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潤啤(00291.HK)料反浪費政策對啤酒行業影響較少 年內續推中檔價位白酒
華潤啤酒(00291.HK)中期毛利率、息稅前利潤及純利均創新高,公司祕書及投資者關係總監樑偉強表示,管理層對費用控制、產品高端化發展及業務長遠發展有信心,認爲公司具有差異化競爭力。 中央於5月中修訂節約反浪費條例,總裁趙春武指出該政策較打擊商務宴請活動,認爲對啤酒行業影響不大,過往在啤酒銷售渠道中,餐飲及零售各佔一半,現時餐飲佔比降至40%以下,超過60%來自零售銷售,仍相信人們日常對啤酒有消費需求。 副總裁魏強指,白酒行業過去幾年深度調整,今年首季價格表現不錯,但是到5月至6月白酒價格受反浪費政策影響而下行,8月政策影響趨緩,白酒行業進入短暫平穩期,價格有所回穩。展望未來他認爲仍要視乎經濟復甦狀況及政策變化,能否反彈要取決於中秋及農曆新年銷售旺季的表現。 他又指,今年將積極推動價格重塑和更大力度費用管控,或會推出價格在100至200元人民幣之間的中檔和光瓶酒產品,未來會加強發展「金沙」品牌,做到與「摘要」品牌雙輪驅動,爭取推動下半年銷售錄得增長。 被問到五糧液(000858.SZ)、珍酒李渡(06979.HK)等白酒企業近期亦紛紛進軍啤酒市場,趙春武認爲反映出消費者有多元化需求尚待滿足,亦歡迎有更多的參與者進入啤酒賽道,爲消費者提供更加豐富多樣的產品。
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