CHINA RES BEER(00291)

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华润啤酒(00291.HK):赵伟辞任执行董事及首席财务官

Ge Long Hui· 2025-09-23 08:38
格隆汇9月23日丨华润啤酒(00291.HK)宣布,赵伟因其他工作安排而辞任公司执行董事及首席财务官, 且不再担任董事会辖下财务委员会成员,自2025年9月23日起生效。 ...


华润啤酒(00291):赵伟辞任执行董事及首席财务官

智通财经网· 2025-09-23 08:35
智通财经APP讯,华润啤酒(00291)发布公告,赵伟先生(赵先生)因其他工作安排而辞任本公司执行董事 及首席财务官,且不再担任董事会辖下财务委员会成员,自2025年9月23日起生效。 ...


华润啤酒(00291) - 董事名单及其角色和职能

2025-09-23 08:33
(於香港註冊成立的有限公司) ( 股 份 代 號: 291( 港 幣 櫃 台 )及 80291( 人 民 幣 櫃 台 )) 董事名單及其角色和職能 華潤啤酒(控股)有限公司董事會(「董事會」)成員載列如下: 執行董事 趙春武先生 (董事會主席) 非執行董事 Daniel Robinson先生 郭巍女士 王成偉先生 獨立非執行董事 黃大寧先生 李家祥博士 賴顯榮先生 陳智思先生 下述表格提供相關董事會成員在各個委員會中所擔任的最新職位。 | | 委員會 | | | 審核委員會 薪酬委員會 執行委員會 財務委員會 提名委員會 | | | | --- | --- | --- | --- | --- | --- | --- | | 董事 | | | | | | | | 趙春武 | | | | M | C | M | | 郭巍 | | | | | M | M | | 黃大寧 | | M | M | | | C | | 李家祥 | | C | M | | | M | | 賴顯榮 | | M | C | | | | | 陳智思 | | M | | | | M | 附註: C 有關委員會的主席 M 有關委員會的成員 香港,二 ...


华润啤酒(00291) - 执行董事及首席财务官辞任及董事委员会组成变动

2025-09-23 08:31
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責, 對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何 部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 承董事會命 (於香港註冊成立的有限公司) ( 股 份 代 號: 291( 港 幣 櫃 台 )及 80291( 人 民 幣 櫃 台 )) 趙先生已確認,彼與董事會之間並無意見分歧,亦無有關彼辭任之其他事宜須作出 披露或提請本公司股東或香港聯合交易所有限公司垂注。 執行董事及首席財務官辭任及董事委員會組成變動 董事會謹藉此機會對趙先生於任期內對本公司作出之寶貴貢獻深表謝意。 華潤啤酒(控股)有限公司(「本公司」,連同其附屬公司統稱「本集團」)董事(「董事」, 各為一名「董事」)會(「董事會」)宣佈,趙偉先生(「趙先生」)因其他工作安排而辭任本 公司執行董事及首席財務官,且不再擔任董事會轄下財務委員會成員,自二零二五 年九月二十三日起生效。 本公司將於委任替任執行董事和╱或首席財務官時發佈必要的公告。 於本公告日期及上述執行董事及首席財務官辭任後,本公司執行董事為趙春武先生 (主席)。本公司非執行董事為Dan ...


华润啤酒(00291.HK):9月22日南向资金减持71.5万股
Sou Hu Cai Jing· 2025-09-23 07:23
Group 1 - On September 22, southbound funds reduced their holdings in China Resources Beer (00291.HK) by 715,000 shares, representing a decrease of 0.37% [1][2] - Over the past five trading days, there were four days of net increases in holdings by southbound funds, totaling a net increase of 2,304,500 shares [1][2] - In the last 20 trading days, there were 13 days of net increases, with a cumulative net increase of 11,218,500 shares, bringing the total holdings of southbound funds in China Resources Beer to 194 million shares, which accounts for 5.98% of the company's issued ordinary shares [1][2] Group 2 - China Resources Beer Holdings Company Limited primarily engages in the production, sales, and distribution of beer products, operating in both domestic and international markets [2] - The company's main subsidiaries include China Resources Beverage Trade Co., Ltd., China Resources Snow Beer Co., Ltd., and China Resources Snow Beer (Sichuan) Co., Ltd. [2]
啤酒五巨头,半年吸金840亿
36氪· 2025-09-22 10:37
Core Viewpoint - The Chinese beer market is experiencing a significant shift, with domestic giants gaining ground against foreign competitors, particularly in the context of the "takeout war" that has revitalized the industry [4][6][30]. Group 1: Market Dynamics - The competitive landscape of the Chinese beer market is changing, with domestic brands outperforming foreign giants in the first half of 2025 [4][6]. - In the first half of 2025, China’s beer market saw a decline in overall production by 0.3%, continuing a trend of stagnation [18]. - Despite the overall market decline, domestic giants like China Resources Beer, Qingdao Beer, and Yanjing Beer achieved over 2% growth in sales [19][20]. Group 2: Performance of Major Players - China Resources Beer surpassed Budweiser APAC to become the market leader, with a revenue of approximately 239.42 billion RMB, a 0.8% increase year-on-year [10][11]. - Budweiser APAC reported a revenue of 31.36 billion USD (approximately 224.5 billion RMB), a 5.6% decline year-on-year, marking the worst performance among the top five [9]. - Yanjing Beer and Chongqing Beer are in a tight race for the fourth position, with Yanjing Beer achieving a net profit growth of 45.45%, surpassing Chongqing Beer [13][14]. Group 3: Impact of Instant Retail - The "takeout war" has provided a new growth driver for the beer industry, with instant retail becoming a significant channel for sales [17][21]. - Qingdao Beer reported a nearly 60% increase in sales through instant retail platforms, significantly outperforming the industry average [26]. - China Resources Beer noted a nearly 40% growth in its online business and a 50% increase in its instant retail business [27]. Group 4: Foreign Brands' Struggles - Foreign brands, particularly Budweiser APAC and Chongqing Beer, are facing challenges, with Budweiser's sales in China declining by 8.2% [10][30]. - The high-end beer market, once dominated by Budweiser, is seeing its advantages eroded by the growth of domestic brands [30][33]. - Both Budweiser APAC and Chongqing Beer are shifting focus to non-immediate channels in response to declining performance in traditional immediate consumption venues [36][37].
山西汾酒,突遭减持
Zhong Guo Ji Jin Bao· 2025-09-21 13:59
Core Viewpoint - Huachuang Xinrui plans to reduce its stake in Shanxi Fenjiu by up to 1.33% through block trading, due to the expiration of related funds [2][3]. Group 1: Shareholder Information - Huachuang Xinrui holds 128 million shares of Shanxi Fenjiu, accounting for 10.50% of the total share capital [3]. - The reduction plan involves selling up to 16.2 million shares, representing a maximum of 1.33% of the company [4]. - The reduction period is set from October 21, 2025, to January 20, 2026 [4]. Group 2: Financial Performance - Shanxi Fenjiu's stock price has increased by 12.40% year-to-date, with a current market capitalization of 244 billion [2][7]. - For the first half of 2025, the company reported revenue of 239.64 billion, a year-on-year increase of 5.35%, and a net profit of 85.05 billion, up 1.13% [7]. - In 2024, Shanxi Fenjiu achieved revenue of 360.11 billion, a 12.79% increase, and a net profit of 122.43 billion, growing by 17.29% [6]. Group 3: Historical Context and Strategic Partnerships - Huachuang Xinrui's previous reduction involved selling 6.3 million shares, decreasing its stake from 11.02% to 10.50% [5]. - The partnership between Huachuang and Shanxi Fenjiu began in 2018, with Huachuang acquiring a 11.45% stake for 5.16 billion [5]. - The collaboration has led to significant improvements in management and sales channels for Shanxi Fenjiu, including revenue growth from 40.21 billion in 2018 to 117.38 billion in 2021 [5][6].
基金正常到期减持,华润仍是汾酒除山西国资外的第一大股东
Jing Ji Guan Cha Wang· 2025-09-21 08:29
Core Viewpoint - Shanxi Fenjiu's shareholder Huachuang Xinxin (Hong Kong) Co., Ltd. plans to reduce its holdings by up to 16.20 million shares due to fund liquidation, but this will not affect Huachuang's confidence in the company's long-term value [1][4] Group 1: Shareholder Actions - Huachuang Xinxin's reduction of shares is a routine operation following the expiration of its fund, which is a common practice in the private equity industry [1][4] - After the reduction, Huachuang will remain the largest shareholder outside of Shanxi state-owned assets, indicating continued support for Fenjiu's long-term investment value [1][4] Group 2: Historical Context and Performance - In 2018, Huachuang acquired an 11.45% stake in Fenjiu for 5.16 billion yuan, marking a significant investment that has proven successful over seven years [2] - Fenjiu's revenue increased from 9.38 billion yuan to an expected 36.01 billion yuan by 2024, demonstrating strong growth and resilience in a challenging industry environment [2][5] Group 3: Strategic Cooperation - The partnership between Fenjiu and Huachuang has deepened, with agreements signed in 2024 to enhance collaboration in marketing, research, and investment [3] - The cooperation is evolving towards digitalization and innovation, supported by Huachuang's research institute, which is expected to drive Fenjiu's high-quality development [3] Group 4: Financial Performance - In the first half of 2025, Fenjiu reported revenue of 23.96 billion yuan, a year-on-year increase of 5.35%, and a net profit of 8.51 billion yuan, up 1.13%, showcasing its ability to maintain growth amid industry challenges [4][5] - Fenjiu's strategy focuses on optimizing product structure and expanding its national market presence, with significant growth in sales outside Shanxi province [4][5]
2025“全国理性饮酒宣传周”新闻发布会在京召开
Zheng Quan Ri Bao· 2025-09-19 12:45
Core Viewpoint - The event highlighted the importance of social responsibility in the Chinese liquor industry, emphasizing the need for rational drinking and the promotion of a healthy drinking culture [1][3]. Group 1: Industry Initiatives - The "National Rational Drinking Promotion Week" focuses on three main missions: promoting rational and civilized drinking, caring for youth and discouraging underage drinking, and encouraging moderate drinking for a happy life [1]. - The Chinese liquor industry aims to enhance its social responsibility through innovative methods such as public welfare-themed microfilms and collaborations with research institutions like the Chinese Center for Disease Control and Prevention [1]. Group 2: Company Commitment - China Resources Beer has been committed to leading industry development and promoting responsible drinking, emphasizing quality and sustainability as core values [2]. - The company aims to build a new development pattern in the liquor industry characterized by shared responsibility and value, focusing on product quality, green development, and advocacy for rational drinking [2]. Group 3: ESG and Sustainability - The rise of ESG (Environmental, Social, and Governance) principles presents both opportunities and challenges for the Chinese liquor industry, necessitating improvements in ESG practices and compliance with international disclosure standards [2]. - The industry is encouraged to integrate green production, responsible management, and corporate governance to transition towards a modern, low-carbon, and inclusive industry [2]. Group 4: Youth Advocacy - A joint initiative was launched to oppose underage drinking and promote a healthy drinking culture, reflecting the industry's commitment to social responsibility and the well-being of youth [3]. - The initiative aims to create a supportive environment for the healthy growth of young people and to foster a civilized drinking culture in society [3].
大众品板块2025年中报业绩综述:分化依旧,把握结构性景气
Minsheng Securities· 2025-09-18 13:45
Investment Rating - The report provides a positive investment rating for the low-alcohol and beverage sectors, recommending specific companies based on their performance and market positioning [2]. Core Insights - The report emphasizes the structural recovery in the consumer goods sector, highlighting the importance of channel dynamics and product innovation in driving growth [2][25]. - It identifies key players in the beer segment, such as Yanjing Beer and Zhujiang Beer, which are expected to outperform due to their strong regional presence and operational efficiency [2][11]. - The report also notes the challenges faced by the seasoning and food supply sectors, particularly due to weak downstream demand, but suggests potential for recovery as the restaurant industry stabilizes [2][26]. Summary by Sections Beer Sector - The beer sector experienced a revenue of 41.73 billion yuan in the first half of 2025, with a year-on-year growth of 2.8% [7]. - Major companies like Qingdao Beer and China Resources Beer showed mixed performance, with Qingdao Beer achieving a revenue increase of 1.9% [11][12]. - The report highlights the impact of channel structure on revenue performance, with companies like Yanjing and Zhujiang benefiting from a higher proportion of non-immediate sales channels [11][12]. Yellow Wine Sector - The yellow wine sector reported a revenue of 1.93 billion yuan in the first half of 2025, reflecting a year-on-year growth of 3.4% [26]. - Kuaijishan, a leading player, achieved a double-digit growth rate of 11% in the same period, driven by its high-end and youth-oriented strategies [26][27]. - The report indicates a trend of market share concentration among leading companies, with Kuaijishan and Guyue Longshan capturing a larger portion of the market [31]. Seasoning and Food Supply Sector - The seasoning and food supply sector faced revenue pressure due to weak restaurant demand, but companies that successfully launched new products or expanded channels showed resilience [2][26]. - The report suggests that a recovery in restaurant demand could lead to increased supply chain needs, benefiting leading companies in the sector [2][26]. Beverage Sector - The beverage sector is highlighted for its high growth potential, particularly for companies like Dongpeng Beverage, which is expanding its national presence [2]. - The report recommends focusing on companies that are effectively navigating the competitive landscape and capitalizing on emerging consumer trends [2][26].