伊利股份(600887.SH)2019年度營收增長13.97%達900億元 擬10派8.1元
格隆匯4月28日丨伊利股份(600887.SH)發佈2019年年度報告，實現營業收入900.09億元，同比增長13.97%；歸屬於上市公司股東的淨利潤69.34億元，同比增長7.67%；歸屬於上市公司股東的扣除非經常性損益的淨利潤62.68億元，同比增長6.64%；基本每股收益1.15元，擬每10股派發現金紅利8.1元(含税)。
報告期，公司液體乳系列產品營業收入比上年增長12.31%，奶粉及奶製品系列產品營業收入比上年增長24.99%，冷飲系列產品營業收入比上年增長12.70%。
近年來，公司緊跟消費升級趨勢，積極開發新品類、拓展新業務。報告期，公司新品銷售收入佔比19.4%，較上年同期提高了4.6個百分點。同期，乳礦飲料、奶酪、乳脂、包裝飲用水等業務陸續啟動，其將成為公司新的業績增長點。
報告期，公司堅持“天然、營養、健康”理念，持續提升品牌價值，實施精準營銷，“金典”“安慕希”“暢輕”“金領冠”“巧樂茲”“暢意100%”等重點產品銷售收入同比增長22.3%。
公司依託大數據平台，精準定位目標消費人羣，不斷加快重點產品口味、包裝及生產技術的創新升級節奏，提高了消費者滿意度，促進了產品銷售。尼爾森零研數據顯示，報告期，金典有機常温液態奶產品零售額市佔份額為45.7%，在對應的細分市場中位居首位。在凱度消費者指數《2019年亞洲品牌足跡報告》中，中國超九成的家庭選擇“伊利”，是中國消費者選擇最多的品牌。
近年來，公司在不斷優化現有渠道服務能力的基礎上，積極拓展社交電商、O2O到家等新零售銷售渠道，捕捉新的業務增長機會。報告期，公司電商業務收入較上年增長49%；同期，尼爾森零研數據顯示，在母嬰渠道，公司的零售額較上年增長27.1%；在便利店渠道，公司常温液態奶業務的零售額市佔份額較上年提高4.2個百分點。
報告期，公司着力構建全新的鄉鎮村業務發展模式，市場滲透率持續提升。凱度調研數據顯示，截至2019年12月，公司常温液態類乳品的市場滲透率為84.3%，較上年同期提升了1.9個百分點。同期，公司所服務的線下液態奶終端網點已達191萬家，比上年同期增長9.1%。
公司加快全球優質資源整合步伐，國際化業務穩步發展，通過投資、併購方式，持續推進東南亞市場業務；收購新西蘭Westland Co-Operative Dairy Company Limited，完成了國際化業務階段性佈局。
報告期，公司把握市場機遇，在創新和國際化業務驅動下，繼續保持良好發展勢頭，整體業績穩居行業領導地位，並繼續蟬聯亞洲第一。尼爾森零研數據顯示，公司液態類乳品的零售額市佔份額為32.4%，比上年同期提高了1.2個百分點；嬰幼兒配方奶粉零售額市佔份額為6.0%，比上年同期提高了0.4個百分點。
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