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潤啤(00291.HK)料內地啤酒業今年銷量或跌6%至7%
阿思達克 08-19 15:42
華潤啤酒(00291.HK)首席執行官侯孝海在中期業績電話會議上表示,受疫情影響,集團今年第一季銷量、收入及盈利有較大下滑,但隨著疫情受控及防疫措施放鬆,內地民眾在第二季開始回復正常生活,啤酒行業於零售渠道的銷售已完全恢復,餐飲渠道亦復甦70%至80%,而夜場渠道恢復較慢,僅20%至30%。

他指,近月天氣較熱有利啤酒銷售,加上疫後消費者有補償消費及渠道補貨,令集團業務表現在第二季有強勁增長,但由於首季銷量降幅太大,上半年計銷量按年仍有5.3%下降。不過,他稱集團持續優化產能,且生產及包裝原材成本降低,「喜力」品牌第二季銷量亦有大增長,推動集團上半年盈利按年上升11.1%。

侯孝海認為,現時內地疫情已受控,只有小量點散性病例,下半年對啤酒行業銷售不會有太大影響,在部分地區降雨較多及水災情況下,估計下半年行業啤酒銷售會保持穩定,第三季銷量按年料持平或低位增長,今年全年計行業銷量或會錄得6%至7%下跌。至於行業今年盈利表現則料會不錯,雖然政府推動夜經濟對啤酒銷量有幫助,但估計不會有爆發性增長,期望集團「雪花」品牌可保持上半年的表現。

他又提到,集團上半年關閉了兩間廠房,在經過過去數年關閉二十多間廠房後,產能優化於今年已成常態化平穩發展,屬節省成本的基本策略,預計集團不會再大規模關廠,未來一段時間更會擴大「喜力」品牌產能。另外,他稱集團目前沒有任何併購計劃。

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