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潤啤(00291.HK):將調整部分產品價格 啤酒高端化繼續以國內品牌為主
阿思達克 08-18 15:59
華潤啤酒(00291.HK)首席執行官侯孝海表示,據目前7月和8月份疫情發展,目前內地局部疫情擴散持續時間約一個月,加上已展開疫苗接種,預計今年疫情影響和去年相若,甚至會略有改善,對高端啤酒銷量影響亦只是短期,維持全年高端業務銷量按年增長逾30%目標。 侯孝海指,上半年易拉罐和紙箱等價格上升,令成本增加約4%,但通過加價和完善產能措施等令生意基本不受影響,預計下半年原料價格壓力持續加大,因此已著手計劃未來三個月內重新梳理全國產品價格,會調整部分重大產品價格,以完全抵銷今年原材料和包裝物價格上升。 另外,他預計售價12元人民幣(下同)以上喜力和馬爾斯綠啤酒未來增長會較快,目標實現國內整體12元以上細分市場的最大份額,並指未來高端啤酒化繼續以國內品牌為主,目前國內品牌佔中國高檔啤酒比率約70%,其餘為國際品牌,考慮到部分國際品牌已率先部署高端啤酒,預計未來五年內國內品牌和國際品牌高端啤酒有關結構佔比為6比4。
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