Qeybtii hore ee sanadkan, shirkadaha biirka ee hogaaminaya waxay lahaayeen astaamo muuqda oo ah "kor u kaca qiimaha iyo hoos u dhaca", iyo iibka biirka ayaa soo kabsaday rubuci labaad.
Sida laga soo xigtay Xafiiska Tirakoobka Qaranka, qeybtii hore ee sanadkan, sababtoo ah saameynta cudurka faafa, wax soo saarka warshadaha biirka gudaha ayaa hoos u dhacay 2% sanadba sanadka ka dambeeya. Ka faa'iidaysiga biirka-dhamaadka sare, shirkadaha beeruhu waxay muujiyeen sifooyinka qiimaha korodhka iyo hoos u dhaca mugga qeybtii hore ee sanadka. Isla mar ahaantaana, mugga iibka ayaa si weyn dib ugu soo laabtay rubuci labaad, laakiin cadaadiska kharashka ayaa si tartiib tartiib ah loo muujiyay.
Saamayn noocee ah ayuu cudurka faafa ee nus-sano ku keenay shirkadaha biirka? Jawaabtu waxay noqon kartaa "kor u kaca qiimaha iyo hoos u dhaca mugga".
Fiidnimadii Agoosto 25, Tsingtao Brewery waxay daaha ka qaaday warbixinteeda semi-sannadeedka 2022. Dakhliga qaybta hore ee sanadka waxa uu ahaa ilaa 19.273 bilyan yuan, korodhka 5.73% sanadba sanadka ka dambeeya (marka la barbar dhigo isla muddada sannadkii hore), waxaanu gaadhay 60% dakhliga 2021; Faa'iidada saafiga ah waxay ahayd 2.852 bilyan yuan, koror ku saabsan 18% sanad kasta. Ka dib markii laga jaray faa'iidooyinka iyo khasaaraha aan soo noqnoqoneynin sida kabka dawladda ee 240 milyan yuan, faa'iidada saafiga ah ayaa kor u kacday qiyaastii 20% sannadkiiba; Dakhliga aasaasiga ah ee saamigiiba wuxuu ahaa 2.1 yuan saamigiiba.
Qaybtii hore ee sanadka, guud ahaan mugga iibka ee Tsingtao Brewery ayaa hoos u dhacay 1.03% sannadkiiba ilaa 4.72 milyan oo kilo, kaas oo mugga iibka ee rubuci hore uu hoos u dhacay 0.2% sannadkiiba ilaa 2.129 milyan kiiloomitir. Iyada oo ku saleysan xisaabintan, Tsingtao Brewery waxay iibisay 2.591 milyan kiilooter rubuci labaad, iyadoo heerka kobaca sanadlaha ah uu ku dhow yahay 0.5%. Iibinta Beer ee rubuci labaad waxay muujisay calaamadaha soo kabashada.
Warbixinta maaliyadeed ayaa tilmaantay in qaab dhismeedka wax soo saarka shirkadda la hagaajiyay qeybtii hore ee sanadka, taasoo keentay kororka dakhliga sanadba sanadka ka dambeeya muddadaas. Qeybtii hore ee sanadka, mugga iibka ee summada ugu weyn ee Tsingtao Beer wuxuu ahaa 2.6 milyan kiilooter, koror sanadle ah oo ah 2.8%; Mugga iibka ee badhtamaha ilaa-dhamaadka-sare iyo wixii ka sarreeya badeecadaha ayaa ahaa 1.66 milyan kiiloomitir, korodhka sannad-sannad ka ah 6.6%. Qeybtii hore ee sanadka, qiimaha khamrigu halkii tone wuxuu ahaa ilaa 4,040 yuan, koror ka badan 6% sanadka.
Isla markii qiimaha tonku uu kordhay, Tsingtao Brewery waxay bilawday ololaha "Duufaanta xagaaga" inta lagu jiro xilliga ugu sarreeya ee Juun ilaa Sebtembar. Raadinta kanaalka Everbright Securities waxay muujineysaa in mugga iibka isugeynta ee Tsingtao Brewery ee Janaayo ilaa Luulyo uu gaaray kobac wanaagsan. Marka laga soo tago baahida loo qabo warshadaha biirka ee ay keentay cimilada kulul ee xagaagan iyo saamaynta saldhigga hoose ee sannadkii hore, Everbright Securities ayaa saadaalisay in mugga iibka ee Tsingtao Beer ee rubuci saddexaad la filayo inuu si weyn u kordhiyo sanadka-ka- sanad. .
Warbixinta cilmi baarista Shenwan Hongyuan ee Agoosto 25 ayaa tilmaantay in suuqa biirka uu bilaabay inuu xasilo bishii May, iyo Tsingtao Brewery waxay gaartay kobac hal-god ah oo sarreeya bishii Juun, sababtoo ah xilliga ugu sarreeya ee soo dhawaaday iyo isticmaalka magdhowga faafa ka dib. Tan iyo xilliga ugu sarreeya ee sanadkan, oo ay saameeyeen cimilada heerkulka sare, baahida hoose ayaa si fiican u soo kabsatay, waxaana jira baahi loo qabo buuxinta dhinaca kanaalka sare. Sidaa darteed, Shenwan Hongyuan waxay rajaynaysaa in iibka Tsingtao Beer ee Juulaay iyo Agoosto la filayo inuu ilaaliyo kobac hal-god ah oo sarreeya.
China Resources Beer ayaa ku dhawaaqday natiijadeeda qeybtii hore ee sanadka Agoosto 17. Dakhliga ayaa kordhay 7% sanadkiiba ilaa 21.013 bilyan yuan, laakiin faa'iidada saafiga ah ayaa hoos u dhacday 11.4% sanadkiiba ilaa 3.802 bilyan yuan. Ka dib marka laga reebo dakhliga ka soo gala iibka dhulka ee kooxda sannadkii hore, faa'iidada saafiga ah ee isla muddadaas 2021 ayaa saameyn doonta. Ka dib markii ay saamaysay China Resources Beer qeybtii hore ee sanadka, faa'iidada saafiga ah ee Beerta Khayraadka Shiinaha ayaa kor u kacday in ka badan 20% sannadkiiba.
Qaybtii hore ee sanadka, oo uu saameeyay cudurka faafa, mugga iibka ee Khayraadka Shiinaha ee Beerka ayaa cadaadis saarnaa, wax yar ayaa hoos u dhacay 0.7% sannadkiiba ilaa 6.295 milyan kiiloomitir. Hirgelinta biirka-dhamaadka sare ayaa sidoo kale saameeyay ilaa xad. Mugga iibka ee biirka-dhamaadka sare iyo ka sarreeya ayaa kordhay ilaa 10% sannadkiiba ilaa 1.142 milyan kiiloomitir, kaas oo ka sarreeya kii sannadkii hore. Qeybtii hore ee 2021, heerka kobaca ee 50.9% sanadba sanadka ka dambeeya aad ayuu hoos ugu dhacay.
Sida laga soo xigtay warbixinta maaliyadeed, si loo yareeyo cadaadiska kor u kaca kharashyada, China Resources Beer waxay si dhexdhexaad ah u hagaajisay qiimaha badeecadaha qaarkood inta lagu jiro muddada, iyo celceliska qiimaha iibka ee qaybta hore ee sanadka ayaa kordhay ilaa 7.7% sanadka- sanadka. China Resources Beer waxa ay tilmaantay in tan iyo bishii May, xaaladda cudurka faafa ee inta badan dhul weynaha Shiinaha ay yaraatay, guud ahaan suuqa biirkuna uu si tartiib tartiib ah ugu soo noqday caadi.
Sida laga soo xigtay warbixinta cilmi-baarista ee Guotai Junan ee Agoosto 19, cilmi-baarista kanaalka ayaa muujinaysa in Shiinaha Resources Beer la filayo in la arko kobac hal-god ah oo sarreeya iibka laga bilaabo Luulyo ilaa horraanta Agoosto, iyo iibka sannadlaha ah ayaa laga yaabaa in la filayo inuu gaaro kobac wanaagsan, oo hooseeya. -dhamaadka iyo ka sarreeya biirka oo ku soo noqonaya korriin sare.
Budweiser Asia Pacific sidoo kale waxay aragtay hoos u dhac ku yimid qiimaha. Qeybtii hore ee sanadka, iibka Budweiser Asia Pacific ee suuqa Shiinaha ayaa hoos u dhacay 5.5%, halka dakhliga hectoliterkii uu kordhay 2.4%.
Budweiser APAC waxay sheegtay in rubuci labaad, "isbeddelka kanaalka (oo ay ku jiraan meelaha lagu caweeyo iyo makhaayadaha) iyo isku dhafka juqraafiyeed ee aan fiicnayn ayaa si ba'an u saameeyay ganacsigeena oo hoos u dhigay warshadaha" suuqa Shiinaha. Laakiin iibkeeda suuqa Shiinaha ayaa diiwaangeliyay ku dhawaad 10% kobac bishii Juun, iyo iibinta alaabteeda-dhamaadka sare iyo aadka u-dhamaadka sare waxay sidoo kale ku soo noqotay kobaca laba-god bishii Juun.
Marka la eego cadaadiska qiimaha, shirkadaha khamriga ee hogaaminaya "ku noolow cidhiidhi"
Inkasta oo qiimaha halkii tan ee shirkadaha biirka ay kor u kacday, cadaadiska kharashka ayaa si tartiib tartiib ah u soo baxay ka dib markii kobaca iibka uu hoos u dhacay. Waxaa laga yaabaa inay hoos u dhigto qiimaha kor u kaca ee alaabta ceeriin iyo alaabta baakadaha, China Resources Beer qiimaha iibka ee qaybta hore ee sanadka ayaa kordhay ilaa 7% sanadka. Sidaa darteed, inkastoo celceliska qiimaha qeybtii hore ee sanadka uu kordhay ilaa 7.7%, faa'iidada guud ee China Resources Beer qeybtii hore ee sanadka waxay ahayd 42.3%, taasoo la mid ah isla muddadaas 2021.
Beerta Chongqing waxaa sidoo kale saameeya qiimaha sare u kaca. Fiidnimadii Agoosto 17, Chongqing Beer waxay daaha ka qaaday warbixinteeda semi-sannadeedka 2022. Qaybtii hore ee sanadka, dakhligu wuxuu kordhay 11.16% sanadba sanadka ka dambeeya ilaa 7.936 bilyan yuan; faa'iidada saafiga ah ayaa kor u kacday 16.93% sanadkiiba ilaa 728 milyan yuan. Iyada oo ay saamaysay cudurka faafa rubuci labaad, mugga iibka biirka Chongqing wuxuu ahaa 1,648,400 kiilooters, koror ku saabsan 6.36% sannad kasta, kaas oo ka hooseeya heerka kobaca iibka ee in ka badan 20% sanad-sanadka isla muddadaas sannadkii hore.
Waxaa xusid mudan in heerka kobaca dakhliga ee wax soo saarka sare ee Chongqing Beer sida Wusu uu si weyn hoos ugu dhacay qeybtii hore ee sanadka. Dakhliga badeecadaha ugu sarreeya ee ka sarreeya 10 yuan wuxuu kordhay qiyaastii 13% sanad-sannadka ilaa 2.881 bilyan yuan, halka heerka kobaca sanadka-sannadka uu kor u dhaafay 62% isla muddadaas sannadkii hore. Qeybtii hore ee sanadka, qiimaha ton ee biirka Chongqing wuxuu ahaa ilaa 4,814 yuan, koror sanadle ah oo ka badan 4%, halka kharashka hawlgalka uu kordhay in ka badan 11% sannadkiiba ilaa 4.073 bilyan. yuan
Yanjing Beer waxa kale oo ay wajaheysaa caqabada hoos u dhigida kobaca bartamaha-ilaa-sare ee dhamaadka. Fiidnimadii Agoosto 25, Yanjing Beer waxay ku dhawaaqday natiijooyinkeeda ku meel gaarka ah. Qeybtii hore ee sanadkan, dakhligiisu wuxuu ahaa 6.908 bilyan yuan, koror sanadba sanadka ka dambeeya 9.35%; faa'iidada saafiga ah waxay ahayd 351 milyan yuan, korodhka sanadlaha ah ee 21.58%.
Qaybtii hore ee sanadka, Yanjing Beer waxa ay iibisay 2.1518 milyan oo kiiloomitir, wax yar oo kordhay 0.9% sannadkiiba; alaabada alaabadu waxay korodhay ku dhawaad 7% sanadkiiba ilaa 160,700 kilooter Waxaa ka mid ah, dakhliga dhex-ilaa-dhamaadka-sare ee badeecadaha ayaa kordhay 9.38% sannadkiiba ilaa 4.058 bilyan yuan, taas oo aad uga gaabisay heerka kobaca ee ku dhawaad 30% isla muddadaas sannadkii hore; halka kharashka hawlgalka uu kordhay in ka badan 11% sannadkiiba ilaa 2.128 bilyan yuan, iyo faa'iidada guud ee hoos u dhacday 0.84% sannadkiiba. boqolkiiba 47.57%
Cadaadiska qiimaha leh, shirkadaha khamriga ee hogaaminaya waxay si xushmad leh u doortaan inay xakameeyaan khidmadaha.
"Kooxdu waxay hirgelin doontaa fikradda 'inay ku noolaato nolol cidhiidhi ah' qaybta hore ee 2022, waxayna qaadi doontaa tillaabooyin dhowr ah si loo dhimo kharashyada loona kordhiyo hufnaanta si loo xakameeyo kharashyada hawlgalka." China Resources Beer waxay qiratay warbixinteeda maaliyadeed in khataraha ka jira jawiga shaqada ee dibadda ay sare u kacday, waana inay "xoojiso" suunka. Qaybtii hore ee sanadka, China Resources Beer kharashkeeda suuqgeyneed iyo xayaysiiska ayaa hoos u dhacay, iyo kharashaadka iibinta iyo qaybinta ayaa hoos u dhacay ku dhawaad 2.2% sanad kasta.
Qaybtii hore ee sanadka, Kharashka iibka ee Tsingtao Brewery waxa uu qandaraas la galay 1.36% sanadkiiba ilaa 2.126 bilyan yuan, inta badan sababtoo ah magaalooyin gaar ah ayuu cudurku saameeyay, kharashaadkuna hoos ayuu u dhacay; kharashaadka maamulka ayaa hoos u dhacay boqolkiiba 0.74 dhibcood sanadba sanadka ka dambeeya.
Si kastaba ha ahaatee, Chongqing Beer iyo Yanjing Beer waxay weli u baahan yihiin inay "qabtaan magaalooyinka" habka biirka-dhamaadka sare leh iyagoo maalgelinaya kharashyada suuqa, iyo kharashyada inta lagu jiro muddada labadaba waxay kordhiyeen sannad-sannad. Waxaa ka mid ah, kharashka iibka ee Chongqing Beer wuxuu kordhay ku dhawaad boqolkiiba 8 dhibcood sannadkiiba ilaa 1.155 bilyan yuan, iyo kharashka iibka ee Yanjing Beer wuxuu kordhay in ka badan 14% sannadkiiba ilaa 792 milyan yuan.
Warbixinta cilmi baarista ee Zheshang Securities bishii Agoosto 22 ayaa tilmaantay in kororka dakhliga biirka ee rubuci labaad uu inta badan sabab u ahaa kororka qiimaha ton ee ay keentay hagaajinta qaabdhismeedka iyo kor u kaca qiimaha, halkii uu ka ahaan lahaa kobaca iibka. Sababo la xiriira hoos u dhaca xayeysiinta khadka tooska ah iyo kharashyada dalacsiinta inta lagu jiro cudurka.
Sida laga soo xigtay warbixinta cilmi-baarista ee Tianfeng Securities Agoosto 24, warshadaha biirka ayaa xisaabiya qayb sare oo ka mid ah alaabta ceeriin, iyo qiimaha badeecadaha badeecooyinka ayaa si tartiib tartiib ah kor ugu kacay tan iyo 2020. Si kastaba ha ahaatee, hadda, qiimaha badeecadaha bulk waxay isu rogeen dhibco isbeddel ah. rubuci labaad iyo saddexaad ee sanadkan, iyo warqad jiingado waa alaabta baakadaha. , Qiimaha aluminium iyo galaasyada ayaa sida muuqata hoos u dhacay oo hoos u dhac ku yimid, qiimihii shaciirka dibadda laga keenona weli waa heer aad u sarreeya, balse kororka ayaa hoos u dhacay.
Warbixinta cilmi-baarista ee ay soo saartay Changjiang Securities Agoosto 26 ayaa saadaalisay in horumarinta faa'iidada ay keentay korodhka qiimaha saami qaybsiga iyo hagaajinta alaabta la filayo in la sii wado in la xaqiijiyo, iyo faa'iidada faa'iidada ay keentay hoos u dhaca yar ee qiimaha alaabta ceeriin sida alaabta baakadaha ayaa la filayaa in ay helaan wax badan qeybtii labaad ee sanadka iyo sanadka soo socda. milicsato.
Warbixinta cilmi baarista ee CITIC Securities Agoosto 26 ayaa saadaalisay in Tsingtao Brewery ay sii wadi doonto horumarinta wax soo saarka dhamaadka-sare. Marka la eego asalka korodhka qiimaha iyo hagaajinta qaabdhismeedka, korodhka qiimaha tonka ayaa la filayaa inuu kabo cadaadiska uu keeno qiimaha kor u kaca ee alaabta ceeriin. Warbixinta cilmi baarista ee GF Securities bishii Agoosto 19 ayaa tilmaantay in dhamaadka sare ee warshadaha biirka ee Shiinaha ay wali ku jiraan qeybtii hore. Mustaqbalka fog, faa'iidada China Resources Beer ayaa la filayaa inay sii waddo horumarinta iyadoo la kaashanayo casriyaynta qaab dhismeedka alaabta.
Tianfeng Securities' Warbixinta cilmi baarista ee Agoosto 24 ayaa tilmaantay in warshadaha biirka ay si aad ah u soo fiicnaadeen bishiiba bil kasta. Dhinaca kale, iyada oo la fududeynayo faafitaanka iyo kor u qaadista kalsoonida macaamiisha, isticmaalka goobta kanaalka diyaarka ah ee cabitaanka ayaa diiray; Iibka ayaa la filayaa inuu dardargeliyo. Marka la eego guud ahaan saldhigga hoose ee sannadkii hore, dhinaca iibka ayaa la filayaa inuu ilaaliyo kobaca wanaagsan.
Waqtiga boostada: Agoosto-30-2022