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开工看开局丨建得快,更要建得好
Xin Lang Cai Jing· 2026-02-28 00:40
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 啤酒酿造车间内,工人在调试设备。 李亮 摄 本报记者 崔治 2月27日,青岛啤酒(鞍山)数智化基地酿造车间控制中心里,工段长宋星亮紧紧盯着大屏幕上跳动的 数字。通过数字孪生技术构建的全流程三维可视管控体系,正实时采集麦芽粉碎、糖化、发酵、过滤等 全链条300余项工艺参数。与此同时,旁边的包装车间里,工人正忙着安装调试各种设备。 "1月31日,我们已经完成了投料,目前啤酒正在酿造之中,预计4月能够出酒,到那时包装车间也将准 备就绪。"副总经理张世江介绍,前段时间基地建设蒸汽管网时,台安县主动派专家上门制定保温抢工 方案,工程工期提前20天。正是台安这样的细心服务,让项目仅用11个月就建成了,成为青啤新建工厂 中签约至建成效率最高、速度最快的项目。等全面投产后,基地每天生产的啤酒能达到200万瓶。 "建得快,更要建得好。走,我带你感受一下基地的智能化水平。"在张世江带领下,记者走进车间,只 见AGV无人搬运车穿梭有序,智能立体仓库自动调度,实现原料转运、成品仓储全流程无人化、自动 化作业。整个基地搭载全域智慧运营大脑,智能排产、质量管理、设备运维、订单调度 ...
建得快,更要建得好
Xin Lang Cai Jing· 2026-02-27 22:33
"1月31日,我们已经完成了投料,目前啤酒正在酿造之中,预计4月能够出酒,到那时包装车间也将准备就绪。"副总经理张世江介绍,前段时间基地建设蒸 汽管网时,台安县主动派专家上门制定保温抢工方案,工程工期提前20天。正是台安这样的细心服务,让项目仅用11个月就建成了,成为青啤新建工厂中签 约至建成效率最高、速度最快的项目。等全面投产后,基地每天生产的啤酒能达到200万瓶。 "建得快,更要建得好。走,我带你感受一下基地的智能化水平。"在张世江带领下,记者走进车间,只见AGV无人搬运车穿梭有序,智能立体仓库自动调 度,实现原料转运、成品仓储全流程无人化、自动化作业。整个基地搭载全域智慧运营大脑,智能排产、质量管理、设备运维、订单调度等系统高效协同, 订单一键下达、产线极速响应、数据全程可溯。同时,AI智能视觉检测系统精准发力,99.7%的超高缺陷识别率,替代人工实现全流程、无死角、高精度品 控。 "招引青啤项目,充分发挥了台安优质粮食生产基地和水资源的优势。"台安县发展和改革局局长单德成介绍,这个项目是台安从"产粮大县"迈向"食品智造 强县"的关键支点,提升了农产品加工的档次。 啤酒酿造车间内,工人在调试设备。 李亮 ...
2025中国酒业百强榜发布,五粮液反超茅台登顶
Xin Lang Cai Jing· 2026-02-27 09:59
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 ...
啤酒公司陆续发布2025年业绩情况,百威、青岛等推出2026年马年新年罐
Jianghai Securities· 2026-02-26 12:27
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]
中国必选消费品2月价格报告:高端白酒批价环比回升,液态奶与调味品折扣减小
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].
智造一线年味浓,潍坊奎文产业奋进新春“开门红”
Qi Lu Wan Bao· 2026-02-24 01:32
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 ...
青岛啤酒受益春节档电影植入,股价微涨机构看好
Jing Ji Guan Cha Wang· 2026-02-23 06:45
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
Qi Lu Wan Bao· 2026-02-15 07:00
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 ...
青岛啤酒:公司已于2024年成立了财务共享中心
Zheng Quan Ri Bao· 2026-02-13 09:39
(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。 ...
青岛啤酒借助人工智能技术,实现全流程数据畅通 搭建与时间赛跑的极速保鲜链
Ren Min Ri Bao· 2026-02-12 22:24
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]