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报告导航：研究报告— 农业与食品—食品饮料
2000-2008年中国食品饮料行业投资方向分析报告
字数:5.2万 页数:310 图表数:395
中文电子版:8000元 中文纸版:8000元 发布日期:2008-07
英文电子版:3000美元 英文纸版:2800美元
编号:AY018 附件:下载 购买报告

　　《2000-2008年中国食品饮料行业投资方向分析报告》研究的是食品饮料行业的45家上市公司2000-2008年的所有投资项目，总结了该行业的投资趋势，以及各企业的投资特点和投资趋势。

　　根据我们对已公开资料的统计，从2000年到2008年，食品饮料行业上市公司的投资经历了一个投资额急剧上涨而后放缓的阶段。具体而言，投资总额在2000年到2005年五年间迅速增加了两倍有多，并在2005年成功突破了100亿元大关。而随后的2006、2007两年，投资总额缓慢地下降，但仍然保持着较高水平。2008年的公开数据还比较少，发展趋势还有待观察。

　　从下面的食品饮料行业上市公司项目投资的趋势图可以看出，2003年以前，非募集资金投资起着主导作用，2003年以后，非募集资金的投资占绝对优势。

图：2000-2008食品饮料上市公司投资
 200807231.gif

　　从2000年到2008年，食品饮料上市公司投资最多的四个子行业分别为白酒、啤酒、调味发酵品以及乳品业，其中对白酒和啤酒领域的投资都超过了90亿元。另外由于房地产业的繁荣，也有不少投资进入了房地产业。

图：2000-2008食品饮料行业上市公司投资统计图(按细分行业)
 200807232.gif

　　本报告总结分析了45家食品饮料上市公司的项目投资情况，譬如000729燕京啤酒。

200807233.gif

　　从下图可以看出，燕京啤酒在华北的投资最多，达到11.69亿元；其次为华南和华中地区，分别达到7.93亿和6.37亿元。

图：燕京啤酒2000-2008年投资按地区分布图
 200807234.gif

000729 燕京啤酒 投资特点

公司专注于啤酒的生产和销售。未来，公司将进一步做好主业，重点扩大啤酒的生产与销售，拓宽产品的销售渠道，扩大市场占有率。
发展战略是重点发展优势地区，已经形成北京、广西、内蒙古三个重点利润中心，福建、湖北等省份在逐步培养中。近年来在华北与华南的投资最多，华中、西南、华东亦有不少投资；每年均有较为固定的投资支出。
在扩大大众产品销量的基础上，不断充实中高档产品， 提高中高档酒的比例；在营销方面，积极培育北京、广西、内蒙、福建、湖北五大强势核心市场，并成为奥运会赞助商，扩大产品知名度；为消化原材料价格上涨的压力，公司推进了西北、东北大麦基地建设，并将在新疆、内蒙建立自己的麦芽基地。投资较为集中。
公司未来的发展重点仍是啤酒的生产与销售，在稳固五大核心市场的前提下，积极向其他省份渗透，因此未来营销方向的投资可能有所增加。


说明：
　　我们统计了自2000年1月1日以来，中国1500多家上市公司公开发布的35000多条募集资金和非募集资金的投资项目信息。我们对所有这些投资项目，分别是按时间、地区、投资目的、投资行业进行分类，经过软件处理和分析师加工，最近形成了各行业的投资方向分析报告。

　　客户在购买本报告时，我们可以将数据更新至最近的一个季度。


The report makes an in-depth analysis on all investment projects financed by 45 listed companies in China’s food and beverage industry, and makes a summary on investment trend of China’s food and beverage industry as well as investment characteristics and trend of all the listed companies.

According to our study on all information released by the listed companies in China’s food and beverage industry, their investment has gone through a sharp rise in the early stage and a slow down in the latter stage in the period 2000 to 2008. The total investment more than tripled in the five years of 2000 to 2005, and broke the mark of CNY10 billion successfully in 2005. Then in the following two years of 2006 to 2007, it started declining slowly, but still remained at a relatively high level. Since we have not got enough information released so far this year by the listed companies to make a conclusion about investment trend of China’s food and beverage industry, so we need wait and see the investment trend.

The following chart shows clearly that non fund raising played a dominant role in investment in the industry before 2003, and it had an absolute superiority after 2003.

Annual Investment of Listed Food & Beverage Companies, 2000-2008
 200807235.gif
Source: ResearchInChina

In the period 2000 to 2008, liquor, beer, condiment & fermentation and dairy products are the four sub-industries which have got the most investment in China’s food and beverage industry. Among which, liquor and beer all had an investment of more than CNY9 billion respectively. Moreover, China’s booming real eastate industry has also attracted much investment.

Annual Investment Trend of Listed Food & Beverage Companies by Segments, 2000-2008 200807236.gif
Source: ResearchInChina

The report summarizes and analyzes all investment projects financed by the 45 listed companies, like Yanjing Beer.

Annual Investment Trend of Yanjing Beer, 2000-2008
 200807237.gif
Source: ResearchInChina

The following chart shows that Yanjing Beer’s investment in North China is the biggest, reaching CNY1.169 billion, and then South China and Central China follow by an investment of CNY793 million and CNY637 million respectively.

Yanjing Beer’s Investment by Region, 2000-2008 
 200807238.gif
Source: ResearchInChina


Investment Characteristics of Yanjing Beer

  • The company is specialized in the production and sales of beer. It will lay more emphasis on the development of its main business in the future with its focuses on expanding the production and sales of beer, broadening its sales channels and enlarging its market share.
  • Its development strategy is to mainly develop the regions with market advantages. So far, Beijing, Guangxi Zhuang Autonomous Region and Inner Mongolia Autonomous Region have become the three key profit centers, and other provinces, like Fujian and Hubei, are in the stage of development. In recent years, it has invested chiefly in North China and South China, followed by Central China, Southwest and East China. The company has a regular amount of investment each year.
  • While expanding the productiona and sales of ordinary beer, the company also makes sustained efforts to improve its mideum- and high-end products and increase their proportions. As for its marketing strategy, it focuses on the development of its five core markets in Beijing, Guangxi Zhuang Autonomous Region, Inner Mongolia Autonomous Region, Fujian Province and Hubei Province. Yanjing Beer has become one of sponsors for 2008 Beijing Olympics to expand the popularity of its brand. Faced with soaring prices of raw materials, it has promoted the construction of barley production bases in Northwest and Northeast, and has established its own malt production bases in Xinjiang Uygur Austonomous Region and Inner Mongolia Autonomous Region. Its investment is rather concentrative.
  • Its future development will still focus on the production and sales of beer. While consolidating its five key markets, it will penetrate the other provinces actively. Therefore, its investment in marketing may increase in the future.


Notes: We can update the data in the report to the most recent quarter, when the report is purchased.

 
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