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珍酒李渡(06979.HK):上半年純利15.85億元 同比增長202.1%

格隆匯8月23日丨珍酒李渡(06979.HK)發佈公吿,截至2023年6月30日止六個月,實現收入人民幣35.19億元,同比增長15.0%;毛利人民幣20.37億元,同比增長19.6%;公司權益股東應占利潤人民幣15.85億元,同比增長202.1%;經調整淨利潤(非國際財務財吿準則計量)人民幣8.03億元,同比增長22.0%;基本每股盈利人民幣0.59元。

2023年下半年,集團相信集團具備條件進一步提升在醬香型白酒市場以及次高端及以上級別白酒市場中的市場份額,以推動集團的可持續增長。尤其是,集團將繼續推行產品結構優化計劃,採取各種營銷策略來推動渠道週轉和終端動銷、優化和加強集團的經銷商網絡,並關注經銷商的銷售業績及庫存水平。

具體來講,為充分抓住白酒市場高端化及市場整合趨勢帶來的市場機遇,集團將繼續(i)拓展次高端及以上級別的產品種類,而這符合集團高端化戰略;(ii)提升在相同價格範圍內毛利率較高的白酒產品的收入貢獻;(iii)分配資源以提升集團的白酒產能,包括繼續擴建兩個現有生產設施,即珍酒(趙家溝)及珍酒(茅台鎮雙龍)。於2023年下半年,珍酒(茅台鎮雙龍)的擴建工程預計部分完成,新增基酒產能每年2,400噸;及(iv)以沉浸式推廣策略推進集團的多渠道銷售網絡。隨着集團不斷優化銷售網絡及經銷渠道、重視端到端營銷,並努力優化產品組合及成本結構,集團力爭今年保持健康增長和提高盈利能力。展望未來,在高端化趨勢持續、醬香型白酒興起及市場整合的推動下,集團對中國白酒行業的長遠發展及集團2023年下半年的業務仍充滿信心。

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