半日穷
06-03
凡凡是说得好的人做得都不怎么!
茅台魔咒,德芹能破?
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17:36","market":"sh","language":"zh","title":"茅台魔咒,德芹能破?","url":"https://stock-news.laohu8.com/highlight/detail?id=2439909963","media":"征探财经","summary":"茅台新掌门人的脸上,似乎随时挂着的都是严肃。茅台这些年,是无敌的存在。这些年,茅台掌门人如走马灯地换,四年三换传言四起。他提出茅台下一个阶段,是实施“三个服从”发展战略。今年一季度茅台直销收入放缓,直销收入同比增长仅为8.49%。这会拖累茅台整体营收吗?茅台还能坚挺多久?市面上,茅台的价格也在逐步松动,今年5月茅台酒散瓶价格跌破了2500元,近期也在2500元左右徘徊。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20240531174907474v201z1thyhv9p25\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20240531174913330v201vxdxlppiwnw\"/><p>图片来源:征探君2024年3月摄于重庆</p><p>一边是喧闹,一边是淡定。</p><p>茅台来了一个不想当网红的董事长,曾经极度喧闹的茅台镇是否会归于平静呢?</p><p>茅台新掌门人的脸上,似乎随时挂着的都是严肃。面对1700多名参会人员,他说<strong>:“这些天我成了一个网红,但这真的不是我所期待的。”</strong>时下,不想当网红的企业家,几乎要被视为异类。</p><p>然而,茅台不一样。两万亿市值的<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>(600519.SH),估计是<span>市值管理</span>最清闲的A股企业,“自来水”很多。52岁的掌门人,是老茅台人,毕业就在茅台干技术。走不出赤水河是他的宿命?非要让技术男去搞搞直播确实有点强人所难,况且也并不需要去直播打价格战。茅台这些年,是无敌的存在。</p><p>刚刚换帅,茅台确实也需要一段时间来沉淀。这些年,茅台掌门人如走马灯地换,四年三换传言四起。<strong>上一任是妥妥的网红气质,其在跨界的路上跑得飞快,搞出了酱香咖啡、茅台冰激凌、茅台巧克力等等引起市场关注的热点。营销层面,茅台也是顶流。</strong></p><p>这一任,再走网红路线,也显示不出独特的格调了。不仅仅是旧人去,新人来。其实,人的习惯是很难改变的,掌门人这个年龄也更不太可能去发生大偏转。搞技术的人,还是痴迷于技术更好一些。非要让不善于演讲的掌门人,盯着前面多个大屏幕念字幕,搞所谓脱稿演讲。那是焦虑的汽车界,太卷。而且,不够自信的汽车大佬,还被姓雷的和穿红衣的带节奏。</p><p>茅台这几年也在做一些下探的工作,力图抓住年轻人,成为喝酒的接班人。但是,对于产品质量和打假,却没有舍得花真功夫。酒局里喝茅台,很多时候是一个残忍加撞运气的事情。运气好,喝下针孔重灌的是茅台王子。运气不好的,喝下不知名的勾兑酒第二天头痛欲裂。年轻人,越来越不愿意喝烈酒。</p><p>张德芹在股东大会提出搞质量,这就对了。专业的人做专业的事<strong>。他提出茅台下一个阶段,是实施“三个服从”发展战略。简单概括,都服从于质量。</strong>细想一下,这恐怕是对上一任的纠偏。茅台的成本很低,如果不打品质牌,这市面两三千一瓶的酒价恐怕是撑不住的。战略不搞对,茅台也得走下神坛,两万亿市值也得灰飞烟灭。</p><p>抓住了重点之后,慷慨<span>分红</span>也是不少股民买茅台的理由。新官上任不能伤感情,发发钱喝喝酒感情也就更亲了。所以这次,分红依然不含糊,对全体股东每10股派发现金红利308.76元(含税),总额高达387.86亿元。相比去年325.49亿元的分红,贵州茅台今年分红总额增长了60多亿元,同比接近增长两成。赚得多了,自然也分得多。不仅仅是小股东盼分红,茅台的大股东也需要米下锅啊。时下的贵州,日子并不轻松。未来,掌门人还得更努力挣钱啊。大小股东都望眼欲穿,不能有闪失。</p><p>可是,市场会一直好下去吗?<strong>今年一季度茅台直销收入放缓,直销收入同比增长仅为8.49%。这会拖累茅台整体营收吗?后续值得进一步观察。</strong>此外,这些年酱香酒超常规发展,大量资本涌入后,现在已经出现了颓势。一些介入酒业的地产企业、业外资本,有些已经只能低价抵酒了,投进去的大量资金也打了水漂。</p><p>茅台还能坚挺多久?市面上,茅台的价格也在逐步松动,今年5月茅台酒散瓶价格<span>跌破</span>了2500元,近期也在2500元左右徘徊。时下,鼓励买房,买新能源车,加速以旧换新换家电,国家让你花钱的大事多着呢。鼓励大家多喝酒,恐怕要排在后面了。不鼓励上市、不鼓励喝酒,从这两点来看白酒行业,市场化程度其实还蛮高。</p><p>不要当网红,好好搞质量,同时还要有耐心,这或许也符合张德芹一贯做法。他在习酒时就颇为低调内敛,“知敬畏、懂感恩、行谦让、怀怜悯”也挂在了嘴边,格外强调干事。</p><p>这一次,干了一辈子酒的张德芹,又是老茅台人,他能够改变茅台掌门人快速迭代甚至上演监狱风云的魔咒吗?“你是谁,才重要”(《封神》)毕竟,这个两万亿的盘子,谁不眼红呢?</p><p>作者丨征探君</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n茅台魔咒,德芹能破?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-31 17:36 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405311749599f0a1c68&s=b><strong>征探财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>图片来源:征探君2024年3月摄于重庆一边是喧闹,一边是淡定。茅台来了一个不想当网红的董事长,曾经极度喧闹的茅台镇是否会归于平静呢?茅台新掌门人的脸上,似乎随时挂着的都是严肃。面对1700多名参会人员,他说:“这些天我成了一个网红,但这真的不是我所期待的。”时下,不想当网红的企业家,几乎要被视为异类。然而,茅台不一样。两万亿市值的贵州茅台(600519.SH),估计是市值管理最清闲的A股企业,“...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405311749599f0a1c68&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600519":"贵州茅台","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405311749599f0a1c68&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2439909963","content_text":"图片来源:征探君2024年3月摄于重庆一边是喧闹,一边是淡定。茅台来了一个不想当网红的董事长,曾经极度喧闹的茅台镇是否会归于平静呢?茅台新掌门人的脸上,似乎随时挂着的都是严肃。面对1700多名参会人员,他说:“这些天我成了一个网红,但这真的不是我所期待的。”时下,不想当网红的企业家,几乎要被视为异类。然而,茅台不一样。两万亿市值的贵州茅台(600519.SH),估计是市值管理最清闲的A股企业,“自来水”很多。52岁的掌门人,是老茅台人,毕业就在茅台干技术。走不出赤水河是他的宿命?非要让技术男去搞搞直播确实有点强人所难,况且也并不需要去直播打价格战。茅台这些年,是无敌的存在。刚刚换帅,茅台确实也需要一段时间来沉淀。这些年,茅台掌门人如走马灯地换,四年三换传言四起。上一任是妥妥的网红气质,其在跨界的路上跑得飞快,搞出了酱香咖啡、茅台冰激凌、茅台巧克力等等引起市场关注的热点。营销层面,茅台也是顶流。这一任,再走网红路线,也显示不出独特的格调了。不仅仅是旧人去,新人来。其实,人的习惯是很难改变的,掌门人这个年龄也更不太可能去发生大偏转。搞技术的人,还是痴迷于技术更好一些。非要让不善于演讲的掌门人,盯着前面多个大屏幕念字幕,搞所谓脱稿演讲。那是焦虑的汽车界,太卷。而且,不够自信的汽车大佬,还被姓雷的和穿红衣的带节奏。茅台这几年也在做一些下探的工作,力图抓住年轻人,成为喝酒的接班人。但是,对于产品质量和打假,却没有舍得花真功夫。酒局里喝茅台,很多时候是一个残忍加撞运气的事情。运气好,喝下针孔重灌的是茅台王子。运气不好的,喝下不知名的勾兑酒第二天头痛欲裂。年轻人,越来越不愿意喝烈酒。张德芹在股东大会提出搞质量,这就对了。专业的人做专业的事。他提出茅台下一个阶段,是实施“三个服从”发展战略。简单概括,都服从于质量。细想一下,这恐怕是对上一任的纠偏。茅台的成本很低,如果不打品质牌,这市面两三千一瓶的酒价恐怕是撑不住的。战略不搞对,茅台也得走下神坛,两万亿市值也得灰飞烟灭。抓住了重点之后,慷慨分红也是不少股民买茅台的理由。新官上任不能伤感情,发发钱喝喝酒感情也就更亲了。所以这次,分红依然不含糊,对全体股东每10股派发现金红利308.76元(含税),总额高达387.86亿元。相比去年325.49亿元的分红,贵州茅台今年分红总额增长了60多亿元,同比接近增长两成。赚得多了,自然也分得多。不仅仅是小股东盼分红,茅台的大股东也需要米下锅啊。时下的贵州,日子并不轻松。未来,掌门人还得更努力挣钱啊。大小股东都望眼欲穿,不能有闪失。可是,市场会一直好下去吗?今年一季度茅台直销收入放缓,直销收入同比增长仅为8.49%。这会拖累茅台整体营收吗?后续值得进一步观察。此外,这些年酱香酒超常规发展,大量资本涌入后,现在已经出现了颓势。一些介入酒业的地产企业、业外资本,有些已经只能低价抵酒了,投进去的大量资金也打了水漂。茅台还能坚挺多久?市面上,茅台的价格也在逐步松动,今年5月茅台酒散瓶价格跌破了2500元,近期也在2500元左右徘徊。时下,鼓励买房,买新能源车,加速以旧换新换家电,国家让你花钱的大事多着呢。鼓励大家多喝酒,恐怕要排在后面了。不鼓励上市、不鼓励喝酒,从这两点来看白酒行业,市场化程度其实还蛮高。不要当网红,好好搞质量,同时还要有耐心,这或许也符合张德芹一贯做法。他在习酒时就颇为低调内敛,“知敬畏、懂感恩、行谦让、怀怜悯”也挂在了嘴边,格外强调干事。这一次,干了一辈子酒的张德芹,又是老茅台人,他能够改变茅台掌门人快速迭代甚至上演监狱风云的魔咒吗?“你是谁,才重要”(《封神》)毕竟,这个两万亿的盘子,谁不眼红呢?作者丨征探君","news_type":1},"isVote":1,"tweetType":1,"viewCount":785,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":29,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/312762297479408"}
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