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宝安三大文旅新地标成“顶流”
Shen Zhen Shang Bao· 2025-10-09 03:12
国庆中秋期间,宝安区消费市场同样表现亮眼。宝安区商务局数据显示,9月30日至10月7日,全区九大 重点商圈累计客流561.75万人次,同比增长38.33%,总销售额5.83亿元,同比增长20.3%。前海壹方 城、海雅缤纷城销售额均超亿元,新开业的大悦城(000031)客流突破百万人次,成为假期"增量引 擎"。 10月1日至7日线下消费金额约29.87亿元,同比增长17.08% 各大商圈活动创意频出,如前海壹方城举办"大湾区潮流生活节",海雅缤纷城推出非遗文化季与 MINISO华南首店,啤酒小镇"零压感假日派对"让"微醺经济"升温。 【深圳商报讯】(记者 吴素红 李丹)中秋遇上国庆,8天假期点燃了宝安的城市热度。今年"双节"假 期,以湾区书城、前海冰雪世界、欢乐剧场为代表的三大文旅新地标在宝安集中亮相,全区商圈、文 旅、体育活动联动发力,带动消费市场全面升温。 在数字消费方面,宝安区"双节"期间持续领跑。美团大数据显示,10月1日至10月7日,宝安区交易规模 同比增速为10.5%,在全国776个非县域地区排名第三,位列全省、全市排名双第一。其中,餐饮品类 交易规模在全市、省内均居首。 新开业的"湾区之眼"书城同 ...
2025啤酒行业趋势洞察报告
Sou Hu Cai Jing· 2025-10-08 07:42
Core Insights - The Chinese beer industry is experiencing structural transformation and high-quality development, driven by consumption upgrades and the young demographic becoming the core market engine [1][6] - The industry has moved past a period of declining production, showing a clear trend of "stable volume and improved quality" [1][6] Market Overview - In the first ten months of 2024, retail sales of tobacco and alcohol grew by 6.1%, outpacing the overall growth of consumer goods [1][15] - Beer production has rebounded since hitting a low in 2021, maintaining steady growth for four consecutive years, with 2023 seeing low inventory levels and strong confidence among distributors [1][16] - The top five brands (China Resources, Tsingtao, Yanjing, Chongqing, and Zhujiang) control over 70% of the market share, with positive growth in sales, revenue, and net profit in 2023 [1][22] Consumer Demand Trends - The beer market is evolving from a simple alcoholic beverage to a social medium for young consumers, with a significant increase in social media engagement around beer [2] - The "micro-drunk economy" is gaining traction, with beer consumption becoming more about experience rather than just drinking [2] - Flavor innovation and health consciousness are driving product diversification, with traditional yellow beer still dominant but white beer and fruit-flavored beers gaining popularity [2][3] Health and Wellness Trends - The demand for low-alcohol and non-alcoholic beers is rising, with the global market for these products valued at 94.07 billion yuan in 2023, expected to grow by 4% by 2027 [3] - Non-alcoholic beers like Qingdao's non-alcoholic white beer are catering to health-conscious consumers and those with alcohol sensitivities [3] Marketing and Distribution Innovations - Digital marketing and scenario-based innovations are prominent, with platforms like Douyin and Xiaohongshu becoming key for brand promotion [4] - Instant retail is reshaping beer consumption, with brands like Snow Beer and Tsingtao enhancing delivery services to meet consumer demand for immediate access [5] - The rise of experiential marketing through beer festivals and music events is strengthening brand engagement with younger audiences [5] Future Outlook - The Chinese beer industry is shifting from "scale-driven" to "value-driven," focusing on product innovation, channel transformation, and deepening consumer engagement [6] - The market is expected to continue evolving with a focus on personalized and diverse consumer needs, particularly among younger demographics [6]
奶茶加白酒,第一天就卖了近12万杯!要让年轻人喝酒,还是跨界最好用?
Mei Ri Jing Ji Xin Wen· 2025-09-23 12:49
Core Viewpoint - The return of the classic white liquor milk tea "Drunk Step on the Road" by the new tea drink brand Cha Baidao highlights the growing trend of cross-industry collaboration between liquor and tea drink brands, aiming to capture the expanding market of young consumers in the "micro-drunk economy" [1][9][10]. Group 1: Product Launch and Market Response - "Drunk Step on the Road" was first launched in 2020 as a collaboration between Cha Baidao and Luzhou Laojiao, and it has made a comeback after five years, achieving nearly 120,000 cups sold on its first day [1][2]. - The product has generated significant buzz on social media, with consumers expressing surprise at its taste, which combines milk and a subtle hint of white liquor [2][4]. - Sales of "Drunk Step on the Road" have been strong in various locations, particularly in settings like cinemas where consumers seek a light alcoholic beverage [4][5]. Group 2: Industry Trends and Consumer Behavior - The beverage market is increasingly leaning towards younger, lower-alcohol, and healthier options, with young consumers driving the "micro-drunk economy" [1][9]. - Reports indicate that over 60% of white liquor consumption is now attributed to young consumers aged 18-35, with the potential market size for young drinkers reaching 400 billion yuan [10][11]. - The trend of cross-industry collaborations is seen as a way for liquor brands to attract younger consumers, with various brands experimenting with new flavors and marketing strategies [11][12]. Group 3: Future Outlook and Challenges - Industry experts suggest that while the initial sales of "Drunk Step on the Road" are promising, long-term success will depend on the product's ability to encourage repeat purchases [8][15]. - The market for low-alcohol beverages is growing, with a reported market size of approximately 634.1 billion yuan in 2023, indicating a shift in consumer preferences towards lighter options [15]. - Experts caution that the novelty of liquor and tea drink collaborations may wear off, and brands need to focus on product quality and consumer engagement to sustain interest and sales [16].
年轻人成白酒消费主力,茶百道泸州老窖联名白酒奶茶“醉步上道”开售
Sou Hu Cai Jing· 2025-09-18 07:04
Core Viewpoint - The return of the classic drink "Drunk Step on the Road" by the tea brand Cha Baidao, in collaboration with Luzhou Laojiao, highlights the growing trend of combining traditional liquor with modern beverages, catering to the increasing demand from younger consumers for a "slightly tipsy" experience [1][3][5] Group 1: Product Launch and Features - "Drunk Step on the Road" achieved nearly 120,000 cups sold on its first day of re-launch [1] - The drink combines real Luzhou Laojiao liquor with milk tea, maintaining a focus on quality by using genuine liquor in each cup [3] - Each serving contains approximately 3 grams of white liquor, with a total caloric content of about 174 kilocalories, appealing to health-conscious consumers [3] Group 2: Market Trends and Consumer Insights - The Chinese liquor industry report indicates that over 60% of liquor consumption is now driven by the younger demographic, particularly those aged 18-35 [5] - The rise of the "slightly tipsy economy" reflects a shift in consumer preferences, with Cha Baidao's reintroduction of "Drunk Step on the Road" aligning with these market trends [5] - The management emphasizes the importance of effective new product launches and lifecycle management of classic products, leveraging supply chain advantages to balance quality and cost [5]
茶百道与泸州老窖联名推出白酒奶茶 首日热卖近12万杯
Core Insights - The new tea beverage brand Cha Bai Dao (02555.HK) has relaunched its classic drink "Zui Bu Shang Dao," which combines white liquor and milk tea, achieving nearly 120,000 cups sold on its first day [1] - The drink uses real white liquor and is designed with consumer health in mind, containing approximately 174 kcal per serving, catering to the rising trend of "micro-drinking" among younger consumers [1] - The Chinese liquor market is seeing a shift, with over 60% of consumers now being young people aged 18-35, indicating a significant change in consumer preferences [1] Product Launch and Sales Performance - Cha Bai Dao has been actively launching new products this year, including the Oriental Plant Series and Fresh Pomegranate Series, which have received positive market feedback [2] - The newly launched "Fresh Pomegranate" series, featuring "Fresh Pomegranate Ice Tea" and "Fresh Pomegranate Guava," sold 200,000 cups on its first day [2] - In Q2, new product sales accounted for 28% of total sales, with daily average GMV per store increasing by approximately 15% compared to Q1, reaching the highest quarterly level in nearly a year [2]
“微醺经济”升温,白酒倒进奶茶杯?“醉步上道”首日热卖近12万杯
Yang Zi Wan Bao Wang· 2025-09-17 08:37
Core Insights - The new tea beverage brand Cha Bai Dao has re-launched its classic drink "Zui Bu Shang Dao," which combines white liquor and milk tea, achieving nearly 120,000 cups sold on its first day [1][4] - "Zui Bu Shang Dao" is a collaboration with Luzhou Laojiao and is the first innovative drink in China to combine white liquor with milk tea, originally launched in 2020 [1][3] - The drink has gained a loyal following over the past five years, with consumers frequently requesting its return on social media platforms [1] Product Details - Each cup of "Zui Bu Shang Dao" contains 3 grams of Luzhou Laojiao white liquor, emphasizing the use of genuine liquor in the drink [3][4] - The drink combines the flavors of aged Pu'er tea and fresh milk, with a calorie count of approximately 174 kcal for a medium-sized cup without added sugar [4] - The product is designed to cater to health-conscious consumers while providing a fresh and mild intoxication experience [4] Market Trends - According to the China Alcohol Industry Association, over 60% of white liquor consumers are now young people, with a significant increase in the 18-35 age group [4] - The rise of the "mild intoxication economy" has led to a growing demand among young consumers for products that offer a light drinking experience [4] - Cha Bai Dao's decision to reintroduce "Zui Bu Shang Dao" reflects its sensitivity to consumer demand and market trends [4] Company Strategy - Cha Bai Dao's management emphasizes the importance of effective new product launches and lifecycle management for classic products [4] - The company aims to balance quality and cost-effectiveness through supply chain advantages [4]
低度白酒能否抢占年轻人的“酒饮钱包”?
Sou Hu Cai Jing· 2025-09-17 04:02
文丨双木 出品丨消费最前线 年轻人不喝白酒是因为没到年龄?虽然谈不上00后整顿"酒场",但当"不拘一格"的年轻人对"酒桌文化"和高度白酒的辛辣口感表现出越来越明显的疏离感 , 转而拥抱"小甜水"时,白酒已经"慌了"。 越来越多的酒企也意识到与其固守阵地,期待年轻人"长大"以后能够被动接受传统白酒,不如主动俯身开发更符合他们需求的产品。所以"低度白酒"寄托着 全行业的"牵挂",作为一个看似完美的解决方案应运而生。 "茅五洋泸"纷纷投入重金进行技术研发和产品布局,推出自己的低度系列产品。它们都试图保留白酒的"根",通过降低酒精度、改良口感的方式试图赢得年 轻人的青睐,年轻人能够"如愿以偿"地快速"成熟"起来吗? 低度酒成为"微醺"经济的最大获益者 "说实话,我毕业之前从来不喝酒,一闻到那股味儿就头疼。"从知名音乐学院毕业后,张静回到家乡创业,开了一家青少年钢琴培训机构,一边说一边又将 手边的江小白倒入混杂着饮料的杯子中。 "创业这几年,一睁眼就面临着房租水电、钢琴折旧、教师工资的重重压力,每到夜深人静的时候就很想哭。"直到有一次刷小红书,张静看到有人推荐一款 包装很像香水瓶的蜜桃味低度白酒,只有12度,说是适合女 ...
ESG评级稳居黄酒行业领跑地位 古越龙山以责任匠心焕活千年黄酒复兴路
Quan Jing Wang· 2025-08-28 06:10
Core Viewpoint - Companies with high ESG ratings are increasingly becoming preferred partners in the supply chain and a focus of capital market attention, with Guyue Longshan being a benchmark in the yellow wine industry, achieving a BBB ESG rating and ranking first among other alcoholic beverage industries [1][2] ESG Commitment and Achievements - Guyue Longshan released its first ESG report in 2025, demonstrating its commitment to high-quality development through environmental friendliness, product service, talent cultivation, public welfare, and cultural advocacy [2] - The company has been recognized for its sustainable practices, including green brewing processes and community engagement, which reflect its dedication to sustainable development [1][2] Quality Control and Food Safety - Guyue Longshan has established a comprehensive quality control system from raw material sourcing to production, achieving a 100% compliance rate in various quality metrics and zero major food safety incidents in the year [3] - The company has implemented strict environmental management standards for its raw material production bases, ensuring compliance with pesticide and heavy metal regulations [4] Innovation and Technology - The company combines traditional brewing techniques with technological innovation, maintaining a lineage of over 362 generations of brewing skills, and has a strong talent pool including national-level artisans and masters [5][6] - In 2024, Guyue Longshan invested 30.2 million yuan in R&D, a 7.03% increase year-on-year, focusing on projects that enhance the quality and safety of yellow wine [6] Market Adaptation and Consumer Engagement - Guyue Longshan is actively pursuing a strategy to attract younger consumers, with its new business division and online channels seeing revenue growth of 22.64% and 15.31% respectively in the first half of 2025 [8] - The company has launched innovative products like coffee yellow wine and bubble yellow wine, achieving significant sales growth and appealing to modern consumer preferences [9] Digital Transformation and Sustainability - Guyue Longshan's intelligent factory was recognized as an advanced-level smart factory in Zhejiang Province, showcasing its commitment to digital transformation and sustainable practices [10] - The company is investing 2.3 billion yuan in a new industrial park, which aims to achieve smart brewing and green production [10] Shareholder Engagement and Financial Performance - The company has a history of returning value to investors, with a total dividend payout of 1.415 billion yuan since its listing, and a cash dividend of 273 million yuan in the last three years [12] - In 2025, Guyue Longshan announced a share buyback plan of 200-300 million yuan to enhance investor confidence and align interests among shareholders, investors, and employees [11] Social Responsibility and Community Engagement - Guyue Longshan is committed to social responsibility, engaging in rural revitalization and community development projects, including the establishment of a co-prosperity base for plum cultivation [13] - The company has signed contracts for the cultivation of 6,400 acres of rice, providing employment opportunities and increasing income for local farmers [13]
携起手爱苏州 唱响仲夏夜 金鸡湖景区客流同比增13.09%
Su Zhou Ri Bao· 2025-08-24 00:31
Group 1 - The "Right Bank Midsummer Night" event successfully attracted a large audience, featuring popular music performances that created a vibrant atmosphere and engaged the crowd [1] - The event has contributed to the enhancement of the night economy around Jinji Lake, with innovative models that integrate cultural tourism, space operation, and business synergy [1] - On the event day, sales at various stalls reached 5 to 8 times the usual daily revenue, indicating a significant boost in consumer spending [1] Group 2 - Surrounding areas like Times Square and Moonlight Wharf have launched various events that significantly increased overall foot traffic and boosted sales for local night economy brands by over 20% [2] - Jinji Lake received 2.876 million visitors last month, reflecting a year-on-year increase of 13.09% [2] - Future developments, including the Suzhou Contemporary Art Museum and Central Plaza, are expected to further enhance the Right Bank area as a hub for business, tourism, and entertainment, promoting a comprehensive consumer experience [2]
为什么卖得好的低度酒来自泸州老窖
Xin Jing Bao· 2025-08-13 01:46
Core Viewpoint - Luzhou Laojiao's sales of the Guojiao 1573 series have reached 20 billion yuan, with the 38-degree Guojiao 1573 accounting for approximately 50% of this, positioning it as a significant contributor to the company's performance and potentially the first low-alcohol liquor product to exceed 10 billion yuan in sales [1] Group 1: Company Performance and Strategy - Luzhou Laojiao is increasing its R&D investment to develop lower-alcohol products, such as the newly developed 28-degree Guojiao 1573, to diversify its product line and meet varying consumer demands [1] - The company has successfully overcome technical challenges in producing high-quality low-alcohol liquor, showcasing its innovation and craftsmanship in the industry [3][4] - Luzhou Laojiao's long-standing use of ancient fermentation pits, some over 450 years old, contributes to the unique microbial ecosystem that enhances the quality of its low-alcohol products [4] Group 2: Industry Trends and Market Dynamics - The low-alcohol liquor market is experiencing rapid growth, with market size projected to increase from 20 billion yuan in 2020 to 57 billion yuan by 2024, reflecting a compound annual growth rate of 25% [5] - Young consumers, aged 18-35, now represent over 60% of the liquor market, favoring low-alcohol options for a lighter drinking experience and social interactions [6] - The acceptance of low-alcohol products varies by region, with the 38-degree Guojiao 1573 showing strong sales performance in key markets such as Hebei, Shandong, Jiangsu, and Northern Zhejiang [6] Group 3: Competitive Landscape - The increasing focus on low-alcohol products by major liquor companies, including Luzhou Laojiao and Wuliangye, is intensifying competition in the market, driving improvements in product quality and service [1][7] - The shift towards low-alcohol options is not merely a trend but a response to changing consumer preferences, indicating a significant transformation in the liquor consumption landscape [6][7]