WLY(000858)
Search documents
“中国酒都”奔向“万亿产业高地”
Zheng Quan Shi Bao· 2025-12-07 17:56
长江首城宜宾,依托独特区位优势与前瞻政策布局,突破白酒、煤炭的"一白一黑"路径依赖,大力拓展数字经济 新蓝海、绿色新能源"一蓝一绿"产业带,为城市产业升级注入全新动能。 2024年,宜宾市经济总量超过4000亿元,位居四川省第三,外界普遍看好宜宾市未来排名将进一步提升。 传统与新兴产业双向奔赴、协同发展,让"中国酒都"加速崛起,迈向动力电池产业的"万亿高地",在产业变革浪潮 中书写"宜宾方案"。 政策精准滴灌 激活产业发展动能 宜宾坐拥"万里长江第一城"区位,长江航道直达东海,为大件货物运输提供天然优势;作为西部陆海新通道重要 节点,通过铁路、公路与沿海港口无缝衔接,货物出海时间大幅缩短,成为西南内陆连接东南亚的"桥头堡"。 新浪财经"酒价内参"重磅上线 知名白酒真实市场价尽在掌握 证券时报记者 唐强 充分发挥"链主"企业"强磁场"效应,宜宾已累计引进动力电池上下游配套项目120余个,规划产能300GWh,已建 成210GWh,构建起"上游原材料—新能源汽车—电池回收"绿色全产业链闭环,成为全国动力电池产业链最全、配 套能力最强的地区之一。同时,在动力电池检验检测方面,已落户宁德时代宜宾研究院项目,一期已于2 ...
今天官方消息:五粮液十年首次“降价”,行业或掀起跟风潮
Sou Hu Cai Jing· 2025-12-07 14:15
值得注意的是,这是普五近十年来的首次价格下调。上一次降价需追溯至2014年的行业深度调整期,当时普五价格从729元/ 瓶降至609元/瓶。 "五粮液降价是一个非常务实的决策。"白酒行业分析师肖竹青对蓝鲸新闻记者分析指出,此次调整将有助于缓解渠道的资 金与库存压力,并将企业资源更多导向真实的消费环节。"白酒行业的纳税包括从量税和从价税,在此时降价有利于降低征 税基数,从而减轻企业税负。降价后,经销商也能将更多精力投入到争夺消费场景、提升消费者体验等更具价值的工作 中。" 蓝鲸新闻 2025-12-07 17:24发布于北京蓝鲸财经官方账号 蓝鲸新闻12月7日讯(记者 朱欣悦)白酒行业近日传出一则备受关注的消息,有市场人士透露,五粮液将从明年起调整其核 心产品第八代普五的实际售价,即在维持1019元/瓶的官方打款价不变的前提下,给予经销商每瓶119元的折扣,实际开票价 将降至900元/瓶。 针对《每日经济新闻》的求证,五粮液方面回应称,第八代普五1019元/瓶的出厂价并未调整。市场传闻的"降价",实际是 公司相关补贴支持政策落地后的价格体现。 事实上,今年以来白酒行业正经历一股"寒流"。"除飞天茅台外,其他产品价 ...
五粮液回应“10年来首次降价”:是补贴,不是调低出厂价
Sou Hu Cai Jing· 2025-12-07 13:54
临近岁末,一则关于白酒行业龙头企业的重大价格动向引发市场高度关注。 有市场消息称,2026年五粮液将对核心单品52度第八代五粮液调整价格 ——在1019元/瓶的出厂价基础 上给予折扣,经销商开票直降119元,为900元/瓶;若叠加费用支持、返利等政策,该单品经销商端实 际成本甚至可低至800多元/瓶。 针对此消息,记者第一时间联系五粮液方面。公司明确回应,第八代五粮液1019元/瓶的出厂价并未调 整,市场所传 "降价",实为公司相关补贴支持政策落地后的价格变化。 在白酒行业处于结构性调整的关键阶段,龙头酒企的价格与渠道政策变动向来牵一发而动全身。五粮液 此次重大营销政策调整,会不会直接影响五粮液2026年营收?作为白酒头部企业,此举是否会触动其他 酒企,引发行业跟进? 直降119元 第八代五粮液开票价降至900元? "五粮液2026年降价了,2026年打款价1019元/瓶,开票900元/瓶。"一则关于五粮液核心产品价格调整的 消息在业内流传,立刻引发市场关注。 围绕这一信息,记者向多个渠道进行求证。 一位五粮液经销商虽然没有详细介绍此次五粮液政策调整的具体内容,但也向记者表示"目前还没有 定,但差不多是这个意 ...
五粮液回应降价传闻称出厂价未调整
3 6 Ke· 2025-12-07 13:41
【#五粮液回应降价传闻#:出厂价并未调整】 据每日经济新闻报道,有市场消息称,2026年五粮液将对核心单品52度第八代五粮液调整价格 ——在 1019元/瓶的出厂价基础上给予折扣,经销商开票直降119元,为900元/瓶;若叠加费用支持、返利等政 策,该单品经销商端实际成本甚至可低至800多元/瓶。 针对此消息,记者第一时间联系五粮液方面。公司明确回应,第八代五粮液1019元/瓶的出厂价并未调 整,市场所传 "降价",实为公司相关补贴支持政策落地后的价格变化。#公司回应第八代五粮液开票价 降至900元# ...
中信建投:茅台批价寻底,关注潜在政策催化下的跨年机会
Xin Lang Cai Jing· 2025-12-07 13:05
Core Viewpoint - The recent decline in Moutai's wholesale prices has temporarily suppressed the performance of the sector, but potential policy-driven consumption catalysts in December are noteworthy. Current valuations in the food and beverage sector are at relatively low historical levels, indicating clear bottom logic for quality assets like liquor. The focus on three main lines in the consumer goods sector presents structural opportunities, with recommendations to continue investing in liquor and consumer goods with specific logic. It is expected that the consumer goods sector will outperform liquor, with liquor demand stabilizing as the market awaits the Spring Festival [1][14]. Group 1: Market Performance - This week, the A-share market rose, with the Shanghai Composite Index closing at 3902.81 points, a weekly change of 0.37%. The food and beverage sector experienced a weekly decline of 1.90%, underperforming the market by 2.27 percentage points, ranking 30th among Shenwan's primary industry classifications [2][15]. - Among the various sub-sectors of food and beverage, the performance from highest to lowest was as follows: pre-processed foods (+1.51%), beer (+1.20%), soft drinks (+0.43%), meat products (-0.11%), health products (-0.17%), seasoning and fermented products (-0.32%), snacks (-0.73%), dairy products (-1.74%), liquor (-2.59%), and other alcoholic beverages (-3.06%) [2][15]. Group 2: Investment Recommendations - Clear signals of industry bottoming are evident, presenting opportunities for undervalued investments. Liquor demand is in a bottoming phase, with sales still under pressure but gradually recovering compared to Q3. Liquor companies are expected to continue the trend of performance clearing, actively alleviating market burdens. The liquor sector's valuation is at historical lows, providing strong bottom configuration value, while potential consumption policy catalysts are also noteworthy [3][16]. - For consumer goods, focus on three structural opportunities: 1) Improvement in the restaurant supply chain and supermarket customization, with a reduction in price wars and lighter channel inventory burdens as the traditional peak season approaches. 2) The health and functional product segment is experiencing high growth, with leading oat brands benefiting from the "oat+" health trend. 3) The price cycle is nearing a turning point, with expected improvements in upstream profitability as raw milk prices stabilize [3][16]. Group 3: Sector-Specific Insights - In the liquor sector, the recent global distributor conference for Fenjiu emphasized the certainty of future growth, with expectations for the domestic economy to stabilize and recover, supported by policy and consumption revival. This is anticipated to lead to a dual leap in cultural value and market scale for liquor as a cyclical industry [4][17]. - The average milk price in major production areas was 3.02 yuan/kg in the last week of November, down 0.1 yuan/kg, indicating a continued bottoming of raw milk prices. The first batch of deep-processed products from Mengniu has passed testing and is expected to contribute to performance improvements in the dairy sector as production capacity increases [20].
传五粮液开票价降至900元,业内人士:属实
Xin Lang Cai Jing· 2025-12-07 12:28
12月7日,有消息称,五粮液将从明年起调整第八代五粮液价格,在1019元/瓶打款价"不变"的基础上, 给予打款折扣119元/瓶,即开票价为900元/瓶。有业内人士及经销商向新浪财经《酒业内参》肯定了该 消息,"属实"。对于该情况,新浪财经《酒业内参》也问询了五粮液方面,截至发稿前暂无回应。 12月7日,有消息称,五粮液将从明年起调整第八代五粮液价格,在1019元/瓶打款价"不变"的基础上, 给予打款折扣119元/瓶,即开票价为900元/瓶。有业内人士及经销商向新浪财经《酒业内参》肯定了该 消息,"属实"。对于该情况,新浪财经《酒业内参》也问询了五粮液方面,截至发稿前暂无回应。 责任编辑:郭栩彤 责任编辑:郭栩彤 ...
喜娜AI速递:今日财经热点要闻回顾|2025年12月7日
Xin Lang Cai Jing· 2025-12-07 11:45
金融市场犹如变幻莫测的海洋,时刻涌动着投资与经济政策的波澜,深刻影响着全球经济的走向。在 此,喜娜AI为您呈上今日财经热点新闻,全方位覆盖股市动态、经济数据、企业财务状况以及政策更 新等关键领域,助您精准洞察金融世界的风云变幻,把握市场脉搏。 吴清:证券公司要从简单追求利润规模扩张,加快转向功能优先 12月6日,中国证监会主席吴清在中国证券业协会第八次会员大会上表示,证券行业已从简单追求规模 利润扩张加快转向功能优先,要巩固此趋势,摒弃拼规模、增速、排名情况。他围绕功能服务优先从四 方面提要求,包括服务实体经济、投资者、建设金融强国及促进高水平制度性开放等,鼓励有条件券商 走出去。详情>> 佳华科技拟重大资产重组,收购国家级"小巨人"数盾科技 佳华科技(688051)拟通过发行股份及支付现金方式购买数盾科技90%股份,预计构成重大资产重组, 股票12月8日(下周一)复牌。佳华科技是物联网大数据领军企业,数盾科技是国家级专精特新"小巨 人",专注密码技术与信息安全。交易完成后,数盾科技将成控股子公司,有助于完善产业布局,提升 上市公司持续经营能力。详情>> 2025医保药品目录公布,新增114种药品助力医疗保障 ...
周观点:年底关注渠道反馈,餐供龙头率先复苏-20251207
GOLDEN SUN SECURITIES· 2025-12-07 08:24
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].
五粮液否认第八代产品降价,称出厂价仍为1019元
Cai Jing Wang· 2025-12-07 07:49
#五粮液回应降价传闻#【#公司回应第八代五粮液开票价降至900元#】有市场消息称,2026年五粮液将 对核心单品52度第八代五粮液调整价格 ——在1019元/瓶的出厂价基础上给予折扣,经销商开票直降119 元,为900元/瓶;若叠加费用支持、返利等政策,该单品经销商端实际成本甚至可低至800多元/瓶。针 对此消息,记者第一时间联系五粮液方面。公司明确回应,第八代五粮液1019元/瓶的出厂价并未调 整,市场所传 "降价",实为公司相关补贴支持政策落地后的价格变化。(每经) ...
第八代五粮液开票价降至900元/瓶?最新回应
Xin Lang Cai Jing· 2025-12-07 07:23
五粮液方面表示,第八代五粮液1019元/瓶的出厂价并未调整,市场所传 "降价",实为公司相关补贴支 持政策落地后的价格变化。 (来源:消费日报官方平台) 转自:消费日报官方平台 近日,有市场消息称,五粮液将从明年起调整第八代五粮液价格,在1019元/瓶打款价不变的基础上, 给予打款折扣119元/瓶,即开票价为900元/瓶。 有媒体了解到,多位行业人士确认上述消息属实,"如果算上厂家补贴的话可以降至800多元/瓶"。 对于酒厂来说,打款价通常相对稳定,一旦调整属于重大营销决策;而开票价更为灵活,常作为渠道激 励、返利计算的基准,是厂家调控渠道的工具。 五粮液2025年三季度报告显示,今年前三季度,五粮液实现收入609.45亿元,同比下降10.26%,实现归 母净利润215.11亿元,同比下降13.72%。这是五粮液自2015年以来首次出现营收负增长,净利润增速也 创下2016年以来的最低水平。第三季度,五粮液实现收入81.74亿元,同比下降52.66%,实现归母净利 润20.19亿元,同比下降65.62%。 从市场表现看,三季度白酒市场的全价格带产品均面临不同程度的挑战。高端酒批价持续回落,中低端 酒为清理库存 ...