业绩下滑的主要原因是经济不确定性、近期政策导致白酒消费减少(尤其在商务、社交和送礼场合)。 珍酒李渡预计2025年上半年收入约为人民币24.0亿元至25.5亿元，同比下降38.3%至41.9%。公司预计 2025年上半年股东应占净利润将同比下降23%至24%。 经调整净利润(非国际财务报告准则计量)预计将同比下降39%至40%。 ...

Core Viewpoint - The company anticipates a revenue of 2.4 billion to 2.55 billion RMB for the first half of the year, impacted by macroeconomic uncertainties and a decline in business and gifting scenarios [2] Group 1: Financial Performance - The company expects to achieve a revenue between 24 billion and 25.5 billion RMB in the first half of the year [2] - The performance is primarily affected by ongoing macroeconomic uncertainties, leading to reduced business and gifting activities [2] Group 2: Strategic Initiatives - The company plans to implement three strategic measures to address the decline in demand: optimizing product structure, enhancing channel layout, and expanding consumption scenarios [2] - A new flagship product, "Da Zhen·Zhen Jiu," was launched in June, expected to drive growth in the second half of the year [2][3] - The company aims to focus on core regional markets and improve market penetration through refined policies [2] Group 3: Market Positioning - The company has established five core markets: Guizhou, Henan, Shandong, Guangdong, and Hunan, while continuing to expand nationwide [3] - The introduction of the new product is intended to strengthen the company's position in the mid-to-high-end market segment [3] Group 4: Marketing and Promotion - The company has initiated a marketing campaign themed "Zhen Enjoys the World, Thirty Knows Action," including a "City Koi" lottery event to engage consumers [4] - The campaign offers prizes such as luxury cars and gold bars, enhancing brand visibility and consumer interaction [4] Group 5: Industry Outlook - The company remains optimistic about the future, believing that the restructuring of the industry and evolving consumer demographics will provide new growth opportunities [5] - The establishment of a "Wanshang Alliance" aims to create a nationwide sales network, further supporting the company's growth [5]

Major Events - Shiyao Group's (01093) application for the listing of Semaglutide injection has been accepted by the National Medical Products Administration (NMPA) [1] - Gilead Sciences-B (01672) has completed the enrollment of overweight or obese subjects in the Phase IIa study of the small molecule oral GLP-1R agonist ASC30 in the United States [1] - China Biopharmaceutical (01177) has received NMPA approval for the clinical trial application of TQC3302 "ICS/LAMA/LABA soft mist inhalation preparation" [1] - Jiaogepeng Holdings (01450) plans to acquire 100% equity of Hangzhou Jiaogepeng Education Technology Co., Ltd. for 180 million yuan [1] Financial Data - China Tower (00788) reported a mid-term profit attributable to shareholders of 5.757 billion yuan, an increase of 8.0% year-on-year, with the revenue share from its two wings business exceeding 14% [1] - Techtronic Industries (00669) reported a mid-term profit attributable to shareholders of 628 million USD, an increase of 14.17% year-on-year, with a dividend of 1.25 HKD per share [1] - Yum China (09987) reported a second-quarter operating profit of 304 million USD, a year-on-year increase of 14% [1] - Zibuyu (02420) issued a profit warning, expecting mid-term revenue to increase by approximately 30%-40% to between 1.9 billion and 2.047 billion yuan [1] - Angelalign (06699) issued a profit warning, expecting net profit for the first half of the year to be approximately 13.4 million to 14.8 million USD, a year-on-year increase of approximately 538.1% to 604.8% [1] - Boya Interactive (00434) issued a profit warning, expecting mid-term profit attributable to shareholders to decrease by approximately 25% to 35% [1] - Zhenjiu Lidu (06979) issued a profit warning, expecting mid-term net profit attributable to shareholders to decline by 23% to 24% [1] - Fourth Paradigm (06682) expects a narrowed adjusted net loss for the mid-term, down 68% to 73% year-on-year [1]

对于业绩变动的原因，公司表示，业绩主要受上半年宏观经济不确定性持续导致的商务、宴请和送礼场 景减少影响。同时，公司主动调整发展节奏，放缓增长速度，积极为市场纾困，确保长期稳定发展。 记者注意到，为应对白酒消费需求下滑并推动业务发展，珍酒李渡从产品、渠道、消费场景开拓等方面 提出了下半年战略规划。 在产品端，珍酒李渡优化产品结构，已于6月推出战略性旗舰产品"大珍·珍酒"，公司称，预计在下半年 成为新的增长极。 今日晚间，港股上市酒企珍酒李渡发布上半年业绩预告。 截至6月30日，珍酒李渡预计实现营业收入24亿元～25.5亿元，同比下降38.3%～41.9%；股东应占净利 润预计下降23%～24%。 最后则是开拓消费场景。公司将结合新兴消费趋势，推出中端和次高端价位产品，满足不同消费群体需 求。此外，珍酒李渡将结合生日和婚宴等宴席场景开发专属产品，进一步扩大市场份额。 在渠道布局方面，公司将采取精细化政策，聚焦核心区域市场加大市场投入，提高市场渗透率。同时， 加快渠道周转，稳定现有经销渠道，巩固珍十五、珍三十等旗舰产品核心竞争力和市占率。 ...

Core Viewpoint - The company, Zhenjiu Lidu, anticipates a significant decline in revenue and net profit for the first half of the year due to macroeconomic uncertainties and a strategic decision to slow growth for long-term stability [2] Financial Performance - Expected revenue for the first half is between 2.4 billion to 2.55 billion yuan, representing a year-on-year decrease of 38.3% to 41.9% [2] - Shareholder net profit is projected to decline by 23% to 24% [2] Strategic Adjustments - The company attributes the performance decline to reduced business, banquet, and gifting scenarios caused by ongoing macroeconomic uncertainties [2] - Zhenjiu Lidu is actively adjusting its development pace to ensure long-term stability while addressing market challenges [2] Strategic Planning for the Second Half - Product Strategy: The company has optimized its product structure and launched a flagship product "Da Zhen·Zhenjiu" in June, which is expected to drive growth in the second half [2] - Channel Strategy: Zhenjiu Lidu plans to implement refined policies focusing on core regional markets, increasing market investment, and enhancing market penetration [2] - Consumption Scenario Development: The company aims to introduce mid-range and premium products to cater to diverse consumer needs and develop exclusive products for specific occasions like birthdays and weddings to expand market share [2]

Core Viewpoint - The company expects to achieve a revenue of 2.4 billion to 2.55 billion yuan during the forecast period, impacted by ongoing macroeconomic uncertainties affecting business, banquet, and gifting scenarios [1][4]. Group 1: Financial Performance - The company anticipates a revenue range of 24 billion to 25.5 billion yuan for the forecast period [1]. - The performance is primarily influenced by a decrease in business activities and social events due to macroeconomic uncertainties [4]. Group 2: Strategic Initiatives - To address the challenges posed by declining demand for liquor, the company plans to implement three strategic measures: [4] - Optimize product structure by launching a flagship product "Da Zhen·Zhen Jiu" in June, expected to drive growth in the second half of the year [5]. - Strengthen channel layout by focusing on core regional markets, increasing market investment, and stabilizing existing distribution channels to enhance the competitiveness of flagship products [5]. - Expand consumption scenarios by introducing mid-range and premium products to cater to diverse consumer needs and developing exclusive products for specific occasions like birthdays and weddings [5].

Group 1 - The company anticipates revenue for the six months ending June 30, 2025, to be approximately RMB 2.4 billion to RMB 2.55 billion, representing a year-on-year decline of 38.3% to 41.9% compared to RMB 4.13 billion for the six months ending June 30, 2024 [1] - The expected net profit attributable to shareholders for the same period is projected to decrease by 23% to 24% [1] - The adjusted net profit (non-IFRS measure) is expected to decline by 39% to 40% for the six months ending June 30, 2025 [1] Group 2 - The decline in revenue and profit is attributed to economic uncertainty and recent policies that have led to reduced consumption of liquor, particularly in business and social dining and gifting occasions [1] - The relatively high revenue and adjusted net profit figures for the six months ending June 30, 2024, also impact the year-on-year comparisons [1]

智通财经APP讯，珍酒李渡(06979)发布公告，集团预期截至2025年6月30日止6个月取得的收入约为人民 币24.0亿元至人民币25.5亿元，而截至2024年6月30日止6个月的收入约为人民币41.3亿元。预期期内收 入将同比下降38.3%至41.9%。根据国际财务报告会计准则，截至2025年6月30日止6个月，股东应占净 利润预期下降23%至24%。截至2025年6月30日止6个月，经调整净利润(非国际财务报告准则计量)预期 下降39%至40%。 上述下降是由于经济的不确定性及若干近期政策致使白酒消费减少(尤其是在商务及社交宴请及送礼场 合)以及截至2024年6月30日止6个月的相对较高的收入及经调整净利润(非国际财务报告准则计量)的影 响。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 ZJLD Group Inc 珍酒李渡集團有限公司 （於開曼群島註冊成立之有限公司） （股份代號：6979） 盈利預警 股東及潛在投資者於買賣本公司股份時務請審慎行事。 承董事會命 珍酒李渡集團有限公司 執行董事兼董事會主席 吳向東先生 香港，2025年8月5日 為應對白酒需求下降並推動業務發展，本公司採取了以下戰略舉措，包括： (1) 推出新的戰略性旗艦產品 －珍酒品牌於2025年6月推出新的戰略性旗艦產 品，旨在應對行業的主要挑戰及需求，預期於下半年帶來可觀的銷售貢獻； 1 經調整淨利潤（非國際財務報告準則計量）指期內淨利潤剔除以權益結算的股權激勵費用。 1 本公告所載資料僅為董事會基於對未經本公司外聘核數師審閱的本集團未經審計 綜合管理賬目及董事會目前可獲得的其他資料的初步評估。本公司股東及潛在投 資者務請注意，本集團截至2025年6月30日止六個月的實際中期業績可能與本公 告所披露信息有所不同。 ...

北京商报讯（记者 刘一博 冯若男）8月4日，北京商报记者从贵州珍酒公众号获悉，在Wind发布2025年 度ESG评级结果中，珍酒李渡凭借在环境、社会和治理维度的表现，ESG评级从AA级升至最高评级 AAA级，稳居白酒行业第一，亦在A+H股58家饮料企业中位列第一。 ...