KWEICHOW MOUTAI(SH:600519) 2 1 Shi Ji Jing Ji Bao Dao·2025-06-03 05:40Company Dynamics - Moutai is set to launch ten new products in five countries as part of its "Going Global" series, with a release planned for the 2025 Osaka World Expo [1] - Meituan has initiated a promotional campaign for Moutai, offering limited-time sales of 1,499 yuan per bottle during the 618 shopping festival [2] - The Moutai Airport initiative to allow passengers to purchase Moutai with a 100% winning chance was announced but subsequently canceled [3] Industry Trends - Tsingtao Brewery has emphasized its "fresh beer" strategy, focusing on key products like classic, pure draft, and white beer to drive growth [4] - China Resources Snow Beer has reported a significant increase in sales, with daily sales of a new product surpassing 40,000 cans [5] - Yingjia Wine has set a revenue target of 7.6 billion yuan for 2025, expecting a 3.49% year-on-year growth [6] Regulatory Changes - A new national standard for sauce-flavored liquor has been implemented, clarifying definitions and production processes to aid consumer understanding [7] Market Performance - JD.com reported a 150% year-on-year increase in sales for premium liquor during the 618 shopping festival, with specific categories seeing even higher growth [8] Executive Changes - Rémy Cointreau has appointed Franck Marilly as the new CEO, replacing Eric Vallat amid declining sales [9] - Pernod Ricard has also made leadership changes in its cognac division, reflecting adjustments in response to market challenges [10] - Shanxi Fenjiu has elected Wu Yuefei as the new vice chairman of its board [11] Corporate Restructuring - Wuliangye has undergone management changes within its sales company, integrating its brand management and sales functions [12] - Chongqing Beer has welcomed a new CFO from PepsiCo, indicating a strategic shift in its financial leadership [13] - Luzhou Laojiao has seen the resignation of a board member, marking a significant change in its governance [14] Market Outlook - CITIC Securities has indicated that the beverage and beer sectors are expected to benefit from seasonal demand and government initiatives to boost consumption [15] - New products from Jiuziyuan are being introduced at competitive prices, aiming to capture market interest during the festive season [16]