GUJING(SZ:000596) Guan Cha Zhe Wang·2025-11-05 02:30Core Viewpoint - The Ministry of Industry and Information Technology has released a draft opinion on promoting the high-quality development of historical classic industries (2026-2030), marking a shift for the liquor industry from restrictive development to strategic support, which is expected to positively impact Chinese liquor companies, particularly Gujing Gongjiu as a model for policy implementation [1][12]. Group 1: Gujing Gongjiu's Alignment with "Historical Classic Industry" - Gujing Gongjiu aligns well with the core requirements of the "historical classic industry" in terms of brand history, industry scale, and technological foundation [1]. - The brewing history of Gujing Gongjiu is closely linked to the development of Chinese liquor, with its traditional brewing methods recognized as the world's oldest distillation method [3]. - Gujing Gongjiu is a leading player in the industry, contributing over 90% to the total output value of 26.3 billion yuan in the liquor sector in Bozhou by 2024, showcasing its significant scale and regional economic integration [5]. Group 2: Technological and Cultural Empowerment - Gujing Gongjiu emphasizes the modernization of traditional techniques while ensuring the preservation of its brewing heritage through a structured training approach and the establishment of research platforms [5][11]. - The company has developed a cultural IP matrix that transforms static history into dynamic experiences, enhancing brand engagement through various cultural events and a national industrial tourism demonstration base [8][10]. - The digital transformation of Gujing Gongjiu incorporates advanced technologies such as IoT and big data to optimize the brewing process, improving efficiency and quality while addressing the limitations of traditional methods [11]. Group 3: Strategic Positioning in the Industry - The liquor industry is currently experiencing a phase of adjustment, which is seen as a necessary stage for self-optimization and strengthening core competencies [12]. - Gujing Gongjiu's investments in quality enhancement, cultural development, and international exploration align with the high-quality development direction of the "historical classic industry," positioning the company favorably for future recovery [12]. - The long-term value of liquor as a cultural carrier remains intact, and companies focusing on quality and core strengths are expected to seize new opportunities as policy benefits are realized [12].