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夏季温度升高,啤酒迎来旺季;对于白酒行业来说,出现淡季不淡的消费特征,最近白酒的销售不断增加,而且酱香、浓香和清香等多种香型的白酒还出现提价的情况。

  白酒行业复苏激发了投资者的激情,二季度以来,白酒板块内的龙头个股纷纷受到追捧,股价上涨屡创新高。事实上,越来越多的资本正加速投入到白酒行业之中。

  白酒行业淡季不淡

  量价齐升加速复苏

  京东数据显示,仅在”618″期间,平台的中高端白酒成交额同比增长4倍。随着消费回暖,白酒厂家也纷纷提高了产品出厂价。近日,酒鬼酒、西凤酒业、泸州老窖、汾酒等酒企就都发出了涨价函。在深圳负责超市酒水采购的昌浩告诉记者,二季度以来,他所在的超市白酒销售逐月复苏,呈现量价齐升的态势。

  深圳天虹超市饮料酒水部采购经理昌浩:比如郎酒、西凤酒都有接到厂家、供应商的涨价要求,在六月份左右要求我们整体把价格涨起来,涨幅高的话大概15到18个点,在第二季度,我们大概整体销售金额上涨138%。

  不只是中高端白酒涨价,牛栏山、汾酒的低价酒品种近日也有调价,涨幅从几元到十几元不等。整体来看,本次涨价是以浓香型白酒为主,但在我国酱香型白酒主要产区的贵州省茅台镇,记者发现,6月份以来,赖茅、郎酒等酱香型白酒也提高了出厂价。

  业内认为,淡季挺价、旺季走量,是白酒行业的特征。淡季销量不如旺季,调整白酒价格不会让消费者产生较大的反感。

  中泰证券食品饮料行业首席分析师范劲松:这种涨价叫挺价,因为如果价格降下来,经销商会出现一些甩货行为,导致价格混乱。对于产业来讲,品牌体系价格错乱会形成杀价行为,所以厂家在淡季采取挺价,目的是告诉经销商酒不要降价卖。

  我国防控新冠肺炎疫情取得明显效果,多地推出鼓励消费的政策,记者走访多家商超发现,白酒零售价格上涨滞后于批发价,随着经销商的库存快速被消耗。业内预计,今年三季度,一些白酒生产企业的库存将会略显不足。

  货车司机熬夜排队

  酱香白酒供应不足

  在贵州省茅台镇一家酒厂的包装车间门口,下午五点钟左右,有三四辆大货车在排队准备装货,其中有些师傅表示,他们是昨天晚上就已经到了,按照计划应该是一早就装货准备出发,但是由于车间里面生产的货供应不上,他们又多等了八九个小时。

  酒厂的工作人员告诉记者,最近,每天都会有十几辆大货车从江苏、河南和山东等地来到贵州拉货。而除了这些拉货的车,来酒厂送包装材料的货车也是一辆接着一辆。

  对于酒厂的工人来说,疫情期间,他们一度十分担心,一季度公司还顺应趋势开展了一系列线上促销活动,但最近的销量让很多人始料未及。去年这个时候,工厂每天最多忙到晚上八点钟,可最近一直到晚上十一点左右,包装车间里还是有很多人在加班。

  贵州国台酒业股份有限公司仓储总监苏庆栋:2月12日复工复产开始,我们在网上就开始进行酱酒热,开展一些大型的销售活动,得到了很多经销商和酱酒爱好者的大力支持,现在又到了天气比较热,属于淡季的时候,我们的酱酒非常火,今年的销售额比去年增长40%以上。

  国家统计局数据显示,今年5月,白酒产量逆势增长,当月总产量约58.6万千升,同比增长4.3%。

  早在今年一季度,贵州茅台营业收入同比增长12.54%,净利润同比增长16.69%;五粮液营业收入同比增长15.05%,净利润增长18.98%;山西汾酒营业收入同比增长1.71%,净利润同比增长39.36%。上市公司销量在复苏,很多中小型酒厂也正在扩大产能。

  资金涌入白酒行业

  行业分化加速

  记者了解到,近年来越来越多的企业开始跨界投资白酒产业,不少酒企也在加大投资。近三年中,劲牌酒业公司在茅台镇建设酱香型白酒基地,总投资100亿元;金东集团在茅台镇建设酒庄等项目,投资超过200亿元;上市公司天士力的股东向国台酒业投资50亿元。

  万得数据显示,二季度以来,白酒板块指数已上涨超过33%,跑赢上证指数7. If you adored this information and you would certainly such as to obtain additional details concerning 深圳酒博会 kindly go to our own website. 82%的涨幅。在此期间,酒鬼酒涨幅超过110%、五粮液涨幅超过40%、贵州茅台股价上涨近30%,然而,金种子酒、青青稞酒等白酒股的股价,涨幅远远落后于整个白酒板块,白酒板块内部行情分化明显

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