Since 2065438+2007, the general policy of "housing and not speculation" was put forward, the regulation policies of the property market have been one after another, and the crazy property market has finally been forcibly suppressed. However, while suppressing the property market, the issuance of broad money has not ebbed. From 20 15 to 20 18, the balance of broad money m 2 increased from 123 trillion to 183 trillion, with an average annual issuance of 15 trillion.
In the turbulent water age, the gourd was pressed, the house price did not rise, and the funds began to remember things outside the house. Since the beginning of this year, from Moutai to sports shoes, the object of capital speculation has continuously broken through people's imagination. From Pu 'er tea, garlic, ginger and long-term rental apartments in those days to Maotai, sneakers, apples and even pork today, as long as there is capital intervention, it seems that there is nothing that cannot be hyped. It doesn't matter what you are arguing about for capital. The important thing is that you have something to fry.
Last week, the newly appointed chairman of Maotai stated for the first time in the Mid-Autumn Festival: "Moutai is for drinking, not for frying, please don't be a scalper and don't illegally resell Moutai", which is equivalent to directly moving the hype of Maotai to the table.
At the end of 20 16, the guide price of 53-degree Tian Fei maotai was only 800 yuan 1 bottle. After the price increase of 20 17, the guiding retail price is 20 1499 yuan, while the actual sales price exceeds 1900 yuan. Since the beginning of this year, the price of Moutai has risen again. The market price rose from 1.900 yuan at the beginning of the year to 2,500 yuan today, and in some areas it rose to 3,000 yuan a bottle.
Some scalpers said: At the beginning of this year, they invested 1 10,000 yuan to hoard Tian Fei Maotai. In half a year, even if a bottle rises by 300 yuan, they can earn 6,543,800 yuan+6,000 yuan, and the annualized rate of return is over 30%. He also said that now is not the time to ship, and it is normal to store it for one or two years. So you can check that Tian Fei Maotai, which has the largest shipment on the market now, was produced in 20 17. Tian Fei Maotai produced this year is still in stock, so it is difficult to see it on the consumer side.
The first is the dealer. At present, dealers get goods from Kweichow Moutai at an ex-factory price of 969 yuan per bottle, and then sell them to terminal channels at a higher price. This process is a risk-free arbitrage game. If the price is doubled, the dealer can return to the original price as long as he sells half of the goods, which can ensure the dealer to make a stable profit without losing money on the basis of hoarding goods. It's just a matter of earning more and earning less.
The embodiment outside the dealers also involves a large number of speculators. They usually buy dozens of boxes in the off-season and then sell them in holidays or peak seasons. After a wave of short-term operations, you can earn hundreds of thousands in a few months, and the yield easily exceeds 20%. Many of these speculators are retailers, so it is not easy to get goods. Some retailers said that dealers can hoard tens of millions of goods at one time, and retailers are not strong enough, just tinkering around the edges.
In addition to speculators, in recent years, hot money has also begun to enter the Moutai speculation industry. According to the estimation of senior insiders, at least 2 billion yuan of hot money has entered the circulation system of Maotai.
Compared with dealers, speculators and hot money, scalpers are more interesting. They have fired Maotai to a new height. Cattle use various methods to break through the purchase restriction of Maotai. The routine operation is to buy more Maotai by borrowing the ID cards and bank cards of relatives and friends, seven aunts and eight aunts. Of course, there is a more awesome "Sao operation", that is, "flying to buy Maotai". Last year, Maotai Distillery stipulated that inbound passengers at Zunyi Maotai Airport can buy two bottles of Moutai, and if they are round-trip passengers, they can buy another box. A passenger can buy 8 bottles of Maotai on his return trip and resell them in the market. Eight bottles of wine can earn nearly ten thousand yuan. As a result, at that time, many scalpers gave free air tickets to Guizhou locals, and the surrounding cities were all-inclusive, and scalpers still made money.
After saying "no fried wine", let's look at "no fried shoes".
So, how to fry shoes?
In everyone's cognitive range, a pair of basketball shoes will sell for one or two thousand yuan, and now they can sell for tens of thousands, hundreds of thousands or even hundreds of thousands of yuan online.
A few days ago, there was a paragraph on the internet: after 70, I hoped to take over the stock market after 80, and as a result, I went to real estate speculation after 80; After 80, I hope to take over the house after 90, and as a result, I went to speculate after 90; After 90, I hope to take over the air coin after 00 and fry shoes after 00. As the saying goes: the back waves of the Yangtze River push the front waves, and the front waves die on the beach.
Shoe-frying was originally a small circle thing, but later, driven by capital, it became a mass game. Shoe frying is the same as stock trading. Speculators have a trading chain consisting of shoe factories, shoes and hats, stores, scalpers and buyers, and even a primary market and a secondary market for fried shoes have emerged.
In the securities market, the primary market is also called the issuance market, which is formed when the fund demanders sell securities to the public for the first time, and the secondary market is also called the circulation market, which is the market for buying, selling, transferring and circulating the issued securities.
Corresponding to the sports shoes market, the primary market is the market where brands are sold directly to buyers, such as brand direct stores; The secondary market is a trading platform between sellers and holders. This secondary market is called "shoe broker" and "shoe exchange" in the industry, and its function is similar to that of brokerage platform. There is a shoe-frying platform that even produces time-sharing chart, K-line chart, Nike index, Adi index and other indicators, which is also a new realm.
Therefore, from the whole transaction process, the brand actually plays an extremely important role, and even has the suspicion of being a planner.
At the beginning, speculation first attracted professional speculators to enter the market, and more hot money and big funds waited for opportunities to join hands with large households to create an atmosphere, and finally attracted retail investors to receive goods at a high level. These techniques used in real estate speculation and stock trading have been moved to the shoe speculation market intact.
From frying Maotai to frying shoes, the bloodthirsty nature of capital is vividly portrayed. Who should pay the bill in the end? It must be the last consumer, and of course there are ignorant speculators who want to make a fortune but take over at a high level.
Then, will the increasingly rampant capital return to the stock market? The answer can only be given to time.
Finally, what Wan Wei Finance wants to say is: On the one hand, the flood of currency tide breeds the wind of speculation; On the other hand, the dream of making quick money devours hard-won wealth!