Consumption reference 丨 Dongpeng drink, start to save money

Author:21st Century Economic report Time:2022.08.16

Reporter He Hongyuan and Chen Sha reports from the 21st Century Business Herald reporters

Dongpeng drinks, which are also growing in the growth period, began to learn another way of living.

On August 15, the company released a semi -annual report. In the current period, its revenue was 4.291 billion yuan, an increase of 16.54%year -on -year; net profit was 755 million yuan, a year -on -year increase of 11.66%.

This result looks good in the current market environment.

On August 15, the data released by the National Bureau of Statistics showed that in July, the total retail sales of consumer goods in my country was 3587 billion yuan, an increase of 2.7%year -on -year. From the perspective of the product structure, the growth rate of beverage is only 3%.

However, compared with the level of historical growth, the net interest rate level of Dongpeng beverage seems a bit difficult. From 2019 to 2021, Dongpeng beverage revenue was 4.209 billion yuan, 4.959 billion yuan, and 6.978 billion yuan, and net profit was 571 million yuan, 812 million yuan, and 1.193 billion yuan. The operating income growth rate was 38.56%and 17.81, respectively. %, 40.72%, net profit growth rates were 164.36%, 42.32%, and 46.90%, respectively.

In the first half of this year, the growth rate of net profit slowed down, and the big reason behind it was that the cost soared. In the second quarter, the average price of polyester sections of large raw materials rose by 38.97%year -on -year in 2021, white sugar rose 7%year -on -year, and pushed the gross profit margin of Dongpeng beverage by 4.21pcts to 42.68%.

The company is also changing.

Excluding the influence of the heavy classification of shipping costs, the sales cost of Dongpeng beverage in the second quarter was -12.2%to 365 million year-on-year, and the sales rate of the comparable caliber was -5.11pcts to 16.0%year-on-year. Perhaps it is related to saving the promotion cost of listing projects in the first half of last year (66.6666 million). Management cost rate-1.29ppcts to 2.7%.

It is worth mentioning that in the second quarter, Dongpeng Beverage's financial costs were about 13.61 million yuan (the same period last year was -1.99 million), which was mainly obtained by obtaining low-cost funds through credit cards and notes. The increase in the amount of high -yields such as the deposit deposit is related to the increase.

For Dongpeng drinks, the growth of net profit under the cost of raw materials proves the flexibility of the company's operation.

But on the other hand, with the end of the Red Bull brand dispute, the competitive pressure facing Dongpeng beverages will become increasing.

On August 16, Dongpeng beverage closed at 160 yuan, an increase of 3.41%.

On the same day, the Shanghai Stock Exchange 80 Index closed at 6109.65 points, a decrease of 0.74%.

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