百威亞太(01876.HK):首季高端及超高端產品銷量已回疫前20%水平
百威亞太(01876.HK)董事會聯席主席楊克(Jan Craps)表示,即使去年內地受疫情影響,令其渠道受限制,惟首季高端及超高端產品銷量增長錄得雙位數增長,主要是2、3月增長強勁,已回到疫前同期水平的約20%,料未來會持續上升。
他指,未見到目前內地顧客的消費水平因疫情有所下跌;他形容,內地高端及超高端產品市場是「藍海」,亦觀察到內地顧客消費額上升,並對前景感樂觀,又預料中產家庭消費水平或於未來10年持續上升,有利於支撐該業務的上升趨勢。
他表示,集團旗下創新產品包括金尊和黑金首季錄得雙位數增長,計劃陸續推廣至全球主要市場,預料這勢頭將於未來三至四年持續。
百威亞太首席財務官雷睿思(Ignacio Lares)表示,對今年南韓市場利潤率持審慎態度,惟未有提及指引,認為當地銷量仍有上升空間,並補充目前未有加價舉動,要視乎當前商品價格走勢。
至於印度市場,他表示現時恢復表現強勁,加上其市場佔有率達50%,包括高端及超高端產品,預料首季上升走勢將會持續,同時他表示,未來集團改善其生產及包裝,進一步推動其收入及盈利。
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