堅定推進再創一個新蒙牛戰略 蒙牛乳業(02319.HK)2022年經營利潤升11.6% 每股派息0.402元
格隆匯3月29日丨蒙牛乳業(02319.HK)公吿，截至2022年12月31日止年度，公司集團收入為人民幣925.933億元，同比上升5.1%。受益於降本增效的多項舉措，集團經營利潤為人民幣54.232億元，同比上升11.6%；經營利潤率為5.9%(2021年：5.5%)，同比提升40基點，並在2022年下半年同比強勁提升160基點；公司權益股東應占利潤同比增加5.5%至人民幣53.030億元。董事會建議派發年度期末股息每股普通股人民幣0.402元(2021年：人民幣0.381元)。
2022年，户外消費場景、終端賣場客流受到外部影響，加之全球市場通貨膨脹攀升、原輔料成本上升，為乳業帶來經營環境和成本高企的多重挑戰。集團堅定推進再創一個新蒙牛戰略、執行高質量增長策略，積極抵禦大環境挑戰，核心基本盤業務展現出強大的增長韌性，創新業務達成重要突破，品牌力全面提升，業績實現穩健的高質量增長。
集團年內積極抵禦外部環境挑戰，推進產品創新、品牌升級、渠道精耕，推動液態奶收入同比增長2.3%至人民幣782.693億元。其中，特侖蘇、蒙牛純牛奶、每日鮮語鮮牛奶保持強勁增長，低温業務持續佔據市場領先地位。
集團年內冰淇淋收入同比強勁增長33.3%至人民幣56.524億元，增長跑贏行業。四大品牌隨變、綠色心情、蒂蘭聖雪、冰+持續聚焦產品創新升級，併成功跨界打造茅台冰淇淋等多款爆款單品，獲消費者喜愛。
2023年，作為集團實現五年戰略征程的重要節點，集團將繼續堅持既定戰略，持續加強核心競爭力的打造，包括提升品牌力、繼續打造研發創新能力、持續強化渠道擴展和滲透、持續推廣實施數字化轉型、加強奶源掌控能力、提升投後整合管理及強化組織保障能力，致力打造一個消費者至愛的、國際化的、更負責任的、擁有強大文化基因的、數智化的“FIRST牛”。
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