润啤(00291.HK)称首两个月销售已恢复至2019年水平 销售价格料持续上升
华润啤酒(00291.HK)首席执行官侯孝海在全年业绩电话会议上表示,今年以来内地疫情防控不错,仅个别地区录得确诊个案,今年首两个月餐饮及夜场的啤酒消费已回到2019年水平,整体啤酒消费亦逐步回复。他预期,今年啤酒市场消费会有较好改善,集团首两个月销售已恢复至2019年水平,希望今年的夏季旺季销售能有较好增长。
集团去年在更多区域推行不含瓶销售,整体平均销售价格按年下降2.4%。他称若不计算有关影响,销售价格有个位数增长。而相关工作已基本完成,预计不会再造成影响,随着产品结构提升,高档产品销售增长,料销售价格会呈持续上升态势。
侯孝海又提到,内地「十四五」规划提倡加大内需及内循环,估计行业未来五年充满结构提升及盈利增加等机会,集团会继续高档化策略,将更多产品及品牌推向市场,并探索把握青少年和互联网消费需求,及低酒精等市场机遇。
集团早前推出首款碳酸饮料「小啤汽」,他称该产品都有啤酒成份,属於果啤类饮料,是针对年青人市场推出,以丰富啤酒消费场景,认为并非是与市场上的饮品类产品竞争。目前集团在河南郑州工厂生产「小啤汽」产品,会相继在西北、东北及华北一带推出。而相关市场庞大,目前已有约50万吨的产量,集团会力争在果啤市场有领先位置。
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