▎茅台集团与中粮集团座谈 5月28日，中粮集团党组成员、副总经理庆立军率队到访茅台，会上，庆立军表示，双方前期合作基础扎实、成效显著，未来期待以资源共享为核心，在更 广泛领域探索创新合作模式，通过优势互补实现互利共赢，共同推动双方事业高质量发展。 茅台集团党委书记、董事长张德芹表示，中粮集团着眼全球布局，聚焦核心主业，加快建设具有全球竞争力的世界一流大粮商，在保障国家粮食安全和食品 安全上发挥着举足轻重的作用。茅台的发展得益于历代茅台人对质量的坚守、工艺的传承和技术的创新，才造就了始终如一的品质，并成为香飘世界的名 片。希望双方将合作向更深层次、更广领域拓展，共同书写互利共赢新篇章。（贵州茅台） 5月28日，1499元飞天茅台在美团618大促上开卖。据了解，该产品10点开售后便火速秒空，页面随即显示"已售罄"。根据美团此前公布，此次618将放出上 万瓶1499元飞天茅台。（茅粉参考） ▎洋河推出三款端午新品 5月27日，洋河推出三款"端午送礼佳酿"，其中梦之蓝·歼20以"东方瓷白"为底色，勾勒歼-20凌空之姿，战机下浅蓝色图纹层叠涌动，暗合端午"龙舟竞渡"的 澎湃生机，八方底座取"八方共聚"之意，恰似端午团圆 ...

Group 1 - Luzhou Laojiao's director Qian Xu has resigned for personal reasons, effective immediately, and will not hold any positions in the company or its subsidiaries [1] - The company confirmed that Qian Xu's resignation does not affect the minimum number of board members and will not disrupt normal operations [1] - The company will proceed with the legal process to elect a new director [1] Group 2 - Kuaijishan's stock price has hit the limit up for three consecutive trading days, with a cumulative increase of over 33%, and a closing price of 25.81 yuan [2] - The company's static P/E ratio is 63.08, significantly higher than the industry average of 20.51 [2] - The company has issued a risk warning due to the significant short-term price increase, advising investors to be cautious [2][3] Group 3 - Jiu Gui Jiu's revenue for the high-end brand Neican has dropped by 67%, with overall revenue for 2024 down 49.7% to 1.423 billion yuan [4] - The company is focusing on price stability rather than volume growth in response to increased competition and a weak industry cycle [4] - The overall white liquor industry is facing dual pressures from demand and competition, indicating potential adjustments in the sector [4] Group 4 - From January to April, the revenue of the liquor, beverage, and refined tea manufacturing industry increased by 3.7% year-on-year, reaching 548.96 billion yuan [6] - The total profit for this sector was 98.33 billion yuan, reflecting a 3.5% year-on-year growth [6] - The performance of this sector is stronger than the overall industrial growth, indicating resilience and providing confidence to related sectors [6]

Core Insights - The 2025 "618" e-commerce event has set a record for its duration, lasting 37 days from May 13 to June 18, but has seen a decline in consumer enthusiasm and merchant participation compared to previous years [2][3] E-commerce Trends - The current "618" event is characterized by a focus on straightforward discount rules, replacing complex "full reduction" strategies with simpler "direct discounts," aiming to stimulate consumption [3] - Major beneficiaries of this year's "618" include home appliances and consumer electronics, while the white wine category has notably lost its previous popularity [3][4] White Wine Market Dynamics - White wine sales have not featured prominently in the initial sales reports, indicating a significant drop in consumer interest [3][4] - The overall transaction volume for white wine on platforms like Meituan has seen a dramatic increase, with a reported 200-fold growth year-on-year, but this is contrasted by a general decline in participation from white wine merchants [4][8] Merchant Sentiment - Many white wine merchants are losing interest in participating in major e-commerce promotions like "618," preferring to focus on regular promotions or traditional holiday sales [8][9] - The sentiment among merchants is that the extended duration of "618" has diluted its promotional impact, leading to a lack of excitement and lower expectations for sales outcomes [8][9] Pricing and Supply Control - The white wine industry is experiencing a trend of supply control, with manufacturers tightening online supply to stabilize prices, following previous price instability during past promotions [9][10] - Prices for major brands have been observed to decrease during the "618" event, with significant discounts being offered across various platforms [10][13] Conclusion - The white wine sector is facing challenges in adapting to the evolving e-commerce landscape, with a shift in focus towards regular sales strategies rather than reliance on large promotional events [8][9]

法国时间5月27日,由中国对外文化交流协会、联合国教科文组织主办的"中国味道"主题活动,在法国巴黎 联合国教科文组织总部举行。法国前总 理、法国政府中国事务特别代表让-皮埃尔·拉法兰,中国驻法国 大使馆公使陈力,联合国教科文组织副总干事曲星,联合国教科文组织世界遗产中心主任拉扎赫·伊伦都·阿 索莫,中国常驻联合国教科文组织大使衔代表杨新育,法国世界茶文化研究中心主任、Bernardaud公司董 事会主席米歇尔·贝尔纳多,复星法国执行首代朱剑逸,豫园合伙人朱见山,舍得酒业法国战略经销合作伙伴 法曼尼国际酒业董事长、法中酒业协会会长王亚青等政商界代表齐聚现场,共同见证中国文化与世界文 明的深度对话。巴黎中国文化中心主任王萌主持了本次活动。 作为中国传统文化与非遗技艺代表,舍得酒业携多款产品亮相现场,与各界嘉宾分享浓香老酒的醇厚魅力, 并赢得了在场嘉宾的高度认可与赞扬。在复星深度赋能下,舍得酒业以酒为媒向外国消费者展现了中国 非遗文化的魅力,推动中国白酒文化向国际高影响力圈层渗透,增进海外消费者对白酒文化的认同与理解, 传递出中国文化自信与大国自信。 舍得酒业走进联合国教科文组织总部 中国白酒征服外国人"味蕾" 当 ...

Core Viewpoint - The top six listed liquor companies in China are transitioning to a low-speed growth model, reflecting a structural change in the industry due to external economic pressures, market transformation, and inventory adjustments [1][3][4] Industry Performance - In Q1 2023, the total revenue of large-scale liquor enterprises in China was 196.3 billion, a slight increase of 0.38% year-on-year, while total profit decreased by 0.73% [3] - The production of liquor in China from January to April 2025 was 1.308 million kiloliters, a year-on-year decrease of 7.8%, indicating a potential eighth consecutive year of declining production if the trend continues [1] Strategic Adjustments - Major liquor companies are adopting more pragmatic and quality-focused growth strategies, with Moutai setting a revenue growth target of around 9% for 2023 [4][6] - Companies like Wuliangye and Luzhou Laojiao emphasize stability and gradual progress in their development goals, reflecting a shift from rapid growth to high-quality development [4][6] Market and Channel Strategies - Companies are focusing on enhancing channel operation efficiency and quality, with Yanghe implementing product optimization and inventory control measures [8][10] - Luzhou Laojiao is adjusting sales targets and market policies based on consumer behavior, while Gujing Gongjiu is optimizing resource allocation for better effectiveness [10] Product Innovation - The industry is seeing a trend towards low-alcohol products, with Luzhou Laojiao's 38-degree Guojiao 1573 achieving over 10 billion in revenue [18][20] - The low-alcohol market is projected to grow significantly, with a compound annual growth rate of around 30% from 2021 to 2024, indicating a promising opportunity for smaller enterprises [20][21] Youth Engagement - The liquor industry recognizes the importance of engaging younger consumers, with companies like Wuliangye and Fenjiu launching targeted products and marketing strategies to attract this demographic [14][16] - The younger consumer segment (ages 25-40) accounted for 38% of liquor consumers in the first half of 2023, highlighting the need for brands to adapt to changing preferences [14] Conclusion - The liquor industry is undergoing a significant transformation, moving from rapid expansion to a focus on value creation and quality development, with both large and small enterprises needing to adapt to these changes to thrive in the evolving market landscape [21]

Core Viewpoint - The event "New Quality Leading, Brand Setting Sail" held in Milan showcases the internationalization of Chinese liquor, particularly focusing on Shanxi Xinghuacun Fenjiu International Trade Co., which aims to promote Chinese liquor culture globally [1][3]. Group 1: Event Overview - The event was guided by the Chinese Consulate in Milan and organized by Global Times, highlighting the achievements of Chinese liquor brands in international markets [1]. - Fenjiu International's General Manager, Zhang Weidong, emphasized the importance of quality and culture in representing Chinese products abroad [5][7]. Group 2: Cultural Integration - Zhang Weidong stated that food and drink serve as important cultural ambassadors between China and Italy, with Fenjiu's products already well-received in Italy [3][5]. - The company aims to tell a compelling story of Chinese brand globalization, focusing on quality and cultural narratives [5][10]. Group 3: Market Strategies - Fenjiu's international strategy includes two main paths: cultural immersion through the Chinese diaspora and breaking into local markets via cocktail culture [7][12]. - The company has established a presence in over 70 countries, with more than 100 overseas distributors and 9,000 retail outlets [7][12]. Group 4: Performance Metrics - Fenjiu reported a revenue of 36.011 billion yuan in 2024, a year-on-year increase of 12.79%, and a net profit of 12.243 billion yuan, up 17.29% [12][13]. - The company has been proactive in aligning with international standards and enhancing its global footprint through various initiatives since 1992 [13][17]. Group 5: Future Outlook - The company is focused on transforming from a "Chinese famous liquor" to a "world famous liquor" by leveraging its historical craftsmanship and innovative approaches [17].

Core Viewpoint - The A-share market is experiencing active trading in the consumer sector, particularly in food, dairy, and liquor industries, with several companies reaching their daily price limits [1] Group 1: Industry Performance - The food, dairy, and liquor sectors are leading the gains in the A-share market [1] - Notable companies such as Jiaotong Anli, Kuaijishan, Quanyangquan, and Junyao Health have hit the daily limit [1] - Other companies like Qishi Dairy, Huanlejia, Xibu Muye, and Youyou Food are also seeing rapid increases in their stock prices [1]

"苏酒老二"今世缘（603369.SH），正走出江苏，加速全国化布局。 最近，今世缘动作频频：今世缘酒业智慧工厂登陆人民网"透明工厂"系列直播，将其智能化生产线和酿酒工艺推向全国舞台；年度业绩说明会上，今年首 次明确将对省外周边市场加大人力投入，并对省外销售组织进行了优化调整，将更多人力投向环江苏重点板块…… 图源：微博截图 这一系列动作背后，反映出今世缘对于全国化布局的加码。区域型酒企全国化推进本就艰难，今世缘亦不例外，多年来其核心市场仍围绕着以江苏省为核 心的地区在打转。 根据今世缘此前的发展规划，到2025年其省外营收占比将争取达到20%左右，但在当前白酒市场整体疲软且同质化竞争严重的背景下，其难度不言而喻。 今世缘"偷家"洋河？ 今世缘品牌创立于1996年，前身是江苏高沟酒厂，旗下主要有国缘、今世缘、高沟三大品牌矩阵，主打浓香型白酒。2023年，今世缘营收成功破百亿元， 成为A股第七家百亿级白酒企业，与洋河酒并称"苏酒双子星"。 财报数据显示，2024年今世缘实现营业收入115.44亿元，同比增长14.32%，净利润34.12亿元，同比增长8.8%，均创下自上市以来历史新高。 | | | | 单位: ...

以下文章来源于财经天下WEEKLY ，作者财经天下 财经天下WEEKLY . 《财经天下》周刊官方账号，提供有品质的深度报道，讲述中国企业在时代浪潮中的精彩故事。 (图片由豆包AI生成，提示词白酒碰杯） 作者 张向阳 编辑 吴跃 在白酒行业，1000元价格线是市场地位的分界线，早期这条线是五粮液与国窖1573的天下，后来茅台1935挤了进来，组成了高端白酒三巨头。 但现在， 白酒三巨头集体失守千元线 。就连绝对的高端霸主飞天茅台，每瓶市场价也跌到了2000元左右。 高端三巨头，失守千元线 "第八代五粮液零售价最低按940元给你，国窖1573一瓶可以按900元走，茅台1935零售的话按700元一瓶拿吧 。"在北京朝阳区一家烟酒批发与零售店， 面对顾客对三款千元高端产品的询问，老板常乐极力地推荐着。他先说了一个较高的价格，后面又紧跟着说出了"最低价"。 常乐说，今年行情不好，春节后，高端酒的价格有所波动，近期还算比较稳定，但相对前两年，价格还是下降了不少，而且今年也一直没起来。眼下，临 近端午节，白酒消费也丝毫没起波澜。 在河南郑州一家名酒专卖店里，价格更低。"即使是高端白酒，利润已经很微薄。"店老板郑志称，他店 ...

中国人对吉利数的痴迷，堪称一门"玄学"，手机尾号要带"8"，结婚日期要挑"6"，香港车牌号"28"(粤语 谐音"易发")曾拍出1810万港币的天价，甚至连白酒的命名都暗藏数字密码——比如国窖1573。 "1573"是中国顶级白酒的基因代码，指向明万历元年，也就是1573年，卸甲归田的泸州人舒承宗开建泥 窖窖池群酿造浓香美酒。这些窖池452年生香不息，在1996年被评为全国重点文物保护单位，被誉为中 国第一窖。以"国窖"+"1573"为名，既是向历史致敬，更是宣告：中国白酒的顶级风骨，源自千百年未 曾中断的文化传承，和代代相传的匠心守护。除了传递悠长的历史底蕴，"1573"的谐音也是对消费者和 爱酒人士的深情祝福："一往情深""一路提升""一路旗胜"…… 中国白酒是天人共酿的产物，中国白酒文化也体现着仁、义、礼、智、信等中国文化的精髓。"国窖"二 字寓意国在天、窖在地，也彰显着泸州老窖"天地同酿 人间共生"的企业哲学。"1573"亦暗藏"一悟七 善"的哲思——以水之七善(居善地、心善渊、与善仁、言善信、正善治、事善能、动善时)为训，彰 显"上善若水"的东方智慧。酒如君子，润物无声。无论是对天人合一境界的追求，还 ...