润啤(00291.HK)料内地啤酒业今年销量或跌6%至7%
华润啤酒(00291.HK)首席执行官侯孝海在中期业绩电话会议上表示,受疫情影响,集团今年第一季销量、收入及盈利有较大下滑,但随着疫情受控及防疫措施放松,内地民众在第二季开始回复正常生活,啤酒行业於零售渠道的销售已完全恢复,餐饮渠道亦复苏70%至80%,而夜场渠道恢复较慢,仅20%至30%。
他指,近月天气较热有利啤酒销售,加上疫後消费者有补偿消费及渠道补货,令集团业务表现在第二季有强劲增长,但由於首季销量降幅太大,上半年计销量按年仍有5.3%下降。不过,他称集团持续优化产能,且生产及包装原材成本降低,「喜力」品牌第二季销量亦有大增长,推动集团上半年盈利按年上升11.1%。
侯孝海认为,现时内地疫情已受控,只有小量点散性病例,下半年对啤酒行业销售不会有太大影响,在部分地区降雨较多及水灾情况下,估计下半年行业啤酒销售会保持稳定,第三季销量按年料持平或低位增长,今年全年计行业销量或会录得6%至7%下跌。至於行业今年盈利表现则料会不错,虽然政府推动夜经济对啤酒销量有帮助,但估计不会有爆发性增长,期望集团「雪花」品牌可保持上半年的表现。
他又提到,集团上半年关闭了两间厂房,在经过过去数年关闭二十多间厂房後,产能优化於今年已成常态化平稳发展,属节省成本的基本策略,预计集团不会再大规模关厂,未来一段时间更会扩大「喜力」品牌产能。另外,他称集团目前没有任何并购计划。
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