Mu theka loyamba la chaka chino, makampani otsogolera moŵa anali ndi zizindikiro zoonekeratu za "kuwonjezeka kwa mtengo ndi kuchepa", ndipo malonda a mowa adachiranso m'gawo lachiwiri.
Malinga ndi National Bureau of Statistics, mu theka loyamba la chaka chino, chifukwa cha zovuta za mliriwu, kutulutsa kwa mowa wapakhomo kunatsika ndi 2% pachaka.Kupindula ndi mowa wapamwamba kwambiri, makampani amowa adawonetsa mawonekedwe akukwera kwamitengo ndi kuchepa kwa voliyumu mu theka loyamba la chaka.Panthawi imodzimodziyo, kuchuluka kwa malonda kunawonjezeka kwambiri m'gawo lachiwiri, koma kupanikizika kwa mtengo kunawululidwa pang'onopang'ono.
Kodi mliri wa theka la chaka wabweretsa chiyani kumakampani opanga moŵa?Yankho likhoza kukhala "kuwonjezeka kwa mtengo ndi kuchepa kwa voliyumu".
Madzulo a Ogasiti 25, Tsingtao Brewery idawulula lipoti lake lapachaka la 2022.Ndalama zomwe zili mu theka loyamba la chaka zinali pafupifupi 19.273 biliyoni ya yuan, kuwonjezeka kwa 5.73% pachaka (poyerekeza ndi nthawi yomweyi ya chaka cham'mbuyo), ndikufika 60% ya ndalama mu 2021;Phindu lonse linali 2.852 biliyoni yuan, kuwonjezeka pafupifupi 18% pachaka.Pambuyo pochotsa zopindula zosabwerezedwa ndi zotayika monga ndalama zothandizira boma za 240 miliyoni za yuan, phindu lonse linakula ndi pafupifupi 20% pachaka;ndalama zoyambira pagawo lililonse zinali 2.1 yuan pagawo lililonse.
Mu theka loyamba la chaka, kuchuluka kwa malonda a Tsingtao Brewery kudatsika ndi 1.03% pachaka kufika pa 4.72 miliyoni kiloliters, pomwe kuchuluka kwa malonda mgawo loyamba kudatsika ndi 0.2% pachaka mpaka 2.129 miliyoni. kilolita.Kutengera kuwerengera uku, Tsingtao Brewery idagulitsa ma kilolita 2.591 miliyoni mgawo lachiwiri, ndikukula chaka ndi chaka pafupifupi 0.5%.Kugulitsa mowa mu gawo lachiwiri kunawonetsa zizindikiro za kuchira.
Lipoti lazachuma lidawonetsa kuti zomwe kampaniyo idapanga idakonzedwa bwino mu theka loyamba la chaka, zomwe zidapangitsa kuti chaka ndi chaka chiwonjezeko chandalama panthawiyi.Mu theka loyamba la chaka, kuchuluka kwa malonda a mtundu waukulu wa Tsingtao Beer kunali 2.6 miliyoni kiloliters, kuwonjezeka kwa chaka ndi 2.8%;kuchuluka kwa malonda apakati mpaka apamwamba komanso apamwamba anali ma kilolita 1.66 miliyoni, kuwonjezeka kwa chaka ndi 6.6%.Mu theka loyamba la chaka, mtengo wa vinyo pa toni unali pafupifupi 4,040 yuan, kuwonjezeka kwa 6% pachaka.
Panthawi imodzimodziyo pamene mtengo wa tani unakwera, Tsingtao Brewery inayambitsa kampeni ya "Summer Storm" pa nyengo yapamwamba kuyambira June mpaka September.Kutsata kwa njira ya Everbright Securities kukuwonetsa kuti kuchuluka kwa malonda a Tsingtao Brewery kuyambira Januware mpaka Julayi kwakula bwino.Kuphatikiza pa kufunikira kwa bizinesi ya mowa yomwe idabwera chifukwa cha nyengo yotentha m'chilimwechi komanso kutsika kwapansi chaka chatha, Everbright Securities ikuneneratu kuti kuchuluka kwa malonda a Tsingtao Beer mgawo lachitatu akuyembekezeka kuwonjezeka kwambiri chaka ndi chaka. chaka..
Lipoti la kafukufuku wa Shenwan Hongyuan pa Ogasiti 25 lidawonetsa kuti msika wa mowa udayamba kukhazikika mu Meyi, ndipo Tsingtao Brewery idapeza kukula kwachiwerengero chimodzi mu June, chifukwa chakuyandikira kwanthawi yayitali komanso kubweza kwa mliri pambuyo pa mliri.Chiyambireni nyengo yotentha kwambiri ya chaka chino, yokhudzidwa ndi kutentha kwanyengo, kufunikira kwa mtsinje kwayambanso bwino, ndipo pakufunika kuwonjezeredwa panjira yokwera kwambiri.Chifukwa chake, Shenwan Hongyuan akuyembekeza kuti malonda a Tsingtao Beer mu Julayi ndi Ogasiti akuyembekezeka kupitiliza kukula kwa manambala amodzi.
China Resources Beer inalengeza zotsatira zake kwa theka loyamba la chaka pa August 17. Ndalama zawonjezeka ndi 7% chaka ndi chaka kufika 21.013 biliyoni ya yuan, koma phindu lonse linatsika ndi 11.4% chaka ndi chaka kufika pa 3.802 biliyoni yuan.Pambuyo pochotsa ndalama zogulitsa malo ndi gulu chaka chatha, phindu lonse la nthawi yomweyi mu 2021 lidzakhudzidwa.Pambuyo pakukhudzidwa ndi theka loyamba la chaka cha China Resources Beer, phindu la China Resources Beer lidakwera ndi 20% pachaka.
Mu theka loyamba la chaka, zomwe zidakhudzidwa ndi mliriwu, kuchuluka kwa malonda a China Resources Beer kunali kovutirapo, kutsika pang'ono ndi 0.7% pachaka mpaka ma kilolita 6.295 miliyoni.Kukhazikitsidwa kwa mowa wapamwamba kunakhudzidwanso kwambiri.Kuchuluka kwa malonda a mowa wocheperako komanso pamwamba pake kunakwera pafupifupi 10% pachaka mpaka 1.142 miliyoni kiloliters, yomwe inali yoposa ya chaka chatha.Mu theka loyamba la 2021, kukula kwa 50.9% pachaka kunatsika kwambiri.
Malinga ndi lipoti lazachuma, pofuna kuthana ndi kukakamizidwa kwa mitengo yomwe ikukwera, China Resources Beer idasintha mitengo yazinthu zina panthawiyo, ndipo mtengo wogulitsira pafupifupi theka loyamba la chaka udakwera pafupifupi 7.7% chaka- pa-chaka.China Resources Beer inanena kuti kuyambira Meyi, vuto la mliri m'madera ambiri ku China lachepa, ndipo msika wonse wa mowa wabwerera mwakale.
Malinga ndi lipoti la kafukufuku wa Guotai Junan la August 19, kafukufuku wa njira akuwonetsa kuti China Resources Beer ikuyembekezeka kuwona kukula kwachiwerengero chapamwamba pa malonda kuyambira July mpaka kumayambiriro kwa August, ndipo malonda a pachaka akhoza kuyembekezera kukula kwabwino, ndi kutsika kwakukulu. -mapeto ndi pamwamba pa mowa kubwereranso pakukula kwambiri.
Budweiser Asia Pacific idawonanso kuchepa kwamitengo.Mu theka loyamba la chaka, malonda a Budweiser Asia Pacific pamsika waku China adatsika ndi 5.5%, pomwe ndalama pa hectolita zidakwera ndi 2.4%.
Budweiser APAC inanena kuti m'gawo lachiwiri, "kusintha kwa tchanelo (kuphatikiza malo ochitira masewera ausiku ndi malo odyera) komanso kusakanizika koyipa kwa malo kumakhudza kwambiri bizinesi yathu ndikupangitsa kuti bizinesiyo isayende bwino" pamsika waku China.Koma malonda ake pamsika waku China adalemba pafupifupi kukula kwa 10% mu June, ndipo kugulitsa kwake kwapamwamba komanso kopitilira muyeso kunabwereranso pakukula kwa manambala awiri mu June.
Pansi pa kupsinjika kwa mtengo, makampani otsogola a vinyo "amakhala molimba"
Ngakhale kuti mtengo pa tani imodzi yamakampani amowa ukukulirakulira, kukakamiza kwamitengo kumawonekera pang'onopang'ono kukula kwa malonda kukucheperachepera.Mwina atakokedwa ndi kukwera mtengo kwa zinthu zopangira ndi kuyika, mtengo wa malonda a China Resources Beer mu theka loyamba la chaka udakwera pafupifupi 7% pachaka.Chifukwa chake, ngakhale mtengo wapakati mu theka loyamba la chaka udakwera pafupifupi 7.7%, phindu lalikulu la China Resources Beer mu theka loyamba la chaka linali 42.3%, zomwe zinali zofanana ndi nthawi yomweyo mu 2021.
Mowa wa Chongqing umakhudzidwanso ndi kukwera mtengo.Madzulo a Ogasiti 17, Chongqing Beer idawulula lipoti lake lapachaka la 2022.Mu theka loyamba la chaka, ndalama zawonjezeka ndi 11.16% chaka ndi chaka kufika 7.936 biliyoni yuan;phindu lonse lawonjezeka ndi 16.93% pachaka kufika pa 728 miliyoni yuan.Kukhudzidwa ndi mliriwu m'gawo lachiwiri, kuchuluka kwa mowa wa Chongqing kunali 1,648,400 kiloliters, kuwonjezeka kwa pafupifupi 6.36% pachaka, komwe kunali kocheperako poyerekeza ndi kukula kwa malonda kupitirira 20% chaka ndi chaka. nthawi yomweyo chaka chatha.
Ndizofunikira kudziwa kuti kuchuluka kwa ndalama zomwe zidakwera kwambiri za Chongqing Beer monga Wusu zidatsikanso kwambiri mu theka loyamba la chaka.Ndalama zogulira zinthu zapamwamba kwambiri kuposa 10 yuan zidakwera pafupifupi 13% pachaka mpaka 2.881 biliyoni ya yuan, pomwe chiwonjezeko chakukula chaka ndi chaka chinapitilira 62% munthawi yomweyo chaka chatha.Mu theka loyamba la chaka, mtengo wa matani a mowa wa Chongqing unali pafupifupi 4,814 yuan, kuwonjezeka kwa chaka ndi chaka kupitirira 4%, pamene mtengo wogwiritsira ntchito ukukwera ndi kupitirira 11% chaka ndi chaka kufika pa 4.073 biliyoni. yuan.
Mowa wa Yanjing ukukumananso ndi vuto lochepetsa kukula kwapakati mpaka kumapeto.Madzulo a Ogasiti 25, Yanjing Beer idalengeza zotsatira zake zosakhalitsa.Mu theka loyamba la chaka chino, ndalama zake zinali 6.908 biliyoni yuan, kuwonjezeka kwa chaka ndi 9.35%;phindu lake linali 351 miliyoni yuan, kuwonjezeka kwa chaka ndi chaka ndi 21.58%.
Mu theka loyamba la chaka, Yanjing Beer anagulitsa 2.1518 miliyoni kiloliters, kuwonjezeka pang'ono kwa 0.9% pachaka;kuchuluka kwachulukidwe pafupifupi 7% pachaka mpaka makilomita 160,700, ndipo mtengo wa tani udakwera ndi 6% pachaka mpaka 2,997 yuan / tani.Pakati pawo, ndalama zogulira zinthu zapakatikati mpaka zapamwamba zidakwera ndi 9.38% pachaka mpaka 4.058 biliyoni ya yuan, yomwe inali yocheperako kwambiri kuposa kukula kwa pafupifupi 30% munthawi yomweyi ya chaka chatha;pomwe ndalama zogwirira ntchito zidakwera ndi 11% pachaka mpaka 2.128 biliyoni ya yuan, ndipo phindu lonse limatsika ndi 0.84% pachaka.ndi 47.57 %.
Chifukwa cha kukakamizidwa kwa mtengo, makampani otsogola moŵa amasankha mwachidwi kuwongolera chindapusa.
"Gululi ligwiritsa ntchito lingaliro la 'kukhala moyo wovuta' mu theka loyambirira la 2022, ndikutsata njira zingapo zochepetsera ndalama ndikuwonjezera ndalama zoyendetsera ntchito."China Resources Beer idavomereza mu lipoti lake lazachuma kuti ziwopsezo zomwe zikuchitika m'malo ogwirira ntchito zakunja ndizokulirapo, ndipo ziyenera "kumanga" lamba.Mu theka loyamba la chaka, ndalama zotsatsa ndi kutsatsa za China Resources Beer zidatsika, ndipo ndalama zogulitsa ndi kugawa zidatsika ndi pafupifupi 2.2% pachaka.
Mu theka loyambirira la chaka, ndalama zogulitsa za Tsingtao Brewery zomwe zidapangidwa ndi 1.36% pachaka mpaka 2.126 biliyoni ya yuan, makamaka chifukwa mizinda payokha idakhudzidwa ndi mliriwu, ndipo ndalama zidatsika;ndalama zoyendetsera ntchito zatsika ndi 0.74 peresenti pachaka.
Komabe, Mowa wa Chongqing ndi Mowa wa Yanjing ukufunikabe "kugonjetsa mizinda" panthawi ya mowa wapamwamba kwambiri poika ndalama zogulira msika, ndipo ndalama zomwe zimagwiritsidwa ntchito panthawiyi zikuwonjezeka chaka ndi chaka.Pakati pawo, ndalama zogulitsira mowa wa Chongqing zidakwera ndi pafupifupi 8 peresenti pachaka mpaka 1.155 biliyoni ya yuan, ndipo ndalama zogulira mowa wa Yanjing zidakwera ndi 14% pachaka mpaka 792 miliyoni yuan.
Lipoti la kafukufuku wa Zheshang Securities pa August 22 linanena kuti kuwonjezeka kwa ndalama za mowa m'gawo lachiwiri makamaka chifukwa cha kuwonjezeka kwa mtengo wa matani komwe kumadza chifukwa cha kukonzanso kwapangidwe ndi kuwonjezeka kwa mtengo, osati kukula kwa malonda.Chifukwa chakuchepa kwa ndalama zotsatsira pa intaneti komanso kukwezedwa pa nthawi ya mliri.
Malinga ndi lipoti la kafukufuku wa Tianfeng Securities pa Ogasiti 24, makampani a mowa amawerengera kuchuluka kwa zinthu zopangira, ndipo mitengo yazinthu zambiri idakwera pang'onopang'ono kuyambira 2020. Komabe, pakali pano, mitengo yazinthu zambiri yasintha kwambiri mu gawo lachiwiri ndi lachitatu la chaka chino, ndipo pepala lamalata ndizomwe zimayikapo., mitengo ya aluminiyamu ndi magalasi mwachiwonekere yamasula ndi kutsika, ndipo mtengo wa balere wotumizidwa kunja udakali wapamwamba, koma kuwonjezeka kwachepa.
Lipoti la kafukufuku lomwe linatulutsidwa ndi Changjiang Securities pa Ogasiti 26 likulosera kuti kusintha kwa phindu komwe kumabwera chifukwa cha kuchuluka kwa magawo omwe agawika komanso kukweza kwazinthu kukuyembekezeka kupitilizabe kukwaniritsidwa, komanso kutsika kwa phindu komwe kumayendetsedwa ndi kuchepa kwamitengo yazinthu zopangira monga. zida zonyamula zikuyembekezeka kulandira zambiri mu theka lachiwiri la chaka ndi chaka chamawa.sinkhasinkha.
Lipoti la kafukufuku wa CITIC Securities pa August 26 linaneneratu kuti Tsingtao Brewery idzapitiriza kulimbikitsa kupanga kwapamwamba kwambiri.Pansi pa kukwera kwamitengo ndi kukweza kwamapangidwe, kukwera kwa mtengo wa matani kukuyembekezeka kuthetsa kupsinjika komwe kumachitika chifukwa chakukwera kwamitengo yazinthu zopangira.Lipoti la kafukufuku wa GF Securities pa August 19 linanena kuti kutha kwa makampani a mowa ku China akadali mu theka loyamba.M'kupita kwa nthawi, phindu la China Resources Beer likuyembekezeka kupitiliza kuyenda bwino mothandizidwa ndi kukweza kwazinthu.
Lipoti la kafukufuku wa Tianfeng Securities pa Ogasiti 24 lidawonetsa kuti bizinesi ya mowa yakula kwambiri mwezi ndi mwezi.Kumbali imodzi, ndikuchepetsa kwa mliri ndikukulitsa chidaliro cha ogula, kumwa kwa mayendedwe okonzeka kumwa kwayamba kutentha;Malonda akuyembekezeka kufulumira.Pansi pamunsi otsika chaka chatha, mbali yogulitsa ikuyembekezeka kukhalabe ndikukula bwino.
Nthawi yotumiza: Aug-30-2022