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百威亞太(01876.HK):7月市場持續改善 高端啤酒需求仍然強勁
阿思達克 07-28 14:51
百威亞太(01876.HK)董事會聯席主席楊克(Jan Craps)表示,第二季市場狀況逐月改善,6月內地銷售增長高單位數,7月情況持續好轉。 楊克在電話會議上指,4月是銷售渠道關閉最高的水平。截止6月底,已有約91%酒吧和約98%中國餐廳重開,但部分城市夜生活仍有限制,特別是北京、天津、上海,對銷售有一些影響。 楊克指,公司已建立一個數字化的跟蹤平臺,透過不同城市的個案數字,估計渠道關閉或城市防疫措施影響,讓團隊可以靈活地重新分配銷售渠道等資源。 對於消費降級,他指,消費者對高端啤酒的需求仍然強勁,集團的超高端及高端品牌在整個組合中佔比增加。即使它們在啤酒類別中價格相對昂貴,但仍被內地消費者視爲可負擔的奢侈品。
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