酒类
白酒:2023年1月,白酒行业线上(京东+天猫)销售额62.18亿元,同比+9.8%,环比+160.7%。拆分量价来看,白酒线上(京东+天猫)销量950.53万件,同比+1.0%,环比+115.9%;销售均价654.19元/件,同比+8.7%,环比+20.8%。分公司看,贵州茅台/五粮液/泸州老窖销售额7.52/11.82/2.33亿元,同比+22.8%/+7.5%/+38.8%,销量分别为40.54/84.95/47.21万件,同比-0.1%/+12.7%/+36.7%,销售均价分别为1,855.81/1,390.98/494.47元/件,同比+4.8%/+8.9%/+1.6%。
啤酒:2023年1月,啤酒行业线上(天猫+京东)销售额2.71亿元,同比-29.6%,环比+98.2%,拆分量价来看,销量260.07万件,同比-39.6%,环比+83.3%,均价104.29元/件,同比+16.7%,环比+8.2%。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0.42/0.22/0.12/0.04/0.14亿元,同比-35.3%/-30.0%/-7.6%/-82.7%/-22.7%;销量分别为39.17/22.16/17.57/7.15/16.24万件,同比-42.6%/-31.1%/-8.4%/-87.5%/-25.2%;销售均价为106.70/100.93/68.57/57.77/88.19元/件,同比+12.7%/+1.5%/+0.8%/+38.8%/+3.4%。
乳制品
2023年1月,乳制品行业线上(京东+天猫)销售额20.36亿元,同比-11.7%,环比+11.4%。拆分量价来看,本月线上销量2,451.44万件,同比-25.4%,环比+4.4%;均价83.04元/件,同比+18.5%,环比+6.7%。分公司看,伊利/蒙牛/光明/飞鹤/金典销售额4.94/4.21/0.63/2.50/0.33亿元,同比+17.4%/-23.9%/-36.6%/-17.6%/+45.6%;伊利/蒙牛/光明/飞鹤/金典销售量分别为587.02/572.52/118.12/74.46/35.71万件,同比-8.8%/-29.4%/-38.1%/-31.1%/+71.7%;销售均价分别为84.10/73.61/53.42/336.07/93.45元/件,同比+28.7%/+7.8%/+2.4%/+19.6%/-15.2%。
休闲零食
2023年1月,休闲零食行业线上(天猫+京东)销售额77.07亿元,同比-31.7%,环比+34.5%。拆分量价来看,本月线上销量18,353.15万件,同比-41.8%,环比+5.8%;均价41.99元/件,同比+17.4%,环比+27.2%。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5.46/5.96/0.95/0.19/0.16亿元,同比-58.2%/-30.6%/-11.2%/+44.3%/-0.2%;分别实现销量1,035.45/1,312.97/253.86/111.96/68.37万件,同比-59.5%/-36.9%/-21.0%/+60.3%/+0.8%,均价分别为52.74/45.43/37.37/17.10/22.99元,同比+3.2%/+9.9%/+12.4%/-10.0%/-1.0%。
调味品
2023年1月,调味品行业酱油/火锅调料/醋/蚝油线上(京东+天猫)销售额0.54/0.85/0.19/0.07亿元,同比-44.3%/-37.6%/-22.9%/-29.2%,环比-27.8%/-31.3%/-26.1%/-26.6%。基础调味品中,酱油方面,海天/千禾/厨邦销售额0.45/0.34/0.09亿元,同比-48.1%/-2.6%/-19.8%,销量237.96/148.74/61.36万件,同比-39.4%/+12.5%/-3.9%,均价同比-14.3%/-13.4%/-16.5%;食用醋方面,恒顺醋业销售额0.07亿元,同比-23.8%,销量42.10万件,同比-26.6%,均价同比+3.8%。复合调味品中,海底捞/好人家销售额0.56/0.15亿元,同比-25.9%/-2.0%,销量2,614.02/84.08万件,同比+702.9%/-4.4%,均价同比-90.8%/+2.5%,环比-91.9%/-0.8%。
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。