Kwisiqingatha sokuqala salo nyaka, iinkampani ezikhokelayo zebhiya zineempawu ezicacileyo "zokwanda kwexabiso kunye nokuncipha", kwaye ukuthengiswa kwebhiya kubuyiselwe kwikota yesibini.
Ngokutsho kwe-Bureau yeSizwe ye-Statistics, kwisiqingatha sokuqala salo nyaka, ngenxa yempembelelo yobhubhane, ukuveliswa kwemveliso yebhiya yasekhaya kwehle nge-2% ngonyaka.Ukuzuza kwibhiya ephezulu, iinkampani zebhiya zibonise iimpawu zokunyuka kwexabiso kunye nokunciphisa umthamo kwisiqingatha sokuqala sonyaka.Ngexesha elifanayo, umthamo wokuthengisa ubuyele kakhulu kwikota yesibini, kodwa uxinzelelo lweendleko lwabonakaliswa ngokuthe ngcembe.
Ubhubhani wesiqingatha sonyaka uzise ntoni kwiinkampani zebhiya?Impendulo inokuthi "ukunyuka kwexabiso kunye nokunciphisa umthamo".
Ngobusuku be-25 ka-Agasti, iTsingtao Brewery ibhengeze ingxelo yayo yesiqingatha sonyaka ka-2022.Ingeniso kwisiqingatha sokuqala sonyaka yayimalunga ne-19.273 yeebhiliyoni zeeyuan, ukwanda kwe-5.73% ngonyaka (xa kuthelekiswa nexesha elifanayo lonyaka odlulileyo), kwaye yafikelela kwi-60% yengeniso ngo-2021;Inzuzo eseleyo yayizibhiliyoni ezi-2.852 zeeyuan, ukwanda okumalunga ne-18% unyaka nonyaka.Emva kokutsalwa kweenzuzo ezingaphindi ziphindekeyo ezifana nenkxaso-mali karhulumente ye-240 yezigidi zeeyuan, inzuzo eseleyo inyuke malunga ne-20% unyaka nonyaka;ingeniso esisiseko ngesabelo ngasinye ibiyi-yuan eyi-2.1 ngesabelo ngasinye.
Kwisiqingatha sokuqala sonyaka, umthamo wokuthengisa jikelele weTsingtao Brewery wehla nge-1.03% ngonyaka ukuya kwi-4.72 yezigidi zeekhilolitha, apho umthamo wokuthengisa kwikota yokuqala wehla nge-0.2% ngonyaka ukuya kwi-2.129 yezigidi. iikhilolitha.Ngokusekelwe kolu balo, iTsingtao Brewery ithengise i-2.591 yezigidi zeekhilolitha kwikota yesibini, kunye nezinga lokukhula konyaka malunga ne-0.5%.Ukuthengiswa kwebhiya kwikota yesibini kubonise iimpawu zokubuyisela.
Ingxelo yezemali ibonise ukuba ubume bemveliso yenkampani buphuculwe kwisiqingatha sokuqala sonyaka, nto leyo eqhube ukunyuka konyaka-ngonyaka kwingeniso ngeli xesha.Kwisiqingatha sokuqala sonyaka, umthamo wokuthengisa we-brand ye-Tsingtao Beer yayiyi-2.6 yezigidi zeekhilolitha, ukunyuka konyaka-ngonyaka kwe-2.8%;umthamo wokuthengisa wemveliso ephakathi ukuya phezulu nangaphezulu yayiyi-1.66 yezigidi zeekhilolitha, ukunyuka konyaka-ngonyaka nge-6.6%.Kwisiqingatha sokuqala sonyaka, ixabiso lewayini ngetoni nganye lalimalunga ne-4,040 yuan, ukunyuka okungaphezulu kwe-6% ngonyaka.
Ngexesha elifanayo njengoko ixabiso letoni linyuka, iTsingtao Brewery yasungula iphulo elithi "Isiqhwithi sasehlobo" ngexesha lexesha eliphakamileyo ukusuka ngoJuni ukuya kuSeptemba.Ukulandelela umkhondo wetshaneli ye-Everbright Securities ibonisa ukuba umthamo wokuthengisa oqokelelweyo weTsingtao Brewery ukususela ngoJanuwari ukuya kuJulayi uzuze ukukhula okulungileyo.Ukongeza kwimfuno yoshishino lweebhiya eziziswa yimozulu eshushu kweli hlobo kunye nefuthe lesiseko esiphantsi kunyaka ophelileyo, i-Everbright Securities iqikelela ukuba umthamo wentengiso ye-Tsingtao Beer kwikota yesithathu kulindeleke ukuba inyuke kakhulu ngonyaka-on- unyaka..
Ingxelo yophando kaShenwan Hongyuan ngo-Agasti 25 yabonisa ukuba imarike yebhiya yaqala ukuzinza ngoMeyi, kwaye iTsingtao Brewery iphumelele ukukhula okuphezulu kwedijithi enye ngoJuni, ngenxa yokusondela kwexesha eliphakamileyo kunye nokusetyenziswa kwembuyekezo emva kobhubhane.Ukusukela kwixesha eliphakamileyo lalo nyaka, elichatshazelwe yimozulu yobushushu obuphezulu, imfuno esezantsi yomlambo iye yachacha kakuhle, kwaye kukho imfuneko yokuzaliswa kwakhona kwicala lomjelo obekwe ngaphezulu.Ke ngoko, uShenwan Hongyuan ulindele ukuba ukuthengiswa kweTsingtao Beer ngoJulayi nango-Agasti kulindeleke ukuba kugcinwe ukukhula okuphezulu kwedijithi enye.
I-China Resources Beer ibhengeze iziphumo zayo kwisiqingatha sokuqala sonyaka ngo-Agasti 17. Ingeniso inyuke nge-7% ngonyaka ukuya kwi-21.013 yebhiliyoni ye-yuan, kodwa inzuzo eseleyo yehla nge-11.4% ngonyaka ukuya kwi-3.802 yebhiliyoni ye-yuan.Emva kokungabandakanyi ingeniso ekuthengisweni komhlaba liqela kunyaka odlulileyo, inzuzo eseleyo ngexesha elifanayo kwi-2021 iya kuchaphazeleka.Emva kweempembelelo zeChina Resources Beer kwisiqingatha sokuqala sonyaka, inzuzo eshiyekileyo ye-China Resources Beer inyuke ngaphezu kwe-20% unyaka nonyaka.
Kwisiqingatha sokuqala sonyaka, esichatshazelwa ngubhubhane, umthamo wokuthengisa we-China Resources Beer wawuphantsi koxinzelelo, wehla kancinci nge-0.7% ngonyaka ukuya kwi-6.295 yezigidi zeekhilolitha.Ukuphunyezwa kotywala obuphezulu nako kwachaphazeleka kwinqanaba elithile.Umthamo wokuthengisa we-sub-high-end nangaphezulu kwebhiya unyuke malunga ne-10% ngonyaka ukuya kwi-1.142 yezigidi zeekhilolitha, eyayiphezulu kunonyaka odlulileyo.Kwisiqingatha sokuqala sika-2021, izinga lokukhula kwe-50.9% unyaka nonyaka lehlile kakhulu.
Ngokutsho kwengxelo yemali, ukuze ukuphelisa uxinzelelo ukunyuka kweendleko, China Resources Beer ngokulinganisela uhlengahlengiso amaxabiso ezinye iimveliso ngelo xesha, kunye nexabiso lokuthengisa i-avareji ngokubanzi kwisiqingatha sokuqala sonyaka lonyuke malunga ne-7,7% ngonyaka- ngonyaka.I-China Resources Beer yachaza ukuba ukusukela ngoMeyi, imeko yobhubhani kwiindawo ezininzi zelizwe lase China iye yadamba, kwaye intengiso yebhiya iyonke ibuyele kwesiqhelo.
Ngokutsho Guotai Junan ka-Agasti 19 ingxelo yophando, uphando itshaneli lubonisa ukuba China Resources Beer kulindeleke ukuba ibone ukukhula idijithi enye kwintengiso ukusuka ngoJulayi ukuya ekuqaleni kuka-Agasti, kunye neentengiso zonyaka kusenokwenzeka kulindeleke ukuba kuphunyezwe ukukhula okulungileyo, kunye sub-high. -isiphelo nangaphezulu ibhiya ibuyela ekukhuleni okuphezulu.
IBudweiser Asia Pacific nayo ibone ukuhla kokunyuka kwamaxabiso.Kwisiqingatha sokuqala sonyaka, ukuthengiswa kweBudweiser Asia Pacific kwimarike yaseTshayina kwehle nge-5.5%, ngelixa ingeniso nge-hectoliter yonyuka nge-2.4%.
I-Budweiser APAC ithe kwikota yesibini, "uhlengahlengiso lwetshaneli (kubandakanya iiklabhu zasebusuku kunye neeresityu) kunye nomxube ongathandekiyo wejografi kube nefuthe elibi kwishishini lethu kwaye laqhuba kakubi ishishini" kwimarike yaseTshayina.Kodwa intengiso yayo kwimarike yaseTshayina irekhode malunga nokukhula kwe-10% ngoJuni, kwaye ukuthengiswa kwepotfoliyo yayo ephezulu kunye ne-ultra-high-end ibuye ibuyele ekukhuleni okuphindwe kabini ngoJuni.
Ngaphantsi koxinzelelo lweendleko, iinkampani eziphambili zewayini "zihlala ngokuqinileyo"
Nangona ixabiso ngetoni nganye yeenkampani zebhiya liye lanyuka, uxinzelelo lweendleko luye lwavela ngokuthe ngcembe emva kokuba ukukhula kwentengiso kuye kwacotha.Mhlawumbi utsalwa phantsi ngokunyuka kwexabiso lezinto eziphathekayo kunye nezinto zokupakisha, iindleko ze-China Resources Beer zokuthengisa kwisiqingatha sokuqala sonyaka zinyuke malunga ne-7% ngonyaka.Ngoko ke, nangona ixabiso eliqhelekileyo kwisiqingatha sokuqala sonyaka linyuke malunga ne-7.7%, i-gross profit margin ye-China Resources Beer kwisiqingatha sokuqala sonyaka yayiyi-42.3%, eyayifana nexesha elifanayo kwi-2021.
Ibhiya yeChongqing nayo ichatshazelwa kukunyuka kweendleko.Ngorhatya lwe-17 ka-Agasti, iChongqing Beer yabhengeza ingxelo yayo yesiqingatha sonyaka ka-2022.Kwisiqingatha sokuqala sonyaka, ingeniso inyuke nge-11.16% unyaka nonyaka ukuya kwi-7.936 yeebhiliyoni zeeyuan;inzuzo eseleyo inyuke nge-16.93% unyaka nonyaka ukuya kwi-728 yezigidi zeeyuan.Ukuchatshazelwa ngubhubhane kwikota yesibini, umthamo wokuthengisa we-Chongqing beer wawuyi-1,648,400 kilolitres, ukwanda malunga ne-6.36% unyaka nonyaka, owawucotha kunezinga lokukhula kwentengiso engaphezulu kwe-20% ngonyaka ngonyaka. ngexesha elifanayo kunyaka ophelileyo.
Kuyaphawuleka ukuba izinga lokukhula kwengeniso yeemveliso eziphezulu zeChongqing Beer ezifana neWusu nazo zehla kakhulu kwisiqingatha sokuqala sonyaka.Ingeniso yeemveliso ezikumgangatho ophezulu ngaphezulu kwe-yuan ezili-10 inyuke malunga ne-13% unyaka nonyaka ukuya kwi-2.881 yeebhiliyoni zeeyuan, ngelixa izinga lokukhula konyaka ngonyaka ligqithile kuma-62% kwangelo xesha linye kulo nyaka uphelileyo.Kwisiqingatha sokuqala sonyaka, ixabiso letoni yebhiya ye-Chongqing yayimalunga ne-4,814 yuan, ukunyuka konyaka-ngonyaka ngaphezu kwe-4%, ngelixa iindleko zokusebenza zonyuka ngaphezu kwe-11% ngonyaka ukuya kwi-4.073 yezigidigidi. yuan.
I-Yanjing Beer nayo ijongene nomngeni wokunciphisa ukukhula kwinqanaba eliphakathi ukuya phezulu.Ngorhatya lwe-25 ka-Agasti, iYanjing Beer yabhengeza iziphumo zayo zethutyana.Kwisiqingatha sokuqala salo nyaka, ingeniso yayo yayiyi-6.908 yeebhiliyoni zeeyuan, ukunyuka konyaka-ngonyaka kwe-9.35%;inzuzo yayo net 351 million yuan, ukunyuka konyaka-ngonyaka 21.58%.
Kwisiqingatha sokuqala sonyaka, i-Yanjing Beer ithengise i-2.1518 yezigidi zeekhilolitha, ukunyuka okuncinci kwe-0.9% ngonyaka;I-inventri inyuke phantse nge-7% ngonyaka ukuya kwi-160,700 yeekhilolitha, kwaye ixabiso letoni linyuke ngaphezu kwe-6% ngonyaka ukuya kwi-2,997 yuan / ton.Phakathi kwazo, ingeniso yeemveliso eziphakathi ukuya phezulu inyuke nge-9.38% ngonyaka ukuya kwi-4.058 yeebhiliyoni zeeyuan, eyayicotha kakhulu kunezinga lokukhula eliphantse libe yi-30% ngexesha elifanayo lonyaka odlulileyo;ngelixa iindleko zokusebenza zinyuke ngaphezu kwe-11% ngonyaka ukuya kwi-2.128 yeebhiliyoni zeeyuan, kwaye umda wengeniso yehle nge-0.84% unyaka nonyaka.inqaku lepesenti ukuya kuma-47.57%.
Phantsi koxinzelelo lweendleko, iinkampani ezikhokelayo zebhiya zikhetha ngokuthe chu ukulawula imirhumo.
"IQela liza kusebenzisa ingcamango 'yokuphila ubomi obuqinileyo' kwisiqingatha sokuqala sika-2022, kwaye ithathe amanyathelo amaninzi ukunciphisa iindleko kunye nokwandisa ukusebenza kakuhle ukulawula iindleko zokusebenza."I-China Resources Beer yavuma kwingxelo yayo yezemali ukuba imingcipheko kwindawo yokusebenza yangaphandle ibekwe phezulu, kwaye kufuneka "iqinise" ibhanti.Kwisiqingatha sokuqala sonyaka, iindleko zentengiso kunye nentengiso ye-China Resources Beer zehla, kwaye iindleko zokuthengisa nokuhambisa zehle malunga ne-2.2% unyaka nonyaka.
Kwisiqingatha sokuqala sonyaka, iindleko zentengiso ye-Tsingtao Brewery yadityaniswa yi-1.36% ngonyaka ukuya kwi-2.126 yeebhiliyoni zeeyuan, ikakhulu ngenxa yokuba izixeko ezizimeleyo zachatshazelwa ngubhubhane, kwaye iindleko zawa;iindleko zolawulo zehle nge-0.74 yepesenti yeepesenti unyaka nonyaka.
Nangona kunjalo, i-Chongqing Beer kunye neYanjing Beer zisafuna "ukoyisa izixeko" kwinkqubo yebhiya ephezulu ngokutyala imali kwiindleko zentengiso, kunye neendleko ngeli xesha zombini zonyuka unyaka nonyaka.Phakathi kwazo, iindleko zentengiso ye-Chongqing Beer zonyuke phantse ngeepesenti ezisi-8 ngonyaka ukuya kutsho kwi-1.155 yeebhiliyoni zeeyuan, kwaye iindleko zentengiso yebhiya yaseYanjing zonyuke ngaphezu kwe-14% unyaka nonyaka ukuya kwi-792 yezigidi zeeyuan.
Ingxelo yophando ye-Zheshang Securities ngo-Agasti 22 ibonise ukuba ukunyuka kwengeniso yebhiya kwikota yesibini kwakungenxa yokunyuka kwexabiso letoni eziziswa kuphuculo lwezakhiwo kunye nokunyuka kwexabiso, kunokunyuka kwentengiso.Ngenxa yokuncipha kweendleko zokukhuthaza kunye nokukhuthaza ngaphandle kweintanethi ngexesha lobhubhane.
Ngokutsho kwengxelo yophando ye-Tianfeng Securities ngo-Agasti 24, ishishini lebhiya linika umlinganiselo ophezulu wezinto eziphathekayo, kwaye amaxabiso ezinto ezininzi ziye zanyuka ngokuthe ngcembe ukususela ngo-2020. kwikota yesibini neyesithathu kulo nyaka, kunye nephepha eligutyungelwe yimpahla yokupakisha., amaxabiso e-aluminium kunye neglasi ngokucacileyo akhululwe kwaye ayancipha, kwaye ixabiso lebhali ephuma kumazwe angaphandle lisekwizinga eliphezulu, kodwa ukunyuka kuye kwanciphisa.
Ingxelo yophando ekhutshwe yi-Changjiang Securities ngo-Agasti 26 iqikelela ukuba ukuphucuka kwenzuzo okuziswa yi-dividend yokwanda kwexabiso kunye nokuphuculwa kwemveliso kusalindeleke ukuba kuqhubeke ukufezekiswa, kunye nenzuzo ye-elasticity eqhutywa kukuhla kwe-marginal kumaxabiso ezinto eziphathekayo ezifana izinto zokupakisha kulindeleke ukuba zifumane ngaphezulu kwisiqingatha sesibini sonyaka nakunyaka ozayo.bonakalisa.
Ingxelo yophando ye-CITIC Securities ngo-Agasti 26 yachaza ukuba iTsingtao Brewery iya kuqhubeka nokukhuthaza imveliso ephezulu.Ngaphantsi kwemvelaphi yokunyuka kwamaxabiso kunye nokuphuculwa kwesakhiwo, ukunyuka kwexabiso letoni kulindeleke ukuba kunciphise uxinzelelo olubangelwa ukunyuka kweendleko zemathiriyeli ekrwada.Ingxelo yophando ye-GF Securities ngo-Agasti 19 ibonise ukuba i-high-endization ye-beer industry yaseChina isekho kwisiqingatha sokuqala.Ekuhambeni kwexesha, inzuzo ye-China Resources Beer kulindeleke ukuba iqhubeke nokuphucula phantsi kwenkxaso yokuphuculwa kwesakhiwo semveliso.
Ingxelo yophando ye-Tianfeng Securities ngo-Agasti 24 ibonise ukuba ishishini lebhiya liye laphucula kakhulu inyanga nenyanga.Kwelinye icala, ngokuthomalalisa ubhubhane kunye nokukhuthaza ukuzithemba kwabathengi, ukusetyenziswa kwendawo yejelo esele ilungele ukusela kuye kwafudumala;Iintengiso kulindeleke ukuba zikhawuleze.Ngaphantsi kwesiseko esiphantsi ngokubanzi kunyaka ophelileyo, icala lokuthengisa kulindeleke ukuba ligcine ukukhula okulungileyo.
Ixesha lokuposa: Aug-30-2022