行业 PTA 日报 日期 2025 年 08 月 15 日 一、 行情回顾与操作建议 | 表1：期货行情 | | | | | | --- | --- | --- | --- | --- | | 合约 | 收盘价（元/吨） | 涨跌 | 总量 | 增减 | | TA2509 | 4640 | -66 | 342285 | -62460 | | TA2601 | 4666 | -74 | 527922 | 123308 | 油） 021-60635738 lijie@ccb.ccbfutures.com 期货从业资格号：F3031215 021-60635737 renjunchi@ccb.ccbfutures.com 期货从业资格号：F3037892 硅）028-8663 0631 penghaozhou@ccb.ccbfutures.com 期货从业资格号：F3065843 021-60635740 pengjinglin@ccb.ccbfutures.com 期货从业资格号：F3075681 021-60635570 liuyouran@ccb.ccbfutures.com 期货从业资格号：F0309492 ...

Industry Performance - Major liquor companies held earnings briefings to address investor concerns regarding performance, dividend plans, channel inventory, and product pricing [1] - Budweiser APAC reported a 18.47% year-on-year decrease in profit for Q1 2025, with a total sales volume of approximately 1.974 billion liters, down 6.1% [1] - Gu Yue Long Shan aims for over 6% growth in liquor sales and over 3% growth in profits by 2025, focusing on high-end, youth-oriented, global, and digital development strategies [2] - Moutai's tourism division announced a celebrity endorsement, leading to increased sales of its products [3][5] Company Strategies - Wuliangye reported low channel inventory and stable market prices, with a 30% year-on-year increase in sales on its official flagship store [6] - Jinshiyuan is reallocating resources to enhance its presence in surrounding markets, with a significant increase in its sales team [7] - Qingdao Beer plans to acquire 100% of Jimo Yellow Wine for 665 million yuan, indicating a move towards diversification [8][9] - Chongqing Beer is focusing on expanding non-drinking channels and has launched nearly 10 new products across multiple brands [9] Market Trends - The liquor industry in Yibin saw a 3.3% increase in value added in Q1 2025, while Jiangsu's white liquor production declined by 8.4% [11][12] - The EU's total alcohol beverage export value for 2024 is projected at 29.8 billion euros, with wine being the largest segment [14] Corporate Changes - Moutai's cultural tourism division has undergone leadership changes, with new appointments in key positions [14]