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贵州茅台(600519.SH):直销比重将继续增加 目前没有调价计划
阿思达克 05-20 08:01
贵州茅台(600519.SH)董事长高卫东在召开2020年度及2021年第一季度业绩说明会时表示,扩产能需要参考市场前景,结合茅台技术人才储备、土地资源、生产性物资供给、生态承载能力等因素进行综合考量,公司正结合「十四五」规划的编制开展相关论证工作。

在提价考虑方面,公司董事、代行总经理李静仁直言,截至目前没有调整产品价格的计划。高卫东表示,初步考虑,今年年度股东大会将延续去年的售酒方式,面向股东开放预约资格,以满足广大股东的购酒需求。

资料显示,在直销渠道改革背景下,茅台酒直营比例放大带动吨价持续提升。2020年,公司直销收入达132.4亿元人民币(下同),按年增长82.66%,占比由2019年的8.49%提升至13.96%,直销渠道吨价达336.73万元。批发代理渠道2020年销售收入达815.82亿元,按年增长4.46%,增速明显放缓,而批发代理渠道销量在2020年也有所下滑。吨价方面,批发代理渠道销量吨价为135.69万元,只有直销渠道约三分之一。

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