Na ọkara mbụ nke afọ a, ụlọ ọrụ biya na-eduga nwere njirimara doro anya nke "ọnụahịa ọnụ ahịa na mbelata", na ahịa biya na-enwetaghachi na nkeji nke abụọ.
Dị ka National Bureau of Statistics si kwuo, na ọkara mbụ nke afọ a, n'ihi mmetụta nke ọrịa na-efe efe, mmepụta nke ụlọ ọrụ biya ụlọ dara site na 2% kwa afọ.N'ịbụ ndị na-erite uru site na biya biya dị elu, ụlọ ọrụ biya gosipụtara àgwà nke mmụba ọnụahịa na mbelata olu na ọkara mbụ nke afọ.N'otu oge ahụ, ọnụ ahịa ahịa na-agbanyeghachi nke ọma na nkeji nke abụọ, ma e ji nwayọọ nwayọọ kpughee nrụgide ọnụ ahịa.
Mmetụta dị aṅaa ka ọrịa na-efe efe nke ọkara afọ wetara na ụlọ ọrụ biya?Azịza ya nwere ike ịbụ "mmụba ọnụ ahịa na mbelata olu".
N'uhuruchi nke Ọgọstụ 25, Tsingtao Brewery kpughere akụkọ ọkara afọ 2022 ya.Ego ha nwetara na ọkara mbụ nke afọ bụ ihe dị ka ijeri yuan 19.273, mmụba nke 5.73% kwa afọ (tụnyere otu oge nke afọ gara aga), wee rute 60% nke ego ha nwetara na 2021;Netwọk uru bụ ijeri yuan 2.852, mmụba nke ihe dịka 18% kwa afọ.Mgbe e wepụsịrị uru na mfu ndị na-adịghị emegharị ugboro ugboro dị ka enyemaka gọọmentị nke 240 nde yuan, uru net mụbara ihe dị ka 20% kwa afọ;Ego ndị bụ isi n'otu òkè bụ yuan 2.1 kwa òkè.
N'ime ọkara mbụ nke afọ, ọnụ ahịa ahịa Tsingtao Brewery n'ozuzu gbadara site na 1.03% kwa afọ ruo nde kilolita 4.72, nke ọnụ ahịa ahịa na nkeji mbụ dara site na 0.2% kwa afọ ruo nde 2.129. kilogram.Dabere na ngụkọ a, Tsingtao Brewery rere kilolita 2.591 na nkeji nke abụọ, na-eto eto kwa afọ nke ihe fọrọ nke nta ka ọ bụrụ 0.5%.Ịre ahịa biya na nkeji nke abụọ gosipụtara akara mgbake.
Akuko ego a gosiputara na nhazi ngwaahịa nke ulo oru ahu bu nke kachasi nma na nkera mbu nke afo, nke mere ka mmụba nke afo n'ime afo na-enweta n'oge oge.N'ime ọkara mbụ nke afọ, ọnụ ahịa ahịa nke isi ika Tsingtao Beer bụ 2.6 nde kilolita, mmụba kwa afọ nke 2.8%;Ọnụ ahịa ahịa nke etiti-na-elu-ọgwụgwụ na n'elu ngwaahịa bụ 1.66 nde kiloliters, mmụba kwa afọ nke 6.6%.Na ọkara mbụ nke afọ, ọnụ ahịa mmanya kwa ton dị ihe dị ka yuan 4,040, mmụba nke ihe karịrị 6% kwa afọ.
N'otu oge ahụ ọnụ ahịa ton mụbara, Tsingtao Brewery malitere mkpọsa "Summer Storm" n'oge oge kachasị elu site na June ruo Septemba.Nleba ọwa Everbright Securities na-egosi na mkpokọta ahịa Tsingtao Brewery sitere na Jenụwarị ruo Julaị enwetala uto dị mma.Na mgbakwunye na ọchịchọ maka ụlọ ọrụ biya nke ihu igwe na-ekpo ọkụ na-ebute n'oge okpomọkụ a na mmetụta nke ala dị ala n'afọ gara aga, Everbright Securities na-ebu amụma na olu ahịa nke Tsingtao Beer na nkeji nke atọ na-atụ anya na ọ ga-abawanye nke ukwuu n'afọ-na- afọ..
Akụkọ nyocha Shenwan Hongyuan na Ọgọst 25 gosiri na ahịa biya bidoro kwụsie ike na Mee, na Tsingtao Brewery nwetara nnukwu uto otu mkpụrụ ego na June, n'ihi oge kacha elu na-abịaru nso yana oriri nkwụghachi ụgwọ ọrịa mgbe ọrịa gasịrị.Ebe ọ bụ na ọnụ ọgụgụ kasị elu nke afọ a, na-emetụta elu okpomọkụ ihu igwe, downstream ina enwetaghachi nke ọma, na e nwere mkpa replenishment na superimposed ọwa n'akụkụ.Ya mere, Shenwan Hongyuan na-atụ anya na Tsingtao Beer ahịa na July na August na-atụ anya ịnọgide na-enwe nnukwu otu ọnụọgụgụ uto.
China Resources Beer kwuputara nsonaazụ ya maka ọkara mbụ nke afọ na August 17. Ego ha nwetara site na 7% kwa afọ ruo ijeri yuan 21.013, mana uru net dara site na 11.4% kwa afọ ruo ijeri yuan 3.802.Mgbe e wepụrụ ego sitere na ire ala nke otu n'afọ gara aga, a ga-emetụta uru net maka otu oge ahụ na 2021.Mgbe mmetụta nke China Resources Beer nke ọkara mbụ nke afọ, uru net nke China Resources Beer mụbara karịa 20% kwa afọ.
Na ọkara mbụ nke afọ, ọrịa ahụ metụtara, ọnụ ahịa ahịa nke China Resources Beer nọ na nrụgide, gbadaa ntakịrị site na 0.7% kwa afọ ruo 6.295 nde kiloliters.A na-emetụtakwa mmejuputa biya biya dị elu ruo n'ókè ụfọdụ.Ọnụ ahịa ahịa nke sub-elu-elu na n'elu biya mụbara ihe dịka 10% kwa afọ ruo 1.142 nde kiloliters, nke dị elu karịa nke afọ gara aga.Na ọkara mbụ nke 2021, ọnụego uto nke 50.9% kwa afọ ji nwayọọ nwayọọ.
Dị ka akụkọ ego si kwuo, iji wepụ nrụgide nke ịrị elu na-akwụ ụgwọ, China Resources Beer moderately mezie ọnụahịa nke ngwaahịa ụfọdụ n'ime oge ahụ, na ọnụ ahịa ire ere na ọkara mbụ nke afọ mụbara site na 7.7% afọ- na-afọ.China Resources Beer rụtụrụ aka na kemgbe Mee, ọnọdụ ọrịa na-efe efe n'ọtụtụ mpaghara China ebelatala, na ahịa biya n'ozuzu ya ejirila nwayọọ nwayọọ laghachi na nkịtị.
Dị ka akwụkwọ akụkọ Guotai Junan nke August 19 si kwuo, nchọpụta ọwa na-egosi na China Resources Beer na-atụ anya ịhụ ọganihu dị elu nke otu ọnụọgụ ahịa site na July ruo n'oge August, na ahịa ahịa kwa afọ nwere ike ịtụ anya na ọ ga-enweta ọganihu dị mma, yana nke dị elu. -ngwụsị na n'elu biya na-alaghachi na uto dị elu.
Budweiser Asia Pacific hụkwara mbelata ọnụahịa ọnụahịa.N'ime ọkara mbụ nke afọ, ahịa Budweiser Asia Pacific n'ahịa China dara 5.5%, ebe ego a na-enweta kwa hectoliter mụbara site na 2.4%.
Budweiser APAC kwuru na n'ime nkeji nke abụọ, "mgbanwe ọwa (gụnyere ụlọ oriri na ọṅụṅụ na ụlọ oriri na ọṅụṅụ) na ngwakọta ala na-adịghị mma metụtara azụmahịa anyị nke ọma ma mebie ụlọ ọrụ ahụ" n'ahịa China.Mana ire ahịa ya n'ahịa China dekọtara ihe fọrọ nke nta ka ọ bụrụ 10% na June, na ire ahịa nke pọtụfoliyo ngwaahịa ya dị elu na nke dị elu laghachiri na uto ọnụọgụ abụọ na June.
N'okpuru nrụgide nke ọnụ ahịa, ụlọ ọrụ mmanya na-eduga "na-ebi ndụ siri ike"
Ọ bụ ezie na ọnụ ahịa otu ton nke ụlọ ọrụ biya na-arị elu, nrụgide ọnụ ahịa ejirila nwayọọ nwayọọ pụta mgbe ahịa ahịa kwụsịrị.Ikekwe, n'ihi na ịrị elu na-eri nke akụrụngwa na nkwakọ ngwaahịa, China Resources Beer ọnụ ahịa ahịa na ọkara mbụ nke afọ mụbara ihe dị ka 7% afọ na-afọ.Ya mere, n'agbanyeghị na nkezi ọnụahịa na ọkara mbụ nke afọ mụbara ihe dị ka 7.7%, oke uru nke China Resources Beer na ọkara mbụ nke afọ bụ 42.3%, nke bụ otu oge ahụ na 2021.
Ọnụ ahịa ịrị elu na-emetụtakwa Beer Chongqing.N'uhuruchi nke Ọgọstụ 17, Chongqing Beer kpughere akụkọ ọkara afọ 2022 ya.N'ime ọkara mbụ nke afọ, ego ha nwetara mụbara site na 11.16% kwa afọ ruo ijeri yuan 7.936;uru net mụbara site na 16.93% kwa afọ ruo nde yuan 728.Ọrịa na-efe efe metụtara na nkeji nke abụọ, ọnụ ahịa ahịa nke Chongqing biya bụ 1,648,400 kiloliters, mmụba nke ihe dịka 6.36% kwa afọ, nke dị nwayọ karịa ọnụ ahịa ahịa nke ihe karịrị 20% kwa afọ na afọ. otu oge n'afọ gara aga.
Okwesiri iburu n'uche na uto ego a na-enweta nke ngwaahịa Chongqing Beer dị elu dị ka Wusu jikwa nwayọọ nwayọọ na ọkara mbụ nke afọ.Ego enwetara nke ngwaahịa dị elu karịa yuan 10 mụbara site na ihe dị ka 13% kwa afọ ruo ijeri yuan 2.881, ebe mmụba nke afọ na afọ gafere 62% n'otu oge ahụ n'afọ gara aga.N'ime ọkara mbụ nke afọ, ọnụ ahịa ton nke biya Chongqing dị ihe dị ka yuan 4,814, mmụba otu afọ karịa 4%, ebe ọnụ ahịa ọrụ mụbara karịa 11% kwa afọ ruo ijeri 4.073. yuan.
Yanjing Beer na-echekwa ihe ịma aka nke ibelata uto na njedebe etiti ruo elu.N'uhuruchi nke Ọgọst 25, Yanjing Beer kwupụtara nsonaazụ nwa oge ya.Na ọkara mbụ nke afọ a, ego ọ na-enweta bụ ijeri yuan 6.908, mmụba kwa afọ nke 9.35%;uru net ya bụ yuan nde 351, mmụba kwa afọ nke 21.58%.
Na ọkara mbụ nke afọ, Yanjing Beer rere 2.1518 nde kiloliters, ntakịrị mmụba nke 0.9% kwa afọ;Ndepụta ngwaahịa mụbara ihe fọrọ nke nta ka ọ bụrụ 7% kwa afọ ruo 160,700 kiloliters, ọnụ ahịa ton mụbara karịa 6% kwa afọ ruo 2,997 yuan / ton.N'ime ha, ego a na-enweta n'etiti ngwaahịa ndị dị n'etiti ruo n'ọgwụgwụ mụbara site na 9.38% kwa afọ ruo 4.058 ijeri yuan, bụ nke ji nwayọọ nwayọọ karịa mmụba nke ihe fọrọ nke nta ka ọ bụrụ 30% n'otu oge nke afọ gara aga;ebe ọnụ ahịa ọrụ na-abawanye site na ihe karịrị 11% kwa afọ ruo ijeri yuan 2.128, oke uru dị ukwuu belatara site na 0.84% kwa afọ.gbanwere -47.57%.
N'okpuru nrụgide ọnụ ahịa, ụlọ ọrụ biya na-eduga na-eji akọ họrọ ịchịkwa ụgwọ.
"Ndị otu ahụ ga-emejuputa echiche nke 'ibi ndụ siri ike' na ọkara mbụ nke 2022, wee mee ọtụtụ usoro iji belata ọnụ ahịa yana ịbawanye arụmọrụ iji chịkwaa mmefu ọrụ."China Resources Beer kwetara na akụkọ ego ya na ihe egwu dị na gburugburu ebe ọrụ na-arụ ọrụ na-ebuli elu, ọ ghaghịkwa "gbasie ike" eriri.N'ime ọkara mbụ nke afọ, ụgwọ ahịa ahịa na mgbasa ozi China Resources Beer belatara, na mmefu ire na nkesa belatara ihe dịka 2.2% kwa afọ.
N'ime ọkara mbụ nke afọ, ọnụ ahịa ahịa Tsingtao Brewery ruru 1.36% kwa afọ ruo ijeri yuan 2.126, ọkachasị n'ihi na ọrịa na-efe efe metụtara obodo nke ọ bụla, na mmefu dara;ego njikwa ego ejirila pasentị 0.74 belata kwa afọ.
Otú ọ dị, Chongqing Beer na Yanjing Beer ka kwesịrị 'imeri obodo' na usoro nke biya dị elu site n'itinye ego na mmefu ahịa, na mmefu n'ime oge ahụ abụọ na-abawanye kwa afọ.N'ime ha, ọnụ ahịa ahịa nke Chongqing Beer mụbara ihe fọrọ nke nta ka ọ bụrụ pasent 8 kwa afọ ruo ijeri yuan 1.155, na ọnụ ahịa ahịa Yanjing Beer mụbara karịa 14% kwa afọ ruo nde yuan 792.
Akuko nyocha nke Zheshang Securities na August 22 gosiri na mmụba nke ego a na-enweta na biya na nkeji nke abụọ bụ n'ihi mmụba nke ọnụahịa ton na-ebute site na nkwalite nhazi na mmụba ọnụahịa, kama ibu ahịa ahịa.N'ihi mbelata nke nkwalite n'ịntanetị yana mmefu nkwalite n'oge ọrịa a.
Dị ka akụkọ nyocha nke Tianfeng Securities na August 24 si kwuo, ụlọ ọrụ biya na-akpata ọnụ ọgụgụ dị elu nke akụrụngwa, na ọnụ ahịa nke nnukwu ngwa ahịa ejirila nwayọọ nwayọọ bilie kemgbe 2020. Otú ọ dị, ugbu a, ọnụ ahịa nke nnukwu ngwa ahịa agbanweela ihe ntụgharị. na nkeji nke abụọ na nke atọ nke afọ a, na akwụkwọ corrugated bụ ihe nkwakọ ngwaahịa., Aluminom na ọnụ ahịa iko agbadala ma daa, na ọnụ ahịa ọka bali na-ebubata ka dị elu, mana mmụba ejirila nwayọọ nwayọọ.
Akuko nyocha nke Changjiang Securities weputara na August 26 buru amụma na mmụba uru nke mmụba ọnụahịa na nkwalite ngwaahịa na-eweta ka na-atụ anya ka ga-aga n'ihu na-emezu, yana ngbanwe uru na-ebute site na mbelata dị ntakịrị na ọnụahịa nke akụrụngwa dịka. A na-atụ anya na ihe nkwakọ ngwaahịa ga-enweta karịa na ọkara nke abụọ nke afọ na n'afọ ọzọ.tụgharịa uche.
Akụkọ nyocha nke CITIC Securities na August 26 buru amụma na Tsingtao Brewery ga-aga n'ihu na-akwalite mmepụta ihe dị elu.N'okpuru ndabere nke mmụba ọnụahịa na nkwalite nhazi, mmụba nke ọnụ ahịa ton na-atụ anya na ọ ga-eme ka nrụgide dị elu nke ihe ndị dị elu na-akpata.Akụkọ nyocha nke GF Securities na August 19 gosipụtara na njedebe dị elu nke ụlọ ọrụ biya nke China ka dị na ọkara mbụ.N'ikpeazụ, a na-atụ anya inweta uru China Resources Beer ga-aga n'ihu na-akawanye mma n'okpuru nkwado nke nkwalite nhazi ngwaahịa.
Akụkọ nyocha Tianfeng Securities na Ọgọst 24 rụtụrụ aka na ụlọ ọrụ biya abawanyela nke ukwuu kwa ọnwa.N'otu aka ahụ, site n'ibelata ọrịa na-efe efe ma na-eme ka ndị na-azụ ahịa nwee obi ike, oriri nke ebe a na-aṅụ ihe ọṅụṅụ na-adị njikere;A na-atụ anya na ire ere ga-eme ngwa ngwa.N'okpuru mkpokọta ala dị ala n'afọ gara aga, a na-atụ anya na ahịa ahịa ga-anọgide na-enwe ọganihu dị mma.
Oge nzipu: Ọgọst-30-2022