Since 20 17, when the general policy of "housing but not speculation" was put forward, the regulation policies of the property market came one after another, and the crazy property market was finally forcibly suppressed. However, while suppressing the property market, the issuance of broad money did not ebb. From 20 15 to 20 18, the balance of broad money M2 increased from 123 trillion to 183 trillion, with an average annual issuance of 15 trillion yuan.

In the era of surging water, press the gourd to get up, the house price will not rise, and the funds will begin to remember things outside the house. Since the beginning of this year, from Moutai to sneakers, the object of capital speculation is constantly breaking through people's imagination. From Pu 'er tea, garlic, ginger and long-term rental apartments in those days to Moutai, sneakers, apples and even pork today, as long as there is capital intervention, it seems that nothing can't be hyped. For capital, it doesn't matter what you are arguing about. What matters 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 guiding price of 53-degree Feitian Moutai was only 800 yuan 1 bottle. After 20 17 years of price increase, the guiding retail price in 20 18 years rose to 1499 yuan, while the actual selling price exceeded/kloc-0. Since the beginning of this year, the price of Moutai has risen again. The market price has risen from 1900 yuan at the beginning of the year to 2,500 yuan now, and even to 3,000 yuan a bottle in some areas.

Some scalpers said: at the beginning of this year, they invested100000 yuan to hoard Feitian Maotai. In half a year, even if a bottle rose by 300 yuan, it could earn160000 yuan, and the annualized rate of return exceeded 30%. He also said that it is not the time to ship, and it is normal to store them for one or two years. Therefore, you can verify that Feitian Maotai, which has the most shipments on the market now, was manufactured in 20 17. Feitian Maotai, which was manufactured this year, is still being stockpiled, so it is hard to see it on the consumer side.

The first is the dealer. At present, the dealer gets the goods from Kweichow Moutai at the ex-factory price of 969 yuan per bottle and then sells them to the terminal channel at a higher price. This process is a risk-free arbitrage game. If the price increase is doubled, the dealer can return to the original cost as long as half of the goods are sold, which can ensure that the dealer can make a steady profit without losing money on the basis of hoarding goods. It is nothing more than a matter of earning more and earning less.

In the embodiment outside the dealers, a large number of speculators are also involved. 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, they can earn hundreds of thousands in a few months, and the rate of return easily exceeds 20%. Many of these speculators are retailers, and 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, and they are 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 industry 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, and they have fried Maotai to a new height. Cattle use various methods to break through the purchase restrictions of Maotai. The routine operation is to borrow the ID cards and bank cards of relatives and friends, seven aunts and eight aunts to buy more Maotai. Of course, there is also a more cattle "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 a return trip, and then resell them in the market. Eight bottles of wine can earn nearly 10,000 yuan. As a result, at that time, many scalpers gave free air tickets to Guizhou locals, and one-day trips to surrounding cities were all inclusive, and scalpers still earned money.

After talking about "don't stir-fry wine", let's look at "don't stir-fry shoes".

So, how do you fry shoes?

In everyone's cognitive range, a pair of basketball shoes will sell for one or two thousand yuan, but 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 in coins after 90; After 90, I hoped to take over the air coin after 00, and I went to 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.

Stir-fried shoes were originally a thing of a small circle, but later, with the promotion of capital, it became a mass game. Shoe speculation is the same as the stock market. Speculators have a trading chain formed by shoe factories, toe caps, stores, scalpers and buyers, and even a primary market and a secondary market for shoe speculation have emerged.

In the securities market, the primary market, also known as the issuance market, is the market formed when the capital demanders sell the securities to the public for the first time, and the secondary market, also known as the circulation market, is the market for buying, selling, transferring and circulating the issued securities.

Corresponding to the sneaker market, the primary market is the market where brands sell directly to buyers, such as brand direct stores; The secondary market is the trading platform between the seller and the holder. This secondary market is called "Shoe Broker" and "Shoe Exchange" in the industry, and its function is similar to that of the brokerage platform. There is a shoe speculation platform and even indicators such as time-sharing chart, K-line chart, Nike index and Adi index are produced, which can be regarded as 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, the hype first attracted professional speculators to enter the market, and more hot money and big capital waited for the opportunity to join hands with large households to create an atmosphere, and finally attracted retail investors to receive goods at a high level. These skills used in real estate speculation and stock trading were moved to the shoe speculation market intact.

From frying Maotai to frying shoes, the bloodthirsty nature of capital is vividly portrayed. Who should pay for it in the end? It must be the last consumers, and of course, 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 next? The answer can only be given to time.

Finally, what Wanwei 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!