关于拆股、回购、出海、业绩目标...贵州茅台最新回应来了

格隆汇2024-12-17

今日下午，贵州茅台召开2024年第三季度业绩说明会。会上，公司管理层对拆股、回购、年度目标、国际化等市场关注问题进行了回应。重视市值管理今年以来，白酒行业业绩承压明显，且白酒股股价表现较差。以贵州茅台为例，公司股价今年以来累计跌超8%，最新报1558元/股，总市值1.96万亿元。对于拆股问题，贵州茅台董事长张德芹回应称，关于贵州茅台是否拆股，股东观点不完全统一，有人赞成，有人反对，都是站在为...

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Kweichow Moutai's latest response is here","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"83189":1,"600519":0.9,"03189":1},"content_text":"今日下午，贵州茅台召开2024年第三季度业绩说明会。会上，公司管理层对拆股、回购、年度目标、国际化等市场关注问题进行了回应。重视市值管理今年以来，白酒行业业绩承压明显，且白酒股股价表现较差。以贵州茅台为例，公司股价今年以来累计跌超8%，最新报1558元/股，总市值1.96万亿元。对于拆股问题，贵州茅台董事长张德芹回应称，关于贵州茅台是否拆股，股东观点不完全统一，有人赞成，有人反对，都是站在为贵州茅台好的角度，各有利弊。拆股与不拆股，也均有成功的案例可以借鉴。张德芹表示，贵州茅台董事会需要从公司健康稳定可持续发展、股东长期利益等方面系统考虑，审慎决策。他还强调：“一直以来，茅台高度重视市值管理，对各类市值管理工具进行了认真的分析论证。”除了拆股，贵州茅台此前公告称，拟回购30亿元-60亿元的股份，用于注销并减少注册资本，回购价格不超过1795.78元/股（含），回购股份期限为股东大会审议通过回购方案之日起12个月内。对此，贵州茅台副总经理、财务总监、董事会秘书蒋焰回应称，这是贵州茅台首次实施回购股份计划，目前即将完成专业中介机构比选、回购专用账户开立等前期工作。这些工作一经完成，贵州茅台将按照中国证监会和上海证券交易所的有关规定，及时披露回购报告书，并开展股份回购的相关工作。此外，蒋焰还提到，今年1-9月，贵州茅台经营活动产生的现金流量净额444.21亿元，同比减少55.81亿元，同比下降11.16%，主要是财务公司不可提前支取的定期存款和央行法定存款准备金增加。剔除财务公司数据后，经营活动产生的现金流量增幅与收入增幅基本一致。目前，贵州茅台现金流充沛，流动性良好。有信心完成业绩目标对于今年的业绩增长目标，张德芹表示，贵州茅台有信心完成15%的年度营业总收入增长目标。公司的年度经营目标是基于生产、市场、基酒等多重要素科学制定的。去年，贵州茅台实现营收1505.6亿元，以15%的增长目标计算，今年的营收要达到1731.44亿元。今年前三季度，贵州茅台实现营业总收入1231.23亿元，同比增长16.91%；归母净利润净利润为608.28亿元，同比增长15.04%。这意味着，贵州茅台四季度的营收需要达到500.21亿元，与去年四季度的452.44亿元相比，需要增长10.56%。国内渠道布局上，张德芹表示，当前，公司已形成比较完整的渠道生态系统。从报表口径来看，批发渠道包括社会经销、电商、商超等，直销渠道包括自营公司、i茅台等。今年前三季度，直销渠道收入519.89亿元，同比增长12.51%。此外，茅台还在积极进行国际化布局。张德芹表示，国际化是公司重要战略之一。年初至今，公司管理层相继赴欧洲、北美、东南亚等地，开展调研和市场推广。2023年，贵州茅台在海外实现营业收入43.5亿元，占总收入的2.89%；毛利率为92.18%，同比增长0.14个百分点。截至今年三季度末，贵州茅台有106个海外经销商。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.31.5","shortVersion":"4.31.5","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2492011954"}