Group 1: Market Performance - The craft beer concept stock Lehui International has seen a significant increase, reaching a price of 36.3 yuan per share, with a total market value of 4.381 billion yuan [1] - Since April 9, Lehui International's stock has risen over 84%, nearly doubling from a low of 18.39 yuan per share [1] - Other beer concept stocks also performed well, with several reaching their daily limit up, including Jiamei Packaging and Yongshuntai [3] Group 2: Company Developments - Lehui International's main business involves manufacturing beer equipment and has been actively developing its craft beer segment since 2020, launching the "Fresh Beer 30 Kilometers" initiative [13] - The company has established five craft beer factories in major cities and has nearly 300 distributors, with over 150 experience stores opened [13] - In the last fiscal year, Lehui International reported revenue of 1.49 billion yuan, a year-on-year decline of 9.77%, but the "Fresh Beer 30 Kilometers" segment saw a revenue increase of 33.36% [13] Group 3: Consumer Trends - A new creative project called "Qingdao Beer Exchange" has emerged, attracting significant foot traffic and becoming a popular social media spot [7][11] - This project utilizes a stock exchange concept where beer prices fluctuate based on purchase quantities, enhancing consumer engagement [8][9] - The craft beer segment is expected to turn profitable as sales increase, with Lehui International aiming for significant improvements in its financial performance this year [16]
啤酒新消费引爆,龙头7天5板!“啤酒交易所”火出圈、雪王布局精酿...
Ge Long Hui·2025-06-04 07:31