证券之星调查
去年以来,在“三公消费”受限、“禁酒令”、“八项规定”等政策的持续影响下,白酒行业就步入了调整期。反映到公司业绩层面,就是企业业绩的普遍下滑。
在市场期待中秋销售旺季给白酒市场带来惊喜之时,上市白酒公司却交出了一份最差中报成绩单。资本市场上,今年以来白酒股也是持续低迷,多只个股的股价已经“腰斩”创下新低。 ... [全文]
从去年11月19日白酒行业爆出塑化剂事件,至今不到一年的时间里,大多数白酒股跌价超过三成。不少白酒企业使出回购股票、股东购酒优惠等措施,只为挽救资本市场信心。 ... [全文]
去年年底开始,塑化剂风波、禁酒令以及节俭风令白酒业自顾不暇。茅台和五粮液等高端白酒价格开始跌跌不休。今年7月份,茅台官方渠道报价已从以前的1519元下降到1159元。 ... [全文]
专家声音

刘员:把三公消费剔除酒类市场是必须的

我觉得我们这个行业在遇到危机的时候,从行业来讲大家要及时认清形势,共同来应对变化。三公消费对白酒市场的影响是非常巨大的,而且是长远的,在未来的市场当中,作为行业来讲应该把三公消费剔除出我们的市场之外,这是国家发展必须的路径。 ... [详细]

王琦:抑制“三公消费”不会打击白酒行业

“三公消费”与白酒消费并没有直接的联系,中国人红白喜事都要喝酒,遇到喜事、庆功、聚会,大家都会喝点酒,不喝这个品牌就喝那个品牌,所以,不能把白酒消费跟“三公消费”等同起来,不是说中国普通老百姓就只喝外国人的酒,这是没有道理的。 ... [详细]

聚焦酒企半年数据

产量

据相关部门统计,2012年6月份全国白酒行业当月产量为101.64万千升,与去年同期相比增长17.38%。前6个月白酒行业累计产量为525.2万千升,与去年同期相比增长17.2%。虽然6月份单月产量增速有所回升,但是白酒行业产量增速仍保持低位增长,预计全年增速水平将维持在20%左右,明显低于前三年增长水平。 ... [详细]

业绩

统计数据显示,全部14家白酒类上市公司上半年实现营业收入561.15亿元,同比下降5.77%;实现归属于上市公司股东的净利润合计203.7亿元,平均同比下降18.47%。其中,有6家公司业绩取得同比增长,8家公司业绩同比下降。很显然,相比前些年动辄30%甚至50%以上的增长,白酒业整体陷入了低迷。 ... [详细]

股价

以去年11月19日塑化剂事件为起点,在近一年的时间里,白酒股八成的股价都下跌超过30%。其中,跌幅最大的是第二只“百元酒股”洋河股份,其股价从107.65元跌至47.33元,暴跌56.03%。其次是最早被爆出塑化剂超标的酒鬼酒,股价从47.58元高位跌至昨日的16.64元,跌幅高达47%,至今未恢复元气。 ... [详细]

酒企“红黑榜”
2013年酒企中报主要财务数据
营业收入(万元)营业利润(万元)归属母公司股东的净利润(万元)
代码名称本期上年同期增长率(%)本期上年同期增长率(%)本期上年同期增长率(%)
000858.SZ五粮液1,551,987.76251,504,970.94133.12822,728.4182693,110.404018.70579,103.4483504,625.508214.76
600600.SH青岛啤酒1,497,133.82621,340,549.777711.68164,540.4443132,035.439524.62139,488.1161100,740.664438.46
600519.SH贵州茅台1,412,786.71911,326,443.78366.511,039,774.6421979,968.90546.10724,794.4730699,572.15963.61
002304.SZ洋河股份941,031.8067930,977.24221.08441,427.6418420,534.91844.97328,490.9146317,388.65313.50
000729.SZ燕京啤酒736,695.9519676,551.10868.8972,211.846761,871.528916.7152,710.021645,100.017316.87
000568.SZ泸州老窖525,576.1163519,258.42041.22248,286.8426277,868.5032-10.65181,613.9974200,872.5261-9.59
600809.SH山西汾酒406,459.7604381,565.21406.52139,442.4564136,156.36922.4198,572.049891,831.88937.34
600300.SH维维股份271,226.4034293,043.0998-7.4424,970.635815,077.753765.6113,001.279711,035.320817.82
000869.SZ张裕A253,937.8234301,258.4089-15.7198,051.3662122,078.8315-19.6874,057.422192,114.3478-19.60
000596.SZ古井贡酒230,695.4677222,780.92033.5549,778.529254,841.4606-9.2337,575.283341,372.4138-9.18
600132.SH重庆啤酒167,360.9365147,601.444713.3910,629.974710,583.58140.4411,288.970610,621.54156.28
000848.SZ承德露露147,404.2468115,150.621228.0127,575.585018,238.333551.2020,705.439812,653.321763.64
002461.SZ珠江啤酒143,619.0152146,383.6590-1.892,087.39511,780.793617.222,677.92294,422.0680-39.44
600199.SH金种子酒115,388.7686126,285.1550-8.6336,611.276941,151.4430-11.0327,179.296030,780.7972-11.70
600197.SH伊力特104,798.250989,038.533217.7025,799.791118,316.698740.8516,171.700411,194.624644.46
600059.SH古越龙山85,992.505681,492.86905.5213,848.226112,689.19689.1310,276.675010,134.72441.40
002646.SZ青青稞酒82,514.447463,470.461030.0027,557.131721,283.026429.4821,457.413416,047.869833.71
600559.SH老白干酒80,599.188672,800.721110.713,835.78834,321.5712-11.242,803.44933,190.7141-12.14
600702.SH沱牌舍得75,522.263586,833.7497-13.035,317.640024,363.5459-78.172,825.316218,594.7166-84.81
600090.SH啤酒花73,890.624767,956.43158.7312,879.21137,553.993070.507,476.01713,602.2314107.54
600962.SH国投中鲁68,929.091172,445.7991-4.85-4,634.68854,052.8931-214.36-3,695.66294,121.3275-189.67
000929.SZ兰州黄河50,142.513044,267.914813.272,927.87383,360.2113-12.871,166.76511,132.97952.98
600616.SH金枫酒业47,667.866942,336.406312.599,171.06497,918.405915.826,796.71935,895.422015.29
600238.SH海南椰岛45,230.323819,951.6693126.709,500.9568-7,141.9258233.037,840.2340601.17941,204.14
600779.SH水井坊41,135.405287,584.6464-53.0313,838.748934,137.2827-59.4613,403.542922,986.9001-41.69
600573.SH惠泉啤酒37,979.922238,871.9833-2.29-537.5488-2,570.585679.09-550.1245-2,567.018078.57
000799.SZ酒鬼酒37,954.857492,909.4063-59.153,449.226434,853.2087-90.103,071.847726,121.4527-88.24
002387.SZ黑牛食品30,677.085340,970.3231-25.12-197.17015,293.4569-103.7232.02954,176.7158-99.23
000019.SZ深深宝A22,974.339011,402.6690101.48-755.42228,937.6111-108.45-593.49678,886.7376-106.68
000752.SZ西藏发展21,755.437223,082.2174-5.7516,693.89823,773.9594342.3413,844.6150945.64691,364.04
600084.SH中葡股份16,119.366617,979.5237-10.35-12,899.4277-9,182.6027-40.48-7,888.2778-8,240.09804.27
600543.SH莫高股份16,009.609319,094.2715-16.153,569.01853,979.7357-10.322,416.62023,001.1755-19.48
000995.SZ皇台酒业4,054.52515,588.1962-27.44149.47101,047.2335-85.73-58.7530687.6675-108.54
600365.SH通葡股份3,535.84412,427.344645.67174.8885-378.6995146.1882.6085737.8729-88.80
000557.SZ*ST广夏179.60790.0000---70.02162,873.6308-102.44-70.14352,874.7540-102.44
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