KWEICHOW MOUTAI(SH:600519) Xin Lang Cai Jing·2025-08-08 10:31Industry Dynamics - Two liquor management standards are open for public consultation, including the "Wholesale Management Norms for Liquor Products" and "Retail Management Norms for Liquor Products" [3] - The group standard for "Soft Elegant Baijiu" will be implemented on August 24, 2025, defining the terminology and definitions for this category [3] - Guizhou Province announced three liquor production projects with a total investment of 535 million yuan, including a 10 million yuan project for sauce-flavored Baijiu and a 225 million yuan health liquor project [3] - Zunyi's Baijiu export value reached 39.81 million yuan, with a year-on-year increase of 870.82%, involving 13 exporting companies [3] Company Dynamics - Guizhou Moutai launched a new product to commemorate the 70th anniversary of its five-star trademark, with a limited release of 25,568 bottles [3] - Luzhou Laojiao expects sales in Zhejiang Province to exceed 2.5 billion yuan in 2024, following a strategic collaboration meeting [3] - Hema and Sichuan Liquor Group introduced three new Baijiu products, priced at 99 yuan, 29.9 yuan, and 27.9 yuan, respectively, as part of a strategy to leverage supermarket platforms [3] - Zhenjiu Lidong Group anticipates a revenue decline of approximately 40% for the first half of 2025, with expected revenue between 2.4 billion and 2.55 billion yuan [3] - Jinshiyuan may launch its "Danyayuan" liquor in provinces outside its home market earlier due to current market pressures, with a dealer inventory rate of about 20% [3]