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“小便疑雲”引關注!青島啤酒低開高走,一度暴跌7%
格隆匯 10-23 10:11

今日,青島啤酒低開高走,一度跌超7%,股價創2022年5月以來新低,現跌超3%報78.09元,總市值1065億元,今年以來累計下跌21.61%。

同時,重慶啤酒、燕京啤酒等也跟隨下跌。

近期,市場表現弱勢,食品飲料板塊的走勢也比較差,青島啤酒的股價也是一路走低。

近一個月來,北向資金持續加倉青島啤酒,截至上週五,持股數量達到2502.84萬股,持股市值20.3億元。

小便疑雲

近日,山東“青島啤酒三廠有工人在原料倉小便”視頻在網上傳播,引起輿論關注。

對此,10月20日晚間,青島啤酒聲明稱,公司高度重視,第一時間向公安機關報警,公安機關已介入調查。目前,該批麥芽已經全部封存。

同日,山東省平度市市場監督管理局也迴應稱,10月19日發現涉青島啤酒三廠的網上相關視頻後,該局立即成立調查小組進駐現場進行調查,並對視頻所反映的該批原料全部封存。

不過,也有知情人士爆料稱,事情與網上所傳內容有兩點差別較大:

第一,視頻中的人根本不是青島啤酒三廠的員工,且視頻中人員和視頻拍攝者均是外用工。

第二,視頻中員工小便的地方,並不是原料倉,是一個露天公眾場所,應為某物流承運商的運輸車輛車廂,事發時旁邊有不少人,但其拍攝與上傳網絡的動機並不清楚。

另據內部知情人士透露,視頻拍攝者與疑似小便的相關人員,在當天就被平度市公安局控制。

目前來看,該事件的真相還沒完全明朗。一位內部人士透露,針對相關情況,近期應該會召開發佈會進行説明。

上半年產品銷量502.3萬千升

網傳的事發地青島啤酒三廠是青島啤酒的重要工廠,該工廠近年來產能持續攀升。

根據青島啤酒官方的説法,青島啤酒三廠經歷了多次升級,年產能從2018年的75萬千升躍升至2022年的120萬千升,躋身世界級工廠。

此外,青島啤酒還試圖將青島啤酒三廠打造成深化數字轉型的“智造高地”。

業績上,今年上半年,青島啤酒營收215.9億元,同比增長12.0%;歸母淨利潤34.3億元,同比增長20.1%。

銷量上,今年上半年,累計實現產品銷量502.3萬千升,同比增長6.5%,其中,主品牌共實現產品銷量281.2萬千升,同比增長8.2%,中高端以上產品實現銷量197.5萬千升,同比增長15%。

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