Compared with the gap between listed wine companies, too many wine companies still have illusions

Mondo Finance Updated on 2024-01-29

Compared with the gap between listed wine companies in technology, market and brand, there are too many small wine companies that still have unrealistic illusions.

The production capacity and brand of regional liquor companies are not advantageous, and high-quality liquor such as representative liquor in the production area will continue to expand

Judging from the output data, under the sluggish domestic liquor market in 2023, competition will accelerate, and the national liquor production will be further concentrated in advantageous enterprises and production areas, and regional liquor production capacity will be eliminated at an accelerated pace.

Judging from the current situation, regional brands, as regional market barriers, will gradually disappear forever, but it is still extremely difficult for high-quality liquor from advantageous liquor producing areas to enter a larger market. The competitors of wine in the production area will change from regional wine companies to other wine companies in advantageous production areas, and they will also face brand-name wine companies that will explore their resources.

Technology may not represent the absolute flavor advantage of liquor, but it can definitely represent the production capacity and quality advantage of liquor

According to the patents of well-known liquor companies one by one, we found that the leading liquor companies in the industry have gathered absolute advantages in biological and engineering technologies, and have begun to transform traditional liquor production methods with automation and intelligence. Even if the liquor enterprises in the same producing area get some of the convenience of technology spillover and base liquor procurement, it is impossible to upgrade to the same level of famous liquor for a long time.

At present, the intelligent solutions of each leading wine company are tailored by themselves. If you want to upgrade to intelligence, you must first put forward the demand for intelligence, otherwise it will be a waste of money to take other people's tools and not know how to use them. Even if you have money, various process parameters, no technical experts, no technical accumulation, and no brand are still unsolvable problems. In other words, no matter how much you invest, no matter how much market power and publicity you have, if you want to rebuild a Moutai, it will definitely be useless.

Therefore, the expansion of liquor in producing areas is essentially competing with liquor from other producing areas for the market share that regional liquor companies have withdrawn. If you want to go up and compete for high-end liquor, you need to patiently increase production capacity and technology, and wait for the user base and technical foundation to be strong enough to have a strategic and natural product upgrade.

Before the enterprise completes the essential upgrade, it is really a bit of a whimsy to blindly raise expectations. High-end liquor is often used at business banquets, can you help others improve the liquor rating first?Even if you have the ability to turn people into baijiu tasters first, and then remember your goodness, don't forget that the sense of smell and taste is not something that everyone, every age, or every day can maintain.

And the saying that rich people never choose - right, but only expensive - yes.

Finally, it's about branding

You don't see that in any market, the head companies are limited, because human cognitive ability is limited, the market capacity is limited, and they will not accept too many brand-name products. In other words, even if you work hard, you won't be able to reach the top of the peaks one day.

What's more, if you look at the names of wine companies now, there are a few that are widely disseminated, and the historical allusions are really good, but unfortunately not everyone likes to listen to stories. Those with similar names are more like having a big "Li Ghost" written on their faces. What is the concept of a winery, what is the village, does the liquor have a consumption environment for foreign liquor now, do you have the quality to insist on, can you always maintain cautious stock production?

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