBJ 3108 "Alcohol-free Beer" and T/CBJ 3109 "Sour Beer" have been approved, which will be implemented from November 30, 2021. On the basis of GB/T 4927 "Beer Quality Requirements", the two standards carefully describe the classification, requirements, analysis methods, inspection rules and signs, packaging, transportation and storage of non-alcoholic beer and sour beer, and their key indicators have been clearly regulated.
◆ Performance forecast
Huangtai Liquor expects a loss of 14 million to 17 million yuan in the first three quarters
On the evening of October 14, Huangtai Liquor released a performance forecast for the first three quarters of 2021, saying that it is expected to lose money in the first three quarters. From January 1, 2021 to September 30, 2021, the net profit attributable to shareholders of the listed company is expected to be a loss of 14 million yuan – 17 million yuan, down 449.77% - 524.72% from the same period last year. Among them, the net profit attributable to shareholders of listed companies in the third quarter of 2021 is expected to lose 4 million yuan – 5 million yuan, down 505.80% - 607.25% year-on-year.
* ST Xifa expects a loss of 10.5 million yuan to 15.75 million yuan in the first three quarters
On October 14, *ST Xifa released the first three quarters of the performance forecast, the net profit attributable to the shareholders of the listed company in the first three quarters is expected to be a loss of 10.5 million yuan – 15.75 million yuan, compared with a loss of 18.0466 million yuan in the same period last year, a year-on-year loss of 81.89% -72.84%. Specifically, *ST Xifa expects a net profit attributable to shareholders of listed companies in the third quarter of a loss of 2.35 million yuan to 3.52 million yuan, compared with a loss of 18.0466 million yuan in the same period last year, a year-on-year decrease of 86.98% -80.49%.
Qingqing Barley Wine is expected to achieve a net profit of at least 80 million yuan in the first three quarters
On October 14, Qingqing Barley Wine released its performance forecast for the first three quarters of 2021. From January 1, 2021 to September 30, 2021, Qingqing Barley Wine expects its performance to turn a profit, with a net profit attributable to shareholders of the listed company of 80 million yuan to 90 million yuan, compared with a loss of 64.3126 million yuan in the same period last year. Among them, the net profit attributable to the shareholders of the listed company in the third quarter of 2021 is expected to be 5 million yuan to 15 million yuan, compared with a loss of 29.2462 million yuan in the same period last year.
Lanzhou Yellow River is expected to have a net profit of up to 41 million yuan in the first three quarters of this year
On October 14, Lanzhou Huanghe released a performance forecast for the first three quarters of this year, saying that it is expected that the net profit attributable to shareholders of listed companies in the first three quarters of 2021 will be 38 million yuan – 41 million yuan, compared with a loss of 20.2142 million yuan in the same period last year, a year-on-year turnaround. Basic earnings per share were $0.2046–$0.2207, compared to a loss of $0.1088 from basic earnings per share in the year-ago quarter. Specifically, the net profit attributable to shareholders of lanzhou Yellow River in the third quarter of this year was 36.8 million yuan – 39.8 million yuan, compared with a loss of 10.2356 million yuan in the same period last year.
The first three quarters of the alcoholic liquor is expected to make a profit of more than 700 million yuan
On October 14, The Alcoholics released its performance forecast for the first three quarters of 2021. From January 1, 2021 to September 30, 2021, the operating performance of liquor is expected to rise in the same direction, and the net profit attributable to the shareholders of the listed company is expected to rise by 114.65% -120.69% over the same period of the previous year, with a profit of 710 million yuan - 730 million yuan. Among them, the net profit attributable to shareholders of listed companies in the third quarter is expected to rise by 40.18% -50.44% over the same period last year, with a profit of 205 million yuan - 220 million yuan.
In the first half of 2021, Xifeng Wine achieved sales revenue of 4.143 billion yuan
On October 12, Xifeng Wine held a media forum. In the first half of 2021, Xifeng Wine achieved sales revenue of 4.143 billion yuan, completing 131% of the half-year task, an increase of 92% over the same period last year. In view of the company's next step planning, Zhang Zheng, secretary of the party committee and chairman of Xifeng Wine, proposed that the sales revenue of more than 20 billion yuan should be achieved at the end of the "14th Five-Year Plan" and the target plan of 30 billion yuan should be achieved.
Huazhi Wine: It is expected that the net profit in the first three quarters will increase by about 80%.
Huazhi Liquor Co., Ltd. released a performance forecast for the first three quarters of 2021 on October 11, 2021, saying that the performance is expected to rise in the same direction, from January 1, 2021 to September 30, 2021, the net profit attributable to shareholders of listed companies is expected to be between 570 million yuan and 591 million yuan, an increase of 77.81% to 84.48% over the same period of the previous year, and the operating income is between 5.9 billion yuan and 6 billion yuan, an increase of 60.29% to 63.01% over the same period of the previous year.
◆ Wine company dynamics
Moutai launched the 2021 Hope Project Dream Realization Action
On October 15th, the "China Moutai • Guozhiliang" Hope Project Dream Realization Action 10-year Achievements Exchange and Sharing Meeting was held in Guiyang, and the "China Moutai Guozhiliang - 2021 Hope Project Dream Realization Action" was also officially launched. Moutai also announced its transcript of student assistance actions on the spot - in the past 10 years, it has donated more than 1 billion yuan to help more than 200,000 cold students realize their dreams of university.
Langjiu 40,000 tons of production capacity put into production, Wang Junlin: another 6-7 years to achieve the storage of 300,000 tons of old wine
On October 14th, the "2021 Langjiu Chongyang Xiasha Ceremony and Wujiagou Phase II, Erlang Hongtan Ecological Winemaking Zone Production Ceremony" was held at langjiu Wujiagou production base. Wang Junlin, chairman of Langjiu Group, announced, "The expansion of production in the past 20 years has finally witnessed the input and production of 40,000 tons of sauce wine today." Wang Junlin said that at present, the storage of Langjiu Company's sauce aroma base wine has reached 150,000 tons, according to the company's "one slow and two fast" production capacity, energy storage, sales matching principle, and then in 6-7 years can be added 150,000 tons of stored wine, a total of 300,000 tons of old wine storage.
In the trademark infringement case of liquor bottles, Jian Nanchun won the dispute with Jingyanggang Distillery
A few days ago, the public information of the Tianyancha platform showed that Shandong Jingyanggang Distillery had previously appealed to the Liaocheng Intermediate People's Court of Shandong Province against the judgment of the Linqing Municipal People's Court over a trademark infringement dispute with Sichuan Mianzhu Jian Nanchun Distillery Co., Ltd. (hereinafter referred to as "Jian Nanchun"). The trial of the case has been concluded, and the appeal of Shandong Jingyanggang Distillery has been rejected, and the original judgment has been upheld.
Moutai responds to the cancellation of "wine available at Moutai International Hotel"
The news that staying at Moutai International Hotel no longer obtained the qualification for purchasing 1499 yuan Feitian Moutai wine caused concern as soon as it came out. On October 13, Moutai responded to the Beijing News reporter, which was to change the situation in which "scalpers" disrupted the hotel reservation system. Moutai said that the original intention of Moutai International Hotel to formulate the policy of "booking and buying wine" was to allow more foreign tourists to buy Moutai products while traveling to Moutai Town. However, for a long time, the "scalper" group that resells Moutai liquor has used various means to order rooms, disrupting the reservation system such as telephone and network, resulting in guests with real stay needs being unable to book rooms, so it was decided to cancel the "booking room and buying wine" policy of Moutai International Hotel.
Shuanggou will stop accepting market declarations for the first row of Su liquor pick-up plans
A few days ago, a notice circulating in the market about the suspension of the acceptance of market declarations for the pick-up of Tou Pai Su liquor shows that Jiangsu Shuanggou Liquor Sales Co., Ltd. issued a notice on October 11 saying that after the company's research and decision, it will stop accepting the market declaration of the First Row Su Wine Pick-up Plan from now on, and suspend the invoicing of the Tou Pai Su Liquor Order. On October 12, a reporter from the Beijing News confirmed the news from the relevant staff of Shuanggou.
◆ Capital market
Zhongxing Mushroom Industry terminated the acquisition of Moutai Town Shengjiao Wine Industry
On October 15, Zhongxing Mushroom Industry issued an announcement that due to changes in the macro market environment and other reasons, on August 25, 2021, the company decided to terminate the acquisition of Shengjiao Wine. Zhongxing Mushroom Industry said that the company and the counterparty have conducted many communications and consultations on the relevant matters involved in the termination, and strive to obtain the consent of the other party. Finally, after repeated friendly consultations, the two sides have reached an agreement on the termination of related matters.
Hainan Coconut Island intends to transfer 40% of the equity of its subsidiary, Sunshine Real Estate
Hainan Coconut Island announced on October 15 that its board of directors agreed to transfer 40% of the company's equity in Sunshine Real Estate. The reason given for the transfer is to focus on the main business of alcohol.
Beijing News reporter Zheng Mingzhu picture Screenshot of oriental wealth APP
Edited by Zheng Mingzhu Proofreader Wang Xin
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