迎駕貢酒(603198.SH):相關媒體報道存貨佔比高等內容與事實不符
格隆匯12月26日丨迎駕貢酒(603198.SH)發佈公告,公司關注到有媒體在網絡上發佈或轉載了針對公司存貨高、頻繁提價、渠道壓貨等相關信息,對公司定期報告中部分數據進行了解讀。公司關注到上述報道後進行了認真核實,相關媒體報道中的內容與事實不符,為了避免對投資者構成誤導,現予以澄清説明。
有關媒體報道提出的有關“存貨佔比高”的質疑,公司存貨構成中佔比較大的是半成品(基酒、酒體),佔比80%以上。公司實施產品升級戰略,聚焦生態洞藏系列產品,打造生態品類。酒是陳的香,以生態洞藏系列為代表的生態白酒對基酒酒齡的要求比較高。因此,公司需要更多的半成品(基酒、酒體)來保證公司未來的可持續、高質量發展。
有關媒體報道提出的有關“存貨數據存疑”的質疑,公司是以白酒為主業,集印刷、制罐、玻璃製品等白酒相關產業多元化的企業。白酒主業原料成本85,958.70萬元(含能源),其他產業原料成本14,119.18萬元,2018年度合計原料成本100,077.88萬元。2018年度原料採購金額129,366.66萬元,原料成本100,077.88萬元,原料存貨增長29,288.78萬元,公司存貨數據不存在異常情況。
有關“頻繁提價”的質疑,公司坐落於世界美酒特色產區,利用大別山稀缺資源,釀生態白酒,品質不斷升級,為了使公司產品品質與價值相匹配,進行了不同程度提價。隨着人民生活水平的持續提高及消費升級,公司中高檔白酒量價齊升;根據產品在市場的不同發展階段,合理提價是為了保障渠道各層級利潤分配。
此外,有關“渠道壓貨”的質疑,公司根據市場年度銷售計劃,在可控比例範圍內保持渠道庫存。有計劃有目的地保持渠道庫存,是促進市場發展的手段之一。
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