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关停工厂影响上半年营收 重庆啤酒称关停已告一段落

2017-09-07 07:27:14   中国经济网

每经记者 陈星 每经编辑 赵桥

啤酒业产量时隔3年重回增长,但拉动主要靠巨头,中小酒企仍未走出下滑境地。从今年上市啤酒企业的半年业绩来看,如重庆啤酒(600132,SH)、兰州黄河(000929,SZ)、西藏发展(000752,SZ)等中小酒企的销量依然在下滑。

关停低效产能、剥离非啤酒业务、集中发力中高端产品……重庆啤酒的主要策略使其可以作为我国啤酒企业如何度过深度调整期的一个缩影。今年上半年,重庆啤酒总销量及营业收入仍受到关停工厂策略的影响。

低端产品下滑

2016年,在啤酒行业产销量下滑、多数企业利润不佳的背景下,重庆啤酒实现扭亏,录得净利1.81亿元,同比增长375.57%。值得注意的是,同报告期内,重庆啤酒共计销售啤酒94.62万千升,同比下降7.87%(不考虑关厂影响,本期下降约2%)。

到今年上半年,重庆啤酒实现营业收入15.90亿元,同比下降2.82%,净利润1.62亿元,同比增长64.55%。重庆啤酒在半年报中表示,营收下滑主要是公司啤酒总销量下滑所致。

9月6日,重庆啤酒董秘邓炜对《每日经济新闻》记者表示,公司总销量下滑主要集中在低端产品,目前公司的销量主要集中在中高端产品带。公司主动关停工厂、收缩产能也对销量及营收产生了一定影响。

记者梳理发现,早在2015年,重庆啤酒控股股东嘉士伯开始在华进行关厂、计提减损等一系列动作。截至2016年5月,重庆啤酒关停綦江、柳州、九华山、永川、黔江和六盘水等7家分、子公司。其关停理由大多为被关停公司实际产销量贡献甚微,旨在优化公司生产网络。

今年,重庆啤酒还以20元交易对价出售安徽九华山公司和亳州公司的全部股权。其董秘办人士曾对记者表示,该动作属于公司生产网络优化计划的一部分,而该计划还会持续进行。

当问及公司的生产网络优化计划是否仍将持续时,邓炜表示,“公司的最初计划已执行完毕,目前关停动作告一段落,暂时没有最新的关停计划。”

中高端产品增速提高

2013年底,重庆啤酒正式成为丹麦嘉士伯集团成员,后来,其取得了生产销售“乐堡”、“嘉士伯”、“1664”等国际品牌的许可权,频频推出高端新产品,同时对原有的“重庆”及“山城”品牌进行升级。

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