Every year during the Mid-Autumn Festival, white spirits will take the opportunity to step out of a wave of rising prices. Will this year's Mid-Autumn Festival take the chance to repeat itself? A recent market survey by the Yangcheng Evening News reporter was informed that recent market prices such as Maotai and Wuliangye had risen moderately.

Zhou Sianran, a food industry researcher of China Investment Consulting Group, said in an interview with a reporter from the Yangcheng Evening News that the increase in liquor prices this year was somewhat milder than in previous years, and it is related to the country’s idea of ​​price suppression. In the first half of the year, the NDRC had twice interviewed wine producers on price increases. However, due to the appointment of the “forbidden inflation” core deadline in the first half of the year, the deadline has now passed, and the mid-autumn sales season is approaching. There is still room for growth in high-end liquor prices, which are generally under-capacity.

The slight increase in the market price of Maotai and Wuliangye for Maotai, the “hard currency” of the wine industry, is as strong as ever, and the supply is tight. Yesterday, the person in charge of purchasing liquor from a well-known department store in Guangzhou disclosed to the reporter of the Yangcheng Evening News that they just received a phone call from Maotai's suppliers and demanded that the retail price of Maotai's 53-degree flying price be raised from 1,780 yuan to 1,840 yuan. It is understood that in the most expensive department stores in Guangzhou, the price of Maotai has been raised. “It is very likely that this batch will get the next batch of goods, and that the next batch will not be available,” said the official. This is an explanation of the dealer’s price increase for Maotai. At present, the prices of Wuliangye and Luzhou Laojiao remain stable at the mall.

Due to different supply channels, the price of liquor also varies greatly. Yesterday, in a number of liquor outlets in Tianhe, Guangzhou, sales staff revealed to the reporter of Yangcheng Evening News that the purchase price of Maotai 53 degrees was 1,380 yuan and the retail price was 1,500 yuan. This purchase price is the same as the sales price of the 53-degree flying shop in Maotai, which are all 1380 yuan.

However, in the store channels that Moutai can control, the 53-degree flying price is still 1099 yuan, but it is already out of stock. The reporter mentioned that the market price of Feitian had sold 975 yuan. The clerk responded impatiently: "Now there is no such price." However, in the store of Huanshi Road, the reporter found that there are still several stocks. The reporter asked whether the increase to 1800 yuan can get 4 boxes of goods before the Mid-Autumn Festival, the manager replied: "As long as the bid can be confirmed 1800 yuan, we can get goods to the liquor company, and to ensure that it is genuine."

With the exception of Maotai, the prices of other liquors are relatively stable. “Compared with the previous month, Maotai has risen by about RMB30 for flying at 53 degrees, Wuliangye has increased by RMB20, and Luzhou Laojiao has risen by RMB10. The main reason is that the price of food has risen and the cost of making wine has risen.” The boss says. Compared with the same period before the Mid-Autumn Festival last year, the price increase was slightly mild. In the high-end channels, the sales price of 52-degree Wuliangye Guangbai is 1,038 yuan, while the representative of the supermarket terminal, China Resources Vanguard, sells for 886 yuan.

The government's price control period has already passed. "This year, liquor prices have risen moderately and have a close relationship with the government's price suppression." Zhou Siran, research fellow of the China Investment Advisor Food Industry Group, told the Yangcheng Evening News that the government's macro-control measures will also make adjustments for liquor companies, such as corporate controls. The policy of quantity insured price will be relaxed, and the phenomenon of stock picking in the channel and terminal sales market will be reduced. This will help stabilize the price of the liquor market, especially the high-end liquor market.

The government's behavior extended to the two emergency meetings of the NDRC earlier this year. In the two interviews on March 31 and April 1, the NDRC had murmured about the liquor industry, which had little change in the cost but whose prices have been increasing rapidly. At that time, the NDRC demanded that liquor companies could not artificially create shortages and could not follow the trend of rising prices. It is indeed necessary to adjust prices to communicate with the associations and the government, not to focus on the increase in the prices of rides, to raise the prices without exceeding reasonable costs, and not to collude with price increases. In the near-term, especially in the first half of the year, prices must remain stable.

However, the NDRC’s core appointment deadline is the first half of the year. Now that the deadline has passed, the mid-autumn sales season is approaching. Zhou Siran pointed out that for high-end liquor subdivision areas that are generally under-capacity, their prices still have some room for growth. “The liquor industry has benefited from 'inflation'.” Zhou Siran pointed out that the inflation background not only benefits the industry as a whole, but also forces high-end brands with higher pricing power to further increase prices and ease cost pressures. According to a research report recently published by Shenyin Wanguo Securities, there is still a large spread between the ex-factory price of Maotai, a batch of price, and the retail price. The ex-factory price is 619 yuan, a batch of price is about 1200 yuan, and the retail price is about 1250 yuan. . Therefore, it is expected that the company will raise the price again at the end of the year, and the sales growth will maintain at 10%-13% in the next few years.