Afterwards on January 11 liquor board piece after dropping greatly, reemerged on January 14 steep fall, the whole line is dark green, board piece exponential urgent defeat exceeds 5% .
Up to afternoon closing quotation, drunkard wine (000799.SZ) drop stop, liquor concept rigging of comfort garden share, tremendous strength also drops stop. Cut cellar drops greatly 8.80% , greet line of business of the wine that drive tribute, emperor table wine, old Bai Gan wine, golden seed wine, ancient Yue Longshan drop all exceed 7% .
Liquor board piece collective drops greatly
In addition, liquor bibcock 5 grain fluid (000858.SZ) drop 5.22% , share price fall shuts 300 yuan greatly, receive a reply 289.4 yuan. "King " Guizhou Maotai (600519.SH) also go low, but expression still strong, only small drop 1.39% , receive a reply 2134 yuan, total market prise still is as high as 2.68 trillion yuan, be equivalent to two " the universe goes " industrial and commercial bank.
Be false is falling still true " disband " ?
Go up recently a breathtaking drunkard wine, drop infrequently actually today stopped. In the morning 10 when 30 minutes or so, drunkard wine is levered for a time drop stop board, be sealed dead afresh in a few minutes regrettablly drop stop, up to closing quotation still more than 30 thousand much hand seals sheet to be in drop stop board on. And the Shi Shangxin that talent of drunkard wine yesterday just achieved 232 yuan is tall.
Liquor index falls greatly even more 5%
In addition, liquor concept comfort garden share (600655.SH) go out to drop now now stop, ST be willing to part with or use (600702.SH) also drop stop. On December 31, 2020, comfort garden share takes groups of next be willing to part with or use of card of a small bay in a river with 4.53 billion yuan 70% equity, wide prosperous of Guo of person of door of answer star palm also becomes the effective control person of ST be willing to part with or use. Liquor concept tremendous strength rigging also drops stop, drunk wine of actor of its hold Liu 22.15% share.
To was used to liquor " go up not to drop only " for investor, feel quite accident really, is this false after all is falling still true " disband " ? Most today 34 lines liquor also be in drop stop the brim, the high-end liquor that is line of just a little drops relatively a few less.
Regard the market as one of important vane, liquor be held in the arms by each orgnaization in recent years go up after the group breathtaking, experienced one round another round go up greatly, be made fun of to call by the shareholder even " make fun of wine mad " . Liquor index rose 2019 82.53% , went up 2020 it is to be as high as 137.47% more. During every time is brief callback, it is to buy good chance, share price is achieved afresh again from the back new tall.
But enter after 2021, liquor go up strong situation already not answer continuance, be in " the disband that embrace a group " in the hearsay, go situation appear to split up badly. Mere in this week, happened twice to steep fall prices.
Be aimed at " the disband that embrace a group " this problem, letter negotiable securities grinds in the newspaper says, capital of increment of the beginning of the year centers type of pulse of market of the drive that build a warehouse to go up to split up with the structure aggravate, as build a warehouse dear sex drops, the market rises and the rhythm of differentiation will put delay somewhat, regression goes up slow annulus move, at the same time the speculation of 23 lines breed embraces a group or will continue disintegrate trend.
Bureau of red star capital answer dish from near future liquor board piece look, get those who drop is breed of 23 lines liquor, agriculture of line of business of wine of table of line of business of wine of wine of badge resembling gold, green highland barley, golden maple wine, emperor, suitable Xin (there is byre hill a strong spirit usu. made from sorghum below the banner) etc drop bigger. Nevertheless, share of second bibcock foreign river (002304.SZ) , wine of Gu Jing tribute drops not small also, the near future is greeted drop continuously, foreign river share now dish in puncture of within an inch of 200 yuan of col, 5 days short market prise evaporates about 80 billion yuan.
Superintendency layer call-overs again and again liquor not allow to ignore
Actually liquor industry has recently " important matter " , but by a lot of investor place oversight, that superintends a successive dialogue wine namely give out superintendency case, attention case, case asking ask to wait, involved the liquor such as wine of fluid of a kind of spirit distilled in Fenyang of Guizhou Maotai, Shanxi, 5 grain, drunkard to appear on the market early or late company. In current liquor outstanding achievement amplitude and share price appear bigger drop during, superintendency layer call-overs to also be pointed to again and again have deep idea greatly.
The most intimate a hair letter was on January 13 evening, hand in place to this age predestined relationship (603369.SH) ask of next ask a question case, basically be company presence violates compasses exposure company major management news, allege follow one's inclinationsly company " battalion received more than 10 billion yuan 2025, strive for 15 billion yuan " etc, such " boast big talk " undoubted meeting manages generation to company future major effect. Hand in place to think this age predestined relationship is announcing afore-mentioned forecasting when sexual information, did not offer sufficient, objective fact basis and forecast a foundation.
Data of 3 quarterly reports showed this age predestined relationship 2020, the company inside report period realizes battalion to receive 4.193 billion yuan, grow 1.96% only compared to the same period; Net 1.313 billion yuan, grow 1.52% compared to the same period. Close from battalion, in light of the growth range of net, outstanding achievement is behaved flatly, footfall of place of it may be said, this also with sufferred epidemic situation influence to have particular concern last year.
Bright red Dan Peng tells analyst of Chinese food industry bureau of red star capital, successive recently company of much home liquor is rolled call, it is near future liquor board piece the core reason of next defeat. Whole China liquor bubble already very big, superintendency layer also offers very severe caution for many times, to whole liquor it is blow and concussion. Prospective liquor remove stock of liquor of a few high grade bibcock, major metropolis enters callback time node. The near future a few follow suit the stock of 23 lines liquor of hype falls very big, still want the venture that vigilance continues to drop next.
Additionally illicit collect personage thinks, bibcock of high grade liquor it is reasonable that occurrence orgnaization holds round phenomenon in the arms, but " everything has degree, going too far as bad as not going far enough " . Current and high grade liquor sexual price arrived than falling lowest, in integral appraise the value is in the circumstance with the most exalted history to fall, liquor board piece appeared " the edge hits an edge to remove " phenomenon, also be understandable.
Nevertheless Guo Taijun installs negotiable securities to think, bibcock holds difficult disintegrate of round of short duration in the arms, capital centers angle " determinism excessive price " , it is at least before the Spring Festival, style of field of A stock market sees switch hard.
Today A besides the liquor that embraces a group outside dropping greatly, the spaceflight war industry that the orgnaization embraces a group likewise also become drop greatly heavy disaster area, war industry index is to steep fall more 6.05% , spaceflight electron, medium control of hair of boat Xi Fei, boat and boat motive all accuse drop stop.
Li Weiming of red star journalist
Edit Chen Cheng
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