根据Brand Finance官网信息，2025年，农夫山泉已经进入全球非酒精饮料品牌价值排行榜前三名，仅次 于可口可乐和百事可乐，打破了全球软饮料行业竞争格局，领跑中国软饮料消费市场。 同期，农夫山泉也正式开启其全球化布局，进军中国香港和新加坡等地。从品牌价值的跃升，到多元市 场的持续认可，农夫山泉多年来坚守对创新和品质的追求。中国好水好茶正以全新的姿态，为全世界带 去中国的健康文化和全新的品质生活方式，也在不断续写中国品牌价值的新篇章。 在2025年底举办的经销商大会上，农夫山泉再次重申"做强水、做大茶、拓新品"的核心发展战略。两大 稳固的基本盘加上不断研发出新的战略让各研究机构更加看好农夫山泉。晨星在研报中表示："即饮果 汁、咖啡等其他非水饮料类别将成为农夫山泉新的收入及利润增长驱动力"；中金预测农夫山泉的果汁 业务在下半年将延续上半年增速，主要由水溶C100产品带动，NFC果汁及17.5°橙亦表现强劲。资本市 场也对农夫山泉青睐有加，花旗等多家机构发表报告，将农夫山泉列为中国食品饮料板块首选之一。 从市场反馈来看，农夫山泉2025年新推出的东方树叶陈皮白茶、两款炭仌新品咖啡、纯透食用冰，以及 有糖茶新 ...

Investment Rating - The report maintains an "Accumulate" rating for the food and beverage industry [5] Core Insights - The upcoming Spring Festival is expected to boost sales in the liquor sector, with Moutai leading the industry towards an unexpected improvement. Short-term focus should be on the demand for the Spring Festival, while medium-term investments should target leading brands across various price segments [1] - In the beer segment, new product launches are being prepared, with a focus on high-growth channels and consumer trends towards personalized and diversified consumption [2] - The baking sector is showing stable performance, with companies like Lihigh Foods preparing for the sales peak and benefiting from favorable policies regarding cream products [3] Summary by Relevant Sections Liquor Sector - The Spring Festival is driving demand, with Moutai expected to lead the market. Key short-term stocks include Guizhou Moutai, Guo Jiu Gong Jiu, and others, while medium-term focus should be on Wuliangye and Shanxi Fenjiu [1] Beer Sector - Current beer sales are in a low season, but new product launches and high growth in instant retail channels are promising. Companies like Chongqing Beer are launching new 1L cans to meet consumer preferences [2] Food Sector - Lihigh Foods is preparing for the sales peak with a focus on quality over quantity, while Anqi Yeast is benefiting from declining sugarcane prices, enhancing profit margins [3] - Yizhi Konjac is experiencing rapid demand growth, with a stable supply chain and product innovation driving its market position [4]

Investment Rating - The report maintains a cautious outlook on the liquor industry, particularly on high-end liquor such as Moutai, with expectations of gradual recovery in sales and pricing stability post-Spring Festival [10][11][12]. Core Insights - The high-end liquor segment, especially Moutai, is experiencing a sales boost as the Spring Festival approaches, with expectations of price recovery due to increased demand driven by wealth effects [10][11]. - The report suggests that the market's concerns about post-festival price drops for Moutai are likely to be unfounded, predicting only minor seasonal fluctuations [10][12]. - The overall sentiment in the liquor industry is shifting from a pessimistic outlook to a more stable one, with expectations of improved sales dynamics as external constraints on consumption ease [11][12]. Summary by Sections Liquor Industry - The report highlights that Moutai's sales are performing better than previously cautious expectations, leading to a price recovery for both Moutai and newer Moutai products [10]. - It is noted that the market is still wary of potential price declines after the Spring Festival, but historical patterns suggest only minor adjustments are likely [10][11]. - The report emphasizes the importance of brand strength and market positioning for high-end liquor companies, recommending investments in brands with strong market presence and growth potential [12]. Beer Industry - The beer sector is seeing a steady recovery in on-premise consumption, with companies diversifying into non-drink channels and soft drinks [12]. - The report suggests that the beer industry's performance is expected to stabilize, with a focus on maintaining competitive pricing and improving dividend yields [12]. Snack Industry - The snack sector is benefiting from pre-Spring Festival stocking and product innovation, with companies like Qiaqia and Ganyuan expected to show significant profit elasticity due to low comparative bases [14]. - The report recommends focusing on leading snack companies that are expanding their store presence and adapting their product offerings [14]. Beverage Industry - The soft drink sector is currently facing challenges due to seasonal demand fluctuations and competition from ready-to-drink tea brands, leading to a slight decline in overall sales growth [14]. - Despite these challenges, leading brands like Dongpeng and Nongfu are expected to maintain double-digit growth through brand strength and market share consolidation [14]. Seasoning Industry - The seasoning sector is stabilizing as restaurant demand begins to recover, with expectations of improved performance in 2026 driven by seasonal effects [15]. - The report highlights companies like Angel Yeast and Qianhe Condiments as having strong growth potential due to favorable market conditions and dividend yields [15].

#有人花3000块收集农夫山泉生肖水#【 #谁在买1680元一套的农夫山泉生肖水# 】"近日，农夫山泉推出 的生肖水在网络上爆火。在二手平台上，一套涵盖2016年至2025年的生肖水，已被炒至1680元。80后柳 乐对凤凰网《风暴眼》聊起最开始收集的初衷："我一事无成，就想看看自己能不能坚持把这套生肖水 集齐。"原本他已经几乎集齐了市面上现有的生肖水。但有次他酒后太口渴，不小心喝掉了一瓶兔年 的。现在，他手里有9款，还缺兔年和今年最新的马年款。为了集齐，他估计前后会花费三四千元。农 夫山泉生肖水"只送不卖"的设定，人为制造了稀缺性，直接激活了人们对"限量""专属"物品的占有欲。 收藏完整一套，需要12年，这带来的成就感，类似于集邮、集卡等行为，满足了人们对"完成目标"的心 理需求。然而，过热的市场往往伴随风险。如果品牌未来改变策略、增加投放，或者大众兴趣转移，都 可能引起价格波动。一些消费者也可能陷入"为收集而收集"的怪圈里，背离了最初收藏的乐趣。（凤凰 网） 转自：贝壳财经 ...

"稀缺"似乎永远是市场的催化剂。 近日，农夫山泉推出的生肖水在网络上爆火。在二手平台上，一套涵盖2016年至2025年的生肖水，已被炒至1680元。 这套生肖水，开始于2016年的"金猴瓶"，农夫山泉推出典藏版玻璃瓶水，此后每年推出一款新年生肖典藏版，到2026年已经累积11款生肖。农夫山泉向媒 体回应称，生肖水的水源取自长白山莫涯泉，瓶身设计耗时三年，十一年来始终"只送不卖"。 社交媒体上，网友对这一现象褒贬不一。有人不解"不就是水吗？这也能炒"，也有人认为"千金难买心头好"。 01 谁在卖，谁在买？ 凤凰网《风暴眼》发现，在二手平台与社交电商上，农夫山泉生肖水的交易已形成一个小型市场，价格因年份与稀缺程度差异显著。 在闲鱼上，2026年新推出的"马年"款多为35元一套（每套两瓶），而2016年首发的"猴年"款因存量稀少，价格可达300元至800元。 有黄牛在统一收购生肖水，抖音上甚至出现了专门的销售店铺。其中龙年一套158.8元，蛇年148.8元，随机年份的空瓶单只48.8元。新上市的"马年"标价 218.8元，目前显示缺货。 市场背后是形形色色的参与者。 卖家张洋对凤凰网《风暴眼》介绍，当他妈妈发现可以 ...

据九派新闻，近日，农夫山泉马年典藏版玻璃瓶水上市，该系列"生肖水"在二手交易平台被炒至超1680元一套，包含品牌方从2016年至今十一年内陆续推 出的限量款生肖水。 有链接显示，上百名用户点击"想要"该生肖水套装；多位商家标注称，部分生肖款仅有空瓶，部分瓶内水已过期，不能饮用。一位卖家表示，这套生肖水 无法集中购买，其从2016年起陆续收集而来，因明年2027年即能集满十二生肖，其认为有一定升值空间。 二手交易平台显示，农夫山泉2016年款"金猴水"、2017年款"金鸡水"套装标价也达到上千元。该卖家称，"因为早年收藏保存生肖水的人很少，尤其起初 两年的很稀缺，且每年限量推出10-20万套后就停产，此后想再找，就没那么容易了。" 另据智通财经，1月22日，在二手平台闲鱼上，有多款农夫山泉生肖水出售信息。一位来闲鱼7年的河南卖家，标价1999元出售农夫山泉猴年生肖水，产品 信息显示全新原箱。一位浙江卖家出售农夫山泉生肖纪念水，标价10000元，产品信息写着："目前共有10套，部分带水和全套包装，部分只有空瓶。"平 台信息显示有9.6万人浏览过，149人想要。 农夫山泉方面对此回应称，生肖典藏玻璃瓶水取自长白山莫 ...

Core Viewpoint - The article discusses the recent launch of the "Year of the Horse" collectible glass bottle water by Nongfu Spring, which has been resold on second-hand platforms for over 1680 yuan per set, highlighting the potential for appreciation in value due to limited availability and cultural significance [3][6]. Group 1: Product Launch and Market Response - Nongfu Spring's "Year of the Horse" collectible water set has been listed for resale at prices exceeding 1680 yuan, reflecting a strong demand among collectors [3]. - The collectible series includes limited edition zodiac water bottles released annually since 2016, with some sets being particularly rare and valuable due to their limited production of 100,000 to 200,000 sets each year [5][6]. - A seller noted that early years' bottles are scarce, contributing to their higher market value, as they are no longer produced after the initial release [5]. Group 2: Consumer Engagement and Brand Strategy - Nongfu Spring emphasizes that the collectible water is not for sale but is a means of engaging with consumers and conveying cultural messages [6][9]. - The company offers various channels for consumers to obtain these collectibles, including online promotions and lottery systems through their official platforms [9]. - The design of the bottles took three years to develop, showcasing the brand's commitment to quality and cultural representation [6].

Core Viewpoint - The phenomenon of the zodiac water from Nongfu Spring highlights the market's fascination with scarcity, driving both demand and speculative trading [2][20]. Group 1: Product Overview - Nongfu Spring's zodiac water series began in 2016 with the "Monkey Year" bottle, and has since released a new design annually, culminating in 11 editions by 2026 [2]. - The water source is from Changbai Mountain's Moyan Spring, and the bottle design took three years to develop, with the company maintaining a policy of "giving away, not selling" [2]. Group 2: Market Dynamics - A small market has emerged on second-hand platforms and social e-commerce, with prices varying significantly based on the year and rarity of the bottles [4]. - For instance, the newly released "Horse Year" set is priced around 35 yuan, while the "Monkey Year" set can fetch between 300 to 800 yuan due to its limited availability [5]. Group 3: Consumer Behavior - Various participants in the market include collectors, resellers, and gift-givers, with motivations ranging from personal enjoyment to financial speculation [12][13]. - Some consumers view collecting as a challenge or a way to achieve a sense of accomplishment, while others hope for future appreciation in value [18][20]. Group 4: Psychological Factors - The strategy of "only giving away" creates a sense of scarcity, enhancing the desire for ownership of limited-edition items [18]. - The connection between zodiac culture and personal identity fosters emotional resonance, making the bottles appealing as gifts [18]. Group 5: Speculative Trends - The rising prices of earlier editions in the second-hand market stimulate a "low investment, high return" mentality among collectors [20]. - However, there are risks associated with market overheating, including potential changes in brand strategy or shifts in consumer interest that could lead to price volatility [20].

近期，农夫山泉马年典藏版玻璃瓶水上市，该系列"生肖水"在二手交易平台被炒至超1680元一套，包含品牌方从2016年至今十一年内陆续推出的限量款生 肖水。 1月22日，智通财经在二手平台闲鱼发现，有多款农夫山泉生肖水出售信息。一位来闲鱼7年的河南卖家，标价1999元出售农夫山泉猴年生肖水，产品信息 显示全新原箱。一位浙江卖家出售农夫山泉生肖纪念水，标价10000元，产品信息写着："目前共有10套，部分带水和全套包装，部分只有空瓶。"平台信 息显示有9.6万人浏览过，149人想要。 据九派新闻，对此，农夫山泉方面回应称，生肖典藏玻璃瓶水取自长白山莫涯泉，瓶身设计耗费三年时间，推出十一年以来，一直坚持"只送不卖"。该产 品主要定位在于感恩回馈消费者，作为品牌与消费者沟通交流的载体，传递文化和祝福。 对于生肖水的获取渠道，农夫山泉表示，全国消费者均可以从农夫山泉官方线上渠道获取；如农夫山泉品牌馆小程序中的满赠活动，以及农夫山泉送水到 府+小程序、农夫山泉生肖水小程序中的线上抽奖方式等。 相关话题下，有网友评论称："我是来看能不能卖出去的。"但也有不少网友评论称："大卖。" 2025年8月，农夫山泉公布了2025 年上 ...

多位商家标注称，部分生肖款仅有空瓶，部分瓶内水已过期，不能饮用。 近日，农夫山泉马年典藏版玻璃瓶水上市，该系列"生肖水"在二手交易平台被炒至超1680元一套，包含 品牌方从2016年至今十一年内陆续推出的限量款生肖水。 相关话题下，有网友评论称："这个不错，有意思"。但也有不少网友评论称："啥都有人炒啊""品牌只 送不卖，被黄牛拿去炒作，太可恶了"。 北京商报 据媒体报道，有链接显示，上百名用户点击"想要"该生肖水套装；多位商家标注称，部分生肖款仅有空 瓶，部分瓶内水已过期，不能饮用。一位卖家告诉九派新闻记者，这套生肖水无法集中购买，其从2016 年起陆续收集而来，因明年2027年即能集满十二生肖，其认为有一定升值空间。 二手交易平台显示，农夫山泉2016年款"金猴水"、2017年款"金鸡水"套装标价也达到上千元，该卖家 称，"因为早年收藏保存生肖水的人很少，尤其起初两年的很稀缺，且每年限量推出10万—20万套后就 停产，此后想再找，就没那么容易了。"对此，农夫山泉方面回应九派新闻记者称，生肖典藏玻璃瓶水 取自长白山莫涯泉，瓶身设计耗费三年时间，推出十一年以来，一直坚持"只送不卖"。该产品主要定位 在于感恩回 ...