新浪财经"酒价内参"重磅上线 知名白酒真实市场价尽在掌握 近日，酒通社联合《中国酒业》发布的"2025年中国酒业生产企业百强"榜单。其中，五粮液反超茅台登 顶榜单，茅台位居第二。汾酒、泸州老窖、青岛啤酒、华润雪花、江苏洋河、劲酒、燕京啤酒、顺鑫农 业分列3-10位。 烟台张裕葡萄酿酒股份有限公司 四特酒有限责任公司 湖北稻花香酒业股份有限公司 泰山酒业集团股份有限公司 贵州国台数智酒业集团股份有限公司 河南仰韶酒业有限公司 广西丹泉酒业有限公司 百威投资(中国)有限公司 广东省九江酒厂有限公司 重庆啤酒股份有限责任公司 重庆瓶子星球酒业集团有限公司 四川沱牌舍得集团有限公司 安徽口子酒业股份有限公司 广东顺德酒厂有限公司 河北邯郸丛台酒业股份有限公司 河南皇沟酒业有限责任公司 珍酒李渡集团有限公司 酒鬼酒股份有限公司 中国绍兴黄酒集团有限公司 湖北白云边酒业股份有限公司 浙江塔牌绍兴酒有限公司 山西汾阳王酒业有限责任公司 贵州金沙窖酒酒业有限公司 四川省酒业集团有限责任公司 河北衡水老白干酒业股份有限公司 四川水井坊股份有限公司 新疆伊力特实业股份有限公司 广东石湾酒厂集团有限公司 北京二锅头酒业股份有限公司 ...

Investment Rating - The industry investment rating is maintained at "Overweight" [6] Core Insights - The report highlights that Zhujiang Beer achieved a total operating revenue of 5.878 billion yuan in 2025, representing a year-on-year growth of 2.56%, and a net profit attributable to shareholders of 903 million yuan, up 11.42% year-on-year [6] - Budweiser APAC reported an operating revenue of 5.764 billion USD for the fiscal year 2025, with an organic year-on-year decline of 6.1% and a normalized EBITDA of 1.588 billion USD, down 9.8% year-on-year [6] - The report emphasizes the ongoing structural upgrades in the beer industry, with Zhujiang Beer focusing on high-end products and innovative marketing strategies to enhance market share [6] Summary by Sections Recent Industry Performance - The industry has shown relative returns of 2.49% over the past month, but a decline of 8.51% over the past three months and 22.95% over the past year [3] Company Performance - Zhujiang Beer has optimized its product structure, with high-end beer sales increasing by 14.16% year-on-year in the first half of 2025 [6] - Budweiser APAC's sales in China experienced an organic year-on-year decline of 3.9% in Q4 2025, with overall performance in China falling short of industry averages [6] Market Trends - Several beer companies are launching special edition products for the Year of the Horse, with Budweiser introducing limited edition cans symbolizing various New Year blessings [6] - The report suggests that the focus on new year-themed products and youthful packaging is becoming standard practice among leading beer companies [6] Investment Recommendations - The report recommends paying attention to A-share listed companies such as Qingdao Beer, Chongqing Beer, Yanjing Beer, and Zhujiang Beer, as well as Hong Kong-listed companies like China Resources Beer and Budweiser APAC [6]

Investment Rating - The investment rating for the consumer staples sector in China is "Outperform" for multiple companies including Moutai, Wuliangye, and others [1]. Core Insights - Premium baijiu wholesale prices have rebounded month-on-month, while discounts on liquid milk and condiments have narrowed [1][11]. - The report highlights the resilience of consumer stocks amidst a volatile market, emphasizing their value [3]. Summary by Relevant Sections Baijiu Pricing - Moutai's wholesale prices for Feitian (case and single bottle) are 1700 and 1650 yuan respectively, with month-on-month increases of +100 and +70 yuan. Year-to-date changes are +100 and +60 yuan, but year-on-year changes are -530 and -560 yuan [10][40]. - Wuliangye's eighth-generation price remains stable at 830 yuan, with a year-to-date increase of +10 yuan and a year-on-year decrease of -105 yuan [4][40]. - Luzhou Laojiao's Guojiao 1573 price is 870 yuan, up by +20 yuan month-on-month and +20 yuan year-to-date, with a year-on-year increase of +10 yuan [4][40]. - Other notable prices include Shanxi Fenjiu and various products from Yanghe and Gujing Gongjiu, showing mixed trends in pricing [10][40]. Discounts on Consumer Products - Discounts on liquid milk products have decreased from an average of 62.8% to 61.4% and from 63.4% to 61.7% for median values [19][37]. - Discounts on condiments have also narrowed from 87.1% to 85.0% (average) and from 88.2% to 84.9% (median) [19][37]. - Conversely, discounts on convenience foods have slightly increased, with average discounts moving from 94.8% to 94.6% [20][37]. - Beer, soft drinks, and infant formula discounts have remained stable, with slight variations in average and median rates [21][38].

齐鲁晚报.齐鲁壹点胡晓雪 以数字化、智能化为引擎，浩泰车间内年味与干劲同频涌动。新春伊始，生产线不停歇、智造马力全开，把 浓浓年味藏进每一道精密工序、每一件优质产品里。智能设备高效运转，数据链路无缝衔接，数智赋能让生 产提质增速；匠人坚守岗位、干劲拉满，以专注筑牢品质防线。这里的年味，是争分夺秒的奋进姿态，是精 益求精的责任担当。浩泰以硬核智造实力夯实生产根基，新春旺季满负荷冲刺，用实打实的产能与品质，为 奎文产业高质量发展注入强劲动能。 潍坊浩泰机械有限责任公司副总经理王元花向记者介绍："浩泰的'年味'是带着机油味和数字信号的奋斗味 道。今年是浩泰扎根奎文发展的第21年，我们从传统制造走向'智造'，正是靠持续创新和这份'春节不停 工'的拼劲。通过搭建全流程数字管控平台，我们实现了生产数据实时互联、智能排产与质量精准追溯。效 率提升了30%，但更关键的是，每一个环节的稳定可靠，让我们能在新春旺季底气十足地满负荷运转，确保 每一件产品都承载着'奎文智造'的过硬品质。" 新的一年，敬科机器人让硬核科技也添满浓浓烟火气。车间内智能设备高速运转，高效生产不停歇，在紧抓 新春生产节点的同时，更以专属方式解锁别样科创年味 ...

经济观察网 2026年春节档总票房突破50亿元，影片《飞驰人生3》以25.48亿元领跑。青岛作为"电影之 都"深度参与，青岛啤酒等本土产品在电影中植入，同时青岛入选国家"电影+"消费试点城市，可能通过 品牌曝光和消费联动对本地企业形成积极影响。 新浪财经"酒价内参"重磅上线 知名白酒真实市场价尽在掌握 以上内容基于公开资料整理，不构成投资建议。 机构观点根据机构数据，2026年2月有23家机构覆盖青岛啤酒股份，其中91%给予买入或增持评级，目 标均价为67.79港元，显示机构对基本面持乐观态度。 股票近期走势截至2026年2月23日，青岛啤酒股份(00168.HK)最新股价为51.60港元，当日上涨1.28%， 近一周区间涨跌幅为0.29%，振幅1.85%。同期港股酒精饮料板块上涨1.22%，恒生指数上涨2.70%。 ...

果然视频｜青岛啤酒连世界，举杯共庆中国年 青岛啤酒连世界，举杯共庆中国年！无论身处何方，开启一瓶青岛啤酒，就是开启浓浓中国味。让麦香 跨越山海，连接每一份思乡情，与全球华人共同举杯，欢庆新春佳节！ 果然视频｜青岛啤酒连世界，举杯共庆中国年 大众报业·齐鲁壹点17分钟前 暂无评论 鲁ICP备15022957号-13 鲁公网安备 37010202002220号 鲁新网备案号201000101 电信增值业务许可证： 鲁B2-20120085 热门评论我要评论 微信扫码 移动端评论 齐鲁晚报·齐鲁壹点 版权所有(C) All Rights Reserved 联系电话：0531-82625462邮箱： 1790179766@qq.com ...

（文章来源：证券日报） 证券日报网讯 2月13日，青岛啤酒在互动平台回答投资者提问时表示，公司已于2024年成立了财务共享 中心，该中心主要职责为集中会计核算与资金结算处理业务，目前已有部分单位上线共享平台，其余正 有序推进。 ...

Core Insights - Qingdao Beer, with over 100 years of history, is leveraging artificial intelligence technology to enhance its production and distribution processes, creating a more efficient supply chain [1] Group 1: Production Innovations - The brewery has established seven intelligent management systems utilizing IoT, AI, and big data, which differ from traditional brewing methods, allowing for rapid response in production [2] - An intelligent scheduling system automates production planning and interacts with material delivery systems to specify the types, quantities, and timing of required raw materials [2] - The production line can quickly switch between over 500 different product varieties, reducing the time for product changeovers by 70% and shortening order delivery times by 50% [2] - Production efficiency has increased by 60%, and carbon emissions density in the factory has decreased by 40% over three years [2] Group 2: Logistics and Warehousing - The brewery's intelligent vertical warehouse, standing 34 meters tall, utilizes robots and automated systems for efficient inventory management, handling over 200,000 boxes daily [3] - The system allows for automatic binding of products to orders and delivery vehicles, facilitating rapid dispatch to consumers [3]

Core Viewpoint - Qingdao Beer is recognized as the most well-known Chinese brand in the international market, focusing on high quality, high price, and high visibility in its branding strategy [1] Group 1: Brand Strategy - The company emphasizes internationalization and interactive brand promotion to enhance its global market presence [1] - Qingdao Beer continues to innovate in distribution channels to expand its overseas market coverage [1] Group 2: Sales and Market Presence - The proportion of overseas export products in total sales remains relatively small for the company [1] - Qingdao Beer has a long-standing presence in the European market, primarily selling products through joint ventures with local distributors [1]

Core Viewpoint - Industrial tourism is emerging as a new trend in China, attracting visitors to factories and industrial sites, transforming them from "closed production" to "open reception" spaces, and providing unique experiences that blend technology and culture [4][7][10]. Group 1: Industrial Tourism Appeal - Visitors are increasingly interested in industrial tourism, with attractions ranging from car manufacturing to beer production, allowing them to witness advanced technologies and production processes firsthand [4][5]. - The Xiaomi automobile factory exemplifies this trend, featuring advanced robotics and a high-tech environment that captivates visitors, making it a popular destination for industrial tourism [5][8]. - The immersive experiences offered, such as interactive activities in museums, enhance visitor engagement and provide educational value, appealing particularly to younger generations [6][10]. Group 2: Economic Impact and Growth Potential - Industrial tourism is filling a market gap by showcasing modern industrial capabilities, with significant visitor numbers reported, such as nearly 200,000 at Xiaomi and over 15 million at the Qingdao Beer Museum [8][10]. - The industrial tourism sector in China is projected to grow at an annual rate of 18%, with the market size expected to exceed 300 billion yuan by 2029 [10][12]. - The integration of industrial heritage and modern tourism is supported by government policies aimed at promoting industrial culture and tourism development [10][12]. Group 3: Challenges and Future Directions - Despite its growth, industrial tourism in China faces challenges, including the need for deeper engagement and personalized experiences, as many offerings remain superficial [12][13]. - Safety concerns in production environments necessitate a balance between operational safety and visitor experience, which is crucial for sustainable development [13]. - The future of industrial tourism may involve diversification of experiences, incorporating advanced technologies like VR and AR to enhance visitor interaction and immersion [13].