界面新闻记者 | 蓝丽琦

ruantijiajutoubuqiyemengbaihe（603313.sh）shangbannianyingshouxiahua，danlirunshixianzengzhang。

8yue21ri，mengbaihefabu2023bannianbao，shangbanniangongsishixianzongyingshou36.01yiyuan，tongbixiahua11.82%；guimujinglirun9761.63wanyuan，tongbizengzhang16.68%。

2023nian1-6yuenei，mengbaihejibenmeigushouyi0.20yuan/gu，quniantongqiwei0.17yuan/gu，tongbizengjia17.65%。jiezhijinnian6yue，gongsizongzichanzengjia5.23%zhi95.51yiyuan。

congyejilaikan，mengbaihedezongyingshouyanxule2022niandexiahuaqushi。2022nianshimengbaihezi2018nianyilaichuxiandeshouciyingshouxiahua，buguoxiahuadefudujinwei1.5%，qielirunfangmianshixianleniukuiweiying，2021nianquannianguimujingcengkuisun2.76yiyuan，2022nianguimujinglirunwei4100wanyuan。

cicishangbannianmengbaihedeguimujinglirunnengshixian16%dezengzhang，yesuanshiwei2023quanniandezongyejidaxiajichu。

外销市场收入贡献超过8成，增长见顶

zheijialaizijiangsunantongderuantijiajuqiye，zhuyingyewuweijiyimianchuangdian、jiyimianzhentou、shafa、diandongchuangjiqitajiajuzhipindeyanfa、shengchanhexiaoshou。qizhong，jiyimianchuangdianweimengbaihedehexinchanpin。

jinguanmengbaihezaozaiguoneishichangfangdayingxiao，kuodapinpaishengliang，dancongxiaoshoushujulaikanqueshiyigedianxingdewaixiaoqiye。mengbaihezaicaibaozhongjieshao，gongsizhuyaoweioumeidengjingwaijiyimianjiajupinpaishang、maoyishangtigongodmchanpin，shouruyiwaixiaoweizhu。

congmengbaiheyiwangdenianbaoshujulaikan，zai2015nianyiqian，waixiaoshouruzhanbichaoguo9cheng，haiwaishichangweimengbaihedejueduiyingshoulaiyuan。jinru2015nianhou，waixiaoshouruzhanbisuiranyousuoxiajiang，danzhanbihaishichaoguo8cheng。

caibaoxianshi，mengbaihe2023shangbannianwaixiaoshouru29.29yiyuan，xiangbi2022shangbanniande34.79yiyuanjianshaole5.5yiyuan，tongbixiahua15.8%。qizhong，beimeishichangshouru20.64yiyuan，biquniantongqijianshaole4.89yiyuan。

erjinnianshangbannianzongyingshouwei36.01yiyuan，xiangbiquniantongqide40.83yiyuanjianshaole4.82yiyuan。yejiushishuo，ciciyingshouxiahuazuizhuyaodeyuanyinweibeimeishichangshouruxiahua。

zheiyibianhuacongquniandewaixiaoshourujiukeyikuijianduanni。2022quannianmengbaihewaixiaoshouruwei67.95yiyuan，jinbi2021niantongqiduole6800wanyuan，waixiaoshichangdezengzhangyijianding。

tongshi，zaijinnianwaixiaozhanbiwendingzai8chengyishangdeqiantixia，meiguoshichangzhanbitisheng，ouzhoushichangdezhanbicongshinianqiande30%yishang，xiahuadaorujinde20%yixia。

bijiaonairenxunweideshi，mengbaihezaipiluwaixiaoshichangdeyewugouchengshi，bingmeiyouxingchengwanzhengdetixi。gongsijinzaidingzengkuojianmeiguoyalisangneizhoushengchanjidixiangmushi，tidaooumeishichangdezhongyaoxing。

zaiqunian9yuehuifuzhengjianhuidedingzengwenxunhanzhong，mengbaihepilule2019nianzhi2022shangbanniandebeimeishichangzhanbi，dan2022nianbaoyoukongque。

ciwai，mengbaihezaicaibaotidao，2023shangbannianjingwaidexianshangyewufazhanshitouqiangjing，shixianyingshou3.26yiyuan，tongbizengzhang154.99%，zengzhangguobei。kuajingdianshangshimengbaihejinniankaituodexinzengzhangqudao。

内销仅增长2成，不足以弥补外销市场倒退

neixiaofangmian，mengbaiheyizizhupinpaidexiaoshouweizhu，muqianmengbaihezuidadezizhupinpaiwei“mlilymengbaihe”。yexushishououmeishichangbujingqideyingxiang，mengbaiheyezaikuodaneixiaobili，danshouxiaoshenwei。

caibaoxianshi，2023shangbannianjingneishichanggongxianshouru5.67yiyuan，tongbizengzhang19.57%，zhanzongyingshoubili15.76%。duiyuqunian80yiyingshouguimodemengbaihelaishuo，zengsubingbusuankuai。

qizhong，zizhupinpaideneixiaoshixianyingshou4.46yiyuan，tongbizengzhang50.77%，zengzhangguoban。baohanzhiyinghejingxiaodexianxiaqudaoyingshoutongbizengzhang56.99%，ciwaixianshangqudaoyingshoutongbizengzhang64.98%，jiudianqudaoyingshoutongbizengzhang44.79%。

zhideyitideshi，qunianmengbaihedejingneishichangshouruchuxianxiahua。2022quannianjingneishichanggongxianshouru9.91yiyuan，xiangbi2021niande11.85yiyuanjianshaolejiangjin2geyi，tongbixiahua16.42%。

buguo，zaiquniandabufentongxingmaolilvdoujiangdidebeijingxia，mengbaihedemaolilvzewendingzai30%yishang。jinnianshangbannian，jingneishichangdemaolilvduibiquniantongqi，haidafuzengjiale14.56gebaifendianzhi52.16%。

zuoweicankao，zaiguoneitongyangzougaoduanshichangdemusigufen（001323.sz），qunianjingneishichangdemaolilvwei46.5%。mengbaihechaoguo50%demaolilvzaixingyeneiyijingshijiaogaoshuiping。

huigumengbaihezaiguoneidetuiguangshi，2013nianmengbaihechengweizhongguoguojiaweiqiduidegongyingpinpai，zhici2013nian、2016nian、2017nian、2019nian4jiedeshijieweiqigongkaisai，mengbaihejiezuoweizhuyaogongyingshanglumian。

chucizhiwaijiumeiyouzaiduodetuiguang，xiangbizheixienianqitatongxingmusigufen、xilinmen（603008.sh）zaiguoneide“bingdushiyingxiao”shaoxianxunse。

danwulunruhe，ganyuzaiguoneishichangchangshigaomaoliyeshiyizhongyongqi，suiranjiumuqiandezengzhangshujulaikan，guoneishichanghaizanbuzuyimibuwaixiaoshichangxiahuadekongque。

gairuhediaozhengneiwaixiaoshichangdebili，rengranshimengbaihexuyaosikaodewenti。