大伟大伟
2022-09-15
小五考试40分经过努力考了60分，小茅、小洋，小骨，本来就考95分，这次考了96分，但小五很高兴，天天说，真不知羞耻呀。
上市白酒公司合同负债排行榜：9家公司合同负债同比减少 五粮液降幅最大
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18:49","market":"hk","language":"zh","title":"上市白酒公司合同负债排行榜：9家公司合同负债同比减少 五粮液降幅最大","url":"https://stock-news.laohu8.com/highlight/detail?id=2265306482","media":"新浪证券","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 目前20家上市白酒公司已经全部披露完半年报，和2021年同期相比，今年上半年营收增速普遍放缓。 从合同负债变动来看，有11家公司合同负债同比在增加，9家公司在减少。合同负债降幅最大的五家公司是五粮液、金种子酒、酒鬼酒、顺鑫农业、伊力特。","content":"<html><body><div>\n<blockquote><p> 炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p> <span>出品：新浪财经上市公司研究院</span></p>\n<p> <span>作者：浪头饮食/ 郝显</span></p>\n<p> <em>目前20家上市白酒公司已经全部披露完半年报，和2021年同期相比，今年上半年营收增速普遍放缓。2021年上半年20家上市白酒公司营收增长率中位数为33%，今年上半年则降为21%。</em></p>\n<p> <em>在经济下行及疫情管控双重影响下，作为可选消费品的白酒受到较大冲击，白酒公司的分化进一步加深。</em></p>\n<p> <em>分价格带来看，高端白酒由于自身的送礼及收藏属性，相对来说抗风险能力更强，上半年仍保持了稳定增长。次高端出现较大分化，主要原因是其消费场景——婚宴及商务宴请受到抑制，部分次高端白酒公司仍保持快速增长，部分公司增长则显著放缓。低端白酒营收已经开始出现大幅下滑，低端白酒龙头<span><a href=\"https://laohu8.com/S/000860\">顺鑫农业</a></span><span></span>是上半年唯一营收同比下滑的白酒公司，甚至连头部白酒公司的中低端品牌收入也出现下滑。</em></p>\n<p> <em>高端白酒内部也在暗流涌动，<span><a href=\"https://laohu8.com/S/600519\">贵州茅台</a></span><span></span>推出1935，抢占千元价格带。作为白酒老二的<span><a href=\"https://laohu8.com/S/000858\">五粮液</a></span><span></span>上半年营收增速降到了12%，低于茅台、<span><a href=\"https://laohu8.com/S/000568\">泸州老窖</a></span><span></span>，与此同时其合同负债也在大幅减少。</em></p>\n<p> <em>从估值来看，白酒公司的估值中枢今年以来在显著下移，2021年底上市白酒公司市盈率（TTM）中位数约为54倍，而截至9月5日，已经下降到38倍。贵州茅台的市盈率从此前的51倍下降到41倍，<span><a href=\"https://laohu8.com/S/603589\">口子窖</a></span><span></span>、<span><a href=\"https://laohu8.com/S/603369\">今世缘</a></span><span></span>、五粮液三家酒企市盈率已经降到了25倍以下。</em></p>\n<p> <em>白酒指数2021年2月中旬见顶，到目前为止指数跌幅约为31%。个股则更惨烈，顺鑫农业在这期间跌去近70%的市值，五粮液也跌去了50%。</em></p>\n<p> <em>站在目前这个时点，究竟该如何看待白酒公司？我们从半年报中选出了一些重要的财务指标，透视白酒公司。</em></p>\n<p> 合同负债是反应白酒公司经营情况的重要指标，白酒公司一般采用先款后货模式，厂商发货前经销商打的款都计入合同负债，合同负债既可以反应白酒公司的经营情况，也是白酒公司业绩蓄水池。</p>\n<p> 2022年上半年20家白酒公司在总共实现379.4亿元合同负债，比上年同期增加17.71亿元。贵州茅台以96.69亿元的合同负债规模排在第一名，相比上年同期还增加了4.25亿元。排第二的是<span><a href=\"https://laohu8.com/S/002304\">洋河股份</a></span><span></span>，规模达到79.08亿元，同比增长了43.35%。其次是<span><a href=\"https://laohu8.com/S/600809\">山西汾酒</a></span><span></span>、<span><a href=\"https://laohu8.com/S/000596\">古井贡酒</a></span><span></span>和泸州老窖，合同负债规模分别为48.44亿元、34.28亿元、23.3亿元，分别同比增长48.66%、54.85%、65.44%。</p>\n<p> 值得一提的是，2021年同期五粮液合同负债达到63.28亿元，仅次于茅台的92.44亿元。但是今年上半年一举下滑至18.77亿元，排名也掉到第七位，与<span><a href=\"https://laohu8.com/S/600559\">老白干酒</a></span><span></span>持平。</p>\n<p> 合同负债规模排最后的是皇台酒业、<span><a href=\"https://laohu8.com/S/002646\">天佑德酒</a></span><span></span>、<span><a href=\"https://laohu8.com/S/600199\">金种子酒</a></span><span></span>、<span><a href=\"https://laohu8.com/S/600197\">伊力特</a></span><span></span>，合同负债均不足1亿元。</p>\n<p> 从合同负债变动来看，有11家公司合同负债同比在增加，9家公司在减少。合同负债增幅最大的五家公司是<span><a href=\"https://laohu8.com/S/600696\">岩石股份</a></span><span></span>（维权）、泸州老窖、今世缘、古井贡酒、<span>金徽酒</span><span></span>。合同负债降幅最大的五家公司是五粮液、金种子酒、<span>酒鬼酒</span><span></span>、顺鑫农业、伊力特。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/677/w550h1727/20220906/2c4d-ccd5933f09fc96eddd12846c44181e62.png\"/><span></span></div>\n<div>\n<span>炒股开户享福利，入金抽188元红包，100%中奖！</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：公司观察</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>上市白酒公司合同负债排行榜：9家公司合同负债同比减少 五粮液降幅最大</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n上市白酒公司合同负债排行榜：9家公司合同负债同比减少 五粮液降幅最大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-06 18:49 北京时间 <a href=https://finance.sina.com.cn/stock/observe/2022-09-06/doc-imqqsmrn8014672.shtml?finpagefr=p_115><strong>新浪证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 出品：新浪财经上市公司研究院\n 作者：浪头饮食/ 郝显\n 目前20家上市白酒公司已经全部披露完半年报，和2021年同期相比，今年上半年营收增速普遍放缓。2021年上半年20家上市白酒公司营收增长率中位数为33%，今年上半年则降为21%。\n 在经济下行及疫情管控双重影响下，作为可选消费品的白酒受到较大冲击，白酒公司的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/observe/2022-09-06/doc-imqqsmrn8014672.shtml?finpagefr=p_115\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK0183":"MSCI概念","BK0175":"白马股","BK0187":"一线龙头","BK0028":"国家队","BK0196":"行业龙头","BK0012":"证金概念","BK0164":"国企混改","BK0215":"饮品","000858":"五粮液","BK0188":"融资融券"},"source_url":"https://finance.sina.com.cn/stock/observe/2022-09-06/doc-imqqsmrn8014672.shtml?finpagefr=p_115","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2265306482","content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 出品：新浪财经上市公司研究院\n 作者：浪头饮食/ 郝显\n 目前20家上市白酒公司已经全部披露完半年报，和2021年同期相比，今年上半年营收增速普遍放缓。2021年上半年20家上市白酒公司营收增长率中位数为33%，今年上半年则降为21%。\n 在经济下行及疫情管控双重影响下，作为可选消费品的白酒受到较大冲击，白酒公司的分化进一步加深。\n 分价格带来看，高端白酒由于自身的送礼及收藏属性，相对来说抗风险能力更强，上半年仍保持了稳定增长。次高端出现较大分化，主要原因是其消费场景——婚宴及商务宴请受到抑制，部分次高端白酒公司仍保持快速增长，部分公司增长则显著放缓。低端白酒营收已经开始出现大幅下滑，低端白酒龙头顺鑫农业是上半年唯一营收同比下滑的白酒公司，甚至连头部白酒公司的中低端品牌收入也出现下滑。\n 高端白酒内部也在暗流涌动，贵州茅台推出1935，抢占千元价格带。作为白酒老二的五粮液上半年营收增速降到了12%，低于茅台、泸州老窖，与此同时其合同负债也在大幅减少。\n 从估值来看，白酒公司的估值中枢今年以来在显著下移，2021年底上市白酒公司市盈率（TTM）中位数约为54倍，而截至9月5日，已经下降到38倍。贵州茅台的市盈率从此前的51倍下降到41倍，口子窖、今世缘、五粮液三家酒企市盈率已经降到了25倍以下。\n 白酒指数2021年2月中旬见顶，到目前为止指数跌幅约为31%。个股则更惨烈，顺鑫农业在这期间跌去近70%的市值，五粮液也跌去了50%。\n 站在目前这个时点，究竟该如何看待白酒公司？我们从半年报中选出了一些重要的财务指标，透视白酒公司。\n 合同负债是反应白酒公司经营情况的重要指标，白酒公司一般采用先款后货模式，厂商发货前经销商打的款都计入合同负债，合同负债既可以反应白酒公司的经营情况，也是白酒公司业绩蓄水池。\n 2022年上半年20家白酒公司在总共实现379.4亿元合同负债，比上年同期增加17.71亿元。贵州茅台以96.69亿元的合同负债规模排在第一名，相比上年同期还增加了4.25亿元。排第二的是洋河股份，规模达到79.08亿元，同比增长了43.35%。其次是山西汾酒、古井贡酒和泸州老窖，合同负债规模分别为48.44亿元、34.28亿元、23.3亿元，分别同比增长48.66%、54.85%、65.44%。\n 值得一提的是，2021年同期五粮液合同负债达到63.28亿元，仅次于茅台的92.44亿元。但是今年上半年一举下滑至18.77亿元，排名也掉到第七位，与老白干酒持平。\n 合同负债规模排最后的是皇台酒业、天佑德酒、金种子酒、伊力特，合同负债均不足1亿元。\n 从合同负债变动来看，有11家公司合同负债同比在增加，9家公司在减少。合同负债增幅最大的五家公司是岩石股份（维权）、泸州老窖、今世缘、古井贡酒、金徽酒。合同负债降幅最大的五家公司是五粮液、金种子酒、酒鬼酒、顺鑫农业、伊力特。\n\n\n炒股开户享福利，入金抽188元红包，100%中奖！\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：公司观察","news_type":1},"isVote":1,"tweetType":1,"viewCount":1213,"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":103,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7654605,"commentId":"7654605","gmtCreate":1663210780938,"gmtModify":1663210786394,"authorId":3557195192211409,"author":{"id":3557195192211409,"idStr":"3557195192211409","authorId":3557195192211409,"name":"Speculator 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