Mu gice cya mbere cy'uyu mwaka, amasosiyete akomeye y’inzoga yari afite ibintu bigaragara biranga “izamuka ry’ibiciro no kugabanuka”, kandi kugurisha inzoga byagarutse mu gihembwe cya kabiri.
Nk’uko Ikigo cy'igihugu gishinzwe ibarurishamibare kibitangaza, mu gice cya mbere cy'uyu mwaka, kubera ingaruka z'iki cyorezo, umusaruro w'inganda zikora inzoga zo mu gihugu wagabanutseho 2% umwaka ushize.Kwungukira ku nzoga zo mu rwego rwo hejuru, amasosiyete y’inzoga yerekanye ibiranga izamuka ry’ibiciro no kugabanuka kwijwi mu gice cya mbere cyumwaka.Muri icyo gihe, ingano yo kugurisha yazamutse cyane mu gihembwe cya kabiri, ariko igitutu cy’ibiciro cyagaragaye buhoro buhoro.
Ni izihe ngaruka icyorezo cy'imyaka igice cyazanye mu masosiyete y'inzoga?Igisubizo gishobora kuba "kongera ibiciro no kugabanuka kwijwi".
Ku mugoroba wo ku ya 25 Kanama, Uruganda rwa Tsingtao rwatangaje raporo y’umwaka wa 2022.Amafaranga yinjiye mu gice cya mbere cy’umwaka agera kuri miliyari 19.273, yiyongereyeho 5.73% umwaka ushize (ugereranije n’igihe kimwe cy’umwaka ushize), agera kuri 60% yinjira mu 2021;Inyungu yabonetse yari miliyari 2.852, yiyongereyeho 18% umwaka ushize.Nyuma yo gukuramo inyungu n’igihombo kidasubirwaho nk’inkunga ya leta ingana na miliyoni 240 Yuan, inyungu ziyongereyeho hafi 20% umwaka ushize;inyungu yibanze kuri buri mugabane yari 2.1 yuu mugabane.
Mu gice cya mbere cy’umwaka, igurishwa rusange ry’uruganda rwa Tsingtao rwaragabanutseho 1.03% umwaka ushize rugera kuri miliyoni 4.72 za kilo, aho ibicuruzwa byagurishijwe mu gihembwe cya mbere byagabanutseho 0.2% umwaka ushize bigera kuri miliyoni 2.129 kiloliters.Hashingiwe kuri iyi mibare, Uruganda rwa Tsingtao rwagurishije miliyoni 2.591 za kiloliteri mu gihembwe cya kabiri, aho umwaka ushize wazamutse hafi 0.5%.Igurishwa rya byeri mu gihembwe cya kabiri ryerekanye ibimenyetso byo gukira.
Raporo y’imari yerekanye ko imiterere y’ibicuruzwa by’isosiyete yarushijeho kuba myiza mu gice cya mbere cy’umwaka, ibyo bikaba byaratumye umwaka-mwaka kwiyongera kwinjiza muri icyo gihe.Mu gice cya mbere cy’umwaka, igurishwa ry’ikirango nyamukuru Tsingtao Beer cyari miliyoni 2.6 kilolitiro, umwaka ushize wiyongereyeho 2.8%;ibicuruzwa byagurishijwe hagati-hejuru-yohejuru-hejuru no hejuru yibicuruzwa byari miliyoni 1.66 kilolitiro, umwaka-mwaka wiyongereyeho 6.6%.Mu gice cya mbere cy'umwaka, igiciro cya divayi kuri toni cyari hafi 4.040 Yuan, kikaba cyiyongereyeho hejuru ya 6% umwaka ushize.
Mugihe kimwe nigiciro cya toni cyiyongereye, Uruganda rwa Tsingtao rwatangije ubukangurambaga bwa "Summer Storm" mugihe cyimpera kuva muri Kamena kugeza muri Nzeri.Umuyoboro wa Everbright Securities werekana ko umubare w’ibicuruzwa bya Tsingtao byenga inzoga kuva Mutarama kugeza Nyakanga byageze ku iterambere ryiza.Usibye icyifuzo cy’inganda z’inzoga zazanywe n’ikirere gishyushye muri iyi mpeshyi ndetse n’ingaruka z’ibanze buke umwaka ushize, Everbright Securities iteganya ko igurishwa ry’inzoga ya Tsingtao mu gihembwe cya gatatu biteganijwe ko riziyongera cyane ku mwaka- umwaka..
Raporo y’ubushakashatsi bwa Shenwan Hongyuan ku ya 25 Kanama yerekanye ko isoko ry’inzoga ryatangiye guhagarara neza muri Gicurasi, kandi uruganda rwenga inzoga rwa Tsingtao rwageze ku iterambere ry’imibare imwe muri Kamena, kubera igihe cy’impeshyi cyegereje ndetse n’ikoreshwa ry’indishyi nyuma y’icyorezo.Kuva igihe cyimpera cyuyu mwaka, cyibasiwe nubushyuhe bwo hejuru, icyifuzo cyo hasi cyongeye gukira neza, kandi hakenewe kuzuzwa kuruhande rwumuyoboro urenze.Kubera iyo mpamvu, Shenwan Hongyuan yiteze ko kugurisha inzoga za Tsingtao muri Nyakanga na Kanama biteganijwe ko bizakomeza kuzamuka cyane.
Ubushinwa Resources Beer yatangaje ibyavuye mu gice cya mbere cy’umwaka ku ya 17 Kanama. Amafaranga yinjije yiyongereyeho 7% umwaka ushize agera kuri miliyari 21.013, ariko inyungu y’inyungu yagabanutseho 11.4% umwaka ushize igera kuri miliyari 3.802.Nyuma yo gukuramo amafaranga avuye kugurisha ubutaka nitsinda ryumwaka ushize, inyungu yinyungu mugihe kimwe muri 2021 izagira ingaruka.Nyuma y’ingaruka z’inzoga z’Ubushinwa igice cya mbere cy’umwaka, inyungu y’inzoga z’Ubushinwa ziyongereyeho hejuru ya 20% umwaka ushize.
Mu gice cya mbere cy’umwaka, wibasiwe n’iki cyorezo, igurishwa ry’inzoga z’Ubushinwa ryaragabanutseho igitutu, ryagabanutseho gato 0.7% umwaka ushize ugereranije na kilo miliyoni 6.295.Ishyirwa mu bikorwa rya byeri yo mu rwego rwo hejuru naryo ryagize ingaruka ku rugero runaka.Igurishwa ry’ibinyobwa byo hejuru-hejuru no hejuru byeri byiyongereyeho 10% umwaka ushize ku mwaka bigera kuri miliyoni 1.142 kiloliteri, ibyo bikaba byari hejuru ugereranije n’umwaka ushize.Mu gice cya mbere cya 2021, umuvuduko w’ubwiyongere bwa 50.9% umwaka ushize wagabanutse cyane.
Raporo y’imari ivuga ko mu rwego rwo kugabanya umuvuduko w’ibiciro byazamutse, Inzoga z’Ubushinwa zahinduye mu buryo bushyize mu gaciro ibiciro by’ibicuruzwa bimwe na bimwe muri icyo gihe, kandi igiciro rusange cyo kugurisha mu gice cya mbere cy’umwaka cyiyongereyeho 7.7% umwaka- ku mwaka.Inzoga z’Ubushinwa zagaragaje ko kuva muri Gicurasi, icyorezo cy’icyorezo mu bice byinshi by’umugabane w’Ubushinwa cyagabanutse, kandi isoko rusange ry’inzoga ryasubiye mu buryo buhoro buhoro.
Raporo y’ubushakashatsi bwakozwe na Guotai Junan yo ku ya 19 Kanama, ubushakashatsi bwakozwe ku muyoboro bwerekana ko biteganijwe ko Ubushinwa Umutungo w’inzoga uzamuka cyane mu mibare igurishwa kuva mu kwezi kwa Nyakanga kugeza mu ntangiriro za Kanama, kandi igurishwa ry’umwaka rishobora kuba riteganijwe kugera ku iterambere ryiza, hamwe no munsi -kurenga no hejuru yinzoga zigaruka kumikurire yo hejuru.
Budweiser Aziya ya pasifika nayo yagabanutse izamuka ryibiciro.Mu gice cya mbere cy’umwaka, Budweiser Asia Pacific yagurishije ku isoko ry’Ubushinwa yagabanutseho 5.5%, mu gihe amafaranga yinjira kuri hegitari yiyongereyeho 2,4%.
Budweiser APAC yavuze ko mu gihembwe cya kabiri, “guhindura imiyoboro (harimo clubs nijoro na resitora) hamwe no kuvanga imiterere y’imiterere itagize ingaruka zikomeye ku bucuruzi bwacu kandi bidakora neza inganda” ku isoko ry’Ubushinwa.Ariko igurishwa ryayo ku isoko ry’Ubushinwa ryiyongereyeho 10% muri Kamena, kandi kugurisha ibicuruzwa byayo byo mu rwego rwo hejuru na ultra-high-end byo mu rwego rwo hejuru nabyo byagarutse ku mibare ibiri muri Kamena.
Kubera igitutu cyibiciro, amasosiyete ayoboye divayi "abaho neza"
Nubwo igiciro kuri toni yamasosiyete yinzoga cyazamutse, igitutu cyibiciro cyagaragaye buhoro buhoro nyuma yo kugurisha kugabanuka.Ahari gukururwa nigiciro cyizamuka ryibikoresho fatizo nibikoresho bipakira, Ubushinwa Umutungo winzoga yo kugurisha mugice cya mbere cyumwaka wiyongereyeho 7% umwaka ushize.Kubera iyo mpamvu, nubwo igiciro mpuzandengo mu gice cya mbere cyumwaka cyiyongereyeho 7.7%, inyungu rusange y’inzoga z’Ubushinwa mu gice cya mbere cy’umwaka yari 42.3%, ibyo bikaba byari bihwanye n’igihe kimwe cyo mu 2021.
Inzoga ya Chongqing nayo yibasiwe no kuzamuka kwibiciro.Ku mugoroba wo ku ya 17 Kanama, Chongqing Beer yatangaje raporo yayo y’umwaka wa 2022.Mu gice cya mbere cy'umwaka, amafaranga yiyongereyeho 11.16% umwaka ushize agera kuri miliyari 7.936;inyungu ziyongereyeho 16.93% umwaka ushize kugera kuri miliyoni 728.Yibasiwe n'iki cyorezo mu gihembwe cya kabiri, igurishwa ry’inzoga za Chongqing ryari kilo litiro 1.648.400, ryiyongereyeho hafi 6.36% umwaka ushize, ibyo bikaba byari bitinze ugereranije n’ubwiyongere bw’igurisha bwiyongereyeho 20% umwaka ushize mu mwaka gihe kimwe umwaka ushize.
Twabibutsa ko umuvuduko w’ubwiyongere bw’ibicuruzwa bya Chongqing Beer byo mu rwego rwo hejuru nka Wusu nabyo byagabanutse cyane mu gice cya mbere cy’umwaka.Amafaranga yinjira mu bicuruzwa byo mu rwego rwo hejuru hejuru y’amafaranga 10 yiyongereyeho hafi 13% ku mwaka ku mwaka agera kuri miliyari 2.881, mu gihe umuvuduko w’umwaka ku mwaka warenze 62% mu gihe kimwe cy’umwaka ushize.Mu gice cya mbere cy’umwaka, igiciro cya toni y’inzoga ya Chongqing cyari hafi 4.814 Yuan, umwaka ushize wiyongereyeho hejuru ya 4%, mu gihe igiciro cyo gukora cyiyongereyeho hejuru ya 11% umwaka ushize kigera kuri miliyari 4.073 Yuan.
Inzoga ya Yanjing nayo ihura ningorabahizi yo kudindiza imikurire hagati-hejuru.Ku mugoroba wo ku ya 25 Kanama, Yanjing Beer yatangaje ibyavuye mu gihe gito.Mu gice cya mbere cy'uyu mwaka, amafaranga yinjije yari miliyari 6.908 Yuan, umwaka ushize wiyongereyeho 9.35%;inyungu zayo zari miliyoni 351 Yuan, umwaka ushize wiyongereyeho 21.58%.
Mu gice cya mbere cy’umwaka, Yanjing Beer yagurishije miliyoni 2.1518 za kilolitiro, yiyongeraho gato 0.9% umwaka ushize;ibarura ryiyongereyeho hafi 7% umwaka ushize kugera kuri kilo 160.700, naho igiciro cya toni cyiyongereyeho hejuru ya 6% umwaka ushize kugera kuri 2,997 yu / toni.Muri byo, amafaranga yinjira mu bicuruzwa byo hagati kugeza ku rwego rwo hejuru yiyongereyeho 9.38% umwaka ushize ku mwaka agera kuri miliyari 4.058, ibyo bikaba byaragabanutse cyane ugereranije n'ubwiyongere bwa 30% mu gihe kimwe cy'umwaka ushize;mu gihe ikiguzi cyo gukora cyiyongereyeho hejuru ya 11% umwaka ushize kugera kuri miliyari 2.128, naho inyungu rusange yagabanutseho 0.84% umwaka ushize.ijanisha kugeza kuri 47.57%.
Mugihe cyibiciro, ibigo byinzoga ziyobora zihitamo kugenzura amafaranga.
“Itsinda rizashyira mu bikorwa igitekerezo cyo 'kubaho ubuzima bugoye' mu gice cya mbere cy'umwaka wa 2022, kandi rifata ingamba nyinshi zo kugabanya ibiciro no kongera imikorere mu kugenzura amafaranga akoreshwa.”Ubushinwa Resources Beer yemeye muri raporo y’imari ko ingaruka ziterwa n’ibikorwa byo hanze zirengeje urugero, kandi ko zigomba “gukaza umurego”.Mu gice cya mbere cyumwaka, Ubushinwa Umutungo winzoga zo kwamamaza no kwamamaza byagabanutse, naho kugurisha no kugabura byagabanutseho hafi 2,2% umwaka ushize.
Mu gice cya mbere cy'umwaka, amafaranga yo kugurisha ya Tsingtao Brewery yagabanutseho 1,36% ku mwaka ku mwaka agera kuri miliyari 2.126, ahanini kubera ko imijyi imwe n'imwe yibasiwe n'iki cyorezo, kandi amafaranga yagabanutse;amafaranga yo gucunga yagabanutseho amanota 0,74 ku ijana ku mwaka.
Nyamara, Inzoga ya Chongqing na Yanjing Beer iracyakeneye "kwigarurira imijyi" mugihe cyinzoga zo mu rwego rwo hejuru bashora imari mu isoko, kandi amafaranga yakoreshejwe muri icyo gihe byombi byiyongereye umwaka-ku-mwaka.Muri byo, amafaranga yo kugurisha inzoga ya Chongqing yiyongereyeho amanota 8 ku ijana ku mwaka ku mwaka agera kuri miliyari 1.155, naho amafaranga yo kugurisha Yanjing Beer yiyongereyeho hejuru ya 14% umwaka ushize agera kuri miliyoni 792.
Raporo y’ubushakashatsi bwakozwe na Zheshang Securities ku ya 22 Kanama yerekanye ko kwiyongera kwinjiza byeri mu gihembwe cya kabiri ahanini byatewe n’izamuka ry’ibiciro bya toni ryazanywe no kuzamura imiterere no kuzamura ibiciro, aho kuzamuka kw’ibicuruzwa.Kubera kugabanuka kwizamurwa rya interineti no kuzamura amafaranga mugihe cyicyorezo.
Raporo y’ubushakashatsi bwakozwe na Tianfeng Securities ku ya 24 Kanama, inganda z’inzoga zifite igice kinini cy’ibikoresho fatizo, kandi ibiciro by’ibicuruzwa byinshi byazamutse buhoro buhoro kuva mu 2020. Icyakora, kuri ubu, ibiciro by’ibicuruzwa byinshi byahinduye aho ihindagurika mu gihembwe cya kabiri n'icya gatatu cy'uyu mwaka, kandi impapuro zometseho ni ibikoresho byo gupakira., ibiciro bya aluminiyumu n'ibirahure biragaragara ko byaragabanutse kandi bikagabanuka, kandi igiciro cya sayiri yatumijwe mu mahanga kiracyari ku rwego rwo hejuru, ariko kwiyongera byagabanutse.
Raporo y’ubushakashatsi yashyizwe ahagaragara na Changjiang Securities ku ya 26 Kanama ivuga ko kuzamura inyungu bizanwa n’inyungu ziyongera ku nyungu ndetse no kuzamura ibicuruzwa biteganijwe ko bizakomeza kugerwaho, kandi n’ubudahangarwa bw’inyungu buterwa no kugabanuka gukabije kw'ibiciro by'ibikoresho fatizo nka ibikoresho byo gupakira biteganijwe ko bizakira byinshi mugice cya kabiri cyumwaka numwaka utaha.tekereza.
Raporo y’ubushakashatsi bwakozwe na CITIC Securities ku ya 26 Kanama yahanuye ko uruganda rwa Tsingtao ruzakomeza guteza imbere umusaruro wo mu rwego rwo hejuru.Mugihe cyizamuka ryibiciro no kuzamura imiterere, izamuka ryibiciro bya toni riteganijwe kugabanya umuvuduko uterwa nigiciro cyo hejuru cyibikoresho fatizo.Raporo y’ubushakashatsi bwakozwe na GF Securities ku ya 19 Kanama yerekanye ko iherezo ry’inganda zikora inzoga mu Bushinwa zikiri mu gice cya mbere.Mu gihe kirekire, inyungu z’Ubushinwa Inzoga ziteganijwe gukomeza gutera imbere hifashishijwe inkunga yo kuzamura ibicuruzwa.
Raporo y’ubushakashatsi bwa Tianfeng Securities ku ya 24 Kanama yerekanye ko inganda z’inzoga zateye imbere ku buryo bugaragara ukwezi ku kwezi.Ku ruhande rumwe, hamwe no koroshya icyorezo no kongera icyizere cy’abaguzi, ikoreshwa ry’imiyoboro yiteguye kunywa-ryashyushye;Ibicuruzwa biteganijwe kwihuta.Muri rusange shingiro ryumwaka ushize, uruhande rwo kugurisha ruteganijwe gukomeza iterambere ryiza.
Igihe cyo kohereza: Kanama-30-2022