Core Viewpoint - Gujinggongjiu is leveraging its participation in the 2025 Osaka World Expo to promote Chinese liquor culture globally, showcasing its traditional brewing techniques and modern innovations in green and intelligent manufacturing [1][3][10]. Group 1: Event Participation and Product Launch - Gujinggongjiu hosted two corporate days at the China Pavilion of the Osaka Expo, highlighting its role as the only official partner to do so for five consecutive expos [1][8]. - The company launched four new products, "Han, Tang, Song, Ming," during the second corporate day, emphasizing a modern interpretation of Chinese liquor culture [4][6][7]. Group 2: Cultural Promotion and Brand Identity - The events aim to bridge cultural exchanges, showcasing the essence of Chinese heritage and craftsmanship through liquor [1][3][10]. - Gujinggongjiu's commitment to promoting Chinese liquor culture aligns with the expo's theme of building a community of life between humans and nature [3][10]. Group 3: Innovation and Sustainability - The company emphasizes "green brewing" and "intelligent manufacturing," integrating traditional methods with modern technology to enhance production efficiency and product quality [10][11]. - Gujinggongjiu is focused on sustainable practices, from sourcing high-quality raw materials to utilizing ancient well water for brewing, ensuring a premium product [10][11]. Group 4: Social Responsibility and Global Outreach - Gujinggongjiu is dedicated to showcasing its hometown, Bozhou, and its rich cultural heritage while promoting local brands internationally [12][14]. - The company is actively engaging in global cultural exchanges, including events in Tokyo, to further its mission of spreading Chinese liquor culture worldwide [14][15].

同时，产品的热销，也吸引来众多白酒大V为老瓷贡的热度再添一把火，推荐为"国民十大光瓶酒""50 元以下超高性价比口粮酒"榜单之列。古井贡酒也聚焦济南、呼尔浩特等大商布局城市，邀请当地网红 达人测评，目前#老瓷贡话题在抖音播放量已超4000万，引发不少酒友晒图分享、搜索，老瓷贡关键词 指数同比、环比均增长200%+。 在古井贡酒老瓷贡布局的重点市场，多处城市地标建筑上，老瓷贡的宣传海报频频可见，也为城市里忙 碌的人群，挑选品质口粮酒提供一个不错的选择。 临近中秋，朋友欢聚，回家探亲，独饮小酌，少不了带上两瓶纯粮好酒。在这个中秋档活动中，古井贡 酒老瓷贡，传承老味道、老工艺，深受酒友喜爱，成了不少人囤货清单的必买产品。 天猫白酒中秋热卖榜双榜热销 在刚结束的2025年天猫中秋团圆季大促活动，古井贡酒老瓷贡连续上榜中秋热卖榜单TOP1、200-500元 热销榜单TOP3，同时借助天猫古井贡酒超级品牌日资源的加持，掀起光瓶酒的囤货热潮。 在天猫古井贡酒官方旗舰店的评论区里，众多酒友对老瓷贡评价颇高，"包装好，大气复古"、"50元价 位段的品质口粮酒"、"口感好"、"物超所值"，这些评价是酒友的认可，也是老瓷贡最大的产 ...

距离国庆中秋长假仅有几天，名酒的动销持续回暖。 21世纪经济报道肖夏综合报道 白酒旺季终于回归，形势依旧分化——一边是名酒价格回升，另一边整体行情依旧下行；动销回暖的同时，全行业产量 还在继续收缩。行业要闻 中秋国庆旺季临近茅台、五粮液等名酒动销回暖 9月25日、26日开始，多个酒价平台数据报出的飞天茅台价格集体上涨，28日有酒价平台显示，飞天茅台的报价单日上 涨了30元。 21世纪经济报道记者上周在重庆也走访了多类终端，普遍反馈飞天茅台的动销近期回暖，报价多在1900元至2000元区 间，且上周末报价在此前已经上涨的基础上再度上涨。 此前贵州茅台（600519）官方公众号发文称，9月25日茅台集团党委副书记、总经理王莉率队深入青海市场一线调研， 并在西宁组织召开青甘新藏四省区贵州茅台酒市场营销座谈会。会上透露，9月以来，贵州茅台酒终端动销增长表现更 加显著，环比增长约1倍，同比增长超20%。茅台方面认为，这一系列积极变化，既显示出消费端节日需求增长，也充分 体现了面对行业周期调整，茅台酒"4+6"渠道体系所展现出的渠道良好韧性。 国家统计局上周披露了9月工业主要产品产量。9月，全国规模以上企业白酒产量20. ...

21世纪经济报道肖夏 综合报道 白酒旺季终于回归，形势依旧分化——一边是名酒价格回升，另一边整体行情依旧下行；动销回暖的同 时，全行业产量还在继续收缩。 中秋国庆旺季临近 茅台、五粮液等名酒动销回暖 距离国庆中秋长假仅有几天，名酒的动销持续回暖。 9月25日、26日开始，多个酒价平台数据报出的飞天茅台价格集体上涨，28日有酒价平台显示，飞天茅 台的报价单日上涨了30元。 21世纪经济报道记者上周在重庆也走访了多类终端，普遍反馈飞天茅台的动销近期回暖，报价多在1900 元至2000元区间，且上周末报价在此前已经上涨的基础上再度上涨。 此前贵州茅台官方公众号发文称，9月25日茅台集团党委副书记、总经理王莉率队深入青海市场一线调 研，并在西宁组织召开青甘新藏四省区贵州茅台酒市场营销座谈会。会上透露，9月以来，贵州茅台酒 终端动销增长表现更加显著，环比增长约1倍，同比增长超20%。茅台方面认为，这一系列积极变化， 既显示出消费端节日需求增长，也充分体现了面对行业周期调整，茅台酒"4+6"渠道体系所展现出的渠 道良好韧性。 市场上也传出了五粮液价格大幅回涨的消息。21世纪经济报道记者走访的终端普遍反馈，五粮液是近期 动 ...

Core Viewpoint - The food and beverage ETF Tianhong (159736) has shown significant market activity, with a notable inflow of funds and rising stock prices among key components, indicating a positive trend in the sector [2][3]. Group 1: ETF Performance - The Tianhong food and beverage ETF (159736) experienced a slight decline of 0.28% as of the latest report, with a premium rate of 0.04% and frequent premium trading observed [1]. - The ETF has seen a net inflow of nearly 170 million yuan over the past nine trading days, with a total circulation of 7.62 billion shares, reaching a historical high [2]. Group 2: Component Stocks - Key component stocks such as Yangyuan Beverage, Gujing Gongjiu, Luzhou Laojiao, and others have shown price increases, with Yangyuan Beverage rising over 4% [2]. - The ETF closely tracks the CSI Food and Beverage Index, which includes major stocks from the beverage, packaged food, and meat industries, featuring top holdings like Kweichow Moutai, Yili, and Wuliangye [2]. Group 3: Market Trends - Reports indicate a significant increase in the prices of premium liquor, with notable price hikes for products like Feitian Moutai and other well-known brands over a short period [3]. - The liquor market is experiencing a surge in demand, particularly in the mid-range price segment (50-200 yuan), with increased sales reported across various regions [3]. - The upcoming National Day holiday is expected to boost tourism and consumer spending, with a projected 130% increase in travel compared to the previous year, indicating a potential for strong sales in the food and beverage sector [4].

资金流向方面，主力资金净流入869.42万元，特大单买入688.06万元，占比4.34%，卖出0.00元，占比 0.00%；大单买入3467.28万元，占比21.89%，卖出3285.92万元，占比20.75%。 资料显示，安徽古井贡酒股份有限公司位于安徽省亳州市古井镇古井产业园，成立日期1999年3月5日， 上市日期1996年9月27日，公司主营业务涉及白酒、啤酒、葡萄酒、酿酒设备、包装材料、玻璃瓶,酒 精、饲料、油脂、饮料,高新技术开发、生物技术开发、农副产品深加工的生产与销售等。主营业务收 入构成为：白酒业务98.27%，其他1.40%，酒店业务0.33%。 9月29日，古井贡酒盘中上涨2.03%，截至10:00，报157.35元/股，成交1.58亿元，换手率0.25%，总市值 831.75亿元。 古井贡酒今年以来股价跌5.95%，近5个交易日跌0.84%，近20日跌7.66%，近60日涨17.60%。 古井贡酒所属申万行业为：食品饮料-白酒Ⅱ-白酒Ⅲ。所属概念板块包括：白酒、券商相关、价值成 长、MSCI中国、大盘等。 截至9月20日，古井贡酒股东户数5.06万，较上期增加9.03%；人均流通股0股， ...

汉韵启琼浆，唐风酿玉香。宋醪凝雅意，明醴蕴华章。六度携世博，全球焕瑞光。巡礼传佳话，举杯四 海扬。 在行业首倡"中国酿 世界香"的古井贡酒，提出了"再造一个数字化、国际化、法治化新古井"战略目 标，其中"国际化"是战略中的重要一环。 这场活动不仅标志着古井贡酒以非遗酿造技艺为根基，吹响了中国白酒国际化战略的冲锋号，更通过世 博会这一全球舞台，向世界传递了中华酒文化的深厚底蕴与创新活力。 作为结缘六届世博会、五度荣膺中国馆官方合作伙伴的唯一中国白酒品牌，古井贡酒再携第二场世博企 业日重磅登陆大阪世博会，展现了其在国际化道路上的卓越成就与深远布局。 对话世界，引领中国酒业大航海时代 随着中国经济的国际化程度日益提高，国内白酒企业"走出去"已成为行业共识。在这场中国酒业的"大 航海时代"中，古井贡酒身先士卒，成为引领者。 古井贡酒的国际化征程可追溯至改革开放后。早在20世纪80-90年代，古井贡酒一款出口装产品便风靡 海内外，成为了中国白酒对外展出的一张靓丽名片。 1988年巴黎第十三届国际食品博览会上，古井贡酒更是荣获金夏尔奖，这也是该届博览会上唯一获金奖 的中国名酒，这一荣誉为中国白酒在国际舞台上赢得了极高的声 ...

酒行业丨市场观察 本周看点： -"硬汉精英"退场，白酒代言人焕新； -高端啤酒"战场"生变：华润、青啤、燕京集体"围剿"百威； -宴席市场成业绩突围"新战场"？ 行业环境 1."硬汉精英"退场，白酒代言人焕新 关键词 ： 白酒代言人,年轻艺人,营销方式,价值主张,生活方式 概要 ： 近年来，白酒行业代言人策略发生显著变化，从过去偏好中年男性代言人转向年轻 化、多元化的明星艺人，如邓紫棋、张艺兴、黄渤、徐志胜等。这一转变反映了白酒品牌从传 统厚重形象向年轻化、生活化转型的趋势，旨在通过"社交货币"而非"权威背书"吸引新生代消 费者。代言人不仅是流量入口，更是品牌与消费者情感连接的桥梁，帮助白酒企业从"卖酒"转 向"卖生活方式"。同时，营销逻辑也从渠道驱动转向消费者驱动，注重社群互动和用户共创， 以增强品牌认同。这一系列变化标志着白酒行业正加速适应消费者主权时代，寻求与年轻群体 的深度共鸣。 2.光瓶酒冷热分化：牛栏山等失意，玻汾"封神"？ 关键词 ： 光瓶酒市场,消费升级,行业洗牌,高线光瓶酒,理性消费 概要 ： 光瓶酒市场呈现"冰火两重天"态势：传统品牌如牛栏山因低价竞争导致营收利润大幅下 滑，而汾酒玻汾等产 ...

中经酒业周报密切关注酒业发展情况，及时捕捉行业及企业最新动态。本期看点：8酒企上榜中国制造业企业500强，2025年IWSC首届中国区（邛崃）烈性 酒大赛启动，茅台9月终端动销同比增20%。酒业大事尽在掌握。 行业动态 9月23日，由中国酒类流通协会指导，IWSC国际葡萄酒与烈性酒大赛组委会、四川省酒业协会共同主办的邛崃国际美酒季系列活动暨2025IWSC首届中国区 （邛崃）烈性酒大赛在中国酒业梦工场启动。IWSC国际烈性酒大赛首次落户亚洲，大赛组委会聘请多位国际权威专家担任"邛酒国际推广大使"，向世界传 播邛酒文化、讲述邛酒故事，助力邛酒提升国际品牌识别度和市场竞争力。（邛崃市人民政府官网） 5. 中国国际黄酒产业博览会定档 11月7日至12日，2025中国国际黄酒产业博览会将在浙江省绍兴市黄酒小镇（东浦）举行。本次展会将设有六大展区：国粹黄酒展区、全国黄酒特色产区、 绍兴黄酒地标企业展区、黄酒技术成果展区、黄酒直播带货专区、国际专区；同期将举办绍兴黄酒全球推介会、中国黄酒产业发展振兴大会、黄酒嘉年华活 动、黄酒创意挑战赛等十余项活动。（中国酒业协会CADA公众号） 1. 8酒企上榜中国制造业企业500强 ...

Investment Rating - The report suggests a positive outlook for the liquor sector, particularly for high-end brands like Guizhou Moutai and Wuliangye, indicating a left-side configuration opportunity in the white liquor segment [3][12][14]. Core Insights - The report highlights that the core products in the liquor industry, such as Feitian Moutai and Wuliangye, have seen a rebound in wholesale prices, attributed to effective channel management by manufacturers [2][12]. - It is anticipated that the sales volume in the white liquor sector will decline by approximately 20% year-on-year, but the rate of decline is expected to narrow compared to previous months, indicating a potential stabilization in the market [11][12]. - The report emphasizes the increasing diversification of purchasing channels for liquor, with a notable shift towards online and new media platforms, which is reshaping consumer behavior [2][12][14]. Summary by Sections White Liquor - The report notes a recovery in the wholesale prices of key products, driven by improved channel management and a positive reception during the upcoming Mid-Autumn and National Day holidays [2][12]. - It suggests that the white liquor sector is entering a phase where inventory levels can be significantly reduced, leading to a temporary release of price pressure [12][14]. - Recommendations include focusing on high-end brands with strong market positions and exploring potential catalysts in the broader liquor market [3][12][14]. Beer - The beer sector is experiencing steady recovery in on-premise consumption, with companies diversifying into non-draft channels and soft drinks [14]. - The report encourages continued attention to the beer sector due to its solid performance and dividend levels [3][14]. Yellow Wine - The yellow wine industry is seeing price increases among leading brands, which may lead to a more stable competitive landscape [14]. - The report highlights the importance of marketing and product innovation in the yellow wine sector as it approaches peak season [14]. Snacks - The snack industry is maintaining high growth, with new retail channels expanding rapidly and product diversity increasing [4][15]. - The report suggests that the upcoming holiday season will boost demand for snack products, particularly nut gift boxes [4][15]. Soft Drinks - The soft drink sector is nearing the end of its peak season, with segments like energy drinks and sugar-free teas showing strong growth [4][16]. - The report indicates that traditional categories are facing challenges, but health-oriented products are performing well [4][16]. Condiments - The condiment sector is stabilizing, with expectations of demand recovery in the restaurant chain segment [5][17]. - The report recommends focusing on companies with strong competitive advantages and improving profit margins [5][17].