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Inside Out & Outside In
Opinion
David Dodwell

China’s massive market means big business for baijiu and Kweichow Moutai. The belt and road may take them even further

  • With China sending its money, workers and influence abroad, the baijiu brands that have benefited from its massive market alone may get yet another big boost

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Employees arrange bottles of baijiu at the Kweichow Moutai factory in Guizhou province in December 2017. The baijiu business took a hit following the initiation of President Xi Jinping’s anti-corruption crackdown in 2012 but has since rebounded and brewers are now looking beyond China. Photo: Bloomberg

I can safely bet that there is not a single authentic “China hand”, or credible China business expert, who has not at some point come face to face with “trial by Mao-tai” – that gruelling 15-course banquet with your hosts calling for at least one “gan bei” toast to mark each course. 

My own personal record was among two rambunctious tables of coal mining bosses from northern Anhui, who would have put to shame the fieriest of Yorkshire miners. I counted a total of 52 toasts, at heaven knows what cost to my liver. Thank goodness the glasses were small.

Given the iconic place Mao-tai has in China’s celebratory culture – whether at weddings, or lubricating a business deal – it is hardly surprising that Kweichow Moutai, the Shanghai-listed manufacturer of Mao-tai, ranks close to Warren Buffett’s Berkshire Hathaway at the breathtaking cost of a single share – about 974 yuan (just less than US$145) at present.
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Nor is it surprising that it ranks up alongside China’s biggest and most successful companies, with a market capitalisation of over 1.2 trillion yuan. That is not quite up there with Alphabet, Amazon, Tencent or Alibaba, but puts it close alongside PetroChina or UK-listed HSBC. And it leaves Diageo, one of the West’s leading liquor groups, in the dust.

It is a measure of our general level of ignorance of China that most readers will never have heard of Kweichow Moutai, and at the same time a measure of China’s “law of large numbers” that, in spite of our ignorance, the country is populated by literally thousands of companies that rank among the world’s largest and most profitable.

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Anheuser-Busch, the maker of Budweiser, has carved out a share of China’s beer market, but has not succeeded in displacing local brands. Photo: AP
Anheuser-Busch, the maker of Budweiser, has carved out a share of China’s beer market, but has not succeeded in displacing local brands. Photo: AP
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