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川啤崛起!
Sou Hu Cai Jing· 2025-08-29 13:57
Core Viewpoint - The craft beer trend is reshaping the beer industry landscape, with Sichuan's differentiated development path emerging under the dominance of major players [2][11] Industry Overview - Sichuan's beer production increased by 10.0% year-on-year in the first seven months of 2025, reaching 1.855 million kiloliters, with July alone seeing a significant growth of 23.4% [2] - In contrast to the overall decline in beer production capacity over the past decade, Sichuan's beer capacity is on the rise [2][9] - Guangdong surpassed Shandong in annual beer production for the first time last year, marking a shift in the long-standing dominance of Shandong [2][16] Market Dynamics - The beer industry is experiencing a "decentralization" trend, influenced by factors such as consumption upgrades, demographic changes, strategic adjustments by leading companies, and the impact of emerging categories [2][17] - Major beer brands, including China Resources Snow Beer, Tsingtao, and Budweiser, have established production facilities in Sichuan, contributing to a total capacity of nearly 3 million kiloliters [8][18] Craft Beer Development - The rise of craft beer is providing new momentum for industry upgrades, with several craft beer projects launched in Sichuan, focusing on unique flavors and higher value-added products [10][14] - New craft beer production lines are being established, such as the 250,000-ton project by Sichuan Chuanpi Technology and the 100,000-ton craft beer line by Nanbo Brewery [13][14] Structural Changes - The beer industry is entering a "multi-polar era," with traditional dominance by Shandong being challenged by rising capacities in provinces like Guangdong and Sichuan [16][17] - The shift is driven by regional consumption market restructuring, strategic changes in enterprises, product structure upgrades, and supportive policies and capital investments [17][18] Conclusion - The dual trend of "regionalization of capacity and concentration of brands" in the beer industry is expected to continue for a longer period, despite the decentralization of production capacity [18]