NO.1茅台酒销售公司已完成既定半年经营任务 7月7日，贵州茅台酒销售有限公司2025年半年市场工作会上，茅台集团董事长张德芹宣布，茅台酒销售 公司完成了上半年既定经营任务。 张德芹认为，白酒行业正加速从以商品为中心的时代，转向以消费者为中心的商品时代或者是"商品 +服务"的时代。基于对市场环境与趋势的判断，茅台需要主动求变，从商品时代向商品与服务并重转 变，从"渠道为王"向"消费者为王"转变，摒弃被动等待的思维，以积极姿态应对时代挑战，把握发展机 遇。 对于未来的市场工作，张德芹提到了两个"坚持"——要坚持茅台"酒文化的极致"定位，持续巩固自身优 势，以更高标准满足消费者对高品质产品的需求；要坚持强化服务能力不动摇，持续做优服务，给消费 者提供满满的情绪价值，赢得更多消费者的青睐。 点评：茅台提出的从"商品为王"时代向"商品+服务"时代转变，反映了行业趋势。这一策略可能对茅台 的长期品牌建设和消费者忠诚度产生积极影响，对于白酒行业，这种转变意味着更注重消费者体验，可 能引发行业内的竞争新格局。 点评：水井坊的系列举措可能影响公司短期销售节奏，但也传递出强化市场秩序的信号。对白酒板块而 言，反映出行业对价格体 ...

本报记者 于 芳 □ 王琦琛 一股以适度"微醺"为特征的新型消费风潮，正在悄然席卷年轻消费群体。无论是便利店搭配冰杯的DIY 调酒，还是限时快闪酒馆带来的沉浸式体验，"微醺"不再只是饮酒行为，更是一种情绪释放和生活方式 的表达。 便利店DIY调酒 解锁"微醺"自由 这一趋势不仅带动了冰杯、果汁、低度基酒等商品的热销，也推动便利店开始主动转型。7-Eleven、罗 森等连锁便利店门店均设置了专门的"微醺"角落，售卖调酒三件套或四件套，并贴出"人气配比攻略"。 线上线下融合 "微醺"场景体验升级 面对不断升温的"微醺"潮流，品牌方也在不断拓展线下体验场景。6月1日，百利得携手名创优品，在北 京大吉巷打造限时快闪"小酒馆"，将调酒体验带入潮流零售空间。现场设置的"微醺特调台"，陈列各类 基酒、果汁、冰杯与定制贴纸，引发大量年轻人排队"打卡"与购买。 在活动中，消费者只需购买一瓶基酒，即可获赠饮品与道具，通过拍照上传分享调酒的图文及短视频， 完成"情绪消费+内容分享"的完整闭环。"可乐朗姆""落日珊瑚""粉红莫妮卡"是其中热度较高的几款"微 醺"配方。 "活动本质上不是卖酒，而是在贩卖一种'可复制的体验'。"名创优品 ...

在传统白酒市场增速放缓的背景下，以"健康+微醺"为卖点的露酒正逐渐成为白酒企业竞相布局的新赛道。6月25日，北京商报记者走访市场时了解到，在露 酒新国标落地和消费需求转化带来的新市场格局下，露酒逐渐从传统保健消费市场向年轻化、多元化、个性化、国际化市场发展。中国酒业协会数据显示， 目前露酒涉企已超过5000家，预计到2030年，露酒市场规模有望突破2000亿元。面对这一蓝海，酒企相继加码布局，泸州老窖、五粮液、山西汾酒等头部品 牌相继推出露酒产品，露酒正从"小众品类"迈向"大众选择"。 业内人士分析，在消费升级和健康意识提升的双重驱动下，露酒这类细分赛道正在迎来爆发式增长。露酒兼具低度化与养生属性，契合年轻消费群体及银发 一族的健康需求。未来酒类市场的竞争格局将从单一品类转向多元化发展，具有健康属性、文化内涵和创新体验的细分品类将成为新的增长引擎。 布局露酒赛道 中国酒业协会"十四五"指导意见指出，到2025年包括露酒在内的其他酒行业产量将达380万千升，比"十三五"末增长171%，年均递增22%；销售收入将达650 亿元，同比增长153%，年均递增20%；实现利润170亿元，同比增长320%，年均递增33% ...

食品丨市场观察 -"精酿+茶"如何搅动酒饮市场？ -中式养生水赛道拥挤，激战4.5亿市场； -中国预制菜行业竞争格局。 行业 环境 1.微醺经济新势力："精酿 + 茶"如何搅动酒饮市场？ 关键词 ： 微醺经济,精酿啤酒,新中式茶啤,酒饮赛道,消费场景 概要 ： "微醺经济"推动酒饮创新，新中式茶啤成精酿细分亮点，融合中国茶元素吸引消费者。 2011至2021年国内精酿市场从33亿增至428亿，预计2030年破2000亿。茶啤兼具性价比与场景 多样性，但面临标准缺失、同质化及侵权争议等问题，需强化品类认知与用户教育释放潜力。 本周看点： 2.中国牛奶巧克力市场消费分析及销售前景预测报告2025-2031年 关键词 ： 牛奶巧克力,市场分析,消费趋势,销售预测,全球供需 概要 ： 这份报告分析了2019-2031年全球及中国牛奶巧克力市场的现状与趋势，从产品类型 （坚果、经典等）、销售渠道（超市、线上等）、供需情况、竞争格局等方面展开。中国在全 球市场中地位重要，产能持续上升。报告还研究了北美、欧洲、亚太等地市场表现，并分析了 Mondelēz、Mars等主要厂商的市场份额与动态。行业受政策、需求和技术驱动，未来 ...

中经酒业周报密切关注酒业发展情况，及时捕捉行业及企业最新动态。本期看点：5月酒类价格同比下降 2.0%，茅台、洋河人事重大变动，泸州老窖入选《中国档案文献遗产名录》，燕京啤酒实施"啤酒+饮 料"营销策略。 行业动态 1.国家统计局：5月酒类价格同比下降2.0% 6月9日，国家统计局发布的数据显示，5月全国酒类价格环比下降0.3%，同比下降2.0%；1-5月，酒类价格 同比下降2.0%。（国家统计局） 2.5月全国白酒环比价格总指数下跌0.27% 据全国白酒价格调查资料显示，5月全国白酒环比价格总指数为99.73，下跌0.27%。其中，名酒环比价格指 数为99.65，下跌0.35%；地方酒环比价格指数为99.72，下跌0.28%；基酒环比价格指数为100.00，保持稳 定。（泸州白酒价格指数办公室） 5.四川白酒品牌营销十大创新范例公示 6月6日，四川省酒业协会公示2024-2025年度四川白酒品牌营销十大创新范例征集评选结果。五粮液、泸州 老窖、剑南春等多家四川著名酒企入选十大创新范例。（四川省酒业协会） | 企业名称 | 创新范例名称 | | --- | --- | | 宜宾五粮液酒类销售有限责任公司 | ...

Core Insights - The rise of low-alcohol beverages, such as pre-mixed cocktails and fruit wines, reflects a strong competitive edge in meeting consumer demands for personalization, health, and diversity [1] - Qionglai, Sichuan, is leveraging its unique advantages to build a complete industrial chain for low-alcohol trendy drinks [1] Raw Material Foundation - The "slightly tipsy" concept has led many liquor companies to launch fruit-flavored products, with Qionglai's long-growing, high-quality green plum being a preferred choice for low-alcohol beverages [2] - Qionglai's geographical advantages contribute to a rich flavor profile and a robust supply of green plums, with an annual production of 300 tons, generating nearly 2 million yuan in income for local villagers [2] - The automated production process in Qionglai ensures high-quality fermentation and temperature control, crucial for the taste and quality of green plum wine [2] Development Infrastructure - Qionglai boasts 247,700 acres of fruit bases, producing 217,800 tons of quality fresh fruit annually, facilitating a seamless supply chain from cultivation to production [3] - The Tianfu Trendy Drink Park, the largest visualized low-alcohol beverage factory in Southwest China, is a key project for Qionglai's low-alcohol beverage industry, focusing on research, production, and technology promotion [3] Brand Innovation and Recognition - The implementation of the Chengdu Qionglai Regional Liquor Industry Development Promotion Measures and the establishment of the Chengdu Production Area Liquor Industry Alliance mark a new development phase for Qionglai's liquor industry [4] - Local brands like Misan and partnerships with external companies have fostered a sustainable development model, enhancing the industry cluster effect [4] - Misan green plum wine, with an alcohol content of 10.5%, has gained significant market traction, ranking highly on e-commerce platforms and launching collaborative products to boost brand influence [4] - The Chengdu Liquor Group is focusing on low-alcohol beverages and has signed a strategic cooperation agreement to enhance the green plum resource supply chain [4] Industry Transformation - Qionglai is reshaping the low-alcohol beverage industry's value chain through a comprehensive approach from raw material development to brand incubation, responding to consumer aspirations for a better life [5] - The low-alcohol beverage brands from Qionglai are gaining recognition in both national and global markets [5]

当法国香槟的璀璨泡沫在全球消费版图上逐渐黯淡，百元价位的气泡酒正以燎原之势席卷亚太年轻消费市场——这场始于消费场景重构的酒饮转型，正在 重塑全球酒业格局。 2025年5月27日，亚洲国际葡萄酒及烈酒展览会（Vinexpo Asia）在新加坡滨海湾金沙会展中心盛大启幕，8998 名来自世界各地的专业观众涌入现场， 行 业巨头、经销商、分析师们齐聚一堂，围绕全球酒饮趋势与消费模式变迁展开激烈讨论。这场被誉为 "亚太酒业风向标"的盛会，不仅折射出高端消费退 潮与大众市场崛起的二元博弈，更揭示了Z世代通过"微醺经济"重构产业规则的深层变革。 一、全球酒饮趋势：在动荡中寻找生机 全球酒类市场正经历前所未有的深刻变革。 消费趋于谨慎、地缘政治动荡以及消费场景的不断演变，如同三股强大的力量，重塑着整个市场格局。 全球酒饮（ Total Beverage Alcohol）的发展之路充满坎坷， 整体表现远不及预期。作为全球重要市场的中国，需求持续疲软；超高端烈酒昔日的辉煌不 再，销售陷入低迷；葡萄酒品类更是持续在低谷徘徊。香槟这一象征奢华与品质的酒品，销量暴跌 20%；加强型葡萄酒与干邑产品线也未能幸免，纷纷 出现萎缩。消费场 ...

Core Insights - The article highlights a significant shift in drinking culture among young consumers, moving from traditional drinking practices to a more casual and self-pleasing approach [1][2][4] Group 1: Changing Drinking Culture - Young consumers are redefining drinking habits, favoring "micro-drunk culture" over traditional heavy drinking [2][4] - The sales proportion of beer has increased from 1%-5% to 20%-30% in certain retail environments, indicating a shift towards lighter alcoholic beverages [2][4] - Young drinkers prefer to enjoy alcohol in casual settings, such as dinners, movies, or even alone, rather than for social obligations [2][4] Group 2: Social Dynamics - Alcohol is now seen as a medium for sharing experiences rather than a tool for business or social obligation [4][11] - Young consumers are willing to pay for unique and quality alcoholic beverages, reshaping market dynamics [4][11] Group 3: Instant Retail Solutions - Instant retail platforms like Meituan Flash Purchase are addressing the demand for immediate access to alcohol, with delivery times as short as 30 minutes [6][7] - Many alcohol brands are seeing over 50% of their sales coming from online channels, with some adopting a "pure takeaway warehouse" model to reduce costs [7][11] Group 4: Evolving Consumption Scenarios - Traditional high-end liquor is still relevant but is now consumed in more casual settings, such as home gatherings or hotel takeout [8][9] - The demand for lower-priced liquor has surged, particularly in the under 400 yuan category, as consumers prepare for weekend gatherings [8][9] Group 5: Market Opportunities - The 618 shopping festival has transformed from a challenging period for offline liquor retailers to a significant opportunity, with Meituan Flash Purchase reporting a 70-fold increase in white liquor sales [9][11] - Brands that understand and adapt to the preferences of young consumers are positioned to thrive in this evolving market [11]

Group 1 - The A-share beer sector index rose by 3.85% on June 4, with notable gains from companies like Pinwo Food (+12.84%) and several others reaching the 10% daily limit [1] - The ongoing trend of "new consumption" is driving interest in various sectors, including beer, as summer approaches, leading to increased consumption of beer and low-alcohol beverages [1] - The online beer consumption report indicates a shift towards younger consumers and a preference for diverse and high-quality products, with yellow beer holding a 64% market share [3][5] Group 2 - There is a clear trend towards personalized and high-end beer consumption, with consumers showing less interest in traditional single-flavor beers and more in unique, high-quality offerings [5][6] - Major beer companies are focusing on the 8-10 yuan price range, which has shown strong performance in the current market, particularly in family channels [6] - Yanjing Beer has seen significant growth in its core product Yanjing U8, with a 31.4% increase in sales volume, while Zhujiang Beer reported a 13.97% increase in revenue from high-end products [6] Group 3 - The A-share market includes 26 listed beer companies, each with unique characteristics, such as Yongshuntai, which has the largest malt production capacity in China [8] - Lehui International has established itself as a leader in beer brewing equipment and recently achieved profitability in its fresh beer segment after four years [8] - Chongqing Beer focuses on a brand strategy that combines international high-end brands with strong local brands [10]

龙虎榜机构热股 今天机构龙虎榜上榜37只个股，净买入19只，净卖出18只。当日机构买入最多的个股前三位是：九芝堂（3日1.15亿）、菜百股份（3日9237万）、汇金股份 （5255万）。 | 上榜热股 | 实时涨跌幅 | 买/卖家数 | 机构 | | --- | --- | --- | --- | | 九芝堂 000989.SZ | +10.05% | 5 / 1 | +1 | | 3日 | | | | | 菜百股份 605599.SS | +9.99% | 3 / 1 | +92 | | 3日 | | | | | | | 龙虎榜显示，今日3家机构净买入5255万。 公司于2025年5月26日完成摘帽，证券简称由ST汇金变更为汇金股份，消除退市风险。 另外，公司为客户提供包括机房、机架、服务器出租，主机托管服务、机房定制化改造等服务，与运营商合作开展虚拟机、带宽、IP地址出租，安全防护、 数据存储、流量管理等业务。 龙虎榜知名游资 一、珠宝首饰 港股市场，老铺黄金、中国黄金国际今日双双创下历史新高，六福集团、周大福双双刷新年内新高。 莱绅通灵 个股龙虎榜 潮宏基 个股龙虎榜 汇金股份 二、微醺经济 财通证券认 ...