Is it important that white wine loses its position as stockowner
It doesn't matter
Believe in white wine crossing the cycle
On the evening of 16 april, guzhou maotai disclosed the 2025 annual report, which showed a small decrease of 12. 1 per cent in operating income of $16. 838 billion in 2025; a net profit of $8. 32 billion, a decrease of 45. 3 per cent; and a net cash flow from operating activities of $61. 522 billion, a decrease of 33. 46 per cent。
In 2025, the company's share is proposed to be $279. 93 (including taxes) for every 10 shares of all shareholders, bringing together an annual cash dividend of $35. 33 billion。
In addition to the year's annual dividends, the amount of the annual bonus in guizhou reached an all-time high in 2025, with a gold dividend of $6,533 million (including taxes), or 79 per cent of the net profits of the year。
With regard to the decline in business performance, guizhou chau said in the annual newspaper that the change in business income was due mainly to the effects of restructuring of the sauce series。
Data from the annual reports show that in 2025, there was an operating income of $146. 5 billion, a slight increase of 0. 39 per cent over the same period. Other groups of alcohol have earned $22. 275 billion in business income, a decrease of 9. 76 per cent over the same period。
In terms of quarterly distribution, the fourth quarter was the “luterlu” of guizhou. In the fourth quarter, there was a decline of 19 per cent in the revenue generated from the business of guéhenno and 17,693 million in the net profit, or 30 per cent in the same year. In guizhou, performance continued to grow in the previous three quarters。
In entering the industry restructuring cycle, guizhou tsai remains firmly in the position of "big white one" and deep cultural and industrial concentrations can sustain high profitability. However, even the huts are inevitably affected by fluctuations in industry cycles。
From the low valley to the carnival, the last round of the white wine industry was reoriented towards a high-end increase in demand, a rise in the price of the white wine, an increase in the “marta effect” of the industry, and the growing speed of the wine industry, resulting in a rejoicing of the wine。
But at the party, many ignored that it was just a wine party. Indeed, the overall contraction in demand in the white wine market has been masked and the collapse of small and medium-sized wine companies has not attracted attention. By contrast, the wine industry is under a spotlight with heavy investment, increased capacity and market share。
So, in the second half of 2025, the carnival ended, and it was an escalation of the “marta effect” of the industry, entering the final circle: the weak were eliminated, the demand for the market shrunk, and the killing had already reached the leading business。
At this point, the effectiveness of corporate decision-making will have a more direct impact on development, and more careful decision-making should be considered。
Take as a case in point the “twilight digital world” launched by the mao tai group in 2023。
At the beginning of 2023, the mechanic app “twilight digital world” was officially launched under the banner of mao. The number of first-day users on the line was over 550,000, and the number of downloads of apple phones was first on that day. It is a new platform for strong support for development。
However, in the past three years, its operator, “gyuzhou science and technology” ltd., has been a member of the maotai group and its business relationship with guitai in the annual newspaper has also diminished。
As a result of the t+7 model for the settlement of the purchase price of the typhoon platform system, the sale of sutai liquor limited in guizhou generated the corresponding receivables through the typhoon platform。
The data were collated and found that the accounts receivable from guizhou shao tai to typhoon technology had fallen sharply over the past three years. The closing balances for 2023 to 2025 were $6,033. 4 million, $17,82. 39 million and $1. 106 million respectively。
The drop from $60 million to $1 million, although this figure does not reflect the annual sales of the guizhou pagoda on the typhoon platform, is a sufficient sign that the typhoon platform is losing its value。
Moreover, in order to operate for a sustained period, guizhou tsai has to pay millions of dollars per year for its labour costs, while guizhou tsai has spent 189 million yuan over three years on typhoon science and technology (interest expenses are provided by mao tsai group finance corporation)。
While it was unfortunate that investment in the wind had failed, the impact of markets and goodwill should be more vigilant。
With 24 taels of gas from guizhou, published by windy digital world, the first one was fired to 20,000 dollars per bottle, and even more so the kryptonite was used to make wine. But today's market price for the “precipient spring” is around $7,000. How much trust do consumers, who have been deeply involved in the typhoon platform, have in this situation
At the same time, when the market landscape changed, would today's pavilion be able to re-launch such a decision as a “sweet wind”
See the wine, and i think it might be better at this stage to take careful decision-making than to do business. Always believe white wine can cross the cycle。
