Kutshanje, i-Changjiang Securities ikhuphe ingxelo yophando isithi ukusetyenziswa kwebhiya ngoku kwilizwe lam kusalawulwa ngamabakala aphakathi naphantsi, kwaye amandla okuphucula aphezulu.Iimbono eziphambili zeChangjiang Securities zezi zilandelayo:
Amanqanaba aqhelekileyo eemveliso zebhiya asalawulwa ngamabakala aphakathi ukuya kwasezantsi, kwaye amandla okuphucula aseninzi.Ukususela ngo-2021, ixabiso eliqhelekileyo lokusetyenziswa kweziselo ezingezona zangoku liseyi-5 yuan / 500ml kuphela, oku kuthetha ukuba ukusuka kwinqanaba lokusetyenziswa kwemveliso yangoku, ukusetyenziswa kwasekhaya okuphambili kusekho kwimveliso ephantsi.Iimveliso ezinkulu ezizodwa ezikhuthazwayo kwaye zikhawuleza (umlinganiselo wangaphakathi uqhubeka ukhula) ubukhulu becala bubekwe kwixabiso lesibini eliphezulu (6 ~ 10 yuan).Njengoko i-mainstream entsha ye-8 yuan ithatha indawo yesiqhelo esidala se-5 yuan, kulindeleke ukuba isasetyenziselwa ishishini Ukuzisa malunga nokunyuka kwexabiso lama-60%;ukongeza, iimveliso zebhendi yexabiso eliphezulu kunye nexabiso eliphezulu kakhulu zikwanyusa isantya soyilo, rhoqo zityebisa imephu yokuphuculwa kweemveliso zebhiya.
Impembelelo yexesha elifutshane lobhubhane liya kutsala phantsi ukuphuculwa kwebhiya, kwaye ukubuyiswa ngokupheleleyo kwimeko ezayo kulindeleke ukuba kuqhube ukunyuka kwexabiso.Inkqubo ephezulu yokulungelelaniswa kokusela (ukutya, ukuzonwabisa) iziteshi, ezithatha isiqingatha seemeko zokusetyenziswa kwebhiya, zihamba phambili xa kuthelekiswa neziselo ezingezizo.Ukuthintelwa kweemeko ezinjalo kuye kwenzeka amaxesha ngamaxesha ukususela kubhubhane.Ke ngoko, ukunyuswa kwexabiso leshishini kule minyaka mibini idlulileyo akuyonto i-ovadrafti.Okanye ngaphambili, kodwa kuthintelwe.Kwixesha elizayo, ngokubuyiselwa ngokupheleleyo kwendawo yokusetyenziswa kwangoku, ishishini likwalindeleke ukuba lingenise uphuculo olukhawulezileyo (ukunyuka kwexabiso).
Utshintsho kunye notshintsho kwicandelo lebhiya ukusuka kwingxelo yemali
Xa sijonga ukukhula kokukhula kwecandelo lebhiya ngo-2021, indlela yokunyuka kwexabiso eqhutywa kuphuculo lwenzuzo iyaqhubeka;Eyona ngqiqo yecandelo lebhiya iseluphuculo lwengeniso oluqhutywa kukuphuculwa kwemveliso, kunye nophuculo oluqhutywa kukuncitshiswa kweendleko kunye nokwandiswa kokusebenza kakuhle, okukwinqanaba eliphezulu lophuhliso lweshishini."yomthombo ovulekileyo" kunye "ne-throttle".
Ixesha eliphakamileyo lika-2022 liya kuzisa isiseko esisezantsi sokuthengisa, kwaye icala lemfuno kunye noxinzelelo lweendleko luya kuzisa ukuphazamiseka okuncinci.Umthamo wentengiso yoshishino ukusuka ngoMeyi ukuya kuSeptemba 2021 uya kuncipha nge-6 ~ 10% unyaka nonyaka;ukusuka kwi-21Q4 ukuya kwi-22Q1, umthamo wokuthengisa weshishini lebhiya uya kuhlala ngaphakathi ± 2% xa kuthelekiswa ne-CAGR ngo-2019, kwaye imveliso yebhiya elandelayo ye-22Q2 iya kungena kwixesha lomthamo wesiseko esisezantsi Nangona kunjalo, ukusukela ngoMatshi, umjikelo omtsha wesifo kwakhona kuchaphazele ukuthuthwa kwempahla kunye neemeko zokusetyenziswa, kwaye kulindeleke ukuba kusekho ukuphazamiseka okuncinci kwimfuno kwi-22Q2.Ukongezelela, izinto eziluhlaza zebhiya ziye zaphakama kwii-degrees ezihlukeneyo, eziye zabangela umjikelezo omtsha wokunyuka kwamaxabiso amakhulu kwishishini kwi-21Q4.Kulindeleke ukuba ngokuphunyezwa kwezabelo zokunyuswa kwexabiso loshishino, uxinzelelo kulindeleke ukuba luthobe kancinci.
Ukuphuculwa komgangatho, ukuqhambuka kwentengiso, kwaye ulahlekise i-stereotype ye-homogeneity yemveliso kunye nomgangatho ophantsi
Ukuphuculwa komgangatho ophezulu weshishini kuye kwaphula ingcamango yokuba iimveliso ziphantsi komgangatho ophantsi, kwaye utyalo-mali lwentengiso lujolise ngakumbi kwi-fit phakathi kwe-brand kunye nemveliso, ukuze kuphulwe kwisizukulwana esincinci.
Kwiminyaka yakutshanje, ukuphindaphindwa kwemveliso kwishishini lebhiya kuye kwakhawuleza, kwaye indlela icacile - i-lager yesintu inyukile (iqondo eliphezulu le-wort), incasa yebhiya emhlophe (ukwandiswa kwencasa yeziqhamo), ukwenziwa kwemveliso yobuchwephesha/okungeyo-alcohol kunye nezinye ezisezantsi-. utywala udidi ukwandiswa non-beer.Ukuthengisa kugxininise kwimiba yemveliso kunye ne-brand tonality-ukuthengiswa kweempawu zamazwe ngamazwe kunye ne-high-end fission ye-brand zasekhaya.
Khetha izithethi eziselula nezinxibelelanayo, ngena kwiimveliso ezomeleleyo zenkcubeko nezolonwabo, kwaye uqaqambise ithoni yeempawu kunye neemveliso;kugxininiswa ngakumbi ekunxibelelaneni nabathengi kwintengiso.
Ixesha lokuposa: May-31-2022