【2024年06月16日訊】(記者張婷綜合報導)中國經濟前景不穩定,中產階級消費者變得不願花錢,這給貴州茅台等高端品牌造成的衝擊最大,即使是端午節假期銷售旺季也未能挽救這一局面。
根據彭博社在6月15日一篇報導中總結的數字,高端白酒製造商貴州茅台、豪華汽車經銷商中升集團和耐克(Nike)分銷商滔搏國際(Topsports International Holdings Ltd.)等今年股價均已下跌10%左右或更多。分析師們將股價表現不佳歸因於中國消費降級趨勢,端午節期間消費低迷以及618購物節的早期消費跡象也證明了這一點。
報導還援引北京投行香頌資本(Chanson & Co.)董事沈萌(Shen Meng)的話說,由於經濟形勢的不確定性很大,整體上存在觀望情緒。中國的中高端品牌提高了產能,但需求卻在減弱,這種差距很可能會損害利潤率,並給股價帶來壓力。
今年的端午節(6月10日)假期期間,貴州茅台的股價不升反降。6月11日,多數A股白酒板塊個股下跌。截至收盤,瀘州老窖跌超4%,古井貢酒、山西汾酒、五糧液也跌超2%。
截至11日收盤,貴州茅台股價大跌3.1%,報1569元(人民幣)/股,總市值為1.97萬億元,一天市值蒸發超過630億元。
彭博社說,貴州茅台的股價今年以來總計下跌了9.9%,與在中國銷售高端啤酒的百威亞太公司(Budweiser Brewing Co APAC)與中升集團(Zhongsheng Group)一起,成為今年恒生指數最差的表現者之一。
傑富瑞金融集團(Jefferies Financial Group Inc.)分析師們表示,儘管零售商提前推出了618促銷活動,但5月份服裝和電器的銷售仍放緩。
報導援引上海誠洲投資管理公司董事Xiang Xiaotian的話說,「高端品牌的下滑趨勢尚未見底。只有經濟和房地產市場在2025年開始穩定,我們才會看到一些改善。」
房地產行業在中國經濟中發揮巨大作用,約占中國家庭財富的60%至70%。然而,近年來房地產行業深陷危機,加劇中國的經濟困境。5月17日,中共國務院召開房地產工作會,推出大幅降低首付比例,降公積金貸款利率、取消商業貸款利率限制等措施來刺激房地產行業,但由於外界仍對這一廣泛紓困計劃持懷疑態度,房地產股在短暫衝上高位後總體上在回落。
彭博社在6月14日的一篇報導中說,歷峰集團(Richemont)旗下的奢華網絡在線購物平台Yoox Net-A-Porter(YNAP)將退出中國市場,因為疲軟的消費支出給在華高端品牌營運帶來越來越大的壓力。
報導引述知情人士的話說,風茂貿易公司是YNAP與阿里巴巴集團控股有限公司的合資企業,目前正在清算中。
歷峰集團發言人在電子郵件聲明中表示,歷峰旗下的線上零售平台YNAP計劃將投資和資源集中在其核心和利潤更高的地區。
責任編輯:林妍#
Subscribe to Updates
Get the latest creative news from FooBar about art, design and business.

MAOTAI, CHINA - SEPTEMBER 22: A sign reading "Maotai Liquor Town" is seen on a street on the Chishui River on September 22, 2016 in Maotai,Guizhou province, China. Distillers in the famous Maotai town along the Chishui River produce well over half of the country's baijiu, the potent traditional Chinese wine made with fermented sorghum that is popular at state functions and often sells for hundreds of dollars per bottle. The most famous wine brands have long used the Chishui as their prime water source, giving the 437-kilometer long mainstream of the river a treasured reputation as being the "River of Wines". That the area is also revered as the site of a 1935 revolutionary battle led by Mao Zedong during the historic Long March of the Red Army has fortified efforts to protect the ecology of the Chishui and the river basin. This year, governments in the three provinces that the river crosses imposed strict measures to curb sewage disposal, over-development, and environmental degradation. As a result, the Chishui, which literally means "red water river' due to its reddish sentiment, is the only branch of the upper Yangtze that is not polluted, has no dams or reservoirs on its mainstream, and will eventually have a full ban on fishing. Authorities also closed nearly five hundred distilleries and paper mills. Major distillers dependent on the health of the "River of Wines" pay millions of dollars per year toward environmental maintenance and enforcement. (Photo by Kevin Frayer/Getty Images)
圖為貴州茅台資料照。(Kevin Frayer/Getty Images)
Previous Article橋水創辦人達利歐:中國經濟正在進入百年風暴
Next Article 菲律賓向聯合國確認菲國在南海大陸架範圍
Related Posts
Add A Comment