Beer occupies an important position in the alcoholic beverage industry. my country is the world's largest beer production and consumption country. The upstream of the beer industry includes raw materials, generally malt, hops, yeast, etc.; there are also beer equipment, generally brewing, filling, packaging and other related equipment; and beer packaging, including glass bottles, cans, etc.; The midstream is beer production; the downstream is mainly the consumer market for beer through various channels. The main distributors include various supermarkets, specialty stores and online sales platforms.
This article summarizes the listed companies in the beer industry, and conducts an all-round comparison from the business layout, performance comparison and business planning of the listed companies in the beer industry.
At present, the number of listed companies in my country’s beer industry is relatively small and they are distributed in various industrial chain links. Specifically include:
Raw material listed companies: Yasheng Group (600108), Angel Yeast (600298), Lanzhou Yellow River (0 00929);
Listed beer equipment companies: Lehui International (603076), CIMC Enric (03899.HK), Yongchuang Intelligent (603901);
Beer packaging listed companies: COFCO Packaging (00906.HK), Origen (002701), Shengxing Shares (002752), Fuzhen Holdings (8411.TW);
listed beer production companies: China Resources Beer ( 00291.HK), Budweiser Asia Pacific (01876.HK), Tsingtao Beer (600600), Yanjing Beer (000729), Chongqing Beer (600132), Zhujiang Beer (002461), Huiquan Beer (600573), Hong Kong San Miguel Beer (0023 6.HK), *ST Xifa (000752), Lanzhou Huanghe (000929);
listed companies in supermarket channels: Yonghui Supermarket (601933), Lianhua Supermarket (00980.HK), BBK (002251), Zhongbai Group (000759), Liqun Shares (601366), Huijia Times (603101), Xinhuadu (002264);
Online channel listed companies: Suning.com (002024), Alibaba (09988.HK), Jingdong Group (09618.HK).
Among the listed companies in the beer industry, the corporate beer business revenue accounted for more than 90%, and they almost focused on the beer business.
And major beer companies generally show regional development characteristics. Among them, China Resources Beer mainly develops in the eastern region; Tsingtao Beer is unstoppable in Shandong; Chongqing Beer rises from the central Sichuan and Chongqing regions.
At present, the leading listed companies in my country's beer industry are China Resources Beer, Budweiser Asia Pacific, Tsingtao Beer, Yanjing Beer, Chongqing Beer, Zhujiang Beer, the beers of these listed companies The sales volume is more than one million kiloliters, while the sales volume of other listed companies' beer business is relatively small. Among them, China Resources Beer sales exceeded 10 million liters in 2020, and the actual beer production capacity reached 18.75 million liters.
Note: Due to the different densities of beer, beer units are simply converted according to 1 ton = 1,000 liters.
4. Comparison of beer business plans of listed companies in the beer industry
According to the "14th Five-Year Plan" of the wine industry, it is expected that by 20 In 25 years, the output of the beer industry was 38 million kiloliters, an increase of 11.4% compared with the end of the "Thirteenth Five-Year Plan", with an average annual increase of 2.2%; sales revenue reached 240 billion yuan, a year-on-year increase of 63.4%, with an average annual increase of 10.3%; profit was 30 billion yuan, a year-on-year increase of 124.0%, and an average annual increase of 17.5%.Major listed beer companies have also made strategies for the company's future development, mainly focusing on high-end transformation and development strategies, multi-brand differentiated development, etc.
(Source of article: Qianzhan Industry Research Institute)
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