从资金流向上来看，当日非白酒板块主力资金净流出2505.5万元，游资资金净流出2832.74万元，散户资 金净流入5338.24万元。非白酒板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 002568 | 百润股份 | | 1108.01万 | 5.84% | 554.82万 | 2.92% | -1662.83万 | -8.76% | | 600573 | 惠泉啤酒 | | 809.49万 | 1.92% | -1142.72万 | -2.71% | 333.23万 | 0.79% | | 601579 | 会稽山 | | 710.14万 | 2.22% | -1194.56万 | -3.74% | 484.42万 | 1.52% | | 002461 | 珠江啤酒 | | 111.22万 | 2.07% | -121.80万 | -2.27% | 10.58万 | 0.2 ...

日前，珠江啤酒（002461.SZ）发布公告称，董事吴家威因已达到法定退休年龄，辞去董事及董事会审计委员会委员职务。公告强调，其辞职不会影响董事 会正常运作及公司经营。 吴家威并非一名普通的董事。资料显示，吴家威曾在另一家广州本土上市国企，广州酒家集团股份有限公司担任党委委员、董事、常务副总经理等重要职 务。 根据公告，吴家威辞职后，珠江啤酒董事会席位出现空缺，并将按程序补选。 值得注意的是，近年来珠江啤酒的董事会成员变动频繁。例如，此前由百威亚太首席执行官程衍俊担任的非执行董事、副董事长职务，以及新任总经理张涌 的履新，均标志着董事会构成中外部战略力量与内部管理团队的代表性在发生变化。 业内分析认为，珠江啤酒董事会的稳定与均衡，对其应对当前啤酒行业的存量竞争至关重要。一方面，大股东广州产业投资控股集团及其一致行动人的意志 需要通过董事会贯彻；另一方面，作为重要战略股东百威亚太的行业经验与资源，以及新引入的、具备跨行业管理背景的高管团队的创新思维，都需在董事 会层面进行有效协同。 随着吴家威的离职，珠江啤酒新组建的管理层如何在啤酒主业的"红海"中开辟出利润增长的"蓝海"，实现业绩的稳定增长，值得持续关注。 ...

证券日报网讯12月9日，永顺泰（001338）在互动平台回答投资者提问时表示，公司在与百威啤酒、嘉 士伯啤酒、喜力啤酒、华润雪花啤酒、青岛啤酒（600600）、燕京啤酒（000729）、珠江啤酒 （002461）等知名啤酒制造商均有超过20年合作历史的基础上，也通过分布于广东、浙江、江苏、山 东、河北等地区的生产基地，持续推进与区域性中小客户及精酿啤酒客户的合作。市场开拓方面会在满 足重点客户需求的基础上，结合国内外市场变动情况及时调整销售策略，致力于与各类客户构建良好的 合作关系。 ...

Core Viewpoint - The Chinese beer industry is experiencing a decline in production, with a reported decrease in output for the year 2025 compared to the previous year [1]. Group 1: Industry Overview - According to the National Bureau of Statistics, the beer production in China for October 2025 is 1.79 million kiloliters, representing a year-on-year decrease of 1% [1]. - The cumulative beer production in China from January to October 2025 is 31.631 million kiloliters [1]. Group 2: Related Companies - Listed companies in the Chinese beer sector include Zhujiang Beer (002461), Chongqing Beer (600132), Yanjing Beer (000729), Lanzhou Yellow River (000929), and Huichuan Beer (600573) [1]. Group 3: Market Research - The report titled "2025-2031 China Non-Alcoholic Beer Industry Market Dynamics and Competitive Strategy Analysis" by Zhiyan Consulting provides insights into the market trends and competitive landscape of the non-alcoholic beer segment [1].

瑞财经 刘治颖12月5日，珠江啤酒(SZ002461)公告，因已达到法定退休年龄，吴家威申请辞去公司董事 及董事会审计委员会委员职务。辞职生效后，吴家威不在公司及公司控股子公司担任任何职务。 2024年，吴家威从珠江啤酒获得的税前报酬总额87.37万元。 2025年前三季度，珠江啤酒营业收入为50.73亿元，同比上升3.81%；归母净利润为9.44亿元，同比上升 17.05%。 | 姓名 | 性别 | 年齡 | 职务 | 任职状态 | 从公司获得的 税前报副总额 | 是否在公司关 联方获取报酬 | | --- | --- | --- | --- | --- | --- | --- | | 王志斌 | 男 | રેતુ | 黄事长 | 现任 | 98. 18 | 番 | | Jan Craps (中文名:杨 克) | 男 | 47 | 刷重事长 | 离任 | 0 | 是 | | 黄文胜 | 男 | 56 | 副董事长、总 经理 | 现任 | 98. 18 | 香 | | 具家威 | 男 | 59 | 董事 | 现任 | 87. 37 | 14 | | 罗志军 | 男 | 58 | TCJF、副局经 理 | 现任 ...

Core Insights - The Chinese beer industry is experiencing a shift towards domestic brands, with a notable recovery in their performance while international brands face challenges [1][2][3] - The overall beer consumption in China is still on a steady rise, despite a slight decline in production in October [1] - The market dynamics have changed, with domestic brands like Qingdao Beer and Yanjing Beer showing growth, while international brands like Budweiser are struggling [1][10] Industry Overview - The Chinese beer market has entered a phase of stock competition, with the industry's scale at about 70% of its peak [1] - The latest statistics show a 1% year-on-year decline in beer production for October, with cumulative production growth for the first ten months at 0% [1] - The industry is now in its twelfth year of stock competition, indicating a mature market environment [1] Brand Performance - Domestic brands such as Qingdao Beer, Yanjing Beer, and Zhujiang Beer have maintained growth in revenue, profit, and sales in the first three quarters of 2025 [1] - Budweiser has reported a double-digit decline in revenue, profit, and sales in the Chinese market for the first three quarters [1][10] - Heineken has shown significant growth, with sales increases of 30% to 70% for its products in recent years, positioning China as its second-largest market globally [11][14] Market Dynamics - The shift in consumer preferences has led to a decline in the dominance of international brands, particularly in the nightlife channel, which has been underperforming [2][24] - Heineken's strategy has focused on expanding into non-nightlife channels, leveraging partnerships with local distributors to enhance market penetration [20][25] - Budweiser's market share in regions like Fujian has decreased significantly, while the combined share of China Resources and Heineken has increased [12] Marketing Strategies - Both Budweiser and Heineken have engaged in high-profile sponsorships and events to enhance brand visibility, with Budweiser sponsoring the Tomorrowland music festival in Shanghai [4][7] - Heineken has also positioned itself as a key player in major events like the F1 China Grand Prix, resulting in a 14% increase in sales during the event [8] - The marketing strategies of both brands have evolved, with a focus on aligning with local consumer trends and preferences [29][30] Consumer Trends - The Chinese beer market is witnessing a shift towards innovative flavors and products, with a growing acceptance of new beer styles such as tea-infused beers [42] - There is a notable preference for higher alcohol content and unique flavors among Chinese consumers, contrasting with trends in Western markets [41][42] - The industry is encouraged to expand its product offerings to include low-alcohol and non-alcoholic options, although these segments remain niche in China [40][41]

写在前面： 科技、汽车、快消、零售、美妆、咖啡、奢侈品……各行各业的跨国巨头今年都在感叹，中国市场变化太快，半年不来就会感 到陌生。 酒业亦是如此。在啤酒、洋酒、葡萄酒行业，知名跨国酒企曾经居于主导地位，甚至一度扮演着市场教育者的角色。 但随着市场竞争烈度持续升级、中国消费者愈发成熟，企业管理者们发现，单纯将国外产品、营销、玩法移植到中国市场已经 行不通了。恰恰相反，中国市场对于新品类、新渠道、新业态、新玩法的接受度要远远高于其他国家，甚至能反向为其他市场 提供模式创新的样本。 岁末年初，21世纪经济报道将推出系列报道，关注这一年跨国酒企如何应对举足轻重但又瞬息万变的中国市场。 21世纪经济报道记者肖夏实习生侯朝霞 11月中旬，中国五大啤酒的掌门人，在厦门见了一面。 在这场行业协会主导的中国啤酒T5峰会上，华润啤酒、青岛啤酒（600600）、百威亚太、燕京啤酒（000729）、嘉士伯中国达 成了多项共识。其中谈到，整个饮料酒消费仍然还在稳步提升，行业要坚定产业发展信心。 这番表述披露后不久，国家统计局最新数据出炉——今年10月中国规上企业啤酒产量同比下滑1%，前10月累计产量增幅回落至 0%。 中国啤酒行业进 ...

2025年1至6月份，珠江啤酒的营业收入构成为：啤酒销售业占比96.94%，其他业务占比1.15%，租赁餐 饮服务业占比1.14%，酵母饲料销售业占比0.64%，包装材料业占比0.13%。 截至发稿，珠江啤酒市值为213亿元。 每经AI快讯，珠江啤酒（SZ 002461，收盘价：9.64元）12月5日晚间发布公告称，广州珠江啤酒股份有 限公司董事会于2025年12月5日收到公司董事吴家威先生的书面辞职报告。因已达到法定退休年龄，吴 家威先生申请辞去公司董事及董事会审计委员会委员职务。辞职生效后，吴家威先生不在公司及公司控 股子公司担任任何职务。 每经头条（nbdtoutiao）——秒光、售罄！银行大额存单成稀缺资源，2%以上产品很难抢，有的门槛高 达1000万元！专家：存款利率或长期下行 （记者 曾健辉） ...

公司董事会对吴家威先生任职期间所做工作表示感谢！ 特此公告。 广州珠江啤酒股份有限公司董事会 2025 年 12 月 6 日 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 广州珠江啤酒股份有限公司（以下简称"公司"）董事会于 2025 年 12 月 5 日收 到公司董事吴家威先生的书面辞职报告。因已达到法定退休年龄，吴家威先生申请 辞去公司董事及董事会审计委员会委员职务。辞职生效后，吴家威先生不在公司及 公司控股子公司担任任何职务。截至本公告披露日，吴家威先生未持有公司股份， 不存在应履行而未履行的承诺事项。 根据有关规定，吴家威先生辞职未导致公司董事会成员低于法定最低人数，已 按公司相关规定做好工作交接，不会影响公司相关工作的正常开展，吴家威先生的 辞职报告自送达公司董事会之日起生效。公司将按照法定程序补选董事。 证券代码：002461 证券简称：珠江啤酒 公告编号：2025-035 广州珠江啤酒股份有限公司 关于公司董事辞职的公告 ...

Market Overview - The non-liquor sector increased by 0.52% on December 2, with Huichuan Beer leading the gains [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Individual Stock Performance - Huichuan Beer (600573) closed at 12.95, up 6.15% with a trading volume of 403,000 shares and a turnover of 527 million yuan [1] - Wujing Beer (000729) closed at 12.47, up 2.55% with a trading volume of 223,800 shares and a turnover of 278 million yuan [1] - Zhujiang Beer (002461) closed at 9.56, up 1.27% with a trading volume of 130,400 shares and a turnover of 125 million yuan [1] - ST Xifa (000752) closed at 12.59, up 1.21% with a trading volume of 57,600 shares and a turnover of 72.34 million yuan [1] - Chongqing Beer (600132) closed at 54.25, up 0.65% with a trading volume of 21,300 shares and a turnover of 115 million yuan [1] Capital Flow Analysis - The non-liquor sector saw a net inflow of 113 million yuan from institutional investors, while retail investors experienced a net outflow of 94.81 million yuan [2][3] - Huichuan Beer had a net inflow of 191.1 million yuan from institutional investors, but a net outflow of 64.7 million yuan from retail investors [3] - Wujing Beer experienced a net inflow of 24.35 million yuan from institutional investors, with a net outflow of 42.18 million yuan from retail investors [3]