Leading consumer companies generally expect to increase Kweichow Moutai's revenue by nearly 90 billion in the first three quarters

　　Securities Times reporter Yan Cui

　　Under the new crown pneumonia epidemic and the complex international trade situation, the fundamentals of domestic basic consumer listed companies are still improving.

　　On the evening of October 12, Guizhou Moutai, Shuijingfang, Dongpeng Beverage, WuXi AppTec, Emma Technology and many other leading basic consumer companies disclosed their operating conditions or financial data for the first three quarters, predicting that their performance will continue to grow in the first three quarters. Among them, liquor The performance of beverage companies has generally maintained a steady growth trend since the beginning of this year, while the performance of pharmaceutical and electric vehicle companies has grown exponentially.

　　Liquor business performance generally increased

　　On the evening of October 12, Guizhou Moutai, Shuijingfang, Laobaiganjiu, Shanxi Fenjiu, Jinshiyuan and other liquor companies disclosed their operating data for the first three quarters.

　　Kweichow Moutai announced that after preliminary accounting, from January to September 2022, the company is expected to achieve a total operating income of about 89.785 billion yuan, a year-on-year increase of about 16.5%, and a net profit of about 44.399 billion yuan, a year-on-year increase of about 19.1%.

　　In the first half of this year, Kweichow Moutai's revenue and net profit were 59.44 billion yuan and 29.79 billion yuan, up 17.2% and 20.85% year-on-year respectively.

This means that in the third quarter, Kweichow Moutai maintained a steady growth trend that was synchronized with the first half of the year.

　　Shanxi Fenjiu has also maintained a steady development trend this year.

In the first half of this year, Shanxi Fenjiu's revenue and net profit increased by 26.53% and 41.46% year-on-year respectively.

On the evening of the 12th, Shanxi Fenjiu disclosed that, after preliminary accounting, from January to September 2022, the company is expected to achieve a total operating income of about 22.1 billion yuan, a year-on-year increase of about 28%; it is expected to achieve a net profit of about 7 billion yuan, a year-on-year increase of about 42%. .

　　Shanxi Fenjiu said that in 2022, the company will follow the general guidelines for the rejuvenation of Fenjiu, adhere to the general principle of seeking progress while maintaining stability, efficiently coordinate epidemic prevention and control and production and operation, flexibly adjust marketing policies for point-like epidemics, and continue to optimize product structure. Series and other mid-to-high-end products achieved substantial growth.

　　The development pace of Shuijingfang and Jinshiyuan also converged.

Shuijingfang announced that after preliminary accounting, the company is expected to achieve operating income of about 3.8 billion yuan from January to September, an increase of about 10% year-on-year, and a net profit of about 1.1 billion yuan, an increase of about 5% year-on-year.

Among them, the company is expected to achieve operating income of about 1.7 billion yuan in the third quarter, a year-on-year increase of about 7%, and is expected to achieve a net profit of about 700 million yuan, a year-on-year increase of about 10%.

　　Jinshiyuan announced on the evening of October 12 that it is predicted that from January to September, the company is expected to achieve a total operating income of about 6.518 billion yuan, an increase of about 22.18% year-on-year, and a net profit of about 2.081 billion yuan, an increase of about 22.53% year-on-year.

　　There are also liquor companies that achieved substantial growth in the first three quarters, such as Laobaiganjiu.

On the evening of the 12th, Laobaiganjiu announced that, after preliminary calculations by the financial department, the company is expected to achieve a net profit of about 533 million yuan in the first three quarters of 2022, an increase of about 283 million yuan compared with the same period of the previous year, an increase of about 113% year-on-year. In the first three quarters of 2022, the net non-net profit will be about 316 million yuan, an increase of about 93 million yuan compared with the same period of the previous year, an increase of about 41% year-on-year.

　　Laobaiganjiu said that the company's performance growth was mainly due to the company's continuous optimization of product structure, deepening of market construction, and the growth of main business income in the first three quarters of 2022.

In addition, the company's net profit has increased significantly, mainly because the company received land acquisition and storage compensation in January 2022, and the company included the above-mentioned land compensation related income into non-recurring gains and losses, resulting in non-recurring gains and losses in the first three quarters of 2022. An increase of about 180 million yuan over the same period last year.

　　The rapid growth of consumer leaders

　　The beverage industry also maintained a stable development trend similar to that of liquor companies.

　　On the evening of October 12, Dongpeng Beverage, an industry representative company, released its performance forecast for the first three quarters, saying that it is expected to achieve a net profit of 1.14 billion yuan to 1.18 billion yuan in the first three quarters, an increase of 14.49% to 18.11% compared with the same period last year.

The company said that with the promotion of the company's nationalization strategy, the continuous development of terminal outlets, the channel operation capacity has been further strengthened, and through measures such as strengthening the freezer placement at the channel end and the freezing display of products, the product exposure rate has been increased, and consumers' purchase frequency and frequency have been increased. A single point of output, thereby driving the growth of income.

　　Dongpeng Beverage is mainly engaged in functional beverages such as "Dongpeng Special Drink". In the first half of this year, Dongpeng Beverage sold Dongpeng Special Drink 4.118 billion yuan, accounting for 95.97% of its operating income.

According to the Frost & Sullivan report, Dongpeng Special Drink ranked first in sales volume among energy drinks in my country for two consecutive years in 2020 and 2021, and ranked second in domestic sales volume. Dongpeng Beverage has gradually grown into a global revenue The fastest growing functional beverage company.

　　Under the new crown pneumonia epidemic, other basic consumer industries such as medicine and electric vehicles have shown rapid growth.

　　Emma Technology is one of the leading companies in the electric two-wheeled vehicle industry. On the evening of the 12th, the company released a performance forecast. It is expected that the net profit in the first three quarters will be 1.376 billion yuan, a year-on-year increase of 138%.

　　Emma Technology said that during the reporting period, the company's main products were in strong market demand, the overall market sales were good, the volume and price rose, and the product structure was further improved.

　　According to Emma Technology, there are three main reasons for the pre-increase in performance in the first three quarters of 2022: first, the improvement of product strength. On the basis of in-depth consumer insights, the company has launched new products through positive development that are widely welcomed by the market; second The brand power has been significantly improved. Good products, good services and diversified brand promotion have created a good user reputation. Third, the competitive advantage of channel power has become prominent. While maintaining the orderly growth of the number of stores, the efficiency of a single store has also been further improved. promote.

　　WuXi AppTec is known as "New Drug Mao" and is a leading enterprise in the R&D and production of new drugs in China.

On the evening of the 12th, WuXi AppTec disclosed its performance forecast, saying that after preliminary calculations, the company expects to achieve operating income of 28.395 billion yuan in the first three quarters of this year, a year-on-year increase of 71.87%, and an estimated net profit of 7.38 billion yuan, a year-on-year increase of 107.12%. Net profit was 6.232 billion yuan, a year-on-year increase of 100.64%.

In the first half of the year, WuXi AppTec's revenue and net profit increased by 68.52% and 73.29% year-on-year, respectively.

　　Regarding the substantial growth in performance in the first three quarters, WuXi AppTec said that in terms of main business, the company continued to strengthen WuXi AppTec's unique integrated CRDMO (contract research, development and production) and CTDMO (contract testing, research and development and production) business At the same time, through continuous optimization of operating efficiency, the capacity utilization rate continued to increase, and the scale effect was further manifested.

WuXi PharmaTech revealed that it is confident in reaching its full-year revenue growth target of 68% to 72% in 2022.

　　On October 11, CICC released a research report that pointed out that China's consumer market still has great potential for upgrading and growth, and structural and endogenous opportunities are still significant.

With the further optimization of urban management and residents' learning effect in response to the epidemic, and the continuous introduction and implementation of a series of policies to stabilize growth and promote consumption, the unfavorable factors affecting consumption in the early stage are improving, and the overall demand for consumption is gradually recovering. The signs are: the consumer confidence index has stabilized, and the social zero data accelerated in August.

　　CICC believes that in the medium and long term, China's consumer market still has room for sustainable development.

The gradual optimization of the income structure will promote the expansion of the mass consumer market. China's huge multi-level market has created new opportunities for consumer companies to sink their channels. Consumption upgrading, category popularization, and the rise of domestic products have become the general trend. The demographic changes have brought new opportunities. need.

Under the resonance of multiple factors, the Chinese consumer market has sustained development momentum, providing a broad space for the further growth of Chinese consumer companies.