潤啤(00291.HK)稱首兩個月銷售已恢復至2019年水平 銷售價格料持續上升
華潤啤酒(00291.HK)首席執行官侯孝海在全年業績電話會議上表示,今年以來內地疫情防控不錯,僅個別地區錄得確診個案,今年首兩個月餐飲及夜場的啤酒消費已回到2019年水平,整體啤酒消費亦逐步回復。他預期,今年啤酒市場消費會有較好改善,集團首兩個月銷售已恢復至2019年水平,希望今年的夏季旺季銷售能有較好增長。
集團去年在更多區域推行不含瓶銷售,整體平均銷售價格按年下降2.4%。他稱若不計算有關影響,銷售價格有個位數增長。而相關工作已基本完成,預計不會再造成影響,隨著產品結構提升,高檔產品銷售增長,料銷售價格會呈持續上升態勢。
侯孝海又提到,內地「十四五」規劃提倡加大內需及內循環,估計行業未來五年充滿結構提升及盈利增加等機會,集團會繼續高檔化策略,將更多產品及品牌推向市場,並探索把握青少年和互聯網消費需求,及低酒精等市場機遇。
集團早前推出首款碳酸飲料「小啤汽」,他稱該產品都有啤酒成份,屬於果啤類飲料,是針對年青人市場推出,以豐富啤酒消費場景,認為並非是與市場上的飲品類產品競爭。目前集團在河南鄭州工廠生產「小啤汽」產品,會相繼在西北、東北及華北一帶推出。而相關市場龐大,目前已有約50萬噸的產量,集團會力爭在果啤市場有領先位置。
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