[研报PDF] 2022年11月食品饮料线上销售月报

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  酒类

  白酒:2022年11月,白酒行业线上(京东+天猫)销售额37.09亿元,同比+7.7%,环比+105.2%。拆分量价来看,白酒线上(京东+天猫)销量529.24万件,同比-5.5%,环比50.8%;销售均价700.77元/件,同比14.0%,环比36.1%。分公司看,贵州茅台/五粮液/泸州老窖销售额7.93/7.12/1.38亿元,同比+20.5%/+21.5%/7.5%,销量分别为40.64/32.98/31.55万件,同比+11.0%/-7.7%/+24.7%,销售均价分别为1,950.37/2,160.16/436.04元/件,同比+8.6%/31.7%/-13.8%,线上市占率分别为+21.0%/+19.2%/+8.0%。

  啤酒:2022年11月,啤酒行业线上(天猫+京东)销售额2.13亿元,同比-21.4%,环比+13.7%,拆分量价来看,销量231.22万件,同比-28.6%,环比+12.3%,均价91.92元/件,同比+10.1%,环比+1.2%。分品牌看,青岛啤酒/百威/雪花/哈尔滨啤酒/乌苏啤酒分别实现销售额0.26/0.23/0.06/0.08/0.07亿元,同比-8.5%/-33.6%/-15.4%/-60.8%/-7.5%;销量分别为25.26/25.81/10.93/16.79/8.45万件,同比-17.0%/-27.1%/-18.8%/-66.6%/-7.9%;销售均价为100.98/88.84/58.18/47.16/87.24元/件,同比+10.2%/-9.0%/+4.3%/+17.1%/+0.5%。

  乳制品

  2022年11月,乳制品行业线上(京东+天猫)销售额26.51亿元,同比-16.5%,环比14.2%。拆分量价来看,本月线上销量3,656.28万件,同比-24.5%,环比+21.2%;均价72.51元/件,同比+10.6%,环比-5.8%。分公司看,伊利/蒙牛/光明/飞鹤/金典销售额4.91/6.13/0.65/3.76/0.09亿元,同比-13.7%/-10.8%/-43.9%/-3.2%/-70.7%;伊利/蒙牛/光明/飞鹤/金典销售量分别为707.60/1,008.85/125.77/97.43/11.44万件,同比-16.0%/+1.7%/-39.3%/-20.7%/-60.3%;销售均价分别为69.34/60.77/51.69/386.07/80.12元/件,同比+2.7%/-12.3%/-7.5%/+22.1%/-26.3%。

  休闲零食

  2022年11月,休闲零食行业线上(天猫+京东)销售额56.13亿元,同比-26.3%,环比23.8%。拆分量价来看,本月线上销量19,345.99万件,同比-32.2%,环比+20.5%;均价29.01元/件,同比+8.7%,环比+2.8%。

  分品牌看,三只松鼠/良品铺子/洽洽/盐津铺子/劲仔分别实现销售额3.21/2.77/0.59/0.22/0.13亿元,同比-58.5%/-52.0%/+4.6%/+142.0%/+7.9%;分别实现销量876.92/1,109.50/220.76/149.53/60.11万件,同比-58.7%/-46.0%/+8.8%/186.0%/+2.5%,均价分别为36.56/24.97/26.66/14.70/22.02元,同比+0.6%/-11.2%/-3.9%/-15.4%/+5.3%。

  调味品

  2022年11月,调味品行业酱油/火锅调料/醋/蚝油线上(京东+天猫)销售额1.11/1.31/0.31/0.13亿元,同比-20.2%/-2.6%/-9.1%/-2.9%,环比+14.0%/+55.5%/+20.7%/+13.7%。基础调味品中,酱油方面,海天/千禾/厨邦销售额0.62/0.60/0.12亿元,同比-38.5%/41.0%/-19.5%,销量261.59/256.25/74.59万件,同比-43.7%/+55.9%/-6.7%,均价同比9.2%/-9.6%/-13.7%;食用醋方面,恒顺醋业销售额0.09亿元,同比-12.2%,销量49.30万件,同比-19.0%,均价同比+8.4%。复合调味品中,海底捞/好人家销售额0.63/0.18亿元,同比-25.4%/-37.0%,销量242.87/97.11万件,同比-25.7%/-47.8%,均价同比+0.4%/+20.7%,环比-2.5%/-6.7%。

  风险提示

  疫情反复风险;经济下行压力增大导致消费能力承压风险;原辅料价格大幅上涨风险;食品安全事件风险。

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