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洋河三季报出炉:1—9月营收189亿 业绩拐点已现

2020-10-22 15:22  中国酒业新闻  佳酿网  字号:【】【】【】  参与评论  阅读:

10YUE21RI,YANGHEGUFENFABULE2020NIANSANJIDUBAOGAO。GONGGAOXIANSHI,2020NIAN1-9YUESHIXIANYINGSHOU189.14YIYUAN,TONGBIXIAHUA10.35%;JINGLIRUN71.86YIYUAN,TONGBIZENGZHANG0.55%。XIANGBISHANGBANNIANDEYINGSHOUXIAHUA16%、JINGLIRUNXIAHUA3%,QIANSANJIDUDESHOURUXIAHUACHENGDUYIJINGSHOUZHAI,LIRUNYIYUQUNIANCHIPING。

YANGHEQUDESHANGSHUCHENGJI,YUDISANJIDUTUCHUDEYINGLIBIAOXIANMIBUKEFEN。GONGGAOXIANSHI,YANGHEZAIDISANJIDUSHIXIANYINGYESHOURU54.85YIYUAN,TONGBIZENGZHANG7.57%;JINGLIRUNWEI17.85YIYUAN,TONGBIZENGZHANG14%。YANGHEDISANJIDUYINGLISHIXIANSHUANGZENGZHANGLAPINGLESHANGBANNIANYINYIQINGCHONGJIDAILAIDEYINGXIANG。

对于洋河第三季度的业绩,券商机构普遍表示,与洋河“梦之蓝M6+”的战略布局不可分割。M6+升级至600-800元价位占位成功,梦系列向上实现价格升级扩容。目前,M6+江苏省内终端售价稳定在620元以上,终端利润在80元以上,渠道动力足。

华安证券表示,“梦之蓝M6+”已在江苏省内形成消费流行性,双节期间配额供不应求,消费端开瓶率及团购单位复购率稳步提升,量价关系处理得当,当前批价稳步上行至约600元水平,展望2022年销售口径有望实现百亿,较目前翻倍。同时,公司三季度收入超预期转增,拐点或全面确立,M6+承载全新渠道控盘分利模式,换代成功,梦之蓝品牌势能持续提升,M6+引领业绩核心增量逻辑不变。

ZHONGTAIZHENGQUANYERENWEI,YANGHESANJIDUSHOURUZENGZHANGZHUYAOYOUMENGXILIEQUDONG。MENG3WANGJIFAHUOJIAOSHAO,TIQIANTINGHUOWEISHENGJIBANXINPINSHANGSHIZUOZHUNBEI,MENG6+SHUNLITIHUANLAOMENG6,ZAIJIANGSUSHENGNEIJISHANGHAIDENGDIFANKUIJIAOHAO,RUYANXIHESHANGWUZHAODAIDENGXIAOFEICHANGJINGJIESHOUDUZHUBUTIGAO,CHUBUXINGCHENGYIDINGFUGOULV。

YANGHEGUFENCHANGWUFUZONGCAI、JITUANMAOYIDONGSHIZHANG、DANGWEISHUJILIUHUASHUANGZAIYANGHE2020NIANQIUTANG“MENGZHILANM6+”HEXINJINGXIAOSHANGWANYANSHANGCENGTOULU,CONGJIANGSUDAOZOUXIANGQUANGUO,MUQIANWEIZHIMENGZHILANM6+YIJINGWANCHENGLEQUANGUOHUABUJU,ZHONGQIUZHIJI,CHANPINYESHIXIANLELINGKUCUN。

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DUICI,JUANSHANGJIGOUJIEHEYANGHESANJIBAORENWEI,YANGHEDEDIAOZHENGYIJINGCHUJIANCHENGXIAO。FANGZHENGZHENGQUANBIAOSHI,GONGSIZIQUNIANERJIDUJINRUDIAOZHENGQI,DIEJIAJINNIANSHANGBANNIANYIQINGYINGXIANG,LIANXUSIGEJIDUXIAHUA,JINNIANDISANJIDUKAISHIZHUANZHENG,GONGSIZHENGZAIZOUCHUDIGU,HOUMIANJIGEJIDUKANHAOGONGSIJIJIDIAOZHENGHEDIJISHUSHANGSHIXIANDANXINGZENGZHANG。

ANXINZHENGQUANZHICHU,2019H2YILAI,GONGSISHENDUDIAOZHENGTAIDUJIANJUE,2020Q3SHOURUDUANYITIXIANGAIGECHENGXIAO,YUJIQ4ZAITONGBIDIJISHUJICHUSHANGSHIXIANJIASUZENGZHANG,JINGYINGDIAOZHENGBURUZHENGFANKUIJIEDUAN。

中泰证券研报则认为,洋河进行深度调整后,业绩拐点已现。目前来看,渠道调整进入收尾阶段,随着渠道利润的提升,正循环有望陆续开启。此外,随着次高端价格带上移,看好梦6+在次高端市场的良好增长潜力。公司中长期成长空间仍足,未来3-5 年业绩仍旧有望实现稳健增长。预计四季度业绩将继续保持恢复性增长,全年收入持平目标仍是努力方向。

ZHIDEYITIDESHI,SHOUSANJIBAOLIHAOXIAOXI,YANGHEGUJIAYINGLAIDAZHANG。JIEZHIJINTIANSHOUPAN,YANGHEBAOSHOU167.82YUAN/GU,ZHANGFU6.04%,ZONGSHIZHIWEI2529.03YI。

    关键词:洋河 三季报  来源:佳酿网  佳酿网团队
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