（记者 贾运可） 截至发稿，天佑德酒市值为48亿元。 每经头条（nbdtoutiao）——未收车就要结清20多万元尾款，否则5000元定金作废？小米汽车知情人 士：涉及两种特殊情况；律师解读→ 每经AI快讯，天佑德酒（SZ 002646，收盘价：10.06元）8月12日晚间发布公告称，截至本公告日，天 佑德集团累计质押股数为8300万股，占其所持股份比例为41.61%。 2024年1至12月份，天佑德酒的营业收入构成为：酒及酒精饮料业占比86.13%，电子商务平台业务占比 11.45%，其他业务占比2.17%，其他批发零售占比0.25%。 ...

证券代码：002646 证券简称：天佑德酒 公告编号：2025-046 | 股 | 是否 为控 股股 东或 | | 占其所 | 占公司 | 是否为 限售股 | 是否 | 质押 | 质押 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 东 | 第一 | 本次质押数量 | 持股份 | 总股本 | （如 | 为补 | 起始 | 到期 | 质权人 | 质押用 | | 名 | 大股 | （股） | 比例 | 比例 | 是，注 | 充质 | 日 | 日 | | 途 | | 称 | 东及 | | | | 明限售 | 押 | | | | | | | 其一 | | | | 类型） | | | | | | | | 致行 | | | | | | | | | | | | 动人 | | | | | | | | | | | 天 | | | | | | | | | | | | 佑 | | | | | | | 2025 | 2027 | 中国银 | | | | | | | | | | 年 8 | 年 8 | 河证券 | 自身生 | | 德 ...

Market Performance - The Shanghai and Shenzhen 300 Index increased by 1.23%, while the Shenwan Food and Beverage Index rose by 0.68% during the period from August 4 to August 8, 2025 [1]. Institutional Insights - Guohai Securities maintains a "recommended" rating for the food and beverage sector, citing recent policy measures that are expected to improve macroeconomic expectations and enhance both valuation and performance in the sector [2]. - Zhongyuan Securities suggests focusing on investment opportunities in the white liquor, soft drinks, health products, baking, and snacks sectors, with a recommended stock portfolio including brands like Yingjia Gongjiu and Luzhou Laojiao [3]. Regulatory Developments - The State Administration for Market Regulation has drafted a regulation concerning food safety responsibilities for food sales chain enterprises, emphasizing risk prevention and management responsibilities at various levels [4]. - A joint reminder from the State Administration for Market Regulation and the China Consumers Association warns consumers against believing health claims made by ordinary food products [5]. Industry Trends - The market for light bottle liquor is projected to exceed 150 billion yuan in 2024 and is expected to surpass 200 billion yuan in 2025, with increased competition in lower-tier markets [8]. - The export value of Zunyi liquor (excluding Moutai Group) reached 39.81 million yuan, showing a year-on-year increase of 870.82%, driven by policies supporting international market expansion [9]. Company News - Moutai Group has announced the cessation of production for Taiyuan liquor to optimize its product structure and enhance market competitiveness [11]. - Tianyoude Liquor plans to invest 160 million yuan in building a winery in Tibet as part of its strategy to overcome current financial challenges [12]. - Yingjia Gongjiu has established a new biotechnology company with an investment of 8 million yuan, focusing on technology promotion and application services [13].

关于控股股东部分股份解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性 陈述或重大遗漏。 青海互助天佑德青稞酒股份有限公司（以下简称"公司"）近日收到公司控股股东青海天 佑德科技投资管理集团有限公司（以下简称"天佑德集团"）通知，天佑德集团将持有的公司 部分股份办理了解除质押业务。具体情况如下： 证券代码：002646 证券简称：天佑德酒 公告编号：2025-045 青海互助天佑德青稞酒股份有限公司 | 天 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 佑 | | | | | | | | | | | | 德 | 199,483,040 | 41.39% | 68,500,000 | 0 | 34.34% | 14.21% | 0 | 0.00% | 0 | 0.00% | | 集 | | | | | | | | | | | | 团 | | | | | | | | | | | | 合 | 199,483,040 | 41.39% | ...

Group 1 - Tianyoude Liquor (SZ 002646, latest price: 10.04 yuan) announced that it will accept a personal investor survey organized by Dongfang Caifu Securities on August 5, 2025, from 16:30 to 18:00, with participation from Zhao Jie and La Luzhong to answer investor questions [2] - For the year 2024, the revenue composition of Tianyoude Liquor is as follows: 86.13% from the liquor and alcoholic beverage industry, 11.45% from e-commerce platform business, 2.17% from other businesses, and 0.25% from other wholesale and retail [2]

Core Viewpoint - Tianyoude Wine (002646) emphasizes the limited popularity of barley and the gradual promotion of the positive effects of the Tibetan Plateau on physical and mental health [1] Group 1: Company Strategy - The company will consistently focus on barley and the Tibetan culture as its core elements for product development [1] - In response to new consumer demand trends, the company is developing fruit-flavored products and is actively preparing for the launch of barley champagne [1]

Core Viewpoint - The white liquor industry is undergoing significant transformation, shifting from quantity to quality and from rapid growth to high-quality development, necessitating strategic adaptations from companies like Tianyoude [1][2] Group 1: Industry Trends - The white liquor market is experiencing a quality upgrade in consumer demand, moving towards a focus on cultural appreciation, value, and lifestyle [1] - The industry is transitioning from a rough production model to a more refined approach, emphasizing quality and brand strength [1] Group 2: Company Developments - Tianyoude Qingke Wine Co., Ltd. is strategically positioning itself to adapt to these industry changes while maintaining traditional values [1] - The company has received recognition as a "World Famous Wine Characteristic Production Area" and is focused on enhancing the quality and branding of Qingke wine [1] - A strategic cooperation agreement was signed with Shanxi Rainbow Group for the purchase of 100 tons of Tianyoude's sealed wine, highlighting the brand's market commitment and quality recognition [2]

Group 1: Company Branding and Market Positioning - The brand "Tianyoude" now accounts for over 50% of the company's proprietary Qingke liquor, leading to the name change to "Tianyoude Liquor" for consistency across branding and securities [3] - The company remains the largest producer of Qingke liquor, focusing on regional perceptions of Qingke and Qingke liquor for promotional strategies [3] Group 2: Market Expansion Strategies - The company is increasing its presence in markets outside Qinghai and Tibet, particularly in Gansu and Sichuan, by enhancing sales channels for products priced below 100 yuan [4] - New product development targets younger consumers, with recent launches including a 28-degree lemon Qingke liquor and a snow pear liquor to cater to diverse taste preferences [4] Group 3: Cost Management and Raw Material Sourcing - Fluctuations in raw material prices have been ongoing, but they do not significantly impact overall costs due to the low percentage of raw materials in total costs [5] - The company has established long-term agreements with farms to secure raw material supply and maintain market balance [5] Group 4: Product Sales Performance - Products priced above 100 yuan constitute approximately 50% of total sales, with a specific focus on the 500 yuan segment that has gained market recognition [6] - The company plans to invest 160 million yuan in expanding its winery in Tibet, leveraging tourism and unique cultural resources to enhance brand visibility [7][8] Group 5: Sales Channels and Profitability - The primary sales channels include direct sales and distribution, with online sales accounting for over 4% in 2024 [9] - In 2024, the company reported a revenue of 1,254.84 million yuan, a 3.69% increase, but a net profit decline of 52.96% to 42.14 million yuan due to increased market expenses and stock incentive plan impacts [10] - To improve profitability in 2025, the company is focusing on revenue growth and precise expense management, particularly in expanding lower-priced product channels [10] Group 6: Future Product Development - The company intends to maintain its focus on Qingke and explore new product lines such as fruit-flavored products and potentially Qingke champagne, responding to emerging consumer trends [11]

从资金流向上来看，当日白酒板块主力资金净流入6.0亿元，游资资金净流出3.58亿元，散户资金净流出 2.42亿元。白酒板块个股资金流向见下表： 证券之星消息，8月5日白酒板块较上一交易日上涨0.9%，*ST岩石领涨。当日上证指数报收于3617.6，上 涨0.96%。深证成指报收于11106.96，上涨0.59%。白酒板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600696 | *ST岩石 | 6.33 | 4.98% | 7.04万 | | 4386.47万 | | 000596 | 古井贡酒 | 140.01 | 2.88% | 3.44万 | | 4.77亿 | | 000568 | 泸州老窖 | 127.01 | 2.39% | 9.42万 | | 11.89 乙 | | 600809 | 山西汾酒 | 181.29 | 1.73% | 6.60万 | | 11.91亿 | | 002304 | 洋河股份 | 68.76 | 1.10% | 4.5 ...

Group 1 - The stock price of Tianyoude Liquor is reported at 9.94 yuan as of August 4, 2025, with a slight decrease of 0.01 yuan from the previous trading day [1] - The trading volume on the same day was 52,219 hands, with a transaction amount of 0.52 billion yuan and a turnover rate of 1.10% [1] - Tianyoude Liquor primarily engages in the production and sales of alcoholic beverages, which account for 86.13% of the company's revenue [1] Group 2 - The company is also involved in e-commerce platform operations and other wholesale and retail businesses [1] - On August 1, the company announced the appointment of Lu Shuilong as the vice general manager, following a nomination by the general manager and approval by the board [1] - On August 4, there was a net outflow of 1.6758 million yuan in main funds, with a cumulative net outflow of 31.0557 million yuan over the past five trading days [1]