行业研究报告题录
制造业--酒、饮料和精制茶制造业(2018年第9期)
(报告加工时间:2018-04-23 -- 2018-05-01)

境外分析报告

  • 加纳食品和饮料报告 - 2018第二季度
    Agriculture remains the most significant sector of the economy, accounting for about half of GDP and a significant chunk of export inflows. The Ghanaian agriculture sector is dominated by cocoa and the industry is attempting to significantly increase domestic production and consumption. The agricultural sector is benefiting from overseas funding support. The United States Agency for International Development has attracted USD156mn in support for smallholder farmers in Ghana through the Financing Ghanaian Agriculture Programme. Ghana is working towards reducing food exports. Despite significant agricultural potential, Ghana imports roughly two-thirds of staple products (such as wheat and rice). An investment programme aims to support 1mn farmers by 2021, in the hopes of reducing reliance on imports.
  • 菲律宾食品和饮料行业报告(2018-2019年)
    The manufacturing industry in the Philippines is the top contributor to the country’s economic growth, while the food and beverage (F&B) sector is among the largest contributors within the manufacturing industry. The F&B sector accounted for 10% of GDP and for 51.2% of the nominal gross value added (GVA) of the Philippine manufacturing industry in 2017, according to official data from the Philippine Statistics Authority (PSA). The performance of the F&B sector is shaped by food manufacturing, with beverage production accounting for just 4.2% of the total value added of manufacturing.
  • 南非饮食报告 - 2018年第二季度
    Although South Africa's wider food industry is comfortably Africa's most advanced, the market remains some way behind most developed states when it comes to organics. Food production is a major manufacturing sector, accounting for about 15% of overall domestic production. The sector is highly competitive, with more than 1,800 food production companies. However, 10 large players dominate the industry, accounting for 68% of total turnover.
  • 印尼食品和饮料报告 - 2018年第二季度
    Global food companies such as Nestlé and Unilever have expanded their production facilities in the country in recent years. Confectionary imports are only within the reach of the wealthy minority, leaving the mass market to domestic competition. An estimated 88% of the country's population is Muslim, thus the demand for halal-certified products is high. The government continues to invest in agriculture and has set a target of becoming self-sufficient in maize production in 2018. Around 3mn new hectares of maize plantations were established in 2017.

投资分析报告

  • 食品饮料果汁行业:健康化需求带来的高端化变革,NFC引领果汁行业升级-深度报告
    目前软饮料行业中果汁行业产量同比增速最低,在 2013 年行业更是出现了负增长的局面;主要原因是需求端发生了巨大变化,占据大量份额的低端果汁不再受青睐,2016年我国果汁市场出现销量、销售额双下滑。低浓度果汁近年销量与销售额持续下跌;中果汁表现则接近果汁整体,加价减量销售额增长幅度进一步放缓;纯果因为其营养价值高,消费基数小,近年呈量价齐升趋势,成为果汁消费升级的方向。正如我们题目所说,健康化的需求来带高端化的需求,纯果汁增长空间广阔。 
  • 啤酒行业:伟大的啤酒并购与整合剖析百威英博全球并购成功之因
    百威英博发展至今已是一家 2100 亿美元市值的公司,目前公司占有全球销量 30%的市场份额,EBITDA 利润占比更是高达 55%。公司是 21 世纪并购做的最成功的典范,它的成功值得国内啤酒乃至整个消费品领域学习。本文详细分析了百威的管理以及激励制度的独特之处、管理成本的手法、整合效果差异的原因以及公司的竞争优势,以便于投资者更好的了解公司乃至啤酒行业。

如果没有您需要的报告,您可以到行业研究报告数据库(http://hybg.hbsts.org.cn )查找或定制

如果您在使用中有任何问题,请及时反馈给我们。