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黄酒一哥易主?古越龙山董事长承诺4年落空,“双化”战略哑火?| 酒业内参
新浪财经· 2025-06-09 00:54
文 | 《 酒业内参 》栏目 张奥 曾经的"黄酒一哥",处境越来越不妙了,不仅市值被会稽山反超,而且高端化、年轻化进 程也落后。 今年一季度,古越龙山向资本市场接连交出两份成绩单:去年净利润为 2.06 亿元,同比骤 降 48.17% ,并再次失约" 12% 的增速目标";而在一季度,其净利润增速仍未改善,归 母净利润 5901.87 万元,同比下降 4.82% 。 值得注意的是,这已经是董事长孙爱保第四次"失约"投资者。有投资者在交流平台直呼"什 么时候才能换帅?" 可惜多年过去了,这些承诺均未实现。 虽然对投资者连续四次"失约",但孙爱保的薪酬却不降反增,从 43.15 万最高升至 80.01 万。 另外在黄酒年轻化方面,古越龙山表现同样不佳,咖啡黄酒和青柠黄酒,对比会稽山气泡黄 酒,影响力远远不如。 连续四年"失约" 高管遭追问 2024 年报显示,古越龙山实现营收 19.36 亿元,同比增长 8.55% ;归母净利润为 2.06 亿元,同比下滑 48.17% ,近乎腰斩。这样的业绩不仅没能兑现" 12% 的增速目标",而 且利润端还大幅下滑,一经发布便引起了大批投资者的不满。 事实上,投资者的愤怒并非 ...
五粮液:将根据市场情况加快年轻化产品开发;仁怀市加快推动“酱酒”出海取得实质性突破 丨酒业早参
Mei Ri Jing Ji Xin Wen· 2025-06-09 00:44
Group 1 - Wuliangye plans to accelerate the development of youth-oriented products based on market conditions, indicating a proactive approach to tap into new consumer demographics [1] - The company has already launched youth-focused products such as Wuliangye 39-degree and Qingmei liquor, and aims to expand its overseas market presence, having already engaged in activities across 13 countries and regions [1] - This strategy may enhance investor confidence in Wuliangye's innovation and growth potential, potentially leading to a reassessment of its long-term development capabilities and future profitability expectations [1] Group 2 - Xifeng Liquor is focusing on upgrading product structure, enhancing brand building, and improving market influence, particularly through the restaurant channel [2] - The company emphasizes optimizing its pricing system and increasing terminal opening rates while ensuring effective execution of market activities and managing distributor inventory [2] - These initiatives reflect a refined operational strategy that may influence market perceptions of Xifeng Liquor's future profitability and draw attention to management capabilities within the industry [2] Group 3 - Renhuai City is actively promoting the export of "sauce liquor" and enhancing regional cooperation, aiming to elevate brand and production area development [3] - The city is increasing efforts in promoting local liquor brands and enterprises, particularly in collaboration with key economic regions such as the Yangtze River Delta and the Guangdong-Hong Kong-Macau Greater Bay Area [3] - This push may heighten market interest in local liquor companies, especially those producing sauce liquor, and provoke thoughts on the competitive landscape and regional development models within the liquor industry [3]
从“青岛啤酒交易所”爆红看文旅产业创新
Core Insights - The "Qingdao Beer Exchange" has gained popularity by integrating financial pricing logic into the beer consumption experience, attracting over 10,000 daily visitors and achieving a daily sales volume of 1.2 million milliliters [1][2]. Group 1: Consumption Upgrade Trends - The dynamic pricing model transforms beer cups into "investment targets," with prices fluctuating every 10 minutes based on real-time sales, allowing for daily price increases of up to 20% for popular items, effectively balancing supply and demand [2]. - The initiative revitalizes the century-old Qingdao Beer brand, appealing to Generation Z by modernizing its image and ensuring consistent quality through partnerships with local distributors [2]. - The experience emphasizes emotional value, with consumers engaging in a fun and immersive way to enjoy Qingdao beer, leading to a significant increase in foot traffic and sales in surrounding businesses during peak periods [2][3]. Group 2: Digital Transformation of Cultural Spaces - The revitalization of the Qingdao Taidong Pedestrian Street is part of a broader initiative to transform historical commercial areas into digital hubs, creating a "consumption ecosystem" that integrates various entertainment and cultural offerings [3]. - As Generation Z becomes the main consumer group, the competition in the urban tourism industry shifts from mere visual appeal to the depth of experiential engagement, indicating a potential evolution in the industry [3].
此消彼长!白酒指数终于摁下“止跌键”,会稽山一周大跌12%
Mei Ri Jing Ji Xin Wen· 2025-06-08 10:43
Core Viewpoint - The Chinese liquor industry experienced a slight recovery in investment sentiment despite a generally weak sales performance during the Dragon Boat Festival, with the WIND liquor index rising by 0.49% after three weeks of decline [1][2]. Group 1: Industry Performance - The WIND liquor index saw a minor increase of 0.49%, with notable weekly gains from Jinhuijiu (6.25%) and Yanghe Co. (2.16%), while only a few companies like Shui Jing Fang and Shede Liquor experienced declines exceeding 2% [2][3]. - The national liquor price index for May was reported at 99.73, indicating a month-on-month decrease of 0.27%, with famous liquor brands seeing a decline of 0.35% [3]. Group 2: Company-Specific Developments - Kuaijishan, which had previously surged in stock price due to the popularity of "sparkling yellow wine," saw a significant drop of 12% this week as interest waned post-Dragon Boat Festival [1][5]. - Kuaijishan's aggressive marketing strategy, including celebrity endorsements and live-streaming sales, initially led to impressive sales figures, but the subsequent decline in viewer engagement and sales performance raises concerns about the effectiveness of this approach [8][11]. - The company's sales expenses surged to 332 million yuan in 2024, a 60.25% increase from 207 million yuan in 2023, with advertising costs doubling, yet the contribution from new products remains uncertain [11].
2025方案逻辑图
Sou Hu Cai Jing· 2025-06-06 12:32
Core Insights - The report outlines a comprehensive framework for enterprise solution design, focusing on efficiency enhancement, youth-oriented strategies, and data-driven decision-making to create sustainable business growth models [1][13]. Group 1: Efficiency Revolution - The core demand of enterprise solution architecture is shifting from functional implementation to efficiency optimization [2]. - Cost control in manufacturing is achieved through a tiered cost reporting system, enabling visibility of expenses and driving resource utilization [3]. Group 2: Youth-Oriented Strategy - Solutions targeting Generation Z and young professionals require a balance between "official authority" and "youthful fun" [4]. - Brand persona upgrades, such as vivo's gaming platform, emphasize high-quality service while enhancing community engagement through interactive games and trendy events [4]. - Content platforms like Xiaohongshu and Douyin are pivotal in reaching young users, with initiatives like the "Flying Disc Practical Handbook" and the "DOU Fishing" campaign achieving significant exposure [5]. Group 3: Data Intelligence - Data middle platforms are becoming the "nerve center" of enterprise solutions, facilitating a transition from experience-based to data-driven decision-making [7]. - A dual middle platform architecture supports omnichannel operations, with a retail company improving inventory turnover efficiency by 40% after integrating online and offline data [7]. - User engagement is enhanced through a refined operational model based on the Fogg Behavior Model, leading to a 25% increase in conversion rates [8]. Group 4: Industry Integration - Solution architectures in vertical industries are breaking traditional boundaries, showcasing cross-industry integration [10]. - Smart city initiatives utilize a three-layer architecture to integrate data for dynamic municipal resource management [10]. - New retail transformations are facilitated by SaaS providers offering integrated solutions for omnichannel sales and supply chain collaboration [12]. Conclusion - The essence of solution architecture lies in understanding human needs, with a focus on efficiency tools, data algorithms, and youthful expressions to amplify user value [13].
压在白酒头上的10座大山,连茅台也快扛不住了?
Sou Hu Cai Jing· 2025-06-06 10:33
Core Viewpoint - The current state of the liquor industry, particularly the baijiu sector, is under significant pressure, with major challenges that even leading brands like Moutai may struggle to withstand [4][12]. Group 1: Market Challenges - The baijiu market in 2024 is experiencing a downturn due to a sharp decline in Moutai prices, which has created a sense of unease among liquor merchants [4]. - The introduction of "prohibition orders" in 2025 is severely impacting consumption scenarios, particularly in government-related events, leading to a drastic drop in demand [4][6]. - There are ten major challenges facing baijiu manufacturers, including inventory backlog, consumption downgrade, new prohibition orders, overcapacity, capital cooling, youth distancing from drinking, health concerns, internal price wars, international market difficulties, and rising costs due to grain price increases and new national standards [6][12]. Group 2: Price Dynamics - Moutai's marketing strategy has focused on defending the price point of 2000 yuan, which has been a critical threshold amid market fluctuations [8][10]. - Recent market data indicates that the price of Moutai has fluctuated around the 2000 yuan mark, with some regions seeing prices dip below this level [9][11]. - The price volatility around the 2000 yuan threshold reflects a divided market sentiment regarding Moutai's future performance and overall industry confidence [11]. Group 3: Strategic Responses - To navigate the pressures, the baijiu industry must prioritize strategies such as destocking, stabilizing the market, promoting sales, and exploring new consumption scenarios [12][14]. - The industry faces a significant challenge with overcapacity, which has led to the potential exit of less competitive small and medium-sized enterprises during the upcoming market reshuffle [14]. - There is a growing trend towards affordable baijiu as high-end products face declining demand, indicating a shift in consumer preferences [14][16]. Group 4: Youth Engagement and Health Trends - Innovative marketing strategies targeting younger consumers, such as social media challenges, are emerging as effective methods to boost baijiu consumption among the youth [16]. - The health trend is influencing consumer perceptions of baijiu, with the concept of "healthy drinking" potentially offering a new avenue for growth in the industry [16]. - The internationalization of baijiu remains a challenge, with exports constituting only 1% of the market, highlighting the need for strategic efforts to enhance global presence [16].
日本家电商争相开拓“佛系”年轻客户
日经中文网· 2025-06-06 07:55
EDION的自主品牌家电"e angle"的彩色设计系列在颜色和设计上颇为讲究 10年前日本电视市场前5名全是日本品牌,到2024年仅剩下松下和索尼2家。在洗衣机和吸尘器领域,中 韩品牌通过强调新颖和性能扩大了份额。日本品牌过于依赖中老年客户群,开拓低物欲的年轻客户成为 关键…… 日本企业正在绞尽脑汁吸引那些被认为物欲较低的年轻人。松下扩充了面向年轻人的服务和商品。大型 家电量贩企业EDION(爱电王)增加了重视"吸睛效果"的自有品牌商品群。希望年轻人喜欢自身品牌, 并采取措施留住这些用户,将其变成终身潜在客户群。 "如果订阅(定额付费)服务能够让生活变得充实起来,我觉得是一种不错的消费方式"。一位使用松下 面向租赁房屋推出的家电出租服务"noiful"的20多岁女性如此说道。这项服务的用户以35岁以下的人群 为主。 noiful与其他竞争订阅服务的区别在于,仅向与松下签订合同的租赁房屋提供服务。会提前确认室内动 线和家电安装位置,从而避免无法安装等事后纠纷。 支持noiful服务的房屋数量不断增加。服务启动约一年后的2023年,适用房屋约为500套,2025年初达到 约2600套,增至5倍以上。将在3年内增 ...
嘲LABUBU像猴,为什么还抢破头?| 年轻人消费野路子大赏
后浪研究所· 2025-06-06 06:56
他们形成了泾渭分明的两派,喜欢的人说," 在海鲜市场加价买了一只Labubu限量款,甜丝丝!保值率吊打其他潮玩! "看不 懂的人说," 这就是个猴吧,还是不太好看的那种。 " 看上去是玩梗,是调侃,但这是我们在超过10000人协作完成的共享表格中的真实发现:当下的消费越来越两极分化了。 5月7日开始, 潮生TIDE和后浪研究所 联合发起 「百万之选Best100」, 在线上搭建了一张实时更新的消费互助表格。 在这里大家自发提名耐用、实用的「钉子户好物」,分享被列入「人生回购清单」的经典单品,揭秘性价比拉满的隐藏款「平 替」,也吐槽那些包装比产品还贵的「无用废物」。 从10133个参与者、3481条真实消费体验里, 我们筛选出了100件被大家验证过的经典好物, 发布了「百万之选Best100」的清 单 。(关注「后浪研究所」公众号, 回复关键字「清单」 ,可一键获取好物列表) 我们发现,对于当代年轻人来说,买什么、用什么, 早就不只是消费行为,而是「站队」。 「为什么下单」这件事也不再局 限于「有没有用」、「性价比高不高」这些传统标准, 「玄学」、「情绪价值」、「社交玩梗」 都在成为影响消费选择的重 要指标。 ...
苏州市委市级机关工委推动年轻干部教育引领走深走实
Su Zhou Ri Bao· 2025-06-06 00:19
实践赋能课堂推动岗位建功促发展。紧扣苏州产业发展,组织文旅、交通等26家单位召开14场"产 业创新与文化创意"主题座谈会,200余名机关青年"晒点子"提出35条创新建议并呈报市委决策参考。紧 扣为民服务需要,常态化组织开展"志暖苏城"市级机关志愿服务,先后在阳澄湖半程马拉松、清明假 期、"五一"假期,组织发动500余名机关青年参与秩序维护、文明引导。紧扣岗位实践难题,联动开 展"感知社情民意、赋能基层治理"牵手行动,组织机关青年深入姑苏老城区直管公房、老旧小区和结对 社区开展"换位跑一次"体验式调研,提出针对性建议举措108条。 暖心关爱课堂激发干事创业精气神。推动年轻干部谈心谈话全覆盖,着力把思想谈通、工作谈透、 心气谈顺,以组织关爱激活年轻干部创新实干、竞相作为的内生动力。积极回应青年需求,办好市级机 关"活力杯"足球比赛、亲子趣味运动会等赛事,开展"姑苏·缘遇"青年联谊、爱心托班、双语阅读、文 体兴趣班等活动,让他们感受到更多"小确幸"。带头建立工委"我讲业务·大家学"双月学习制度,推动 青年干部上讲台、比业务。立项举办民事检察、统计业务等12类机关青年技能竞赛,积极营造比学赶超 的浓厚氛围。 近年来, ...
递进式培养,为青年干部成长成才铺就“快车道”
Nei Meng Gu Ri Bao· 2025-06-05 12:30
转自:草原云 为解决以往干部教育培训针对性实效性不强等问题,昆都仑区紧扣"两地三区一中心"产业发展规划,联 合高校共建"学术课堂",组织年轻干部走进企业,深入生产一线和研发中心,帮助党员干部更新知识储 备,为提升服务经济能力积累实战经验。同时,创新推出"比学课堂",通过辩论对抗、圆桌论坛等形 式,促进干部在思想碰撞、经验交流中深化专业认知,形成比学赶超的浓厚氛围。 "小郑经常走村入户,宣传'三农'相关政策,不仅给老乡们发了'明白卡',他自己对基层工作也越干 越'明白'了。"看着村里的发展一天比一天好,昆河镇和平村村民对挂职干部郑书华赞不绝口。 刀在石上磨,人在事上练。今年以来,昆都仑区紧扣重点企业人才需求与区域经济发展需要,结合年轻 干部学历背景、专业特长、岗位类型等,靶向实施"一纵一横"双线实战培养计划。纵向搭建挂职锻炼平 台,选派30余名年轻干部到"三个高地"建设、项目建设、招商引资、乡村振兴等一线挂职锻炼;横向推 行"跟岗锻炼+项目攻坚"融合机制,组织50余名干部赴工信局、商务局等重点经济部门开展跟岗实训, 全面提升年轻干部抓落实能力和改革攻坚能力。 从理论课堂到产业前沿,从基层一线到招商战场,昆都仑区 ...