MG黄
05-18
这就低迷了 酱香型科技兴国 和你闹呢
股价低迷!投资者追问,五粮液回应
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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405180007268b130b65&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600519":"贵州茅台","600809":"山西汾酒","BK0015":"沪股通50","LU0405327494.USD":"ALLSPRING CHINA A FOCUS \"I\" (USD) ACC","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","000858":"五粮液","LU0823426308.USD":"法巴中国股票基金","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC NC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0051755006.USD":"摩根大通中国A (dist)","BK0164":"国企混改","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU0594300419.USD":"富达中国消费基金A","LU0516423174.USD":"FULLERTON LUX FUNDS - 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SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405180007268b130b65&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2436784943","content_text":"见习记者 闻言近日,投资者追问五粮液:“为何近年来股价、业绩增速,均不及山西汾酒、古井贡酒、泸州老窖、贵州茅台等酒企。”投资者追问五粮液背后,担忧其作为曾经的国内白酒龙头,在被贵州茅台超越后,是否还会被其他上市酒企超越。五粮液对此回应,前六大酒企上市公司各有特色,不能仅从增速高低看问题,单股股价较低受“公司总股本在A股白酒企业中排名第一”影响。股价低迷被追问1963年,五粮液首次参加全国评酒大会排名第一,与古井贡酒、泸州老窖特曲、全兴大曲、茅台、西凤酒、汾酒、董酒被业界称为“老八大名酒”,但是五粮液的股价不甚理想,并且落后多家其他上市酒企。投资者在互动平台连环追问:“请问公司股价为什么这么低”“股价为什么超越不了(山西)汾酒、古井贡酒、泸州老窖等”。截至5月17日收盘价,五粮液为156.41元/股,而山西汾酒、古井贡酒、泸州老窖分别为263.77元/股、267.15元/股、189.85元/股。对比五粮液过往股价,2021年2月26日至2024年5月17日,累计跌幅44.49%。记者查询发现,此前投资者在互动平台较少询问股价,并且此次对比了其他上市酒企股价的追问,在近年来尚属首次。五粮液回应称:“五粮液总股本38.82亿股,居本行业上市公司第一,是影响单股股价的重要因素。”追问回购、增持、分红针对五粮液股价不甚理想,投资者追问:“公司股价为什么这低,怎么不回购股份。”五粮液未予以回应,但是2月底有投资者询问回购股份注销事项,到3月中旬五粮液回复:“公司将根据实际情况进行研究。”查询可见,截至5月17日,五粮液未推出回购股份计划。为了能助力股价提升,投资者还关注五粮液的分红、大股东增持等动作。1月8日,有投资者在互动平台询问五粮液,鉴于公司股价连年下跌后,最近又出现持续下跌,对比贵州茅台已经实施特别分红两次,加上公司账上资金充裕,应考虑行业地位及维护公司形象,强烈建议安排一次特别分红或大幅提高2023分红。综合五粮液对分红问题的回复可见,近五年,公司均积极提高分红比率,2023年度发布的分红方案,分红率计划提升至60%。关于大股东增持股份,五粮液集团计划自2023年12月14日起6个月内,以自有资金4亿元至8亿元增持五粮液股份,不设定增持股份的价格区间。截至2024年3月15日,上述增持计划的实施时间过半,五粮液集团的累计增持金额为1.80亿元,未达上述增持计划的增持金额下限。担忧行业老二地位被超越投资者追问五粮液:“在近四年外部环境一样的背景下,公司业绩增速在贵州茅台、泸州老窖、山西汾酒、古井贡酒等上市酒企中连续垫底,并且大幅跑输泸州老窖,请问主要原因是什么?”以2023年归母净利润为例,贵州茅台、泸州老窖、山西汾酒、古井贡酒,分别同比增长19.16%、27.79%、28.93%、46.01%,均超过五粮液的13.19%。其中,五粮液、泸州老窖均是川酒的代表,但是引领其他川酒企业的五粮液,近年来业绩增速多次不及泸州老窖。2021年、2022年、2023年的归母净利润,五粮液分别同比增长17.15%、14.17%、13.19%;泸州老窖分别同比增长32.47%、30.29%、27.79%。五粮液回应称,前六大上市(酒业)公司各有特色,不能仅从增速高低看问题,还要具体分析基数大小、品牌力、品质等。业内人士分析,面对白酒行业呈现结构分化走势,未来竞争的重点将在前六大上市酒企中展开。公开资料显示,2023年,白酒行业在收入规模和整体效益稳步增长情况下,全国规上白酒企业亏损265家、亏损面26.71%。同时,2023年前六大白酒上市公司营业收入,占19家白酒上市公司营业收入总和的81%,占全国白酒规上企业营业收入总和的46%,两者同比均有所提升。“公司除了20年前被贵州茅台反超之外,如何保证曾拥有最好的品牌,不会再被其他名酒超越?”投资者在互动平台追问,五粮液在行业老二的口碑中挣扎,目前不仅有被贵州茅台甩远的趋势(净资产收益率遥遥落后),更有被后来者居上的压力。五粮液仅回复:2024年,公司将继续保持“聚焦主业、做强主业”战略定力,实心干事、科学作为,全面加快高质量发展步伐,努力向产品卓越、品牌卓著、创新领先、治理现代的世界一流企业迈进。编辑:舰长审核:木鱼","news_type":1},"isVote":1,"tweetType":1,"viewCount":1204,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":32,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/307025567285248"}
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