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华润啤酒老帅离场:“勇闯天涯”的开拓者,豪赌白酒留下残局
Guan Cha Zhe Wang· 2025-07-03 06:54
(文/朱道义 编辑/张广凯) 800亿规模的啤酒巨头,其灵魂老帅突然决定"隐身"离场。 6月27日,华润啤酒(股票代码:00291.HK)发布公告称,董事会主席侯孝海"因有意投入更多时间于个人安排",决定辞去该公司董事会主席职务,且不再 担任董事会辖下财务委员会主席、执行委员会以及购股权总务委员会成员职务,自今年6月27日召开的董事会会议结束时起生效。 侯孝海 侯孝海辞任后,华润啤酒董事会主席职位将暂时悬空,该公司执行董事及总裁赵春武将暂时承担过渡期内董事会主席的工作及责任。同时,华润啤酒正在物 色具备适当专业资格或相关专长的合适人选。 而回顾中国啤酒行业的发展历程,侯孝海是一个无法绕开的关键人物。在华润啤酒任职期间,他曾一手主导了啤酒业务的高端化转型,缔造了让公司登顶行 业龙头的高光时刻;但也因大手笔收购白酒业务,其表现最终却不尽如人意,而陷入争议。 对于侯孝海接下来的去向,据《红星资本局》报道,并非如市场传言"去喜力啤酒担任高管"或"回成都创业",而是可能会去当教师。不过,个人的转身或许 尚还容易,但华润800亿的啤酒巨舰未来将驶向何方?背后的百亿白酒棋局又是谁来续招?这都是牵动市场神经的重点话题。 凭借 ...
华润啤酒董事会主席侯孝海辞职,执掌公司近10年
Xin Jing Bao· 2025-06-27 13:53
新京报讯(记者王子扬)6月27日,港股上市啤酒企业华润啤酒(控股)有限公司(简称"华润啤酒")发布公告 称,侯孝海因有意投入更多时间于个人安排,决定辞任执行董事、董事会主席,且不再担任董事会辖下 财务委员会主席,执行委员会、购股权总务委员会成员。侯孝海已确认,与董事会之间并无意见分歧。 公开资料显示,2001年,侯孝海通过社会化招聘进入华润雪花啤酒。他在华润雪花期间,经历了华润雪 花从初创发展到全国第一的各阶段。2008年至2015年,华润雪花啤酒全国发展、做大精制酒阶段,侯孝 海从总部管理调到区域市场;2009年至2010年,制定贵州五年发展规划,奠定组织文化和业务管理基 础;2012年至2016年,在四川工作期间,侯孝海恢复发展四川市场,重新做到占当地70%的份额。 在本次公告中,华润啤酒表示,侯孝海辞任后,董事会主席职位将暂时悬空,直至公司委任合适继任 人。公司执行董事及总裁赵春武将暂时承担过渡期间董事会主席的工作及责任。公司具有健全的管治架 构,董事会认为,该辞任将不会影响集团正常营运。截至本公告日期,董事会运作正常,集团业务营运 亦有序开展。公司现正物色具备适当专业资格或相关专长之合适人选,以于切实 ...
华润啤酒:侯孝海交班,9年业绩增长显著
He Xun Wang· 2025-06-27 13:08
Core Insights - Huazhu Beer announced that Hou Xiaohai will resign as executive director and chairman effective June 27, 2025, to focus on personal arrangements [1] - The chairman position will be temporarily vacant until a suitable successor is appointed, with current executive director and president Zhao Chunwu taking on the chairman's responsibilities during the transition [1] - Hou Xiaohai has been with Huazhu Beer for nearly 25 years and has led the company for over 9 years, playing a crucial role in its high-end transformation [1] Company Performance - Under Hou Xiaohai's leadership, Huazhu Beer experienced significant growth, with revenue increasing by over 10 billion and net profit rising from 1.329 billion in 2015 to 4.759 billion in 2024 [1] - In 2024, despite challenges in the beer industry, Huazhu Beer maintained stability with a total revenue of 38.635 billion, a slight decline of 0.8%, and beer sales decreasing by 2.5% [1] - The company's gross profit margin improved to 42.6% in 2024, while shareholder profit decreased by 8% to 4.739 billion [1] Strategic Developments - The company has successfully implemented a "3 + 3 + 3" strategy since 2016, initiating its high-end transformation [1] - In 2018, Huazhu Beer partnered with Heineken, raising 24.35 billion HKD to acquire a 40% stake, creating the largest beer merger in Asia [1] - The company expanded into the liquor industry in 2021, acquiring brands like Jingzhi and Jinzongzi, with the liquor business generating 2.149 billion in revenue, a 4% increase [1] Market Position - In 2024, high-end beer sales increased by over 9%, with mid-range and above products accounting for over 50% of total sales [1] - Notable brands such as "Lao Xue" and "Hong Jue" saw their sales double, while "Li" brand sales increased by 35% [1] - Recently, Huazhu Beer acquired the second phase of the Xiamen Heineken factory project for 54.5 million, which will double its production capacity [1]