第113届全国糖酒会将于2025年10月16日至18日在南京国际博览中心举办，自9月下旬起，配套举办的"秋糖季"系列展城融合促 消费活动也将在南京全市范围全面展开。8月12日上午，第113届全国糖酒会新闻发布会在南京市新闻发布厅顺利举办，全国糖 酒会组委会常务副主任，中粮糖业董事长李明华发布第113届全国糖酒会筹备情况和亮点；南京市政府党组成员、副市长许峰介 绍南京食品饮料产业发展和展城融合情况；全国糖酒会组委、市商务局、市文旅局、市投促局、市体育局、市贸促会围绕各自 筹备工作情况答记者问。 自1月16日宣布今年秋糖将在南京市举办以来，本届糖酒会筹备已近7个月，在时间酝酿下，这颗即将成熟的"秋糖"正不断积攒 亮点，将为十月金陵带来馥郁甜香。 "新秋糖"的首次亮相，"新"在何处？ 据全国糖酒会组委会常务副主任、中粮糖业董事长李明华介绍，第113届全国糖酒会将积极探索展会与城市联动、线上与线下联 动、B端交易与C端场景联动、平台经济与流量经济联动，力争做到既是"行业盛会"，又是"城市节日"，并以展会助力区域经济 发展。 一、谋人和。首次"拉网式"邀约40万专业观众 为确保专业买家规模及质量，全国糖酒会历史上第一次 ...

尊敬的社会各界朋友、广大相关工商企业： 2025年（第91届）山东省糖酒商品交易会将于8月16至18日在潍坊鲁台会展中心召开，8月17日上午将举行开幕式，诚挚邀请您届时参观惠顾、光临指导！ 山东省糖酒会作为全国历史最悠久、连续举办时间最长的大型区域性专业展会，深耕山东市场数十载。截至目前已经成功举办了90届，为振兴鲁酒，推动 行业发展发挥了重要作用。即将举办的第91届山东糖酒商品交易会由山东省糖酒副食品商业协会主办，山东景芝白酒有限公司、山东云门酒业有限公司和 山东秦池酒业有限公司协办。主会场设在潍坊鲁台会展中心，实际展出面积3万余平米，全部集中在一楼，其中2—4号展厅主要为特装展位，1号展厅主要 是酒水豪华标展区，5号展厅为食品饮料豪华标准展位区。其中景芝、云门、秦池、密州春、兰陵、孔府家、泰山、国井、古贝春、琅琊台、趵突泉、花 冠、百脉泉、景阳冈、沂蒙老区、红太阳、金彩山、洛北春、蒙山酿酒、威海颐阳、天地缘等20多家我省白酒骨干企业，将在会上高调集中亮相，全面展 示鲁酒近年来的发展成就和实力风采。鲁酒骨干企业抱团参展，不但一直是我省糖酒会的传统和特色，更是本届会议最大的亮点之一。 2025年（第91届）山 ...

Group 1 - The company held its 10th board meeting of the 2025 fiscal year on August 12, 2025, with all 7 directors present, complying with legal and regulatory requirements [3]. - The board approved the 2025 semi-annual report with unanimous support, indicating strong governance and agreement among directors [4]. - The company plans to invest approximately 773.53 million yuan in the renovation of the drainage system for the second phase of the liquor production workshop, covering multiple production areas [6]. Group 2 - The company reported a non-tax revenue of 1,076,043.75 million yuan through its "i Moutai" digital marketing platform during the reporting period [2]. - There was an increase in domestic distributors, all of whom are series liquor distributors, indicating a potential expansion in market reach [2]. - The board confirmed that there were no changes in the controlling shareholder or actual controller during the reporting period [2].

近日，红荔获全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询)授予的"顺 德鱼生专用酒开创者"市场地位确认。 中国酒类市场历经数十年高速扩张后，已进入"存量竞争"阶段。iiMedia Research(艾媒咨询)数据显示， 2024年中国白酒行业规模以上企业累计完成产品市场规模达8618亿元，预计2026年中国白酒市场规模有 望首次突破万亿大关；消费者需求也从"喝得到"转向"喝得好""喝得有意义"。在此背景下，"场景绑 定"与"文化赋能"成为酒企差异化竞争的核心——啤酒绑定夜宵、红酒绑定约会、白酒绑定餐饮消 费……而更具地域文化属性的"专用酒"，正凭借"一方水土养一方味"的天然优势，在细分赛道中快速崛 起。 作为岭南地区独具代表性的传统白酒之一，红荔·凤城老酒的"适配性"从原料端便已扎根。广东顺德酒 厂在罗定打造红荔专属原粮产区——这里一年四季干湿明显，雨水充足，昼夜温差大，受外围气候影响 小，有利于水稻等植物养分的积累和转化，温润的湿度、充足的热量和光照使稻米高产、饱满，营养丰 富，该产地的罗定稻米已经被列为"国家地理保护产品"。工艺传承上，红荔坚持纯粮酿造，沿用岭南古 ...

新华网北京4月29日电（闫惠卓 朱静）今年是中法建交60周年暨中法文化旅游年，中法关系在新甲 子的开年呈现出蓬勃生机和活力。酩悦轩尼诗全球总裁兼首席执行官菲利普·肖斯接受新华网《外企在 中国》栏目专访时表示，美食美酒能够帮助彼此拉近距离，在探索过程中相互学习。酩悦轩尼诗看好中 国市场的开放，并在品牌、酿造技术、零售渠道等领域深化业务合作，在更大范围、更多领域展开投 资，扩大影响力。 菲利普·肖斯说，自19世纪起，轩尼诗品牌就踏上了其在中国寻求发展机遇的旅程。酩悦轩尼诗一 直致力于拓展中国市场，近年来除投资在一、二、三线城市的销售网络外，酩悦轩尼诗将国际领先的葡 萄酒酿造工艺带到中国，并在云南投资打造了敖云品牌，在宁夏创立了夏桐起泡酒酒庄。不仅如此，菲 利普·肖斯也提到，酩悦轩尼诗非常乐意向全球介绍 "中国制造"。敖云经过10年的打造，已经成为可以 比肩法国波尔多、勃艮第等世界著名葡萄酒产区的中国葡萄酒高端品牌，出口到欧美等全球其它地区的 数量正在持续增加，成为了世界一流的葡萄酒品牌之一。 菲利普·肖斯表示，围绕中法建交60周年暨中法文化旅游年，酩悦轩尼诗将在法国巴黎及中国各地 举办一系列庆祝活动并推出纪念限量 ...

Core Viewpoint - The article highlights a recent joint enforcement action in the Jiyuan Demonstration Zone of Henan Province aimed at protecting intellectual property rights in the liquor market, specifically targeting counterfeit products and illegal production practices [1][2]. Group 1: Enforcement Actions - The enforcement action has resulted in the investigation of 15 infringement cases and the seizure of counterfeit products from well-known brands such as Fenjiu, Wuliangye, and Guojiao 1573, effectively purifying the liquor consumption environment [1]. - The action employs a dual approach of "online investigation + offline inspection" to comprehensively monitor supermarkets, tobacco shops, restaurants, and e-commerce platforms [1]. - Key illegal activities targeted include trademark infringement, counterfeit branding, and the production of substandard liquor, with measures taken to disrupt the supply chain and prevent counterfeit goods from entering the market [1]. Group 2: Collaborative Regulatory Framework - A multi-departmental collaborative regulatory network has been established, involving market regulation, public security, and intellectual property departments to create a closed-loop system of enforcement, investigation, and identification [2]. - The Jiyuan Demonstration Zone utilizes big data monitoring, public reporting, and corporate rights protection channels to enhance the precision of enforcement actions [2]. - Partnerships with well-known liquor companies have been formed to improve the efficiency of infringement identification and provide robust technical support for case investigations [2]. Group 3: Public Awareness and Long-term Strategy - Alongside strict enforcement, the Jiyuan Demonstration Zone promotes legal awareness and social governance through media exposure of typical cases, intellectual property training, and distribution of rights protection manuals [2]. - The establishment of a reporting hotline (12315) encourages public participation in supervision, fostering a collaborative environment for intellectual property protection involving corporate self-discipline, departmental regulation, and social oversight [2]. - The market regulation authority plans to maintain a high-pressure stance against liquor infringement, improve long-term regulatory mechanisms, and promote integrity in business operations through rigorous enforcement, strong oversight, and extensive public awareness campaigns [2].

白酒上市公司跨界啤酒赛道，引起资本市场的积极反响。 8月12日，港股白酒上市公司珍酒李渡开盘后持续拉升，最大涨幅接近15%，股价刷新去年10月以来新高。自今年8月以来，公司股价累 计上涨超20%。 业内人士表示，在这场酒类赛道的重构中，白酒企业的跨界尝试不仅是一场商业博弈，更是一场关于"如何定义中国酒类消费未来"的深 度探索。正如珍酒李渡集团董事长吴向东所言："牛市超级啤酒以'牛市开，好运来'为口号，打造全新的悦人悦己悦生活消费方式。" 8月大涨超20% 在近期A股白酒板持续震荡之际，港股白酒上市公司珍酒李渡则接连走高。 8月12日，珍酒李渡开盘后持续拉升，截至发稿，最高曾上涨至8.38港元/股，最大涨幅接近15%，市值一度超过280亿港元。实际上，自8 月初以来，珍酒李渡的股价持续攀升，累计涨幅超过20%。 珍酒李渡推出战略性啤酒产品"牛市"，正是打动资本市场的关键。8月8日，吴向东开启个人首场直播，正式推出旗下首款高端精酿啤酒 产品"牛市News"。据统计，全网观看人数超190万，最高在线人数17.8万，全网点赞超682万，成为当天酒业"最热"话题。 在四十多分钟的演讲中，他通过"三个纠结"的心路历程，揭 ...

Core Viewpoint - The entry of liquor companies into the beer market, particularly by the Hong Kong-listed company Zhenjiu Lid, has sparked positive reactions in the capital market, indicating a significant shift in the Chinese alcoholic beverage landscape [1][2]. Group 1: Market Performance - Zhenjiu Lid's stock price surged nearly 15% on August 12, reaching a new high since October of the previous year, with a cumulative increase of over 20% since early August [1][2]. - The company's market capitalization exceeded 28 billion HKD during this period [2]. Group 2: Product Launch and Strategy - The launch of the high-end craft beer "Niu Shi" is a key factor driving market interest, with over 1.9 million views and 682,000 likes during its online debut [4]. - The beer is priced at 88 RMB, targeting the high-end market and challenging the traditional perception of beer as a low-cost consumer product [11]. - The company aims to cater to younger consumers by focusing on low-hops, low-malt, and low-alcohol beers, aligning with current market trends [11]. Group 3: Industry Context - The overall performance of the liquor industry has been under pressure, with many companies reporting significant declines in earnings. Zhenjiu Lid anticipates a revenue drop of 38.3% to 41.9% for the first half of 2025 [13]. - To address these challenges, Zhenjiu Lid plans to implement three strategic initiatives, including launching new flagship products and enhancing the competitiveness of existing ones [14]. - Other liquor companies, such as Wuliangye and Guyue Longshan, are also exploring the craft beer segment to adapt to changing consumer preferences [15][16].

Group 1 - The stock of Zhenjiu Liduo experienced a significant increase, with an early morning rise exceeding 13% and a trading volume surpassing 300 million HKD, leading to a market capitalization growth of over 3 billion HKD [1] - The chairman of Zhenjiu Liduo, Wu Xiangdong, launched the company's first high-end craft beer "Bull Market" during a live stream event, which attracted over 1.9 million viewers and achieved a peak online audience of 178,000, making it the most popular live stream of the day [3] - The "Bull Market" beer was developed over three years using premium ingredients sourced from various countries, aiming to redefine the concept of "good beer" for Chinese consumers with a brand positioning of "Good luck comes with the Bull Market" [5] Group 2 - Following the mid-term earnings forecast released on August 5, Morgan Stanley assigned an "Overweight" rating to Zhenjiu Liduo, predicting a recovery in both the company and the broader liquor industry, potentially occurring in Q4 of this year or in 2026 [6]

Core Insights - The article highlights the investment strategies of fund managers in Q2, indicating a clear trend in their portfolio adjustments and signaling strong directional moves in certain sectors [1][2]. Group 1: Sector Focus - The technology sector continues to lead, with significant investments in areas such as 5G infrastructure and AI computing power, reflecting a robust demand and growth potential [3][4]. - The media sector shows a holding of 1.9%, with gaming and advertising segments attracting capital due to accelerated AI application deployment, leading to a performance explosion in the industry [4]. - The agricultural sector has a holding ratio of 1.6%, with a configuration coefficient of 1.36 times, indicating a positive outlook on the fundamentals of livestock and grain sectors [6]. Group 2: Defensive and Cyclical Sectors - The defense and military sector holds a 4.2% share, with geopolitical tensions enhancing the long-term investment logic in areas like aviation and ground equipment [6]. - The financial sector is experiencing a valuation recovery, with bank holdings increasing to 4.9%, driven by low valuations and high dividend yields, making it a leading performer in the market [7]. Group 3: ETF Trends - Passive funds, particularly ETFs, have seen significant inflows, with the CSI 300 and CSI 1000 ETFs increasing by 24.1 billion and 11.5 billion shares respectively, indicating a strong appetite for broad market exposure [8]. Group 4: Cautionary Signals - The electronics sector maintains a high holding of 18.8%, with over half in semiconductors, suggesting a crowded investment space that may face short-term adjustment risks [9]. - The wine sector shows a declining configuration coefficient of 0.54 times, indicating a potential exit signal from investors, necessitating caution against blind bottom-fishing [11]. - Significant reductions in holdings have been observed in the automotive, food and beverage, and power equipment sectors, with food and beverage holdings decreasing by 2.1 percentage points, highlighting fundamental pressures [13].