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全球最大酿酒商CEO:奶头乐让年轻人减少酒精消费
Core Viewpoint - The rise of digital entertainment platforms such as gaming, streaming, and social media is significantly impacting alcohol consumption among younger generations, overshadowing health concerns related to drinking [1][2]. Group 1: Industry Trends - In 2023, global alcohol sales volume decreased by 1%, while sales revenue increased by 2%, indicating a shift towards higher-quality premium beverages despite reduced consumption [2]. - The Asahi Group views the changing social consumption trends as an opportunity, targeting previously overlooked demographics such as bloggers, gamers, and social media influencers to promote high-end alcoholic and low-alcohol beverages [2][3]. - The World Health Organization recommends that all alcohol products carry health warning labels similar to those on tobacco products, with Ireland set to implement this measure starting next year [2]. Group 2: Company Insights - Asahi Group's CEO, Atsushi Katsuki, believes that alcohol is not the "next tobacco product," emphasizing that unlike smoking, moderate drinking can have health benefits [3][4]. - The company has not observed any negative impact on alcohol sales from the rising popularity of weight loss medications like Ozempic, suggesting that improved health may lead to increased moderate drinking among those previously advised against it [4]. - Asahi Group's stock recently reached an all-time high, benefiting from inflation trends in Japan and the company's new shareholder return policy following debt reduction [4][5]. Group 3: Market Expansion - Despite challenges such as tariffs imposed by former U.S. President Donald Trump, Asahi Group remains optimistic about entering the U.S. market, which is currently a significant gap in its operations [5].
张 裕A: 关于回购股份事项前十名股东及前十名无限售条件股东持股情况的公告(股权登记)
Zheng Quan Zhi Xing· 2025-05-19 11:49
中国证券登记结算有限责任公司深圳分公司出具的股东名册。 特此公告。 董事会 二○二五年五月二十日 三、备查文件 烟台张裕葡萄酿酒股份有限公司 证券代码:000869、200869 股票简称:张裕 A 、张裕 B 公告编号:2025-临 15 烟台张裕葡萄酿酒股份有限公司 关于回购股份事项前十名股东 及前十名无限售条件股东持股情况的公告 公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记载、误导性 陈述或者重大遗漏。 烟台张裕葡萄酿酒股份有限公司(以下简称"公司")于 2025 年 4 月 境内上市外资股(B 股)股份方案》,具体内容详见公司于 2025 年 4 月 《证券时报》及巨潮资讯网(www.cninfo.com.cn) 的《第九届董事会第十一次会议决议公告》(公告编号:2025-临 02),以 及《关于回购公司部分境内上市外资股(B 股)股份方案》(公告编号:2025- 临 08)。 根据《上市公司股份回购规则》、《深圳证券交易所上市公司自律监管 指引第 9 号—回购股份》等法律、法规的相关规定,现将股权登记日(即 及持股数量、比例情况公告如下: 一、前十名 B 股股东持股情况 占公司 B ...
车厘子、牛油果跃上江苏餐桌,新能源车驶向拉美街头江苏与拉美共赴发展之约
Xin Hua Ri Bao· 2025-05-18 23:45
Group 1: Economic Cooperation - Jiangsu's imports and exports to Latin America reached 115.89 billion yuan in the first four months of this year, showing a year-on-year growth of 3.9% [1] - Jiangsu and Latin American countries are collaborating in manufacturing and industrial chain cooperation, with projects like XCMG's production base in Brazil generating over 500 million USD annually and employing nearly 1,500 local workers [2] - The cooperation between Jiangsu and Latin America in agriculture and food processing is deepening, with annual trade exceeding 800 million USD for products like soybeans and beef [4] Group 2: Energy and Resource Development - Jiangsu enterprises are optimizing resource allocation through deep cooperation in energy and mineral resource development, such as the partnership between NARI Group and Brazil's power sector to enhance grid stability [3] - The mixed ore base established between Brazil's Vale and Lianyungang Port is effectively connecting Brazil's high-quality mineral resources with China's market demand [3] Group 3: Emerging Fields and New Opportunities - Jiangsu is expanding its economic cooperation with Latin America into emerging fields like renewable energy and digital infrastructure, exemplified by the delivery of 100 electric buses to Uruguay and the successful operation of three solar power plants in Brazil with a total capacity of 21 MW [4] - The collaboration in new sectors is complemented by ongoing traditional manufacturing and agricultural partnerships, showcasing a multi-faceted approach to economic engagement [4] Group 4: Cultural and Academic Exchange - Jiangsu has been actively participating in the China-Latin America Civilizational Dialogue Forum for seven consecutive years, aiming to enhance cultural exchanges and academic partnerships between the regions [5] - The upcoming 2025 China-Latin America Civilizational Dialogue will include initiatives like the establishment of a China-Latin America University Alliance to enrich the cooperation framework [5]
盘前情报丨美国调整对华加征关税;七部门:设立国家创业投资引导基金
昨日A股 5月14日,市场午后在金融股带动下震荡走高,创业板指领涨,沪指重回3400点上方。截至收盘,沪指 涨0.86%,深成指涨0.64%,创业板指涨1.01%。沪深两市全天成交额1.32万亿,较上个交易日放量252 亿。 盘面上,市场热点较为杂乱,个股跌多涨少,全市场超2800只个股下跌。从板块来看,大金融股午后爆 发,港口、物流股集体大涨,化工股持续活跃。下跌方面,光伏概念股集体调整。板块方面,保险、港 口、物流、化工等板块涨幅居前,光伏、贵金属、轨交设备等板块跌幅居前。 | 名称 | 最新点位 | 涨跌幅 | | --- | --- | --- | | 上证指数 | 3403.95 | +29.08(0.86%) | | 深证指数 | 10354.22 | +66.14(0.64%) | | 创业板指 | 2083.14 | +20 88(1.01%) | | | 日期:5月14日 制图:21投资通 | | 隔夜外盘 纽约股市三大股指5月14日涨跌不一。纳指连涨第六天,标普三连涨。截至当天收盘,道琼斯工业平均 指数比前一交易日下跌89.37点,收于42051.06点,跌幅为0.21%;标准普尔500种 ...
金十图示:2025年05月12日(周一)富时中国A50指数成分股今日收盘行情一览:券商、保险股走高,酿酒股飘红
news flash· 2025-05-12 07:13
金十图示:2025年05月12日(周一)富时中国A50指数成分股今日收盘行情一览:券商、保险股走高,酿酒股飘红 保险 队 中国人保 中国太保 中国平安 咖啡 3307.95亿市值 3091.98亿市值 9578.58亿市值 8.88亿成交额 30.28亿成交额 5.02亿成交额 32.14 52.60 7.48 +0.31(+0.97%) +0.85(+1.64%) +0.03(+0.40%) 酸酒行业 贵州茅台 山西汾酒 五粮液 20155.69亿市值 2513.86亿市值 5161.37亿市值 39.68亿成交额 21.82亿成交额 7.49亿成交额 132.97 1604.50 206.06 +2.74(+1.35%) +13.32(+0.84%) +1.39(+1.06%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2332.64亿市值 2819.50亿市值 3340.07亿市值 17.35亿成交额 42.92亿成交额 16.42亿成交额 436.68 675.40 143.70 -24.60(-3.51%) -4.17(-0.95%) -0.18(-0.13%) 汽车整车 铁路公路 比亚迪 ...
泸州老窖:坚持创新驱动,讲好品牌故事
Ren Min Ri Bao· 2025-05-09 21:30
2024年,泸州老窖智能包装中心建成投产,项目运用AI智能、数字孪生、工业物联网等新一代智能制 造技术,整合生产控制系统、采购管理系统、物流管理系统等六大信息系统,5条灌装生产线平均生产 速度达15000瓶/小时,将生产效率提高2倍以上。同时,每条生产线配备杂质检测机,准确率达 99.99%。依托科技"组合拳",泸州老窖智能包装中心成功实现灌装速度、质量检测水平、智能化水平、 数字化水平、自主技术创新水平的全面提升。 泸州老窖多年来坚定改革创新,致力于以先进生产力助推传统行业数智化转型的探索实践。近年来,泸 州老窖相继建成泸州老窖黄舣酿酒生态园等重大项目,搭建国家固态酿造工程技术研究中心、国家酒检 中心、国家博士后工作站等科研平台,持续深化与中国科学院、江南大学等科研院所及高校的合作,以 强大的科技力量支撑推动产品持续创新升级。通过数智建设赋能生产、营销和管理等重要环节,泸州老 窖高质量发展迈上新台阶。 履行社会责任,彰显国企担当 4月28日,庆祝中华全国总工会成立100周年暨全国劳动模范和先进工作者表彰大会在北京召开。泸州老 窖股份有限公司党委副书记、总经理林锋荣获"全国劳动模范"称号。 这一荣誉也将激励泸 ...
金十图示:2025年05月09日(周五)富时中国A50指数成分股午盘收盘行情一览:银行、航运港口、电力等板块走高,半导体、消费电子、证券等板块走低
news flash· 2025-05-09 03:36
金十图示:2025年05月09日(周五)富时中国A50指数成分股午盘收盘行情一览:银行、航运港口、电力等板块走高,半导体、 消费电子、证券等板块走低 +0.16(+2.19%) +0.05(+0.96%) +0.05(+1.29%) 保险 中国太保 中国平安 中国人保 0 3294.69亿市值 3062.15亿市值 9452.93亿市值 4.22亿成交额 8.83亿成交额 2.68亿成交额 7.45 31.83 51.91 +0.09(+1.22%) +0.04(+0.13%) -0.05(-0.10%) 酸酒行业 贵州茅台 山西汾酒 五粮液 19941.76亿市值 2477.99亿市值 5109.36亿市值 19.69亿成交额 2.57亿成交额 7.74亿成交额 1587.47 131.63 203.12 +9.28(+0.59%) -1.12(-0.55%) -0.17(-0.13%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2911.18亿市值 2351.60亿市值 3349.60亿市值 10.58亿成交额 11.71亿成交额 8.88亿成交额 697.36 144.11 440.23 -8 ...
2025年Brand Finance中国品牌价值500强:茅台继续保持第七位,品牌价值584亿美元
Group 1 - The core viewpoint of the article highlights the release of the "Brand Finance 2025 China Brand Value Top 500" report, showcasing Moutai's brand value growth of 16.5% to reach $58.4 billion, maintaining its position as the most valuable liquor brand in China [1] - Moutai's brand strength rating is AAA+, attributed to its efforts in enhancing brand image through cultural activities domestically and its precise "one country, one policy" strategy for international market expansion into 66 countries and regions [1] - As of 2024, Moutai's investment in research and development has reached 820 million RMB, focusing on technological innovation and cultural integration to strengthen its global competitiveness [1] Group 2 - Brand Finance is an independent third-party brand valuation and strategic consulting firm, collaborating with international standard organizations to establish brand valuation and assessment standards [2] - The "Brand Finance 2025 China Brand Value Top 500" report includes key performance indicators of listed brands, highlights of innovation and technology research, and insights on global brands in sustainability, all based on international accounting standards [2] - Brand Finance has provided brand valuation assessments and consulting services for nearly ten thousand brands across major economies, focusing on top Chinese brands since its establishment [2]
【机构策略】预计短期市场以稳步震荡上行为主
Group 1 - The market has shown resilience in liquidity due to external risk expectations and strong policy support for medium to long-term capital inflow [1] - The performance of A-shares is expected to improve as financing may stop its outflow process, creating new opportunities for inflow when new themes emerge [1] - In Q1 2025, the revenue growth rate of all A-shares is expected to decline compared to Q4 2024, while the net profit growth rate is expected to turn positive, indicating significant improvement [1] Group 2 - On Thursday, the A-share market opened lower but experienced upward fluctuations, with the Shanghai Composite Index facing resistance around 3359 points [2] - The focus of policies has shifted towards expanding domestic demand, with attention on the implementation of fiscal policies and consumption stimulus measures [2] - The central bank has signaled easing, and the increase in financing balance is expected to support market liquidity, with ETF funds continuing to flow in [2] Group 3 - The three major indices collectively rose on Thursday, with the Shanghai Composite Index remaining above the 5-day moving average, indicating a short-term bullish trend [3] - A series of financial policies were released, signaling the start of new incremental policies aimed at enhancing economic resilience and stability [3] - More incremental policies are expected to be introduced, particularly in fiscal policy, domestic demand expansion, and stabilizing foreign trade [3]
欧洲委员会:拟议的反制措施将针对美国的飞机、酒精饮料、鱼类、汽车及汽车零部件,拟议的反制措施也将针对美国的化学品、塑料、电气设备、健康产品和机械。
news flash· 2025-05-08 12:03
Core Viewpoint - The European Commission is proposing countermeasures targeting various U.S. products including aircraft, alcoholic beverages, fish, automobiles, and auto parts, as well as chemicals, plastics, electrical equipment, health products, and machinery [1] Group 1 - Proposed countermeasures will specifically target U.S. aircraft [1] - Alcoholic beverages from the U.S. are also included in the proposed measures [1] - Fish products from the U.S. will be affected by the proposed countermeasures [1] Group 2 - The automotive sector, including cars and auto parts, is a focus of the proposed measures [1] - Chemicals and plastics from the U.S. are part of the countermeasures [1] - Electrical equipment and health products from the U.S. will also be targeted [1] Group 3 - Machinery from the U.S. is included in the list of products facing proposed countermeasures [1]