Core Insights - The sponsorship market for the "Su Super" league has significantly increased, indicating its growing popularity and commercial value [1][2][3] - Major companies such as JD.com and Yili have joined as official strategic partners and sponsors, enhancing the league's marketability [1][2] - The league's structure now includes a total of 7 strategic partners, 5 sponsors, and an increase in suppliers and partners, reflecting a robust sponsorship ecosystem [2][3] Sponsorship Growth - The number of official strategic partners has risen from 1 to 7, with new additions including JD.com and Li Xiang [1][2] - Official sponsors increased from 1 to 5, with new entrants like Nubia and Yili [1][2] - The total number of sponsors has expanded, including the addition of a public support unit and various regional sponsors [2] Commercial Value and Community Engagement - The increased sponsorship is expected to enhance the league's operational capabilities and improve the overall spectator experience [3][4] - Ticket prices remain affordable, promoting higher attendance and community involvement [4] - The league aims to balance commercial interests with its core values, emphasizing community engagement and the essence of football [4][5] Future Outlook - The influx of sponsors is anticipated to create a positive feedback loop, improving facilities and training conditions, which could attract even more sponsors [3] - Experts suggest that while commercial value is important, the league should maintain its grassroots appeal and community focus [4][5] - The league's connection to local culture and community is seen as a vital aspect of its growth and sustainability [5]

证券之星食品饮料行业周报：2025年6月9日-2025年6月13日，沪深300指数下跌0.25%，申万食品饮料指 数下跌4.28%。前五大上涨个股分别为：交大昂立（600530）、*ST春天（600381）、仙乐健康 （300791）、西麦食品（002956）、新乳业（002946）。 机构观点 国盛证券本周观点(含个股)： 投资建议：1、白酒：淡季筑底、中长期价值凸显，建议关注"优势龙头、红利延续、强势复苏"三条主 线：1)优势龙头，头部酒企份额持续提升：贵州茅台（600519）、五粮液（000858）、山西汾酒 （600809）、古井贡酒（000596）；2)红利延续，高确定性区域酒：今世缘（603369）(江苏格局红 利)、迎驾贡酒（603198）(洞藏大单品红利)等；3)受益复苏与风险偏好提升，弹性标的：泸州老窖 （000568）、水井坊（600779）、舍得酒业（600702）、老白干酒（600559）、港股珍酒李渡、酒鬼酒 （000799）等。2、大众品：燕京U8改革深化，农夫山泉推新"茶"，山姆供应链上新加速，建议寻找高 成长与强复苏两条主线：1)高景气或高成长逻辑：盐津铺子（002847）、东 ...

今世缘2024年营收、净利润均创历史新高，根据白酒行业境内上市公司2024年年报数据，今世缘2024年 营收、净利润在行业中均位列第七。 上证报中国证券网讯（记者 仲茜）近日，今世缘披露调研记录，公司接受了国泰海通等十余家机构调 研。在行业发展趋缓的形式下，机构对今世缘未来发展战略、市场布局等颇为关注。 今世缘管理层在交流中表示，公司将坚持"稳中求进、好中求快"的发展理念，既要巩固优势基本盘，也 要推进省内市场的精耕细作；后续市场开拓的核心策略是聚焦长三角一体化，将省内产品和品牌优势向 省外延伸，重点把握华东、华北的结构性机会，战略性布局将帮助公司度过行业调整期。 近年来，今世缘产品势能持续释放，在江苏省内竞争优势不断放大，省外板块市场逐步突破。在竞争激 烈的行业环境下，公司凭借对市场的开发研究，市场占有率逐年稳步上升。 2020年至2024年，今世缘营收规模从51.22亿元增长至115.46亿元，公司归属净利润从15.67亿元增长至 34.12亿元。 其中，2021年至2023年今世缘营收、净利润均保持20%以上的高速增长，2024年营收、净利润分别增长 14.30%、8.80%；虽然增长趋缓，但各项指标增 ...

Core Viewpoint - The Shanghai Composite Index opened high but closed lower, with the CSI 300 Food and Beverage Index reported at 23,349.84 points [1] Group 1: Index Performance - The CSI 300 Food and Beverage Index has decreased by 5.27% over the past month, 2.96% over the past three months, and 4.25% year-to-date [2] Group 2: Index Composition - The CSI 300 Index is categorized into 11 primary industries, 35 secondary industries, over 90 tertiary industries, and more than 200 quaternary industries, with a base date of December 31, 2004, and a base point of 1,000.0 [2] - The top ten weights in the CSI 300 Food and Beverage Index are: Kweichow Moutai (50.79%), Wuliangye (13.2%), Yili (9.98%), Shanxi Fenjiu (4.72%), Luzhou Laojiao (4.66%), Haitian Flavoring (3.82%), Dongpeng Beverage (3.78%), Yanghe Brewery (2.19%), Jinshiyuan (1.75%), and Tsingtao Brewery (1.41%) [2] Group 3: Market Distribution - The market distribution of the CSI 300 Food and Beverage Index shows that the Shanghai Stock Exchange accounts for 76.26%, while the Shenzhen Stock Exchange accounts for 23.74% [2] Group 4: Industry Breakdown - The industry composition of the CSI 300 Food and Beverage Index includes: Baijiu (78.63%), Dairy Products (9.98%), Condiments and Cooking Oils (4.81%), Soft Drinks (3.78%), Beer (1.41%), and Meat Products (1.40%) [3] Group 5: Sample Adjustment - The index samples are adjusted biannually, with adjustments implemented on the next trading day following the second Friday of June and December each year [3] - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made in response to changes in the CSI 300 Index samples [3]

Group 1 - Tianyoude Wine has injected $650,000 into its wholly-owned subsidiary Oranos Group, Inc., increasing its total investment to $15.4 million, indicating ongoing commitment to overseas business development [1] - The company previously announced a capital increase of $4 million to Oranos Group in July 2022, with subsequent injections of $2 million and $750,000 completed in August and December 2024 respectively, reflecting a strategic focus on international expansion [1] - This capital injection may impact the company's liquidity and financial structure, potentially increasing investor interest in the internationalization efforts of companies in the liquor sector [1] Group 2 - Jinshiyuan has addressed investor concerns regarding the recruitment of sales personnel from competitors, stating that while talent movement is normal, there has been no deliberate effort to poach from rival firms [2] - The company's response highlights a stable talent strategy, which may influence investor perceptions of its market competitiveness and internal management practices [2] - This situation also reflects the current state of talent mobility within the liquor industry, prompting other companies in the sector to reconsider their own talent strategies [2] Group 3 - The European Union has proposed a "zero-for-zero" tariff mechanism for wine with the United States, aimed at easing trade tensions amid upcoming negotiations on steel and aluminum tariffs [3] - This proposal could enhance the competitive position of European wine producers in the U.S. market, potentially attracting investor attention within the wine sector [3] - The trade dynamics surrounding this proposal may lead investors to assess the implications of changing tariff policies on the industry [3]

▎任晓波调研泸州重点酒企、项目 6月3日-5日，泸州市副市长、泸州市白酒产业生态链链长任晓波率队到重点酒类企业、项目开展"进企 业、解难题、促发展"联系服务工作。 他表示，当前白酒行业进入了新一轮调整周期，市场竞争空前激烈。但要深刻认识到，全国经济持续向 好的总体大局没有改变，白酒产业所具有的物质、精神和文化等特殊属性没有改变，白酒市场不缺酒、 但长期缺好酒、缺老酒的基本逻辑没有改变，泸州产区得天独厚的酿酒生态、千年传承的酿造技艺、集 群成链的产业优势没有改变；越是困难时期，越要坚定穿越周期的发展信心，保持推动品质提升、品牌 培育、品位塑造的战略定力，树立"长跑精神"和"周期视角"，与时间竞争、与自己竞争，坚定信心不动 摇，咬住目标不放松。 作为中国东部唯一的"白酒之都"，江苏宿迁拥有"洋河""双沟"两大名酒，是全国唯一荣获6枚中国驰名 商标的白酒产区，也是世界十大烈酒产区和三大湿地名酒产区之一，白酒行业产值占江苏近八成、占全 国5.8%。近年来，宿迁市锚定"千亿级白酒产区"建设目标，立足酒产业优势特色，明确发展战略定位， 全力推动酒产业高质量发展。2024年，宿迁市酿造（酒）产业产值同比增长6.4%，正朝着 ...

21世纪经济报道记者肖夏 综合报道 618持续推进，平台接连传出喜报，葡萄酒、啤酒、次高端白酒销售继续增长，线下白酒则持续下探， 几大高端名酒批价创下阶段新低。场外，苏超热度加成下，洋河、今世缘都在通过赞助抢抓热度、接近 球迷消费群体。 行业要闻 天猫618第一阶段淘系酒类核心品牌增长72% 天猫披露今年618第一阶段战报，显示淘系酒类核心品牌同比增长72%， 其中，国产白酒 、葡萄酒 、黄酒均实现了双位数增长。国产白酒中剑南春销售额同比增长284%，泸州 老窖同比增长433%，郎酒同比增长90%，汾酒同比增长40%，古井贡酒同比增长143%，茅台王子酒增 长47%；红酒当中，奔富同比增长408%，位列淘系酒类核心品牌第二，葡萄酒品牌第一。 啤酒当中喜力增长37%，百威增长22%。此外，獭祭增长104%，麦卡伦增长47%，人头马增长24%。 北京二锅头、汾阳清香型白酒等9个地方特色酒产业入选工信部培育名单 近日，工业和信息化部办公厅发布传统优势食品产区和地方特色食品产业重点培育名单（第一批），北 京二锅头清香型白酒、怀涿盆地葡萄酒、山西汾阳清香型白酒、绍兴黄酒、亳州浓香型白酒、四川浓香 型白酒、赤水河流域酱香 ...

Core Viewpoint - The Jiangsu Province Urban Football League, referred to as "Su Super," has gained significant popularity, attracting over 15,000 average spectators per match during the recent rounds, with a record attendance of 22,198 for a single match, indicating a strong economic value in grassroots sports [1][4][2]. Group 1: Event Popularity and Attendance - The league is organized by the Jiangsu Provincial Sports Bureau in collaboration with 13 municipal governments, featuring 516 players, of which only 29 are professional, highlighting its grassroots nature [2]. - The second round of matches averaged 9,852 attendees, surpassing the attendance of concurrent professional leagues, while the third round saw even higher engagement with specific matches drawing over 15,000 spectators [4]. - The rapid rise in online discussions and memes related to the league indicates its cultural impact, with the league's popularity surpassing that of major events like the UEFA Champions League final within 20 days [4]. Group 2: Sponsorship and Economic Impact - Major sponsors, including Jiangsu Bank and Jinshiyuan, have reported significant brand exposure and economic benefits from their involvement, with Jiangsu Bank emphasizing its commitment to cultural finance and community engagement [5][6]. - The league's sponsorship structure includes a tiered system with provincial, strategic, and city-level sponsors, reflecting a well-organized approach to attracting financial support [5]. - The economic impact of the league is evident, with data showing that over 180,000 fans traveled across cities during the holiday period, boosting hotel occupancy rates by 20%-30% and restaurant sales by 15%-25% [4]. Group 3: Broader Economic Trends in Sports - The economic benefits of grassroots sports events are becoming increasingly apparent, with examples from other regions showing substantial direct economic contributions from various sporting events [8]. - The integration of local culture and sports, such as promotional ticket packages that include local delicacies, has proven effective in driving sales and enhancing community engagement [8]. - The Jiangsu Provincial Sports Bureau's initiatives to promote sports events in various venues have led to significant increases in participation and consumer spending, demonstrating the potential for sports to drive local economies [9].

智通财经6月5日电，"苏超"赛事带动"概念股"如金陵体育、共创草坪、康力源等股价大幅上涨。智通财 经记者从上述公司获悉，他们均未向"苏超"提供赞助或建立直接合作，但不少公司表达了考虑进行合作 的想法。"苏超"主要赞助商之一的今世缘表示，当初赞助属常规安排，意外收获巨大流量，正在跟进转 化价值的机会。从事文旅产业的天目湖也称，"苏超"对游客消费有明显的带动作用。（智通财经记者 武超 肖良华） "苏超"概念领涨龙头：未提供赞助或建立直接合作 ...

"没有人情世故，全是恩怨""比赛第一，友谊第十四"……近日，2025年江苏省城市足球联赛火爆出圈， 在网络上掀起热烈讨论，被网友冠以"苏超"的名号。 没有黑幕和假球，只有对胜利的渴望。比赛现场气氛热烈，激烈的角逐点燃了观众热情，"散装江苏"等 各种有趣段子迅速成为了让比赛获得关注、刷屏各大社交平台的流量密码。这场足球业余联赛，目前已 创下单场直播超500万人次观看的纪录。 记者留意到，江苏名酒洋河与今世缘在"苏超"联赛中均有"露脸"。而随着赛事爆火出圈，两家企业在营 销宣传上已经有所行动。 今世缘方面，国缘V3早已官宣成为2025江苏省城市足球联赛官方战略合作伙伴，在5月10日的揭幕战 上，今世缘党委书记、董事长、总经理顾祥悦，副总经理羊栋均到场观战。在对外宣传素材中，今世缘 表示，国缘V3将持续发挥高端白酒品牌势能，在助力江苏足球事业专业化、市场化发展的同时，搭建 消费者情感共鸣的新场景。 在今世缘官方商城微信公众号上，今世缘还推出为"苏超"打call助威的活动，邀请球迷为家乡打call，参 与竞猜抽奖。 洋河方面，相关工作人员表示品牌将全程赞助"苏超"联赛中的宿迁队，与赛事主办方目前还没有合作。 此外，洋 ...