21世纪经济报道记者肖夏重庆报道 今年头部白酒都做不到的事情，黄酒做到了。 3月31日、4月1日，会稽山（601579）、古越龙山（600059）先后提价。 会稽山宣布，部分重点产品从4月1日起提高销售价格：纯正系列提价4%—5%，三年陈系列提价6%—9%，坛装系列、花雕系列提价1%—9%。 古越龙山宣布4月22日起提高销售价格：彩包花雕(加饭)系列提价2%—5%，清醇三年系列提价4%—8%，部分坛酒系列提价8%—9%，部分五年陈系列提价 5%—12%，部分青花醉提价2%—5%，女儿红桶装酒系列提价3%—5%，女儿红老酒系列提价2%—5%。 这是古越龙山自2023年11月后，时隔一年半后再次提价，更是会稽山时隔9年后再次提价。消息一出，会稽山、古越龙山股价领涨整个酒类板块。4月2日 上午，会稽山一度涨停。 2024年，古越龙山实现营收19.36亿元，同比增长8.55%，会稽山更是实现营收16.31亿元，同比增长15.6%。 两位数的增长，不仅在酒业少见，在消费板块也属难得。会稽山披露年报时也宣布，2024年度每10股拟派发4元现金股利(含税)，是历年分红新高。 业绩增长、分红提高背后，是黄酒产业多项数据向好。 ...

Group 1 - Guhuo Longshan follows Kuaijishan's price increase, with some products seeing a rise of up to 12% [1] - Specific price adjustments include a 2%-5% increase for Cai Bao Hua Diao series and a 4%-8% increase for Qing Chun San Nian series [1] - The price changes aim to enhance brand strength and competitiveness, potentially benefiting the yellow wine industry in the long term [1] Group 2 - Cheng Yanjun has been appointed as the new CEO of Budweiser Asia Pacific, marking the first Chinese CEO for the company [2] - Cheng has 29 years of experience at Budweiser Asia Pacific, which is expected to optimize supply chain management and improve operational efficiency [2] - The leadership change is anticipated to drive growth in the Chinese market [2] Group 3 - Honghua Lang has launched a wedding banquet policy in Sichuan, Guizhou, and Chongqing, promoting its products for wedding events [3] - The initiative aims to enhance brand appeal and solidify its leading position in the mass banquet market [3] - This strategy reflects increasing competition among liquor companies in the wedding market [3] Group 4 - Three technological achievements by Fenjiu have passed evaluation, indicating significant breakthroughs in the white liquor industry [4] - The achievements are expected to enhance product quality and market competitiveness, reinforcing Fenjiu's leading position [4] - Continuous efforts in technological innovation and quality improvement are likely to drive overall progress in the white liquor industry [4]

Suspension and Resumption of Trading - Tianyang New Materials' controlling shareholder is planning a change in control, leading to stock suspension [1] - Taihe Water's controlling shareholder and actual controller are planning a significant matter involving the transfer of part or all of the company's shares, resulting in stock suspension [1] - Hunan Development intends to purchase 90% equity of Tongwan Hydropower held by Xiangtou Energy, with stock resuming trading tomorrow [1] Private Placement - Huali Chuantong plans to raise no more than 450 million yuan through a private placement for projects related to radiation-resistant modules, multi-mode satellite communication SOC chips, and global multi-mode navigation systems [2] Share Transfer and Buyback - XGIMI Technology's shareholder intends to transfer 1.75 million shares, accounting for 2% of the total shares [3] - Zhongheng Group plans to repurchase shares worth between 300 million to 500 million yuan [4] External Investment and Daily Operations - Fengcai Technology intends to invest 28 million yuan to acquire 9.06% of Huake Zhixin [5] - Hongjing Technology signed a 312 million yuan contract for computing power services with China Mobile Ningxia [6] - Yaxiang Integration's Singapore branch plans to bid for a project worth approximately 3.163 billion yuan [7] - Shenglong Co., Ltd. received a notification for the development of flying cars, with an expected total sales amount of 120 million yuan over five years [8] - Huadong Medicine's wholly-owned subsidiary received acceptance notice for the marketing authorization application of Semaglutide injection [9] - Guyue Longshan has raised prices on some products [10] - Chengdi Xiangjiang's wholly-owned subsidiary received a formal contract for a data center project from China Telecom Shanghai, valued at 616 million yuan [10] - Deyue Co., Ltd. plans to invest no more than 2.127 billion yuan to build a production line with an annual capacity of 16 GWh [10] - Ankai Micro released a low-power intelligent vision chip [11] Performance Changes - Xianggang Technology expects a net profit increase of 713% to 917% year-on-year in Q1 2025, driven by significant revenue growth, improved operational efficiency, and cost control [12] - SAIC Group reported March sales of 125,700 new energy vehicles, a year-on-year increase of 48.22% [13]

Core Viewpoint - The recent price increases by Gu Yue Long Shan and Kuaiji Mountain reflect a broader trend in the yellow wine industry, driven by rising operational costs and market demand adjustments [1][6][7]. Price Adjustments - Gu Yue Long Shan announced price increases for several key products, with adjustments ranging from 2% to 12% depending on the product category, effective from April 22 [1]. - Specific price increases include: - Cai Bao Hua Diao (Jia Fan) series: 2% to 5% - Qing Chun San Nian series: 4% to 8% - Certain Tan Jiu series: 8% to 9% - Certain Wu Nian Chen series: 5% to 12% - Certain Qing Hua Zui products: 2% to 5% - Nu Er Hong barrel series: 3% to 5% - Nu Er Hong old wine series: 2% to 5% [1]. Market Context - Kuaiji Mountain also raised prices for its products, with increases of 1% to 9% across various series, effective from April 1 [6]. - The price of Kuaiji Mountain's strategic product "Pure Five Year" is expected to increase by approximately 1 yuan per bottle [6]. Historical Context - This marks the first price increase for both Gu Yue Long Shan and Kuaiji Mountain in several years, with Gu Yue Long Shan's last increase in May 2019 and Kuaiji Mountain's in December 2016 [7]. - In 2018, Gu Yue Long Shan had a price increase of 10% for certain products, which generated significant sales revenue [7]. Market Reaction - Following the price adjustments, Kuaiji Mountain's stock saw a maximum intraday increase of 8.7%, closing up 5.83%, while Gu Yue Long Shan's stock closed up 1.93% [8].

证券代码：600059 证券简称：古越龙山 公告编号：临 2025-016 浙江古越龙山绍兴酒股份有限公司 关于部分产品提价的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 2025 年 4 月 2 日 1 鉴于部分产品包装及配方优化调整，为进一步提高浙江古越龙山绍兴酒股份 有限公司（以下简称公司）的品牌力和竞争力，结合目前产品市场供需状况，经 公司研究并审慎考虑后决定，对公司部分重点产品的销售价格进行调整：彩包花 雕（加饭）系列黄酒产品提价幅度为2%-5%，清醇三年系列黄酒产品提价幅度为 4%-8%，部分坛酒系列黄酒产品提价幅度为8%-9%，部分五年陈系列黄酒产品提价 幅度为5%-12%，部分青花醉产品提价幅度为2%-5%，女儿红桶装酒系列黄酒产品 提价幅度为3%-5%，女儿红老酒系列黄酒产品提价幅度为2%-5%。 新价格自2025年4月22日起按各产品调价通知执行。 本次上调部分重点产品销售价格有助于提升黄酒品类的市场价值认同，但对 公司未来经营业绩产生的影响尚存在不确定性，敬请广大投资者注意投资风险。 特此公告。 ...

智通财经记者 | 武冰聪 智通财经编辑 | 任雪松 "黄酒一哥"江古越龙山绍兴酒股份有限公司（以下简称"古越龙山"）正面临低端酒拉低毛利、销售费用转化成果有限、以及走出区域市场进度缓慢等多重问 题。 据该公司3月28日发布的财报，古越龙山2024年实现营收19.36亿元，同比增长8.55%；实现净利润2.06亿元，同比下滑48.17%。 其净利润近乎腰斩，主要由于上年该公司获得沈永和酒厂房屋拆迁的补偿款，以及持有的龙山电子49%股权转让款，合计高达2.05亿元，拉高了上一年的净 利润。2024年扣非净利润为1.98亿元，基本与上年同期的1.91亿元持平。 2023年4月召开的业绩说明会上，古越龙山董事长孙爱保曾表示，2024年一定会努力实现酒类销售增长12%以上，利润增长12%以上，确保营收超过20亿 元。 最新业绩报道显示，古越龙山再一次未能达成业绩目标。 据企业方面公开表态，该公司2021年目标是酒类销售增长20%，利润增长20%。2022年、2023年的期待有所下调，目标为酒类销售增长12%以上，利润增长 12%以上。如今看来，古越龙山已经连续四年未能实现经营目标。 | 古越龙山2024年酒产品毛 | ...

Core Viewpoint - Guyue Longshan (古越龙山) demonstrates robust growth in its 2024 annual report, showcasing strong resilience and market competitiveness, with significant increases in revenue and profit [1][2]. Financial Performance - In 2024, the company achieved operating revenue of 1.936 billion yuan, a year-on-year increase of 8.55% [1] - The net profit attributable to shareholders, excluding non-recurring items, was 198 million yuan, up 3.52% year-on-year [1] - The main business revenue from alcoholic beverages reached 1.905 billion yuan, growing by 10.41% [1] - Online sales revenue amounted to 267 million yuan, marking a 35.16% increase [1][5] Brand and Product Development - Guyue Longshan ranked 14th in the Asia Brand 500 for the 14th consecutive year, entering the top 300 for the first time with a brand value of 53.398 billion yuan [1] - The company focuses on high-end product strategies, launching premium series such as "Guoniang 1959" and "Qinghua Zui," contributing to a 12.47% increase in high-end product revenue [2] - The gross profit margin for mid-to-high-end alcoholic beverages reached 44.32% [2] Market Expansion - The company held over 1,000 promotional events in more than 100 cities and regions, including 23 large-scale overseas events [3] - Guyue Longshan opened its first overseas Shaoxing wine tasting hall in France and expanded e-commerce channels in Japan and North America [3] - Overseas sales revenue reached 42.4766 million yuan, reflecting strong international market competitiveness [3] Innovation and Technology - The company is advancing its smart factory initiative, with plans to complete the production and R&D service center by 2025 [2] - R&D expenses increased by 7.03% to 30.201 million yuan, with collaborations with top research institutions [5] - Guyue Longshan has been recognized for its technological advancements, winning several awards for its research achievements [5] Social Responsibility and Governance - The company invested over 500,000 yuan in rural revitalization and established a charity fund, benefiting nearly 1,000 individuals [7] - Guyue Longshan emphasizes employee welfare, achieving a 100% contract signing rate and providing comprehensive benefits [7] - The company has implemented strict food safety measures, achieving a 100% compliance rate in product inspections [7] Future Outlook - Guyue Longshan aims to continue its commitment to cultural heritage and sustainable development, focusing on innovation and quality [8]

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： 1.2023年8月，财政部发布了《数据资源暂行规定》，适用于符合企业会计准则相关规定确认为无形资 产或存货等资产的数据资源，以及企业合法拥有或控制的、预期会给企业带来经济利益的、但不满足资 产确认条件而未予确认的数据资源的相关会计处理，并对数据资源的披露提出了具体要求。该规定自 2024年1月1日起施行，企业应当采用未来适用法，该规定施行前已经费用化计入损益的数据资源相关支 出不再调整。 2. 2023年10月，财政部发布《企业会计准则解释第17号》（财会〔2023〕21号），规定了"关于流动负 债与非流动负债的划分"、"关于供应商融资安排的披露"、"关于售后租回交易的会计处理"的相关内 容，该解释规定自2024年1月1日起施行。 3. 2024年12月，财政部发布《企业会计准则解释第18号》（财会〔2024〕24号），规定了"关于浮动收 费法下作为基础项目持有的投资性房地产的后续计量的会计处理"、"关于不属于单项履约义务的保证类 质量保证的会计处理"的相关内容， ...

浙江古越龙山绍兴酒股份有限公司监事会 关于会计政策变更的说明 一、本次会计政策变更概述 （一）变更前采用的会计政策 本次会计政策变更前，公司执行财政部发布的《企业会计准则 —基本准则》 和各项具体会计准则、企业会计准则应用指南、企业会计准则解释公告以及其他 相关规定。 （二）变更后采用的会计政策 本次变更后，公司将执行财政部发布的《数据资源暂行规定》《企业会计准 则解释第17号》《企业会计准则解释第18号》，其他未变更部分仍按照财政部前 期颁布的相关准则及其他有关规定执行。 1 1.2023年8月，财政部发布了《数据资源暂行规定》，适用于符合企业会计 准则相关规定确认为无形资产或存货等资产的数据资源，以及企业合法拥有或控 制的、预期会给企业带来经济利益的、但不满足资产确认条件而未予确认的数据 资源的相关会计处理，并对数据资源的披露提出了具体要求。该规定自2024年1 月1日起施行，企业应当采用未来适用法，该规定施行前已经费用化计入损益的 数据资源相关支出不再调整。 2. 2023年10月，财政部发布《企业会计准则解释第17号》（财会〔2023〕 21号），规定了"关于流动负债与非流动负债的划分"、"关于供应商 ...

浙江古越龙山绍兴酒股份有限公司董事会 关于会计政策变更的说明 一、本次会计政策变更概述 1.2023年8月，财政部发布了《数据资源暂行规定》，适用于符合企业会计 准则相关规定确认为无形资产或存货等资产的数据资源，以及企业合法拥有或控 制的、预期会给企业带来经济利益的、但不满足资产确认条件而未予确认的数据 资源的相关会计处理，并对数据资源的披露提出了具体要求。该规定自2024年1 月1日起施行，企业应当采用未来适用法，该规定施行前已经费用化计入损益的 数据资源相关支出不再调整。 2. 2023年10月，财政部发布《企业会计准则解释第17号》（财会〔2023〕 21号），规定了"关于流动负债与非流动负债的划分"、"关于供应商融资安排 的披露"、"关于售后租回交易的会计处理"的相关内容，该解释规定自2024 年1月1日起施行。 3. 2024年12月，财政部发布《企业会计准则解释第18号》（财会〔2024〕 24号），规定了"关于浮动收费法下作为基础项目持有的投资性房地产的后续计 量的会计处理"、"关于不属于单项履约义务的保证类质量保证的会计处理"的 相关内容，该解释规定自印发之日起施行。 （一）变更前采用的会计政 ...