Liquor, cigarettes and tea are the usual social currency. Especially for liquor, "no wine, no feast" is not alarmist.
Baijiu has its own "national unity" attribute, relatives and friends get together, separated, without a few glasses, it is difficult to have an atmosphere.
People from all over the world gather at a table, and they have to use wine to enliven the atmosphere, bragging, pushing glasses and changing lamps, talking high-mindedly, and borrowing wine to strengthen their courage ......It shows human nature, and it is all the truth of the world.
Wine is indispensable in every aspect of our lives. Today, let's talk about why the liquor industry is the best track?You can make money for a lifetime.
It's only a matter of time before young people are young.
There may be many people who will say that how many young people nowadays drink liquorMiddle-aged people are drinking less and less liquor, and many relatives and friends around them are quitting smoking and drinking, and many people like low-alcohol wine, such as wine and sparkling ......wineThe liquor industry will become more and more sluggish and difficult!
On the surface, young people don't like liquor, and the remarks that all kinds of liquor harms the body are overwhelming, and the future trend of liquor is full of fog. In fact, it's not that young people don't like baijiu, it's just because they haven't reached the age to like baijiu!
The taste of liquor is tasted, and beer, sparkling wine, and red wine cannot bear the heaviness of the years.
The growth of life experience will be shown through a certain carrier, and high-end liquor that has experienced the precipitation of the year can truly meet their needs in the future.
The post-80s generation didn't like to drink liquor 20 years ago, but after middle age, after years of wind and frost, they will find that the taste of liquor is life. Slowly, most of the post-80s generation fell in love with the life of wine and wine.
Young people don't drink liquor now, it doesn't mean they won't drink it in the future, Moutai ice cream launched by Moutai, and Luckin co-branded sauce latte have a good reputation and response.
Older people also know that when you are young, you can "drink cow", beer bottle after bottle, but at a certain age, it is very embarrassing to be so "cow drink", because you have to run to the bathroom non-stop, and drinking some liquor will not have this embarrassment.
Baijiu is a magical track.
As an ordinary consumer and value investor of liquor, after analyzing liquor, I deeply feel that baijiu is a magical track. The magic is mainly as follows:
1. The ** of a pound of liquor is from 3 yuan to 3,000 yuan, ** is a thousand times different, but there are a large number of products on sale.
2. There is no banquet without wine, and there are fewer than a thousand cups of wine for a confidant!Why has liquor become a good accompaniment to meals, banquets are standard, and even state banquets have to drink liquor.
3. The number of liquor manufacturers is staggering, almost every county in Henan, Anhui, Sichuan, Shandong, Hubei and other places has distilleries, so many distilleries of almost the same quality can survive, and there are a number of die-hard fans in the local area.
4. I know that drinking is wrong and messy after drinking, but everyone still can't help drinking, and they want to drink after a while, and there are even drunkards who drink every day.
5. As a non-essential product, liquor can be passed down for thousands of years. From the wine pond meat forest of the Shang Dynasty, to the hundred wine fighting poems of the Tang Dynasty, and then to the Ming and Qing dynasties, the modern world used Moutai to entertain foreign dignitaries, and the recent market value of Moutai has exceeded 2 trillion.
6. The wine culture is splendid, and China's poetry, literature, and art festivals are also accompanied by wine. Li Bai's "A pot of wine among the flowers, drinking alone without a blind date", wrote four poems under the moon. Du Mu's "borrowing to ask where the restaurant is, the shepherd boy refers to Xinghua Village". There is also a banquet culture from all over the country.
7. Wine is the fragrance of aging. The more high-grade liquor is put out, the more it is released, the more fragrant it becomes, not only does not depreciate, but it will appreciate, which is just the opposite of the inventory impairment of most consumer goods and daily necessities.
The four attributes of liquor.
The four fundamental attributes of baijiu carefully analyze the above seven magical characteristics, which are actually from the four essential attributes of baijiu: addiction, human needs, socialization, and finance.
1. The addictive properties of the liquor product itself.
Baijiu has the characteristics of products such as anesthetic nerves, relaxation of the spirit, increased blood pressure, and rapid heartbeat. Long-term drinking will form taste preferences, addictive dependence, that is, it will be uncomfortable if you don't drink alcohol every few days, and even have to drink several glasses a day.
2. Baijiu can meet the needs of a variety of human natures.
Relieve boredom: "A pot of wine among the flowers, drinking alone without a blind date." Raise a glass to invite the bright moon, and the shadow becomes a trio".
Expression: "The ancient sages are all lonely, and only the drinker leaves his name."
Show off and respect: For example, ask someone to drink 3,000 bottles of Moutai or tens of thousands of bottles of wine.
3. The social attributes of liquor.
To some extent, our social interaction is not possible without liquor.
Self-drinking, family or family holiday gatherings, important trustees, treats or gifts, wine for business activities, banquets for red and white ceremonies, and gatherings of relatives and friends are all inseparable from liquor.
4. The financial attributes of liquor collection and appreciation.
The liquor is the fragrance of aging, and the high-end and high-grade liquor is used as inventory, and the more it is released, the more valuable it is, and it is a "friend of time".
Advantages of high-end liquor track.
In particular, the track of high-end liquor has some advantages that cannot be compared with other industries, mainly in the following aspects:
1. Baijiu culture is as long as Chinese culture.
Life must be full of joy" to drink, "raise a glass to pour sorrow and sorrow" to drink;
Persuade the gentleman to drink a glass of wine, "farewell to drink, "no wine, no feast" banquet to drink;
Raise a glass to invite Mingyue to "drink alone", "wine is less than a thousand glasses of confidants", and you have to drink even more when you see friends.
The consumption preference of liquor can be easily observed, and whether the liquor is delicious can also be tasted.
Second, there are no new competitors entering, and the moat is deep.
On the one hand, high-end liquor needs to be based on a high level of liquor quality, and the key to the brewing process of liquor is microbial fermentation, which is related to the geographical environment, pH, number of colonies, temperature, humidity, climate, etc.
Industrial mass production is not possible, and because the fermentation process is not 100% controllable, the distilled spirits after fermentation need to be blended by the taster and highly dependent on the taster's tongue.
This brewing process means that the high quality of high-end baijiu that lasts for several years takes time to accumulate and even more time to verify.
High-end liquor is a friend of time, and it is difficult for a strong new disruptor to emerge in the high-end liquor industry in 3-5 years.
3. The financial indicators of high-end liquor enterprises are excellent.
The gross profit margin of high-end liquor is generally more than 70%, the net profit margin is more than 20%, the average annual ROE is more than 20%, the asset-liability ratio is less than 40%, the accounts receivable is close to 0, and the free cash flow and profit ratio is more than 100%.
A little inventory is still more and more valuable, and investors should be drooling when they say it, if you have such a business, it is estimated that you will wake up with a smile in the middle of the night.
Fourth, high-end liquor is in line with the trend of consumption upgrading.
With the improvement of China's per capita income level, there are more and more middle-class and wealthy people, and it is not difficult to understand that everyone chooses to "drink less and drink better".
Liquor is a fast-moving consumer product, and if you drink it, you have to drink it, and it sells quickly. The use of a wide range of scenarios, high profits, the more you save, the more valuable it is, just the banquet, the urban and rural markets are amazingly large, and there seems to be liquor on the table at any time.
The liquor industry is definitely a top track worth investing in.