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華潤啤酒(00291.HK):7月啤酒銷售未回覆至疫前水平 料全年高端及次高端啤酒銷售錄雙位數增長
阿思達克 08-18 16:32
華潤啤酒(00291.HK)董事會主席侯孝海透露,6、7月白酒貴州金沙產品表現勝於預期,其庫存減少了三分之一,價格有明顯復甦,帶動銷量。他表示,白酒價格的壓力不大,料下半年銷量有較明顯改變,又指包裝成本高企的時期已過,相信有關壓力會隨疫情而逐漸消失。他補充,監於目前宏觀消費環境情況,對於白酒併購的新項目仍持保守態度。 至於啤酒方面,他表示,7月銷售錄得負增長,主要是受到上年同期高基數影響,仍未回覆至2019年水平,又指受到內地消費環境疲弱,料8月啤酒銷售仍受壓。但他認爲,市場需時消化政府推出刺激政策的利好因素,預計第四季銷售將反映出來,錄得良好增長,料全年高端及次高端啤酒產品銷售錄得雙位數增長。他指,集團會繼續堅持「3+3+3」企業戰略目標,期望三年後啤酒銷售目標達350萬噸以上。 他認爲,市場現時欠缺消費信心,而非購買力,因爲消費者大多傾向儲蓄,惟這是屬於週期性,形容啤酒已變爲日常用品,並不是奢侈品,不會對消費者產生經濟壓力,即使目前消費額下降,仍看好未來行業前景,相信「現時有幾大的困難,未來便有幾大的反彈」。
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