Engxenyeni yokuqala yalo nyaka, izinkampani eziholayo zobhiya zazinezici ezisobala zokukhuphuka kwamanani "nokuncipha", kanye nokuthengiswa kukabhiya kutholwe kwikota yesibili.
Ngokusho kwe-National Bureau of Statistics, engxenyeni yokuqala yalo nyaka, ngenxa yomthelela wobhubhane, umphumela wemboni yobhiya wasekhaya wawela ngo-2% unyaka nonyaka. Ukuzuza kubhiya ophakeme kakhulu, izinkampani zikabhiya zikhombise izici zokunyuswa kwamanani nokwehla kwevolumu engxenyeni yokuqala yonyaka. Ngasikhathi sinye, ivolumu yokuthengisa yaphinde yavuka kakhulu kwikota yesibili, kepha ingcindezi yezindleko yavezwa kancane kancane.
Unamuphi umthelela onomthelela ononyaka owubangelwe ezinkampanini zikabhiya? Impendulo ingaba "ukukhuphuka kwamanani kanye nokuncipha kwevolumu".
Ngobusuku bango-Agasti 25, iTsingtao Brewery yaveza umbiko wayo wonyaka we-2022. Imali engenayo engxenyeni yokuqala yonyaka yayingaba ngu-19.273 billion yun, ukukhuphuka kweminyaka engu-5.73% Inzuzo ye-Net yayingu-2.852 billion yuan, ukwanda okungaba ngu-18% unyaka nonyaka. Ngemuva kokudonsa izinzuzo nokulahleka okungahambelani okufana noxhaso lukahulumeni lwama-yuan angama-240 wezigidi, inzuzo ye-net yenyuke cishe ngonyaka ka-20% ngonyaka; Imali etholwayo eyisisekelo ingxenye ngayinye yayingu-2.1 yuan ngesabelo ngasinye.
Engxenyeni yokuqala yonyaka, umthamo wokuthengisa ophelele we-Tsingtao Brewery wehla ngo-1.03% ngonyaka kuya kumakhiloli ayizigidi eziyi-4,72, lapho umqulu wokuthengisa ekota yokuqala wawela ngo-2.2% amakhiloli. Ngokusekelwe kulokhu kubalwa, iTsingtao Brewery ithengise amakhiloli ayizigidi ezingama-2,591 kwikota yesibili, enesilinganiso sokukhula konyaka ocishe ibe ngu-0.5%. Ukuthengisa ubhiya kwikota yesibili kukhombise izimpawu zokubuyisa.
Umbiko wezezimali waveza ukuthi isakhiwo somkhiqizo senkampani sakhiwe kahle engxenyeni yokuqala yonyaka, eyadlula ukwanda konyaka ongesikhathi esiseleyo ngesikhathi. Engxenyeni yokuqala yonyaka, ivolumu yokuthengisa yomkhiqizo omkhulu we-tsingtao yayinamakhilolidi ezigidi ezingama-2.6, ukwanda konyaka ka-2.8%; Umthamo wokuthengisa wamaphakathi kuya phezulu futhi ngaphezulu kwemikhiqizo kwakungamakhiloli ezigidi eziyi-1.66, ukwanda konyaka ngonyaka ka-6,6%. Engxenyeni yokuqala yonyaka, intengo yewayini ngethani ngalinye lalingaba ngu-4,040 yuan, ukwanda okungaphezulu kuka-6% ngonyaka.
Ngasikhathi sinye lapho intengo yethani yenyuka, iTsingtao Brewery yethule umkhankaso we- "Summer Storm" ngesikhathi sonyaka we-Peak ngoJuni kuya kuSepthemba kuya kuSepthemba. Ukulandelela kwesiteshi sokuphepha okuhlale kukhombisa ukuthi umthamo wokuthengisa oqongelelayo we-tsingtao Brewery kusuka ngoJanuwari kuya kuJulayi uthole ukukhula okuhle. Ngaphezu kwesidingo somkhakha wobhiya esilethwe yisimo sezulu esishisayo kuleli hlobo ngonyaka owedlule, ukuphepha okuhlale kubikezela ukuthi umthamo wokuthengisa we-tsingtao ubhiya kukota yesithathu kulindeleke ukuthi wandise kakhulu unyaka nonyaka. .
Umbiko wocwaningo lukaShenwan Hongyuan ngo-Agasti 25 waveza ukuthi imakethe kabhiya yaqala ukuzinza ngoMeyi, kanti iTsingtao Brewery yathola ukukhula okuphezulu okukodwa ngoJuni, ngenxa yesikhashana esiseduze nesifo sokusondelana kanye nokusetshenziswa kwesinxephezelo ngemuva kokusondela kanye nokusetshenziswa kwesinxephezelo ngemuva kokuxoxa. Njengoba isikhathi esiphakeme salo nyaka, esithintwe yisimo sezulu esiphakeme sokushisa, isidingo esiphansi sesibuyile kahle, futhi kunesidingo sokugcwaliswa ohlangothini lwesiteshi esiphakeme. Ngakho-ke, uShewan Hongyuan ulindele ukuthi ukuthengiswa kukabhiya weTsingtao ngoJulayi nango-Agasti kulindeleke ukuthi kugcinwe ukukhula okuphezulu okukodwa.
I-China Resource Beer yamemezela imiphumela yayo engxenyeni yokuqala yonyaka ngo-Agasti 17. Imali engenayo inyuke ngo-7% 8 billion yuan, kepha inzuzo yeNet yawa ngo-11.4% billion yuyaan. Ngemuva kokukhipha imali engenayo ekuthengisweni komhlaba ngeqembu ngonyaka owedlule, inzuzo yeNet yesikhathi esifanayo ngo-2021 izothinteka. Ngemuva komthelela wengxenye ye-China Resources ubhiya wokuqala wonyaka, inzuzo yenzuzo yeNet of China Resources ubhiya inyuke ngonyaka ongaphezu kuka-20% ngonyaka.
Engxenyeni yokuqala yonyaka, ethintekile ngobhubhane, umthamo wokuthengisa weChina Resources ubhiya wawungaphansi kwengcindezi, phansi kancane ngo-0.7% unyaka nonyaka kuya kumakhiloli ezigidi eziyi-6.295. Ukuqaliswa kwebhiya ephezulu kakhulu nakho kuthinteke ngezinga elithile. Umthamo wokuthengisa we-sub-high-end futhi ngaphezulu ubhiya ukhuphuke ngo-10% unyaka nonyaka kuya ku-1.142 million amakhiloli, obekuphakeme kunaleso ngonyaka owedlule. Engxenyeni yokuqala ka-2021, izinga lokukhula lika-50.9% unyaka nonyaka lehlile kakhulu.
Ngokusho kombiko wezezimali, ukuze kususwe ingcindezi yezindleko ezikhuphukayo, ubhiya wezinsizakusebenza ze-China alungiswe ngesizotha izintengo zemikhiqizo ethile ngesikhathi, kanti intengo ethengiswayo ephelele engxenyeni yokuqala yonyaka inyuke ngonyaka ka-7.7% ngonyaka. I-China Resources Beer yaveza ukuthi kusukela ngoMeyi, isimo se-ebhubhane ezingxenyeni eziningi ze-Mainland China yase-China sehle, futhi imakethe yebhiya yonke ibuye kancane kancane.
Ngokusho kombiko kaGuotai Junan ka-Agasti 19 Ucwaningo luka-Agasti 19, ucwaningo lwesiteshi lukhombisa ukuthi ubhiya wezinsizakusebenza kulindeleke ukuthi abone ukukhula okukodwa okukodwa kokuthengisa kusuka ekuqaleni kukaJulayi kuya ekuqaleni kuka-Agasti, futhi kulindeleke ukuthi kube nokuphela kokuphela kwangaphezulu kuka-Agasti.
UBudiaiser Asia Pacific ubuye wabona ukwehla okungaphezulu kwentengo. Engxenyeni yokuqala yonyaka, ukuthengiswa kukaBudia Pacific emakethe yaseChina kwawela ngo-5.5%, kanti imali nge-hectoliter ngayinye inyuke ngo-2.4%.
UBudiiser Apac uthe kwikota yesibili, "ukulungiswa kwesiteshi (kufaka phakathi ama-nightclub kanye izindawo zokudlela) kanye nomxube ongemuhle wezwe kube nomthelela omkhulu ebhizinisini lethu futhi uncibilikisiwe imboni" emakethe yaseChina. Kepha ukuthengiswa kwayo emakethe yaseChina kwaqopha cishe ukukhula okungu-10% ngoJuni, kanye nokuthengiswa kwephothifoliyo yayo ephezulu kanye ne-Ultra-High-End Product Product
Ngaphansi kwengcindezi yezindleko, izinkampani zewayini eziholayo "zihlala ziqinile"
Yize intengo ngethani lezinkampani zikabhiya selikhuphuke, izingcindezi zezindleko zivele kancane kancane ngemuva kokukhula kokuthengisa kwehle. Mhlawumbe udonswe phansi ngezindleko ezikhuphukayo zezinto zokwakha eziluhlaza kanye nezindleko zokupakisha, izindleko zokuthengisa zobhiya e-China engxenyeni yokuqala yonyaka zikhuphuke cishe ngonyaka ka-7%. Ngakho-ke, yize inani elijwayelekile engxenyeni yokuqala yonyaka lenyuke cishe nge-7.7%, i-Gross inzuzo yemidlalo ye-China Resources ubhiya engxenyeni yokuqala yonyaka yayifana nenkathi efanayo ngo-2021.
Ubhiya weChongqing uphinde athinteke ngezindleko ezikhuphukayo. Ngobusuku bango-Agasti 17, ubhiya weChongqing uveze umbiko wawo wonyaka we-2022. Engxenyeni yokuqala yonyaka, imali engenayo yanda ngo-11.16% ngonyaka kuya ku-7.936 billion yulion yuya; Inzuzo ye-Net ikhuphuke ngo-16.93% unyaka nonyaka kuya ku-728 million yuan. Othintwe ubhubhane ngekota yesibili, umthamo wokuthengisa we-chongqing beer kwakungamakhiloli angu-1,648,400, kwandiswa ngonyaka ka-6.36% ngonyaka, obekudlula isilinganiso sokukhula kweminyaka engu-20% ngonyaka ofanayo ngonyaka owedlule.
Kuyaqapheleka ukuthi izinga lokukhula kwemali lemali ye-Chongqing Beer's End's imikhiqizo ephakeme njenge-WUSU futhi yehlise kakhulu engxenyeni yokuqala yonyaka. Imali engenayo yemikhiqizo ephezulu engenhla ngaphezulu kwe-yuan ikhuphuke cishe ngo-13% unyaka nonyaka kuya ku-2.881 billion yuan, ngenkathi ukukhula konyaka kudlula iminyaka engama-62% ngonyaka ofanayo ngonyaka owedlule. Engxenyeni yokuqala yonyaka, intengo ye-Chongqing Beer yayingaba ngu-4,814 yuan, ukwanda konyaka okungaphezulu kuka-4%, kanti izindleko zokusebenza zikhuphuka ngonyaka ezingaphezu kuka-11% ngonyaka kuya ku-4.0% billion yuaan.
Ubhiya we-Yanjing ubuye ebhekene nenselelo yokunciphisa ukukhula maphakathi nendawo kuya phezulu. Ngobusuku bango-Agasti 25, u-Wanjing Beer wamemezela imiphumela yayo yesikhashana. Engxenyeni yokuqala yalo nyaka, imali yayo yayingu-6.908 billion yuan, ukwanda konyaka ngo-9.35%; Inzuzo yayo ye-Net yayingama-351 million yuan, ukwanda konyaka ka-21.58%.
Engxenyeni yokuqala yonyaka, ubhiya we-yanjing wathengisa amakhiloli ezigidi ezingama-2.1518, ukukhuphuka okuncane konyaka ka-0.9% ngonyaka; Ukusungula kukhuphuke ngo-7% unyaka nonyaka kuya ku-160,700 amakhilolithari, futhi intengo yethani inyuke ngonyaka ongaphezu kuka-6% ngonyaka kuya ku-2,997 yuan / toni. Phakathi kwazo, imali ephakathi nendawo yemikhiqizo ephakathi nendawo ephakeme inyuke ngo-9.38% unyaka nonyaka kuya ku-4.058 billion yuan, obekuhamba kancane kunamazinga okukhula cishe ngonyaka owedlule; Ngenkathi izindleko zokusebenza zikhuphuka ngonyaka ezingaphezu kuka-11% ngonyaka kuya ku-2.128 billion yuan, futhi imajini yenzuzo enkulu yehle ngo-0.84% unyaka nonyaka. I-PERPERTAGE IKHODI KU-47.57%.
Ngaphansi kwengcindezi yezindleko, izinkampani ezihola phambili ubhiya zikhetha ukulawula imali.
"Iqembu lizosebenzisa umqondo 'ukuze liphile impilo eqinile' engxenyeni yokuqala ka-2022, futhi ithathe izinyathelo eziningi zokunciphisa izindleko futhi zikhuphule ukusebenza kahle kwezindleko zokusebenza." I-China Resources Beer yangeniswa embikweni wayo wezezimali wokuthi ubungozi endaweni yokusebenza kwangaphandle ihleliwe, futhi kufanele 'iqinise' ibhande ". Engxenyeni yokuqala yonyaka, izindleko zokukhangisa ze-China Resources Beers kanye nezindleko zincipha, futhi ukuthengisa nokusabalalisa izindleko zehla cishe ngo-2.2% unyaka nonyaka.
Engxenyeni yokuqala yonyaka, izindleko zokuthengisa ze-Tsingtao zinesivumelwano ngo-1.36% ngonyaka kuya ku-2.126 billion yuan, ikakhulukazi ngoba amadolobha ngamanye athintwe yibhubhane, kanye nezindleko zawa; Izindleko zokuphatha zehle ngamaphesenti angama-0.74% unyaka nonyaka.
Kodwa-ke, ubhiya we-chongqing kanye nobhiya we-yanjing basadinga "ukunqoba amadolobha" enqubweni yobhiya ophakeme ngokutshala imali ezindlekweni zemakethe, kanye nezindleko ngesikhathi sonyaka. Phakathi kwazo, izindleko zokuthengisa zeChongqing Beer zanda cishe ngamaphesenti ayi-8 ngonyaka kuya ku-1.155 billion yuya, kanye nezindleko zokuthengisa ze-yanjing ubhiya zikhuphuke ngaphezu konyaka oneminyaka engama-1492.
Umbiko wokucwaninga weZheshang Securities ngo-Agasti 22 waveza ukuthi ukwanda kwemali engenayo kabhiya ekota yesibili kwakungenxa yokwanda kwentengo yethani kanye nokwenyuka kwamanani, kunokukhula kwentengo. Ngenxa yeShrinkage ye-Offline Promotion kanye nezindleko zokunyusa phakathi nalesi sifo.
Ngokusho kombiko wokucwaninga wezokuphepha kweTianfeng ngo-Agasti 24, imboni yebhiya ibangela ingxenye ephezulu yezinto zokwakha ezivuthiwe, futhi amanani entengo yezimpahla eziningi aphenduke amaphoyinti we-bulk kusukela kulo nyaka, kanye nephepha elenziwe ngokonakalisiwe. , Amanani entengo e-aluminium nengilazi ake akhulule futhi anciphile, futhi intengo yebhali engenisiwe isesezingeni eliphakeme, kepha ukwanda kuncishisile.
Umbiko Wokucwaninga okhishwe yiChangjiang Securities ngo-Agasti 26 Ubikezela ukuthi ukuthuthukiswa kwenzuzo okulethwa ukwehla kwezinto ezisetshenziswayo kanye nezinto zokupakisha kulindeleke ukuthi zithole ukutholakala kwengxenye yesibili yonyaka nonyaka olandelayo. khombisa.
Umbiko wokucwaninga we-Citic Securities ngo-Agasti 26 wabikezela ukuthi iTsingtao Brewery izoqhubeka nokukhuthaza ukukhiqizwa okuphezulu. Ngaphansi kwesizinda sentengo kukhuphuka nokuvuselelwa kwesakhiwo, ukukhuphuka kwentengo yethani kulindeleke ukuthi kususwe ingcindezi ebangelwa izindleko eziphezulu zezinto zokwakha ezingavuthiwe. Umbiko wokucwaninga we-GF Securities ngo-Agasti 19 waveza ukuthi kukhunjulwa okuphezulu komkhakha kabhiya waseChina kusesengxenyeni yokuqala. Ngokuhamba kwesikhathi, inzuzo kabhiya ye-China i-China kulindeleke ukuthi iqhubeke nokuthuthuka ngaphansi kokuxhaswa kwesakhiwo sokwakha umkhiqizo.
Umbiko wokucwaninga wezifo zeTianfeng Security ngo-Agasti 24 waveza ukuthi imboni yebhiya ithuthukise kakhulu inyanga-ngenyanga. Ngakolunye uhlangothi, ngokucimana ngobhubhane kanye nokukhulisa ukuzethemba kwabathengi, ukusetshenziswa kwesimo seziteshi esilungele ukufudumala sekufudumele; Ukuthengisa kulindeleke ukuthi kusheshiswe. Ngaphansi kwesisekelo esiphansi sonyaka ophansi ngonyaka owedlule, uhlangothi lokuthengisa kulindeleke ukuba lulondoloze ukukhula okuhle.
Isikhathi sePosi: Aug-30-2022