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华润啤酒业绩下滑 2025年啤酒行业仍会遇冷?
Zhong Guo Jing Ji Wang· 2025-03-19 10:01
本报记者 党鹏 成都报道 3月18日午间,华润啤酒(00291.HK)发布公告,集团营业额人民币386.35亿元,同比减少0.76%;股 东应占溢利47.39亿元,同比减少8.03%。 《中国经营报》记者注意到,按照目前各大啤酒企业公布的2024年财务数据,百威亚太、重庆啤酒在 2024年业绩呈现下滑,青岛啤酒在去年前三季度营收下滑。 燕京啤酒(000729.SZ)发布的业绩预告显示,公司预计2024年实现归属于上市公司股东的净利润10亿 ~11亿元,比上年同期增长55.11%~70.62%。此外,公司在2024年前三季度销量为344.73万千升,2023 年前三季度的销量为343.09万千升,同比略有增长,在啤酒行业已经算不俗的表现。 华润还是靠高端支撑 华润啤酒方面称,面对内外部环境多变、消费分化的存缩量波动时代,集团于2024年实现啤酒销量约 1087.4万千升,表现跑赢主要竞争对手。数据显示,2023年华润啤酒的销售总量为1115.1万千升,显然 销量有所下滑。 此外,华润集团高端化发展持续发力,高档及以上啤酒销量较去年同期取得超过9%增长,其中,"喜 力?"在去年高基数的情况下仍取得近两成增长,"老 ...
重庆啤酒陷于「山城往事」
36氪· 2025-03-18 00:00
Core Viewpoint - The ongoing legal battle between Chongqing Beer and its partner Chongqing Jiawei is not merely a commercial dispute but also a significant issue regarding the survival of a national brand, "Shancheng" beer [2][4]. Group 1: Legal Dispute - The lawsuit between Chongqing Jiawei and Chongqing Beer, stemming from a contract dispute, has been ongoing for over a year and has recently reached a first-instance verdict [7][10]. - Chongqing Jiawei claims that since 2011, Chongqing Beer has breached their 20-year exclusive sales agreement, resulting in losses amounting to 632 million yuan [11][12]. - The court ruled that Chongqing Beer must pay 353 million yuan to Chongqing Jiawei, while Chongqing Beer plans to appeal this decision, citing significant errors in the judgment [13]. Group 2: Historical Context - "Shancheng" beer, a well-known brand with over 60 years of history, has seen its production and sales decline from over 100,000 tons in 2013 to less than 10,000 tons recently, according to Chongqing Jiawei [17][19]. - Chongqing Beer argues that Chongqing Jiawei has benefited excessively from the sales agreement, with profits soaring from 20 million yuan in 2008 to over 2 billion yuan in the past 15 years [21]. Group 3: Market Dynamics - The Chinese beer market is highly competitive, and Chongqing Beer must address historical issues related to "Shancheng" beer while facing fierce competition [5]. - In 2023, "Shancheng" beer's sales exceeded 160,000 tons, marking a 17% increase compared to 2019, despite an overall market decline of 5.6% [22]. - The overall revenue for Chongqing Beer is projected to decline by 1.15% in 2024, with net profit expected to drop by 6.84% [31]. Group 4: Corporate Strategy - Carlsberg, as the parent company of Chongqing Beer, has historically been cautious in the Chinese market but is now focusing all resources on Chongqing Beer as its sole operational platform in China [24][29]. - The company has attempted to revitalize its brand presence through aggressive marketing strategies, including celebrity endorsements and innovative market approaches, but has not achieved sustained high growth [30].