蒙牛乳业(02319.HK)中期纯利升33%至20.77亿元 市场份额稳步提升
格隆汇8月28日丨蒙牛乳业(02319.HK)公布,2019年上半年,公司收入为人民币398.572亿元(单位下同),同比增长15.6%;公司拥有人应占净利润为20.769亿元,同比增长33.0%,基本每股盈利0.531元。
受益于产品创新、积极的品牌营销、良好的销售执行所带来的销量增长,截至2019年6月30日止六个月,集团收入为398.572亿元,同比增长15.6%,其中液态奶收入同比增长14.4%,奶粉业务收入同比实现43.8%的增长,而冰淇淋收入同比下跌2.4%。
2019年上半年,蒙牛常温、低温、奶粉、冰淇淋四大事业部联动奶酪、鲜奶、海外业务等新事业部稳中求进,在巩固传统业务优势的同时,进一步激发增长潜力。通过建设更强的品牌形象、上市优质新品和强化渠道分销能力,期内蒙牛的收入增速优于行业,净利润率持续提升,继续取得"要强式"高质量的稳健增长。
期内,蒙牛常温业务积极聚焦特仑苏、纯甄和真果粒等明星品牌,不断巩固及提升品牌高端形象,市场份额稳步提升。低温业务聚焦冠益乳和优益C两大明星品牌,专注发展功能性产品,推出多款低温新品,助力低温业务增长,产品市场份额保持领先地位并持续提升。雅士利(1230.HK)的婴幼儿奶粉业务重点深耕母婴渠道,成人奶粉和营养品业务聚焦KA渠道,全面发力,并逐步淘汰产值及毛利低的品类,以及加大各宣传渠道的投入,促进了奶粉销量的增长。冰淇淋产品则聚焦第一大冰淇淋品牌随变,整合营销资源及借势代言人粉丝效应,配合一系列营销活动,深化品牌形象。
此外,集团继续对标国际及国家体系标准,进行质量安全体系升级,同时,蒙牛透过成立"奶牛研究院"和推进"爱养牛"集采平台项目,提升奶源管理及营运能力。蒙牛积极实施企业数字化策略,推进数字奶源、智慧供应链及消费者大数据等项目,实施通路精耕(Routeto Market,简称(“RTM”))、"镇村通"等渠道策略,致力於扩展电商业务,持续提升产品质量、营运效率及销售能力。
蒙牛不断强化国际化品牌形象,期内除了作为中国乳业唯一代表出席世界经济论坛达沃斯年会,并成为2020年第十四届全国冬季运动会官方合作夥伴。
蒙牛凭藉高品质、国际化的品牌形象,市场地位不断提升。2019年,蒙牛连续十一年入选荷兰合作银行公布的"全球乳业二十强"榜单,并连续第三年占据全球前十名。此外,蒙牛连续第五年入选BrandZ™最具价值中国品牌100强(排名第27位),继续夺得品牌贡献总榜第一名,并首次荣膺最引领潮流中国品牌。在中国工业和信息化部二零一九年中国品牌力指数(C-BPI)排名中,蒙牛连续第九年蝉联中国酸奶行业品牌力榜首,优益C蝉联乳酸菌饮料行业品牌力第一名,冰淇淋/雪糕品牌排行榜中,蒙牛连续两年位列品牌排行榜第一。根据凯度消费者指数发布的《2019亚洲品牌足迹报告》,蒙牛再次入围中国市场最受欢迎前十品牌且位列第二名。此外,蒙牛更首次跻身Brand Finance发布的全球最具价值品牌500强榜单。
未来,集团将专注于液态奶、奶粉和奶酪等高增长潜力品类的发展,特别是特仑苏、纯甄等常温液态奶明星品牌产品。低温酸奶亦是集团的另一主力发展品类,特别是冠益乳和优益C等明星品牌产品。集团亦将持续强化研发能力,开发乳品独特核心技术,不断进行产品创新,打造各品类领导者品牌。
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