未来十年中国啤酒行业如何赢利二
<P>一问：现在啤酒市场谁在盈利？<p></p></P><P > 盈利是辨证的概念，是多种因素博弈产生的结果。它对所有企业和所有区域来说不是必然的、一定的，这和中国市场的不平衡性（多元化、多结构化）特质是相应的，但这并不排除盈利的规律性特点，这种规律往往表现的是一种盈利的主流，而且这种规律性时刻生长在行业的每个进程中，表面的盈利认知其实是对未来方向的预见。</P>
<P >03年（任何哪一年都可以，差异只是表现上的，并不影响我们对规律的认知）几大啤酒盈利企业和盈利区域大体如下：</P>
<P >一）盈利公司</P>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">盈利分类<p></p></P></TD>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">企业<p></p></P></TD>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">权层<p></p></P></TD>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">盈利地区（分公司）<p></p></P></TD>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">盈利模式权层<p></p></P></TD></TR>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">持续扩大盈利<p></p></P></TD>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">燕京集团<p></p></P></TD>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">天子<p></p></P></TD>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">燕京总部<p></p></P></TD>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">诸侯<p></p></P></TD></TR>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">燕京包头<p></p></P></TD>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">燕京襄樊<p></p></P></TD>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">诸侯<p></p></P></TD></TR>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">燕京无名<p></p></P></TD>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">燕京漓泉<p></p></P></TD>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">诸侯<p></p></P></TD></TR>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">燕京赤峰<p></p></P></TD>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">诸侯<p></p></P></TD></TR>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">扭亏为盈<p></p></P></TD>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">青啤集团<p></p></P></TD>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">天子<p></p></P></TD>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">青岛西安<p></p></P></TD>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">诸侯<p></p></P></TD></TR>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">青岛深圳<p></p></P></TD>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">继续盈利<p></p></P></TD>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">珠江啤酒<p></p></P></TD>
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<P align=center class=MsoNormal style="TEXT-ALIGN: center">珠江啤酒<p></p></P></TD>
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<P> <p></p></P>
<P >二）盈利区域</P>
<P > </P>
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<P > <p></p></P>
<P >通过以上分析和一些集团的报表中，可以很清楚的看到赢利的规律所在：</P>
<P >从整体角度来看，大集团体系之下的诸侯是盈利的主体；</P>
<P >从个体角度来看，被兼并者的盈利状况在兼并后改善的不多。</P>
<P >其实如果没有最近成本的变故，应当还有一大类的厂家在盈利--草寇。草寇型企业从01年以来一直处于盈利能力提升的趋势，03年前三个季度达到顶峰，以后开始逐步下降，为什么会有这样？这和草寇的生存根基和竞争策略相应的。有些草寇日子好过了想当诸侯甚至大臣，开始做营销甚至谈品牌，结果产品线价格上扬，从而脱离了草寇盈利的根基。而大臣和天子面临的问题多是营运效率的问题。</P>
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