A cikin rabin farko na wannan shekara, manyan kamfanonin giya suna da siffofi na fili na "karuwa da raguwa", kuma tallace-tallacen giya ya dawo a cikin kwata na biyu.
A cewar hukumar kididdiga ta kasa, a farkon rabin farkon wannan shekarar, sakamakon illar da annobar ta haifar, adadin da ake samu a masana’antar giyar cikin gida ya ragu da kashi 2% a duk shekara.Yin amfani da giya mai mahimmanci, kamfanonin giya sun nuna halayen haɓakar farashi da raguwa a cikin farkon rabin shekara.A lokaci guda, yawan tallace-tallacen tallace-tallace ya sake dawowa sosai a cikin kwata na biyu, amma an bayyana matsin lamba a hankali.
Wane tasiri annobar rabin shekara ta kawo ga kamfanonin giya?Amsar na iya zama "ƙarin farashin da raguwar girma".
A yammacin ranar 25 ga Agusta, Tsingtao Brewery ya bayyana rahoton sa na shekara-shekara na 2022.Kudaden da aka samu a farkon rabin shekarar ya kai Yuan biliyan 19.273, wanda ya karu da kashi 5.73 bisa dari a duk shekara (idan aka kwatanta da na shekarar da ta gabata), ya kai kashi 60% na kudaden shiga a shekarar 2021;Ribar da aka samu ya kai yuan biliyan 2.852, wanda ya karu da kusan kashi 18 cikin dari a duk shekara.Bayan cire riba da asarar da ba a maimaita ba kamar tallafin gwamnati na yuan miliyan 240, ribar riba ta karu da kusan kashi 20% a duk shekara;Abubuwan da aka samu na asali a kowane hannun jari sun kasance yuan 2.1 a kowace kaso.
A farkon rabin shekara, jimlar tallace-tallace na Tsingtao Brewery ya ragu da 1.03% a kowace shekara zuwa kilo 4.72 miliyan, wanda adadin tallace-tallace a farkon kwata ya fadi da 0.2% a shekara zuwa miliyan 2.129 kilololi.Dangane da wannan lissafin, Tsingtao Brewery ya sayar da kiloli miliyan 2.591 a cikin kwata na biyu, tare da haɓakar haɓaka kusan 0.5% a duk shekara.Siyar da giya a cikin kwata na biyu ya nuna alamun farfadowa.
Rahoton kudi ya nuna cewa an inganta tsarin samar da kamfanin a farkon rabin shekarar, wanda ya sa karuwar kudaden shiga na shekara-shekara a cikin lokacin.A farkon rabin shekara, adadin tallace-tallace na babban alamar Tsingtao Beer ya kai kilo miliyan 2.6, karuwar shekara-shekara na 2.8%;Adadin tallace-tallace na tsakiyar-zuwa-ƙarshe da sama da samfuran sun kai kilo miliyan 1.66, haɓakar shekara-shekara na 6.6%.A farkon rabin shekara, farashin ruwan inabi a kowace tan ya kai yuan 4,040, karuwar sama da kashi 6% a duk shekara.
A daidai lokacin da farashin ton ya karu, Tsingtao Brewery ya kaddamar da yakin "Summer Storm" a lokacin mafi girma daga Yuni zuwa Satumba.Binciken tashar tashar Everbright Securities ya nuna cewa yawan tallace-tallace na Tsingtao Brewery daga Janairu zuwa Yuli ya sami ci gaba mai kyau.Baya ga buƙatar masana'antar giya da yanayin zafi ya kawo a wannan lokacin rani da tasirin ƙarancin tushe a bara, Everbright Securities ya annabta cewa adadin tallace-tallace na Tsingtao Beer a cikin kwata na uku ana sa ran zai karu sosai shekara-on- shekara..
Rahoton bincike na Shenwan Hongyuan a ranar 25 ga watan Agusta ya nuna cewa, kasuwar giyar ta fara daidaitawa a cikin watan Mayu, kuma kamfanin Tsingtao Brewery ya samu babban ci gaba mai lamba daya a cikin watan Yuni, saboda gabatowar lokacin koli da kuma cin ramawa bayan annoba.Tun daga lokacin kololuwar wannan shekara, yanayin yanayin zafi ya shafa, buƙatu na ƙasa ta murmure sosai, kuma akwai buƙatar sake cikawa a gefen tashar tashoshi.Sabili da haka, Shenwan Hongyuan yana tsammanin tallace-tallace na Tsingtao Beer a watan Yuli da Agusta ana sa ran zai ci gaba da haɓaka girma mai lamba ɗaya.
A ranar 17 ga watan Agustan da ya gabata ne kasar Sin ta sanar da sakamakonta na rabin farko na shekarar, inda kudaden shiga ya karu da kashi 7% a duk shekara zuwa Yuan biliyan 21.013, amma ribar da aka samu ta ragu da kashi 11.4% a duk shekara zuwa yuan biliyan 3.802.Bayan fitar da kudin shiga daga siyar da fili da kungiyar ta yi a bara, ribar da aka samu a wannan lokacin a shekarar 2021 za ta shafi.Bayan tasirin giyar albarkatun albarkatun kasar Sin a farkon rabin shekara, ribar da aka samu ta giyar albarkatun kasar Sin ta karu da fiye da kashi 20 cikin dari a duk shekara.
A farkon rabin shekara, annobar cutar ta shafa, yawan sayar da giya na albarkatun albarkatun kasar Sin ya kasance cikin matsin lamba, ya ragu da kashi 0.7% a duk shekara zuwa kilo 6.295 miliyan.Har ila yau, aiwatar da giya mai mahimmanci ya shafi wani matsayi.Adadin tallace-tallace na ƙaramar ƙarami da sama da giya ya karu da kusan 10% a shekara zuwa kilo 1.142 miliyan, wanda ya haura na shekarar da ta gabata.A cikin rabin farko na 2021, haɓakar haɓakar 50.9% kowace shekara ya ragu sosai.
A cewar rahoton na kudi, domin rage matsin lamba na hauhawar farashin, giyar albarkatun kasar Sin ta daidaita farashin wasu kayayyaki a daidai lokacin, kuma matsakaicin matsakaicin farashin sayar da kayayyaki a farkon rabin shekarar ya karu da kusan kashi 7.7% na shekara. a shekara.Kamfanin albarkatun kasar Sin Beer ya yi nuni da cewa, tun daga watan Mayu, an samu saukin barkewar annobar a mafi yawan sassan kasar Sin, kuma sannu a hankali kasuwar giyar ta koma yadda take.
A cewar rahoton bincike na Guotai Junan na ranar 19 ga watan Agusta, binciken tashar ya nuna cewa, ana sa ran samun karuwar tallace-tallace mai lamba guda daya daga watan Yuli zuwa farkon watan Agusta, kuma ana sa ran tallace-tallacen na shekara zai iya samun ci gaba mai kyau, tare da raguwar hauhawar farashin kayayyaki. -karshen kuma sama da giya yana dawowa zuwa babban girma.
Budweiser Asia Pacific kuma ya ga raguwar hauhawar farashin.A farkon rabin shekara, tallace-tallace na Budweiser Asia Pacific a kasuwannin kasar Sin ya ragu da kashi 5.5%, yayin da kudaden shiga kowace kadada ya karu da kashi 2.4%.
Budweiser APAC ya ce a cikin kwata na biyu, "daidaituwar tashoshi (ciki har da wuraren shakatawa na dare da gidajen cin abinci) da mahaɗan yanki mara kyau sun yi tasiri sosai ga kasuwancinmu kuma sun yi ƙasa da masana'antar" a cikin kasuwar Sinawa.Amma tallace-tallacen da yake yi a kasuwannin kasar Sin ya sami karuwar kusan kashi 10% a cikin watan Yuni, kuma tallace-tallacen babban fayil ɗin samfurin sa na ƙarshe da matsakaicin ƙima shi ma ya dawo zuwa girma mai lamba biyu a watan Yuni.
A karkashin matsin farashi, manyan kamfanonin ruwan inabi "rayuwa sosai"
Kodayake farashin kowace tan na kamfanonin giya yana ƙaruwa, matsin farashin ya fara fitowa a hankali bayan haɓakar tallace-tallace ya ragu.Watakila, sakamakon hauhawar farashin albarkatun kasa da kayayyakin marufi, kudin sayar da kayayyakin amfanin gona na kasar Sin a farkon rabin shekarar ya karu da kusan kashi 7% a duk shekara.Don haka, ko da yake matsakaicin farashin a farkon rabin shekarar ya karu da kusan kashi 7.7%, yawan ribar da aka samu a farkon rabin shekarar da muke ciki ya kai kashi 42.3 bisa dari, wanda ya yi daidai da lokacin da aka samu a shekarar 2021.
Karin farashin kuma ya shafi Beer Chongqing.A yammacin ranar 17 ga Agusta, Chongqing Beer ya bayyana rahoton sa na shekara-shekara na 2022.A farkon rabin shekarar, kudaden shiga ya karu da kashi 11.16% a duk shekara zuwa yuan biliyan 7.936;Ribar da aka samu ta karu da kashi 16.93% a duk shekara zuwa yuan miliyan 728.Annobar ta shafa a cikin kwata na biyu, adadin siyar da giya na Chongqing ya kai kilo 1,648,400, karuwar kusan kashi 6.36% a duk shekara, wanda ya kasance a hankali fiye da karuwar tallace-tallace na sama da kashi 20% a duk shekara a cikin daidai lokacin bara.
Ya kamata a lura da cewa, karuwar kudaden shiga na manyan kayayyakin amfanin gona na Chongqing Beer irin su Wusu ma ya ragu matuka a farkon rabin shekarar.Kudaden da ake samu na manyan kayayyaki sama da yuan 10 ya karu da kusan kashi 13% a duk shekara zuwa Yuan biliyan 2.881, yayin da karuwar karuwar da aka samu a duk shekara ya zarce kashi 62% a daidai wannan lokacin na bara.A farkon rabin shekarar, farashin ton na giyar Chongqing ya kai yuan 4,814, wanda ya karu da sama da kashi 4 cikin dari a duk shekara, yayin da kudin aikin ya karu da fiye da kashi 11% a duk shekara zuwa biliyan 4.073. yuan.
Yanjing Beer kuma yana fuskantar ƙalubalen raguwar ci gaba a tsakiyar zuwa sama.A yammacin ranar 25 ga watan Agusta, Yanjing Beer ya sanar da sakamakonsa na wucin gadi.A farkon rabin shekarar bana, kudaden shigar ta ya kai yuan biliyan 6.908, wanda ya karu da kashi 9.35% a duk shekara;Ribar da ta samu ya kai yuan miliyan 351, wanda ya karu da kashi 21.58 cikin dari a duk shekara.
A farkon rabin shekara, Yanjing Beer ya sayar da kilo miliyan 2.1518, wani ɗan ƙaramin karuwa na 0.9% a kowace shekara;kididdigar ta karu da kusan kashi 7% a shekara zuwa kilo 160,700, kuma farashin ton ya karu da fiye da kashi 6% a shekara zuwa yuan 2,997.Daga cikin su, kudaden shiga na kayayyakin da ake samu daga tsakiya zuwa na karshe ya karu da kashi 9.38 bisa dari a duk shekara zuwa Yuan biliyan 4.058, wanda ya yi kasa sosai fiye da karuwar kusan kashi 30 cikin dari a daidai wannan lokacin na shekarar da ta gabata;yayin da kudin gudanar da aiki ya karu da fiye da kashi 11% a duk shekara zuwa Yuan biliyan 2.128, kuma yawan ribar da aka samu ya ragu da kashi 0.84 bisa dari a duk shekara.ya canza zuwa +47.57%.
Karkashin matsin lamba, manyan kamfanonin giya suna zabar da hankali don sarrafa kudade.
"Kungiyar za ta aiwatar da manufar 'yi rayuwa mai tsauri' a farkon rabin shekarar 2022, kuma za ta ɗauki matakai da yawa don rage farashi da haɓaka haɓaka don sarrafa kashe kuɗin aiki."China Resources Beer yarda a cikin rahoton kudi cewa kasada a cikin waje aiki yanayi ne superimposed, kuma shi ya "tsara up" bel.A farkon rabin shekara, kuɗin tallace-tallace da tallace-tallace na albarkatun albarkatun kasar Sin ya ragu, kuma farashin tallace-tallace da rarraba ya ragu da kusan kashi 2.2% a kowace shekara.
A farkon rabin shekarar, farashin sayar da kayan aikin Tsingtao Brewery ya kai kashi 1.36% a duk shekara zuwa Yuan biliyan 2.126, musamman saboda annobar cutar ta shafa a kowane birane, kuma kudaden da ake kashewa sun ragu;kudaden gudanarwa sun ragu da kashi 0.74 cikin dari a duk shekara.
Duk da haka, Biyayyar Chongqing da Yanjing Beer har yanzu suna buƙatar "mallake biranen" a cikin aiwatar da manyan giyar ta hanyar saka hannun jari a cikin kuɗin kasuwa, da kuma kashe kuɗi a cikin lokacin duka sun ƙaru kowace shekara.Daga cikin su, kudin sayar da giyar Chongqing ya karu da kusan kashi 8 cikin 100 a duk shekara zuwa Yuan biliyan 1.155, kuma kudin sayar da giya na Yanjing ya karu da fiye da kashi 14% a duk shekara zuwa yuan miliyan 792.
Rahoton bincike na kamfanin Zheshang Securities a ranar 22 ga watan Agusta ya nuna cewa, karuwar kudaden shigar giyar a cikin kwata na biyu ya samo asali ne sakamakon karuwar farashin ton da aka samu ta hanyar inganta tsarin da karuwar farashi, maimakon karuwar tallace-tallace.Sakamakon raguwar tallace-tallace na layi da kuma kashe kuɗi na haɓaka yayin annoba.
Bisa rahoton bincike na kamfanin Tianfeng Securities a ranar 24 ga watan Agusta, masana'antar giyar tana da kaso mai yawa na albarkatun kasa, kuma farashin kayayyakin masarufi ya hauhawa sannu a hankali tun daga shekarar 2020. Sai dai, a halin yanzu, farashin kayayyakin masarufi ya koma tabarbarewa. a cikin kashi na biyu da na uku na wannan shekara, kuma takarda corrugated shine kayan marufi., farashin aluminium da gilashin a fili sun sassauta kuma sun ragu, kuma farashin sha'ir da ake shigo da su yana kan wani matsayi mai girma, amma karuwar ya ragu.
Rahoton binciken da Changjiang Securities ya fitar a ranar 26 ga watan Agusta ya yi hasashen cewa, ana sa ran ci gaba da samun ci gaban ribar da aka samu sakamakon karuwar rarar farashin da kuma inganta kayayyakin, da kuma karfin ribar da aka samu sakamakon raguwar farashin albarkatun kasa kamar su. Ana sa ran kayan tattarawa za su sami ƙarin a cikin rabin na biyu na shekara da shekara mai zuwa.tunani.
Rahoton bincike na CITIC Securities a ranar 26 ga Agusta ya annabta cewa Tsingtao Brewery zai ci gaba da inganta samar da kayayyaki masu girma.Karkashin bayan karuwar farashin da gyare-gyaren tsari, ana sa ran karuwar farashin ton zai kashe matsin lamba sakamakon hauhawar farashin albarkatun kasa.Rahoton bincike na GF Securities a ranar 19 ga watan Agusta ya nuna cewa, har yanzu babban ci gaban masana'antar giya ta kasar Sin yana cikin rabin farko.A cikin dogon lokaci, ana sa ran samun ribar kamfanin albarkatun albarkatun kasar Sin zai ci gaba da inganta a karkashin goyon bayan kyautata tsarin kayayyakin.
Rahoton bincike na Tianfeng Securities a ranar 24 ga watan Agusta ya nuna cewa, sana'ar giyar tana samun ci gaba sosai a duk wata.A gefe guda, tare da sauƙi na annoba da kuma ƙarfafa amincewar mabukaci, cin abinci na tashar tashar shirye-shiryen sha ya dumi;Ana sa ran tallace-tallace zai haɓaka.A ƙarƙashin ƙananan ƙananan tushe a bara, ana sa ran gefen tallace-tallace don kula da ci gaba mai kyau.
Lokacin aikawa: Agusta-30-2022