Structural prosperity of the brewing industry: new high -yield performance high performance high

21st Century Business Herald reporter Wen Jing Guiyang report

Unlike a V -shaped trend in the first half of this year, the added value of industries above designated size.

One is the overall output downlink curve, and the other is the performance growth curve.

In late July, the Ministry of Industry and Information Technology announced the operation of the brewing industry in the first half of the year. From January to June, in addition to 0.4%year-on-year, beer and wine production decreased year-on-year. The output of the entire industry was 28.6 million liters of 28.6 million liters in the first half of 2019 before the epidemic, and it gradually drifted away.

However, according to the Consumer Products Industry Department of the Ministry of Industry and Information Technology, from January to May, the regulatory brewing enterprise has completed sales revenue of 399.1 billion yuan and achieved profit of 82.7 billion yuan. Whether it is benefits or sales revenue, my country's brewing industry has greatly exceeded the same period in 2019.

On July 14, at the expansion meeting of the Council of the China Wine Industry Association held in Luzhou, Song Shuyu, the chairman of the China Wine Industry Association, believed that long -term practice proves that the development of the wine industry is affected by the state of the country. Growth is a high probability. If the epidemic has improved in the second half of the year, the overall growth of the wine industry will break through a higher level.

The structural prosperity in the downlink of production is mainly detonated by regulations in the liquor and beer industry. In the overall plate of the wine industry, although the liquor industry has small output, sales revenue accounts for 70 % for a long time, and the total profit is as high as 80 %. The market concentration of head enterprises has continued to increase; The secondary high -end and high -end products have achieved profit and income growth.

White Beer Red Production General Steading

According to data from the Ministry of Industry and Information Technology, from January to June, the production of liquor in wine companies above designated size reached 3.75 million liters, an increase of 0.4%year-on-year; beer output was 18.44 million liters, a year-on-year decrease of 2%; Essence

Among them, wine production has fallen the largest. Since the occurrence of the epidemic, the output of wine companies in my country has declined all the way, and even a month -on -year decrease of 60 % of the year -on -year decline. This year is the third year of the epidemic, and the wine industry has not reversed.

Judging from the single -month data in the first half of the year, the decline in wine production has further deepened. The Consumer Products Industry Department of the Ministry of Industry and Information Technology announced that in June, the production of wines was 19,000 liters, a year -on -year decrease of 38.7%. In May, the output of wine decreased by 38%year -on -year. In April, the output of wine decreased by 34.8%year -on -year. From January to March, the output of wine decreased by 12.7%year-on-year.

The wine industry has been regarded by the industry as the bottom last year. But where is the "bottom"? Can I stop the decline in output in the second half of the year? Song Shuyu said that the international impact of wine is long -term, and international competition is eternal. Chinese wine brewing, quality expression, cultural expression and consumption expression must be systematically constructed.

The high -end process of beer is twisted. In the first half of this year, after the production of beer companies decreased by 10%year -on -year in the first quarter, and the decline in April and May gradually narrowed, the year -on -year growth rate of production was finally negative. According to data from the Ministry of Industry and Information Technology, in June, the output of beer companies was 4.19 million liters, an increase of 6.4%year -on -year.

From the current point of view, in liquor, beer and wine, the production recovery of the beer industry is closest to the national macroeconomic recovery point.

On July 19, at a press conference held at the Journalism Office of the State Council, the relevant person in charge of the Ministry of Industry and Information Technology introduced that from January to June, the added value of industries above the scale of my country increased by 3.4%year-on-year. It is positive, an increase of 0.7%, and the acceleration rose to 3.9%in June, which came out of a V -shaped trend.

The time for consumption recovery is also June this year.

Prior to June, the more epidemic caused a great impact on the consumption of services such as restaurants, cultural tourism, transportation, and transportation. According to the official website of the National Bureau of Statistics, the total retail sales of social consumer goods in April and May were only equivalent to the same period in 2020. It was far below the same period of 2021, resulting in the total retail sales of social consumer goods by 21043.2 billion yuan in the first half of the year, a year -on -year decrease of 0.7%.

In June, the total retail sales of social consumer goods was 3874.2 billion yuan, a year -on -year increase of 3%. As the steps of China's economic recovery are getting faster and faster, the regions that have been impacted by the epidemic have resumed normal production and living order. Coupled with the general improvement of the epidemic prevention and control situation, it directly boosted domestic demand. Consumer vouchers have been issued in many places to further drive consumption, and the fireworks on the streets and alleys have been strong again.

The beer industry is exactly affected by the gathering of drinking scenes. The prosperity of the catering industry is directly involved in beer consumption that arrives in the peak season.

Compared with the deep decline of wine and beer "first suppressing and then", the production decline in the liquor industry has been the most suspense.

The Ministry of Industry and Information Technology announced that in the first half of the year, the production of liquor in wine companies above designated size increased by 0.4%year -on -year. But this does not cover the fact that the overall output of the liquor industry declines year by year.

Data show that in June this year, the output of liquor companies decreased by 10%year -on -year. In May, the year -on -year decrease of liquor production was only about 2%. In fact, since this year, the production of liquor in wine companies in the country has declined all the way after a slight increase in the first quarter.

According to data from the National Bureau of Statistics, last year, the output of liquor companies was 7.16 million liters, compared with the peak value of 13.58 million liters of wine companies in 2016, almost blocked. In 2016, there were a total of 1,578 liquor companies in my country, which decreased to 965 last year. Structural prosperity supported by liquor and beer

Tao Qing, the head of the operation monitoring and coordination of the Ministry of Industry and Information Technology, said at a press conference that the industrial economy has gradually stabilized and rebounded since May. Among the 41 large industries, the value added of 33 industries in the first half of the year has achieved positive growth, of which the growth rate of 9 industries has reached double digits. In the first half of the year, the added value of the wine and beverage refined tea industry increased by 8.4%year -on -year.

The structural prosperity of the wine industry brings a record high in the first half of this year.

Data of the Consumer Products Industry Department of the Ministry of Industry and Information Technology. From January to May this year, there were 1,741 companies in the national brewing industry. Although the total production of wines decreased year-on-year, the sales revenue was 399.1 billion yuan, a year-on-year increase of nearly 14%; the profit was 82.7 billion yuan. A year -on -year increase of nearly 40%. Although the transcripts in June have not been announced, from January to May, the overall sales revenue and benefits of brewing companies have greatly exceeded the sales revenue of the same period of 2019 348.5 billion yuan and the total profit of 68.2 billion yuan.

Not only that, from January to May this year, the overall sales revenue of the brewing companies is better than the same period of Gao Ge's advancement in 2021, and the total profit is basically the same.

From the macroeconomic perspective, most industries have been affected by the epidemic in the past three years. SMEs in the wine industry have worsened the day, reduced production and even shutdown. However, the wine industry is much smaller than that of cultural tourism, catering, and aviation as consumer goods.

The data of the Bureau of Statistics can reflect its rebound strength. In June, compared with the 3%year -on -year growth rate of the total retail sales of consumer goods, the retail sales of tobacco and alcohol increased by 5%year -on -year.

"Among them, the liquor industry has the strongest anti -impact capacity, and economic indicators are still bright." Song Shuyu said that last year, the liquor companies accounted for 15%of the total output of drinks and wines in the country, realizing 75%of operating income and 87 87 %Of the total profit.

He said that in the epidemic, the concentration of liquor's industrial concentration has further increased, and the production capacity concentrates to the superior production area. Last year, liquor output accounted for 17 provinces and cities with an industry of more than 1%, a decrease of one from 2020. Among them, the proportion of liquor output in nine cities accounted for the proportion of liquor in the liquor industry to the previous year, and the proportion of liquor output in 8 provinces and cities declined.

At the same time, the market concentration of head enterprises has increased again. The output of eight head companies including Moutai, Wuliangye, and Yanghe shares in Guizhou accounted for only 20%of the national liquor industry, but it took 46%of the operating income and 58%of the total profit. The concentration of the liquor industry further highlighted. Essence

In addition to liquor companies is the main force of creating benefits of the brewing industry, beer companies are also catching up.

In mid -July, the 21st Century Economic Herald reporters interviewed the two major beer companies in Yunnan and Guizhou in the two major main sales markets of the two major beer companies in Carlsberg and China Resources Snow Beer. A year -on -year increase was achieved. In the Guiyang market, beer at a high-end and above price of Snow Beer (the unit price of catering channels is 13-15 yuan) beer increased by 20%year-on-year.

"The structure adjustment, scientific and technological innovation and product innovation of the beer industry are the main theme of 2021, and achieved three growth of output, profits and income." Song Shuyu believes that consumer demand drives the quality upgrade. Growing a long cycle.

He analyzed that although beer consumption in the first half of the year was affected by the epidemic of interpersonal exchanges and personnel flow, the output did not begin to recover from June, but the volume and price rising became a new highlight of the beer industry. The continuous rise in market share is helping the industry consumption. In addition, the international influence of domestic beer has increased, and the export volume of domestic beer last year has increased significantly year -on -year. Under the leadership of China's beer industry, the main line of competition is moving from the era of sales to the king era to the high -end era of products.

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