伊利股份(600887.SH)：前2月利潤總額增逾20% 整體業績再創歷史新高
格隆匯3月10日丨伊利股份(600887.SH)公佈2022年1至2月主要經營情況。乳製品以其特有的健康屬性，持續吸引着越來越多的消費者，國內乳品消費需求呈現持續增長態勢。2022年1至2月，公司乘勢而上，在以高質量發展為主線，實現消費者價值領先、社會價值領先、員工價值領先、企業價值領先的“全面價值領先”戰略目標引領下，積極把握消費增長機會，順利實現開門紅，整體業績再創歷史新高。經公司初步核算，2022年1至2月，公司實現營業總收入215億元左右，較上年同期增長15%以上；利潤總額33億元左右，較上年同期增長20%以上。
在業務增長方面，公司持續優化產品結構，為消費者提供更加豐富的產品體驗。2022年1至2月，公司旗下液體乳、奶粉及奶製品、冷飲等各項業務均保持良好增長態勢。金典、安慕希、金領冠、巧樂茲、甄稀、暢輕、每益添、伊利兒童奶酪棒等重點產品銷售收入佔比同比提升3個百分點，市場份額保持領先地位。其中，金領冠嬰幼兒奶粉率先完成配方升級，成為中國首批符合奶粉新國標的嬰幼兒配方奶粉，進一步提升了產品競爭力，1至2月金領冠銷售收入同比增長30%以上，增速位列行業首位。
在產品創新方面，公司持續通過創新驅動業務健康發展。圍繞消費者健康及營養需求，公司推出了“金典超濾牛奶”“安慕希丹東草莓”“暢輕蛋白時光”“金領冠塞納牧有機奶粉”“須盡歡厚乳冰淇淋”等多款新品，同時結合多項創新營銷舉措，推動新產品、新業務快速成長。
在品牌力提升方面，公司作為中國唯一“雙奧乳企”，與奧運攜手17年，2022年1至2月期間，公司通過冬奧和春促的品牌營銷整合，實現了整體品牌力的提升，根據第三方調研數據顯示，消費者在此期間對伊利產品的購買意願創歷史新高。伊利產品的市場滲透率持續保持行業第一，其中在地級市、縣級市的市場滲透率同比分別提升0.6個百分點、1.2個百分點，消費者觸達規模持續上升。
在奶源發展方面，近年來公司攜手核心供應商共同規劃建設奶源基地，發揮全產業鏈協同價值，推動產業鏈健康發展。年初以來，奶源保障能力進一步提升，有效促進各項業務快速發展。
未來，公司將在“全面價值領先”戰略目標的引領下，持續做好各項經營工作，推動公司健康、可持續發展。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
