截至发稿，水井坊市值为186亿元。 每经头条（nbdtoutiao）——白金信用卡权益大缩水：贵宾厅限次、酒店减量⋯⋯银行吐槽没赚头，"羊 毛党"薅了个寂寞 （记者 王瀚黎） 每经AI快讯，水井坊（SH 600779，收盘价：38.2元）12月10日晚间发布公告称，公司十一届2025年第 六次董事会会议于2025年12月10日以通讯表决方式召开。会议审议了《关于调整公司董事会专门委员会 成员的议案》等文件。 2025年1至6月份，水井坊的营业收入构成为：酒业占比92.9%，其他业务占比7.1%。 ...

证券代码：600779 证券简称：水井坊 公 告 编 号 ： 2025-037 四川水井坊股份有限公司 十一届董事会 2025 年第六次会议决议公告 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。 四川水井坊股份有限公司（以下简称"公司"）于2025 年12 月10 日以通讯表决 方式召开了十一届董事会2025 年第六次会议。会议通知于2025 年12 月1 日通过电 子邮件方式送达全体董事。会议应参加表决董事12 人，实际参加表决董事12 人。会 议的召集、通知、召开时间、地点、方式及出席人数均符合《公司法》《公司章程》及 相关法律法规的规定，合法、有效。经与会董事充分审议，会议于2025 年12 月10 日通过如下决议： 本议案具体内容详见公司同日在上海证券交易所网站（http://www.sse.com.cn） 与公司指定的信息披露媒体披露的《水井坊董事会各专门委员会实施细则（2025 年 12 月10 日修订）》。 本议案表决情况：12 票同意、0 票反对、0 票弃权。 一、审议通过了《关于调整公司董事会专门委员会成员 ...

MACD金叉信号形成，这些股涨势不错！ 格隆汇12月10日｜A股白酒概念股拉升，其中，皇台酒业涨停，酒鬼酒、金种子酒、舍得酒业、水井坊 跟涨。消息上，《贵州省促进白酒销售若干措施(征求意见稿)》公开征求意见。其中提到，支持酒企与 金融机构深化合作，探索"品牌白酒质押贷""白酒收益权理财产品"等服务，盘活酒企资产，缓解企业资 金压力。 ...

Core Insights - The liquor sector experienced a decline of 1.0% on December 8, with Luzhou Laojiao leading the drop [1][2] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] Liquor Sector Performance - Luzhou Laojiao's stock price fell by 2.31% to 125.38, with a trading volume of 117,400 shares and a transaction value of 1.482 billion yuan [2] - Wuliangye and Gujing Gongjiu also saw declines of 1.47% and 1.35%, respectively, with transaction values of 3.157 billion yuan and 279 million yuan [2] - The overall net outflow of main funds from the liquor sector was 1.788 billion yuan, while retail investors saw a net inflow of 926 million yuan [2][3] Fund Flow Analysis - Main funds showed a negative net inflow for several companies, including ST Yanshi and Jinhui Liquor, with net outflows of 1.29 million yuan and 3.21 million yuan, respectively [3] - Retail investors contributed positively to the net inflow for companies like Yilite and Tianyoude Liquor, with net inflows of 3.97 million yuan and 3.42 million yuan, respectively [3] - The overall trend indicates a shift in investor sentiment, with retail investors more active in the market compared to institutional investors [2][3]

洪宗华的加盟并非突然。据了解，这次人事调整已酝酿数月之久，他在水井坊的工作一直持续到今年11月上旬。他的职业轨迹长期深耕于消费行业的公共关 系与政府事务领域，这份在跨文化、跨企业管理上的丰富经验，被认为是百事公司相中他的核心原因。 值得一提的是，与此前主要负责中国区事务相比，洪宗华此次的职务层级有明显提升，将全面统筹亚太区层面的公司事务。 对于此次履新，洪宗华向媒体表示，自己"刚入职3天，还在学习了解中"。如何将其在白酒行业积累的政府关系、品牌建设和可持续发展经验，应用于百事 在亚太的多元业务中，将成为他新角色面临的首要课题。 随着这位新高管的到任，百事能否在竞争激烈的亚太市场，特别是在饮料业务上打开新局面，值得持续观察。 快消巨头百事公司近期又迎来一位新高管。 据蓝鲸新闻等多家媒体确认，原水井坊首席公共关系事务官洪宗华已正式履新，担任百事（中国）有限公司亚太区公司事务副总裁。这位拥有沃尔玛、玛氏 等多家外资名企履历的职业经理人，此次跨国跳槽从白酒行业重返国际饮料巨头，引发了业界关注。 ...

Investment Rating - The report maintains an "Increase" rating for the food and beverage industry, indicating a positive outlook for selected stocks and sectors within the industry [4]. Core Insights - The white liquor sector is showing signs of recovery, with Shanxi Fenjiu focusing on national expansion, youth engagement, and internationalization strategies for 2026. The company is optimizing inventory and enhancing market capacity, which is expected to support growth [2]. - In the beverage sector, companies like Nongfu Spring are planning to strengthen their water and tea product lines while introducing new products. The beer segment is diversifying with new flavors to cater to changing consumer preferences [3]. - The report highlights the potential for growth in consumer staples, with companies like Three Squirrels expanding into a full-category strategy and Mengniu Dairy leading in deep processing innovations [7]. Summary by Sections White Liquor - Shanxi Fenjiu's 2026 marketing strategy focuses on nationalization, youth engagement, and precise consumer service. The company is targeting key markets and optimizing inventory to enhance growth potential [2]. - The white liquor industry is characterized by bottoming out in sales, clearing financial reports, and low expectations, suggesting a favorable environment for quality asset allocation [2]. Beer and Beverage - The beer sector is witnessing the launch of new products like Jin Xing Beer’s winter flavor, reflecting a shift in consumption patterns towards home and outdoor settings [3]. - Nongfu Spring's strategy for 2026 includes strengthening its core water products and expanding its tea offerings, indicating a focus on product diversification and market penetration [3]. Consumer Staples - Three Squirrels is advancing its full-category strategy with the opening of flagship stores, emphasizing community engagement and a wide range of products [7]. - Mengniu Dairy is enhancing its product line with deep processing innovations, which are expected to drive demand and improve the utilization of raw milk [7]. - The frozen food sector is recovering, with companies like Anjuke benefiting from new product launches and channel optimizations, indicating a positive market response [7].

| 代码 | 名称 | | 涨幅%↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 000568 | 泸州老窖 | 1 | -4.00 | 1875亿 | 6.77 | | 600809 | 山西汾酒 | 1 | -3.65 | 2205亿 | 1.59 | | 600702 | 吴得湿亚 | | -3.58 | 190亿 | -12.64 | | 000799 | 酒鬼酒 | 报 | -2.88 | 175亿 | -1.73 | | 600779 | 水井坊 | 1 | -2.74 | 185亿 | -27.28 | | 000995 | 青导演业 | | -2.36 | 21.31亿 | -27.21 | | 002304 | 洋河股份 | | -1.74 | 939亿 | -20.44 | | 603369 | 今世缘 | | -1.60 | 453亿 | -17.46 | | 000596 | 古井贡酒 | 1 | -1.55 | 817亿 | -6.93 | | 600199 | 金种子酒 | 1 | -1.33 | 63.67亿 ...

Core Viewpoint - The appointment of Hong Zonghua as Vice President of Corporate Affairs for PepsiCo Asia Pacific marks a significant leadership change, reflecting the company's strategic adjustments and recovery in performance in the region [2][5]. Group 1: Leadership Changes - Hong Zonghua, previously the Chief Public Relations Officer at Shui Jing Fang, has officially taken on the role of Vice President of Corporate Affairs at PepsiCo Asia Pacific, indicating a notable elevation in his career [2]. - His background in public relations and government relations within foreign consumer enterprises was a key factor in his selection for this role [2]. - The transition comes after a series of management restructuring and executive changes at PepsiCo, aimed at enhancing growth and operational efficiency [5][6]. Group 2: Performance and Strategy - During Hong's tenure at Shui Jing Fang, the company experienced continuous revenue growth, with 2024 projected revenue surpassing 5 billion [3]. - Shui Jing Fang focused on brand scarcity and niche marketing strategies, emphasizing its unique heritage and high-end customer engagement [4]. - PepsiCo's restructuring included the establishment of distinct divisions for international beverages and Asia Pacific foods, with a focus on improving performance in a competitive market [5][7]. Group 3: Market Dynamics - PepsiCo's beverage business in China has faced challenges, with low single-digit declines in 2024, contrasting with food business growth [7]. - The overall performance in the Asia Pacific market showed a 1% net revenue increase, with food sales growing by 4% while beverage sales lagged [7][8]. - Despite these challenges, there are signs of recovery in 2025, with food business unit sales increasing by 4% and organic revenue growth in international beverages [8].

近年来，水井坊将ESG（环境、社会和公司治理）理念深度融入企业战略和经营管理各个环节，以一场 深刻的ESG领域变革，探索独具特色的可持续发展之路，书写了中国白酒行业可持续发展新范式。 铸就责任基石：落地ESG，创新企业战略 水井坊将ESG理念深度融入企业战略，打造了自上而下的ESG体系，建立了董事会层面的ESG监督管理 机制，确保可持续发展战略有效落地。2024年，水井坊创新采用"双重重要性"分析框架，从"影响重要 性"和"财务重要性"双维度识别出31项实质性议题，为企业战略决策提供科学依据。 水井坊坚持实行以"三道防线"为中心的风险管理体系，通过自研防伪数字编码系统，实现产品防伪能力 跨越式提升。 水井坊的ESG实践获得业界广泛认可，连续3年入选标普全球《可持续发展年鉴（中国版）》，并再度 获评"行业最佳进步企业"；明晟（MSCI）ESG评级提升至BBB级，位居行业前列。亮眼成绩是水井坊 在可持续发展道路上坚定前行的有力证明。 推动绿色转型：坚持环保理念，助力产业升级 面对白酒行业可持续发展的挑战，水井坊勇于自我革新，将环保理念贯穿于从原料到消费的全产业链， 打造绿色酿造新模式。 水井坊完成覆盖范围一（直接 ...

21世纪经济报道记者肖夏 12月2日，21世纪经济报道记者了解到，前水井坊（600779）公关"一号位"洪宗华，近日已正式履新百事公司亚太区公司事务副总裁。 有留学背景、长期在外资消费企业从事公共关系、政府关系方向工作，是百事看中洪宗华的重要原因。 洪宗华曾先后在沃尔玛、玛氏(箭牌)、康宝莱中国、水井坊等企业负责公共关系、政府关系方向，曾任康宝莱中国公司事务与企业社会责 任高级总监、水井坊首席公共关系事务官等职务。 不过相较于此前主要负责中国区的公关事务，洪宗华此次职务级别有明显提升。就21世纪经济报道记者了解，洪宗华在水井坊的工作一直 持续到了11月上旬，而百事的这一职位调整已至少酝酿了数月。 食品业务方面，原百事公司大中华区首席执行官兼亚太区首席增长官谢长安，从今年初开始成为百事公司亚太食品首席执行官，负责管理 包括中国市场在内的亚太地区食品业务。 他的到来，恰逢今年百事公司的管理架构和中国区高管团队进行了大幅调整，经营表现也有所复苏。水井坊四年任期见证多次换帅 近年外界对洪宗华更熟悉的，是他在白酒企业水井坊的职务。 2021年10月，洪宗华离开北京来到成都，先后担任水井坊公共事务副总经理、首席公共关系事 ...