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華潤啤酒(00291.HK)對今年行業前景審慎樂觀 考慮部分產品加價應對成本上升
阿思達克 03-24 16:02
華潤啤酒(00291.HK)首席執行官侯孝海在全年業績記者會上表示,去年下半年業務表現較上半年差,主要由於內地多個地區爆發疫情,嚴格防控措施抑制啤酒消費,影響盈利水平。不過,今年首兩個月行業出現較好的繁榮現象,銷量有雙位數增長,中高檔產品增長甚至較去年上半年更快。在預期疫情持續時間不長的情況下,對今年行業前景審慎樂觀,估計不會比去年差,疫情過後爆發的增長更可能較想像中好。 他指,爲抵銷成本上升的影響,去年集團部分主流酒及中檔酒已提價,加上中高檔產品增長近三成,去年整體受到原材料成本增加的影響很小。而今年由於俄烏衝突等原因導致大宗商品價格上升,鋁、紙及大麥三項主要原材料價格維持在高位,對集團的成本影響料約15億元人民幣。但集團已鎖定今年的大麥價格,並會考慮部分產品或地區上調銷售價格,幅度雖然未定,但可能有4%至6%,再加上產能優化等措施,有信心可消除成本增加的負面影響。 另外,侯孝海提到,集團收購喜力中國後近三年業務增長迅速,合作雙方都滿意表現。由於喜力過去產能已不能滿足未來發展,將會於福建興建全國性的喜力廠房,以支持業務未來五年的增長及實現銷量目標。
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