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華潤啤酒(00291.HK)料下半年市場情況向好 冀銷量有雙位數增長
阿思達克 08-17 16:07
華潤啤酒(00291.HK)中期純利按年跌逾11%,首席執行官侯孝海在中期業績記者會上表示,集團今年上半年業務表現呈「V型」狀態,首兩個月起步良好,但3月及4月受疫情影響經歷低潮,至5月及6月疫情退卻後業務出現反彈。他認爲,上半年在原材料成本上升、疫情升溫及經濟受壓三方面衝擊下,集團業務仍有穩定增長實屬不易。 他相信,在內地疫情防控更科學精準下,未來疫情對啤酒行業不會再有根本性或更具大的衝擊。而政府保增長令經濟壓力舒緩,加上成本有變好趨勢及夏季氣溫較高,預期今年下半年的市場情況會較上半年好,對啤酒消費有較大支持,期望下半年銷量有雙位數上升,收入及盈利有較好增長。 侯孝海提到,華潤啤酒下半年沒有全國性加價的計劃,但可能會按照個別市場情況局部調整個別產品價格,強調集團於年初時已完成產品全面加價,足以覆蓋原材料及包裝成本的上升。 他又稱,集團近兩年積極探討酒類多元化,希望能夠建立白酒等的非啤酒類品牌業務,成爲雙軌道發展的上市公司。集團會透過與地方企業合作等獲取項目機會,目前已成立內部項目組進行探索,目標是投資地方龍頭及尋找是否有全國性白酒廠投資機會。
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