Kuvandudzwa kwemari muindasitiri yedoro kuri kuenda kupi?Kusvika kupi kukwidziridzwa kwepamusoro-soro kunoonekwa?

Nguva pfupi yadarika, Changjiang Securities yakaburitsa gwaro rekutsvagisa ichiti kunwiwa kwazvino kwedoro munyika yangu kuchiri kudzorwa nemagiredhi epakati neakaderera, uye kugona kwekusimudzira kwakanyanya.Iwo maonero makuru eChangjiang Securities ndeaya anotevera:

Iwo magiredhi makuru ezvigadzirwa zvedoro achiri kutungamirwa nepakati-kusvika-akaderera mamakisi, uye kugona kwekusimudzira kuchiri kukuru.Kubva muna 2021, avhareji yemutengo wezvinwiwa zvisiri-zvino ichiri 5 yuan/500ml, zvichireva kuti kubva padanho rekushandiswa kwechigadzirwa ikozvino, kushandiswa kukuru kwepamba kuchiri kubva kune zvigadzirwa zvakaderera.Zvigadzirwa zvihombe zvimwechete zvinonyanya kusimudzirwa uye kukwidziridzwa (chikamu chemukati chinoramba chichiwedzera) chinonyanya kuiswa pamutengo wechipiri wepamusoro (6 ~ 10 yuan).Sezvo hutsva hutsva hwe8 yuan huchitsiva yekare ye5 yuan, inotarisirwa kuti ichiri kushandiswa kune indasitiri Kuunza kuwedzera kwe60% mutengo;uyezve, indasitiri yemhando yepamusoro-yepamusoro-yepamusoro-yepamusoro-yepamusoro-yepamusoro-yepamusoro-yepamusoro-yepamusoro-yepamusoro-yemutengo bhendi zvigadzirwa zviri kumhanyisa marongero, zvichigara zvichipfumisa mepu yekuvandudza yezvigadzirwa zvedoro.

Kukanganisa kwenguva pfupi kwedenda kunokwevera pasi kukwidziridzwa kwedoro, uye kudzoreredza kwakazara kwemamiriro enguva yemberi kunotarisirwa kufambisa mutengo wekuwedzera.Iyo yepamusoro-yekupedzisira nzira yekugadzirira-ku-kunwa (catering, varaidzo) migero, iyo inoverengera hafu yezvinwiwa zvedoro, yakawedzera zvakanyanya kana ichienzaniswa neasina-nzvimbo-zvinwiwa.Zvirambidzo zvezviitiko zvakadaro zvakaitika nguva nenguva kubva padenda.Naizvozvo, iyo indasitiri mutengo wekuwedzera mumakore maviri apfuura haisi overdraft.Kana mberi, asi kudziviswa.Mune ramangwana, nekudzoreredza kuzere kwechizvino chekushandisa chiitiko, iyo indasitiri inotarisirwa zvakare kuunza kukurumidza kusimudzira (mutengo wekuwedzera).

Shanduko uye shanduko muchikamu chedoro kubva mushumo wemari

Tichitarisa kubva mukukura kwekuita kwechikamu chedoro muna 2021, maitiro ekuwedzera mutengo-anotungamirwa nepurofiti anoenderera mberi;Pfungwa huru yechikamu chedoro ichiri kuvandudza purofiti inofambiswa nekuvandudzwa kwechigadzirwa, pamwe nekuvandudzwa kunotungamirwa nekudzikiswa kwemitengo uye kukwidziridzwa kwakanaka, inova danho rekusimudzira reindasitiri.ye "open source" uye "throttle".

Mwaka wepamusoro wa2022 uchaunza hwaro hwakaderera hwekutengesa, uye rutivi rwekudiwa uye kudzvanywa kwemutengo zvinounza kuvhiringika.Iyo indasitiri yekutengesa huwandu kubva muna Chivabvu kusvika Gunyana 2021 ichaderera ne6 ~ 10% gore-pagore;kubva pa21Q4 kusvika 22Q1, huwandu hwekutengesa kweindasitiri yedoro hucharamba huri mukati ± 2% kana ichienzaniswa neCAGR muna 2019, uye iyo inotevera 22Q2 indasitiri yedoro ichapinda munguva yeyakaderera base vhoriyamu Zvisinei, kubva munaKurume, kutenderera kutsva kwedenda kwave. yakanganisawo kutakurwa kwezvinhu uye mashandisiro ekushandisa, uye zvinotarisirwa kuti pachave nekune nyonganiso yekuda kudiwa mu22Q2.Pamusoro pezvo, zvigadzirwa zvedoro zvakakwira kusvika kune madhigirii akasiyana, izvo zvakakonzera kutenderera kutsva kwekuwedzera kwemitengo muindasitiri mu21Q4.Zvinotarisirwa kuti nekushandiswa kweiyo indasitiri yemitengo yekuwedzera migove, kumanikidzwa kunotarisirwa kudzikira zvishoma nezvishoma.

Kukwidziridzwa kwemhando, kushambadzira kwekushambadzira, uye bvisa stereotype yechigadzirwa homogeneity uye yakaderera mhando

Kukwidziridzwa kwepamusoro-soro kweindastiri kwaputsa fungidziro yekuti zvigadzirwa kazhinji zvakaderera-mhando, uye mari yekushambadzira inotarisa zvakanyanya pakukwana pakati pechigadzirwa nechigadzirwa, kuitira kuti isvike kuchizvarwa chechidiki.

Mumakore achangopfuura, kudzokororwa kwechigadzirwa muindasitiri yedoro kwakawedzera, uye nzira yacho yakajeka - giredhi yechinyakare yakawedzera (yakakwira wort concentration), chena doro flavour (kuwedzera kwefruity flavour), kugadzira kugadzira / kusiri doro uye kunyangwe zvimwe zvakaderera-. alcohol category extension of non-doro .Kushambadzira kunotarisa pane zvechigadzirwa uye kutaridzika kwemhando-kugadziriswa kwemhando dzepasirese uye kwepamusoro-kuguma fission yemhando dzemuno.

Sarudza vatauriri vadiki uye vanotaurirana, pinza zvigadzirwa zvakasimba zvetsika uye zvevaraidzo, uye simbisa toni yemhando uye zvigadzirwa;kunyanya kusimbiswa kunoiswa pakutaurirana nevatengi mukushambadzira.


Nguva yekutumira: May-31-2022