格隆汇2月1日丨天佑德酒(002646.SZ)公告，青海互助天佑德青稞酒股份有限公司(以下简称"公司")董事 会于近日收到公司董事、总经理万国栋的书面辞职报告，因个人原因，万国栋申请辞去公司董事、总经 理、董事会战略与决策委员会委员职务。万国栋辞职后不再在公司及其子公司担任任何职务。 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 ...

每经AI快讯，天佑德酒2月1日晚间发布公告称，因个人原因，万国栋先生申请辞去公司董事、总经 理、董事会战略与决策委员会委员职务。万国栋先生辞职后不再在公司及其子公司担任任何职务。 每经头条（nbdtoutiao）——特朗普大动作，金价30小时暴跌670美元！此前两周狂飙21%，也与他有 关！后市怎么走？各大机构表态，专家解读 （记者 王晓波） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 ...

青海互助天佑德青稞酒股份有限公司（以下简称"公司"）董事会于近日收到公司董事、 总经理万国栋先生的书面辞职报告，因个人原因，万国栋先生申请辞去公司董事、总经理、董 事会战略与决策委员会委员职务。万国栋先生辞职后不再在公司及其子公司担任任何职务。 根据《公司法》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运 作（2025 年修订）》等法律法规以及《公司章程》的相关规定，万国栋先生的辞职报告自送达 公司董事会之日起生效，万国栋先生的辞职未导致公司董事会成员人数低于法定人数，不会对 公司董事会运作产生影响。公司后续将按照法定程序尽快完成董事的补选、总经理聘任等工作。 截至本公告日，万国栋先生持有公司股份 455,000 股。辞去公司董事、总经理职务后，万 国栋先生将继续履行相关承诺并遵守《证券法》和《公司章程》等相关法律法规的规定，对所 持公司股份进行管理。 公司及公司董事会对万国栋先生在任职期间对公司做出的努力表示感谢！ 证券代码：002646 证券简称：天佑德酒 公告编号：2026-003 青海互助天佑德青稞酒股份有限公司 关于董事、总经理辞职的公告 本公司及董事会全体成员保证信息披露内容 ...

天佑德酒公告称，公司董事会近日收到董事、总经理万国栋的书面辞职报告，因个人原因，其申请辞去 董事、总经理及董事会战略与决策委员会委员职务，辞职后不再任职。万国栋的辞职报告自送达董事会 起生效，未致董事会成员人数低于法定人数，不影响董事会运作。公司将尽快完成董事补选和总经理聘 任。截至公告日，万国栋持有公司45.5万股，将继续依规管理股份。 ...

Core Viewpoint - The Chinese liquor industry is facing significant challenges in 2025, with many companies experiencing a shift from profit to loss or a notable decline in performance due to deep industry adjustments and intense market competition [1][3]. Company Performance - JiuGuiJiu (酒鬼酒) expects a net profit loss of 33 million to 49 million yuan for 2025, marking a shift from profit to loss [1][2]. - Shunxin Agriculture (顺鑫农业) anticipates a net profit loss of 116 million to 188 million yuan, also transitioning from profit to loss due to intense market pressure and declining sales [1][2]. - Jinzhongzi Liquor (金种子酒) projects a net profit loss of 150 million to 190 million yuan, remaining in a loss position despite a narrowing of losses compared to the previous year [3]. - Tianyoude Liquor (天佑德酒) expects a net profit of 4.21 million to 6.32 million yuan, reflecting a significant decline of 85% to 90% year-on-year [2][3]. - ShuiJingFang (水井坊) forecasts a net profit of 392 million yuan, down 71% year-on-year, with Q4 net profit declining by 70% [2][3]. - KouziJiao (口子窖) anticipates a net profit of 662 million to 828 million yuan, representing a decrease of 50% to 60% year-on-year [3]. Industry Trends - The liquor industry is entering a deep adjustment phase influenced by macroeconomic cycles, industry adjustments, and policy changes, leading to slow recovery in core consumption scenarios [3]. - High inventory levels and weak terminal sales are common pressures affecting the industry, directly impacting company operations [3]. - Despite the current downturn, there are indications that the industry may gradually enter a recovery phase as macroeconomic conditions improve and consumer demand rebounds [4].

Core Viewpoint - The liquor stocks experienced a significant decline, with major brands such as Tianyoude, Yanghe, and Shunxin all dropping over 5% in value, indicating a bearish trend in the sector [1]. Group 1: Stock Performance - Tianyoude Liquor saw a decrease of 5.81%, with a total market capitalization of 4.427 billion [2] - Yanghe shares fell by 5.67%, bringing its market value to 85 billion, with a year-to-date decline of 7.10% [2] - Shunxin Agriculture dropped by 5.53%, with a market cap of 11.1 billion and a year-to-date increase of 2.53% [2] - Other notable declines include Kuaizijiao (-4.95%, 17.8 billion), Yilite (-4.74%, 6.658 billion), and Jianshiyuan (-4.66%, 42.1 billion) [2] - Major brands like Wuliangye and Guizhou Moutai also experienced declines of 3.93% and 1.90%, respectively, with market caps of 413.1 billion and 1.7663 trillion [2]

Group 1 - The company Tianyoude Wine (002646) announced an expected net profit for the fiscal year 2025, projected to be between 4.2135 million and 6.3202 million yuan, indicating a year-on-year decline of 85.00% to 90.00% [1]

2025年度，白酒行业步入深度调整周期，部分消费场景需求不足、恢复不及预期，消费需求承压。公司 自有品牌中高档产品的占比下降，预计营业收入同比下降13%以内；同时，为持续活化市场、强化终端 动销、稳固品牌市场地位，公司保持必要的市场投入力度，销售费用降幅低于营业收入降幅，叠加营收 下降的影响，最终导致公司实现归属于上市公司股东的净利润为421.35万元至632.02万元，同比下降 85%-90%。 格隆汇1月29日丨天佑德酒(002646.SZ)公布，预计2025年归属于上市公司股东的净利润421.35万元～ 632.02万元，比上年同期下降85.00%～90.00%，扣除非经常性损益后的净利润183.39万元～275.08万 元，比上年同期下降92.79%～95.20%。 ...

Group 1 - The company Tianyoude Liquor expects a net profit attributable to shareholders of 4.2135 million to 6.3202 million yuan for 2025, representing a decline of 85% to 90% compared to the same period last year [1] - The primary reason for the performance change is the deep adjustment cycle in the liquor industry, with insufficient demand in certain consumption scenarios and recovery not meeting expectations, leading to pressure on consumer demand [1] - The proportion of mid-to-high-end products in the company's own brand has decreased, and it is anticipated that operating revenue will decline by no more than 13% year-on-year [1] Group 2 - To continuously activate the market, strengthen terminal sales, and stabilize brand market position, the company maintains necessary market investment efforts, resulting in a decrease in sales expenses that is lower than the decline in operating revenue [1] - The combination of declining revenue and the maintained investment in market activities ultimately leads to the expected net profit drop [1]

Core Viewpoint - The liquor sector, particularly the baijiu (Chinese liquor) segment, is experiencing a significant surge, with multiple stocks hitting their daily limit up due to consumer recovery expectations. Company Summaries - **Huangtai Liquor (000995.SZ)**: Latest stock price is 14.48 CNY with a daily increase of +10.03%. It is a regional liquor company in Gansu with a historical brand presence [1]. - **Jiu Gui Liquor (000799.SZ)**: Latest stock price is 56.85 CNY with a daily increase of +10.00%. It is known for its unique flavor profile and is a pioneer in the fragrant liquor category [2]. - **Jin Hui Liquor (603919.SH)**: Latest stock price is 21.54 CNY with a daily increase of +10.01%. It is a leading liquor company in Northwest China with two major brands [3]. - **Shui Jing Fang (600779.SH)**: Latest stock price is 41.99 CNY with a daily increase of +10.01%. It is a well-known high-end liquor brand in China [4]. - **Luzhou Laojiao (000568.SZ)**: Latest stock price is 124.23 CNY with a daily increase of +10.00%. It is recognized as the originator of the strong aroma liquor category [5]. - **Jin Zhong Zi Liquor (600199.SH)**: Latest stock price is 10.30 CNY with a daily increase of +10.04%. It focuses on promoting new fragrant liquor products in Anhui [6]. - **Shede Liquor (600702.SS)**: Latest stock price is 59.49 CNY with a daily increase of +10.00%. It is one of the "Six Flowers of Sichuan Liquor" and adheres to an old liquor strategy [7][8]. - **Gu Qing Gong Liquor (000596.SZ)**: Latest stock price is 138.58 CNY with a daily increase of +10.00%. It is one of China's eight famous liquors and a leader in Huizhou liquor [9]. - **Shanxi Fen Liquor (600809.SH)**: Latest stock price is 177.42 CNY with a daily increase of +10.00%. It is a leading clear aroma liquor brand with rapid national expansion [10]. - **Wuliangye (000858.SZ)**: Latest stock price is 110.77 CNY with a daily increase of +10.00%. It is a well-known brand representing high-end strong aroma liquor [11]. - **Jin Si Yuan (603369.SH)**: Latest stock price is 35.44 CNY with a daily increase of +9.99%. It is a quality liquor company in Jiangsu known for its unique product [12]. - **Lao Bai Gan Liquor (600559.SH)**: Latest stock price is 17.16 CNY with a daily increase of +10.00%. It is a leading liquor company in Hebei implementing a multi-flavor and multi-brand strategy [13]. - **Kou Zi Jiao (603589.SH)**: Latest stock price is 31.34 CNY with a daily increase of +10.00%. It is a core Huizhou liquor company emphasizing traditional brewing techniques [14]. - **Ying Jia Gong Liquor (603198.SH)**: Latest stock price is 42.63 CNY with a daily increase of +10.10%. It is a major representative of Huizhou liquor focusing on ecological brewing [15]. - **Tian You De Liquor (002646.SZ)**: Latest stock price is 9.81 CNY with a daily increase of +9.98%. It represents Qingke liquor with unique regional advantages [16].