茅台王莉拜访京东阿里；啤酒产量连续六个月正增长｜观酒周报

Company Dynamics - Moutai Group's General Manager Wang Li visited JD and Alibaba to maintain a healthy channel ecosystem, reporting stable sales growth for Moutai products in e-commerce channels during the first five months of the year [1] - Kweichow Moutai aims to elevate product operation to brand operation, enhancing its brand's reach and influence while opposing unfair competition [1] - Kweichow Moutai's products saw significant sales during the 618 shopping festival, with the 500ml and 1000ml Flying Moutai still favored by the market [1] Sales Performance - Kuaijishan's "One Day One Smoke" sparkling yellow wine achieved a sales milestone of 10 million yuan in 12 hours and 20 million yuan in 48 hours during the 618 event, surpassing last year's total sales of 26 million yuan [2] - Wuliangye announced a planned dividend rate of 70% for 2024, with cash dividends not less than 20 billion yuan annually, reflecting the company's stable growth [3] - Wuliangye's banquet wine usage increased by 24% year-on-year in the first half of the year, with a significant rise in the opening scan rate for banquet wines [3] Market Trends - The production of large-scale white liquor in May saw a 13.4% year-on-year decline, while beer production increased by 1.3% [8] - Retail sales of tobacco and alcohol reached 48.2 billion yuan in May, marking an 11.2% year-on-year growth [9] - A report indicated that over 80% of liquor distributors prioritize cash flow preservation in the second half of the year, while more than 60% of liquor producers focus on expanding market share [10][11] Industry Developments - China will implement zero tariffs on South African wines, enhancing trade relations and market access for South African wine producers [12] - Zhujiang Beer announced a leadership change with the resignation of Chairman Wang Zhibin and the appointment of Huang Wensheng as the new chairman [13] - The Guizhou provincial government has nominated Xiang Ping and Zhang Guichao as candidates for vice general manager positions at Moutai Group [14] New Products - Laizhou Distillery launched five new products, including various single malt whiskies priced between 200 to 500 yuan [15]