以下文章来源于懂酒谛 ，作者懂酒哥 懂酒谛 . 懂酒谛新媒体以财经视角解读酒业新动态新趋势，传播中华酒文化，丰富国人品质生活。 作者 | 懂酒谛 来源 | 懂酒谛 导语 ： 抢占宴席市场，能否让茅台1935重回巅峰？ 茅台1935作为曾经的传奇，创下了难以复制的战绩。然而，登高摔重，如今的茅台1935价格倒挂严重，早已脱 离千元价格带。5月16日，"今日酒价"公众号名酒批发价信息显示，茅台1935的价格约为750元，相比年初有所 回升，但距离1000元的基准线仍有较大差距。 | 茅台酱香 MOUTA | | | 2025年5月16日 (公众号: 今日酒价) | | --- | --- | --- | --- | | 品名 | 规格 | 昨日行情 | 今日行情 | | 2 茅台1935 | 53度/500ml | 750 | 750 | | 2 汉酱(铂金蓝) | 51度/500ml | 202 | 505 | | 汉酱(匠心传承) | 53度/500ml | 340 | 340 | | 2 汉酱(音) | 51度/500ml | 320 | 320 | | 汉酱(135bc) | 51度/500ml | ર ...

据"贵州茅台"微信公众号消息，5月16日，茅台集团党委副书记、总经理王莉一行到访五粮液，与五粮 液集团（股份）公司党委书记、董事长曾从钦，五粮液股份公司党委副书记、副董事长、总经理华涛进 行深入的座谈交流。在座谈会上，双方一致认为，应对当前白酒行业的周期性调整，离不开攻坚克难的 精神，更需要团结一心的合力。 曾从钦还表示，共育行业创新前进动能，聚焦白酒年轻化、国际化等破局突围之路，在年轻消费者培 育、国际市场拓展等方面加强互鉴和协作，为行业增量改革注入新的强劲动能。共创行业转型升级范 式，在新工具、新技术的应用场景、应用路径上加强沟通合作，积极探索市场端数字营销、体验经济的 新业态、新模式，不断探索白酒"经典产业"的无限可能。共护行业绿色发展环境，在生态化产区、生态 化园区建设方面，共同探索和推动白酒产业构建完整的"零碳"发展理念和"零碳"发展模式，呵护好中国 白酒不可复制的酿造基因和生态密码。共塑行业竞合发展生态，坚决扛起行业龙头企业责任，始终秉持 竞合发展思维，精诚团结、携手共进，引领行业加强自律，不内卷、不内战、不内耗，坚定当好市场秩 序的守护者、行业生态的建设者。 近期，贵州茅台与五粮液在业绩会上回应 ...

茅台集团与五粮液集团交流座谈。 近年来，白酒行业步入调整期，整体业绩增速放缓。证券时报记者根据Wind数据统计，2024年A股白酒上市公司实现营业总收入4422.27亿元，同比增长2.28%；实 现归属上市公司股东的净利润1666.31亿元，同比增长4.32%。 不过，头部企业凭借品牌、渠道优势，仍保持业绩稳健增长。 贵州茅台（600519）2024年实现营业总收入1741.44亿元，同比增长15.66%；归属于上市公司股东的净利润862.28亿元，同比增长15.38%，主要经济指标持续保持两 位数增长。今年一季度，公司营收、净利继续保持两位数增长，实现营业收入506.01亿元，同比增长10.54%；归属于上市公司股东的净利润268.47亿元，同比增长 11.56%。 座谈会上，双方分别介绍了企业发展近况，回顾了多年来的交流合作情况，对彼此的发展成绩给予充分肯定，并就行业未来发展深入交流。双方一致认为，应对当 前白酒行业周期性调整，离不开攻坚克难的精神，更需要团结一心的合力。未来，双方将进一步完善常态化交流合作机制，在更高层次、更大范围协作共进，携手 为中国白酒行业高质量发展作出更大贡献。 王莉对五粮液的热情 ...

微信编辑 | 苏小 推荐阅读 利好！央行等五部门发力 2025.05. 17 贵州茅台消息，5月16日，茅台集团党委副书记、总经理王莉一行到访五粮液，与五粮液集团（股 份）公司党委书记、董事长曾从钦，五粮液股份公司党委副书记、副董事长、总经理华涛深入座谈交 流。双方一致认为，应对当前白酒行业周期性调整，离不开攻坚克难的精神，更需要团结一心的合 力。未来，双方将进一步完善常态化交流合作机制，在更高层次、更大范围协作共进，携手为中国白 酒行业高质量发展作出更大贡献。 ...

Core Viewpoint - The meeting between Moutai Group and Wuliangye Group emphasizes the need for collaboration and resilience in response to the cyclical adjustments in the liquor industry [1] Group 1: Company Collaboration - Moutai Group's General Manager Wang Li and Wuliangye Group's Chairman Zeng Congqin discussed the importance of unity and cooperation to tackle current industry challenges [1] - Both companies agreed to enhance their regular communication and cooperation mechanisms for better collaboration at higher levels and broader scopes [1] Group 2: Industry Context - The liquor industry is currently experiencing a cyclical adjustment, necessitating a collective effort from leading companies to navigate the challenges [1]

新国标删除了按酒精度分类，不再区分高低度，统一按25.0%vol～68.0%vol进行规定；增加生产过程控 制，增加从原料、糖化发酵剂、糖化、半固态发酵、蒸馏、贮存、勾调等工艺环节分别进行控制的条 件，以提升米香型白酒的质量水平。 新国标还对感官要求、理化指标等进行了更改。在理化指标方面，对自生产日期一年内和一年后的产品 提出不同理化要求；按照感觉器官的感知顺序，形成使消费者通俗易懂、更易感知的具体香气描述词， 例如米香、蜜香、小曲香、花香等。 全国白酒标准化技术委员会有关负责人表示，新国标的发布和实施，标志着行业迈入标准化发展新阶 段，新国标通过规范和推动创新工艺的发展，将进一步提升产品质量水平、市场认可度及品类竞争优 势。(记者何可) 据了解，《米香型白酒》国家标准从发布实施至今已近20年，其间，米香型白酒行业生产环境、生产方 式等发生了一些新变化。在新国标研制过程中，充分考虑了米香型白酒产业发展现状和产品特点，重点 围绕感官质量评价标准化研究、深入挖掘酿造工艺属性，科学表达其品质特征，构建米香型白酒品质的 可视化表达体系。 新国标规定，米香型白酒是以大米为主要原料，采用小曲为糖化发酵剂，经半固态法发酵、 ...

Core Viewpoint - Luzhou Laojiao's 2024 performance shows a slowdown in revenue and profit growth, with a focus on adapting to market changes and consumer demands, particularly among younger demographics [3][4]. Financial Performance - In 2024, Luzhou Laojiao achieved revenue of approximately 31.196 billion yuan, a year-on-year increase of 3.19%, and a net profit attributable to shareholders of about 13.473 billion yuan, up 1.71% [3]. - The fourth quarter revenue was around 6.893 billion yuan, with a net profit of approximately 1.88 billion yuan, showing a decline compared to the same period last year [3]. Market Dynamics - The liquor industry is transitioning from a phase of rapid growth to one of quality and sustainability, with increased competition and market differentiation [4]. - Luzhou Laojiao has set a goal for 2025 to achieve stable revenue growth amidst a challenging market environment characterized by high inventory and price discrepancies [4]. Inventory and Channel Management - The company maintains normal supply channels and has prepared adequately for the upcoming Dragon Boat Festival sales, despite previous media reports suggesting a halt in order acceptance [5]. - Luzhou Laojiao collaborates closely with distributors to adjust sales targets and market policies dynamically, ensuring a reasonable profit margin for clients and promoting healthy market development [4][5]. Digital Transformation - The company is undergoing significant digital reforms, shifting from a channel-driven sales strategy to a consumer-focused approach, enhancing marketing capabilities through digital tools [5]. - Concerns regarding the diminishing marginal effects of digital marketing strategies have been acknowledged, with the company emphasizing the importance of management system innovation [5]. Youth Engagement and Product Innovation - Luzhou Laojiao is actively developing products that cater to younger consumers, including innovative and cross-border collaboration products, with the "Three-Body" science fiction-themed liquor set to launch in June [3][7]. - The company has engaged in various promotional activities across cultural, artistic, and sports domains to resonate with the younger generation [7][9].

Group 1 - The organic silicon concept rose by 1.92%, ranking 9th among concept sectors, with 28 stocks increasing in value, including Jitai Co., which hit the daily limit, and Yian Technology, Yuanxiang New Materials, and Huami New Materials, which rose by 14.40%, 11.08%, and 10.24% respectively [1] - The top gainers in the organic silicon sector included Yian Technology with a net inflow of 384 million yuan, followed by Zhongqi New Materials, Xingfa Group, and Xin'an Co., with net inflows of 87.99 million yuan, 76.39 million yuan, and 56.08 million yuan respectively [1][2] - The main funds' net inflow rates for Xin'an Co., Xingfa Group, and Yian Technology were 22.24%, 19.35%, and 16.89% respectively, indicating strong investor interest [2] Group 2 - The organic silicon sector saw a net inflow of 602 million yuan today, with 20 stocks receiving net inflows, and 6 stocks exceeding 10 million yuan in net inflows [1] - The top stocks by net inflow in the organic silicon sector were Yian Technology, Zhongqi New Materials, and Xingfa Group, with respective net inflows of 384 million yuan, 87.99 million yuan, and 76.39 million yuan [1][2] - The overall market performance showed a mixed trend, with some sectors like PEEK materials gaining 3.40% while others like the horse racing concept declining by 1.41% [1]

Industry Dynamics - In early May 2025, the national white liquor price index decreased by 0.05% to 99.95, with famous liquor down 0.04% and local liquor down 0.12, while base liquor remained stable at 100.00 [4] - The wholesale price index for white liquor increased by 8.84% year-on-year, with famous liquor up 10.92% [4] - Analysts attribute the decline in the price index to industry adjustments, weak consumption, and a restructuring of the pricing system, particularly in wedding banquet scenarios [4] - Four new liquor industry standards will be implemented starting November 1, 2025, covering various fruit wines and cooking yellow wine [5] - The "Chinese Whisky Plan" aims to tackle common technical challenges in the whisky industry with a budget exceeding 5 million yuan, targeting the establishment of core patents and technical guidelines within two years [7] - Guizhou province announced 11 liquor projects with a total investment of approximately 9.42 billion yuan, focusing on various production and logistics initiatives [7] - The establishment of the Qionglai Wine Industry College aims to foster innovation and collaboration between government, academia, and industry [8] Company Dynamics - Moutai's sauce-flavored liquor company has selected three e-commerce platforms for its theme terminal store operations, including Meituan, Ele.me, and Douyin [9] - Several personnel changes have occurred in various liquor companies, including new appointments at Hebei Hengshui Laobaigan and Moutai Cultural Tourism [9] - Zhenjiu Lidou plans to launch a new mid-to-high-end product priced between 500 to 600 yuan, targeting the market segment around 2000 yuan [10] - Hong Kong-listed China Environmental Energy has changed its name to "Du Fu Liquor Group," focusing on modern liquor production and sales [11]

当直播间9.9元的白酒疯狂刷屏，当"光瓶酒"成为年轻人的新宠，白酒行业正陷入前所未有的价值迷茫：流量狂欢下，一瓶好酒的价值究竟该如何定义？ 在赤水河畔，庄园酱酒青花郎给出了掷地有声的答案：生在赤水河、112道工艺匠心酿造、"7+20"沉淀老酒价值……第五代青花郎以全面极致，构筑产品价 值。 在与世界级美酒对话中，青花郎以"7+20"年的时间沉淀价值，在波本威士忌、干邑白兰地的主场，为中国酱香白酒争得了一席之地，让"洞藏陈香"跨越大洋 彼岸，香飘万里。 今年中国品牌日上，郎酒还获评"2025外国人喜爱的中国品牌"。以青花郎为代表的郎酒七大战略产品，在世界舞台生动展现中国郎的气度。 好酒难得，更难得的是品质时代的价值回归。 最近，青花郎接连斩获"天府名品"认证、人民网国民品牌展示、新华社"2025外国人喜爱的中国品牌"，再度让行业看到：随着郎酒庄园地位的提升，青花郎 正在更为广阔的国际舞台，践行自己的价值提升之路。 从产品出海到价值征服！青花郎对话世界，走向世界 当中国白酒试图叩开世界的大门，一场看不见硝烟的"国际突围战"早已悄然打响。 事实上，早在2017年，郎酒就开启国际化市场布局。目前，郎酒已远销26个国家 ...