百威亞太(01876.HK):對未來增長保持樂觀 下半年未有加價計劃
百威亞太(01876.HK)聯席主席兼首席執行官楊克表示,因去年首季有封鎖措施,令基數較低,故首季增長強勁;而第二季因去年解封後有很大復甦力度,故銷售數字錄倒退,但整體上半年銷量仍有18.4%增長,對未來增長繼續保持樂觀看法。
他指出,會繼續保持高端和超高端品牌的策略,相信隨着中國城市持續升級、人口收入增長,未來會對高端產品需求增加。雖然面對本土品牌的競爭,但公司亦有不同的本土品牌,以及來自可以從母公司獲得產品品牌的優勢,公司亦會繼續拓展新的銷售渠道,和不同類別的產品,如混合酒產品等。
他又稱,目前商品價格持續上升,但因公司有對衝政策,以及於上半年已加價,故今年仍未有新的加價計劃,但會密切留意情況,公司亦會繼續透過在不同地區增設廠房,以降低物流成本。
另外,雖然奧運期間,市場對酒類產品的需求會增加,但各地疫情數字增加,不同地方正面對收緊防疫措施,故有部分抵銷。
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