（韩国·首尔）近日，迈巴赫投资有限公司宣布，其旗下品牌 "巴赤赤啤酒"已正式进入韩国市场，并成 功在多家韩国本地主流超市渠道上架销售。这标志着巴赤赤啤酒在国际化布局上迈出了重要一步，也体 现了中国高端精酿品牌在海外市场的持续影响力。 迈巴赫投资有限公司由创始人楚灼华、陈言溪联合创立，始终致力于高品质酒类产品的研发、品牌打造 及国际市场拓展。巴赤赤啤酒秉承"严选原料、精工酿造"的理念，融合现代精酿工艺与成熟品质管理体 系，凭借稳定口感与高端定位，在国内市场已建立良好口碑。 此次巴赤赤啤酒进入韩国市场，产品以罐装精酿啤酒形式亮相，正式陈列于韩国超市酒水冷藏专区，与 多款国际知名啤酒品牌同台销售，获得渠道方与消费者的积极关注。相关负责人表示，韩国消费者对啤 酒品质、口感层次及品牌调性要求较高，而巴赤赤啤酒在风味表现与包装设计上的综合实力，为其顺利 进入当地市场提供了有力支撑。 迈巴赫投资有限公司创始人表示："韩国是亚洲重要的消费市场之一，此次成功上架不仅是巴赤赤啤酒 国际化战略的重要成果，也为后续拓展更多海外市场积累了宝贵经验。未来，公司将持续优化产品结 构，深化品牌国际传播，让更多海外消费者了解并认可中国精酿品牌 ...

Group 1 - Hou Xiaohai has officially joined Charoen Pokphand Group as the Chief Operating Officer for its China region, responsible for daily operations [1] - Charoen Pokphand Group, founded in 1921 by Thai-Chinese brothers, is one of the largest Chinese multinational companies globally, with a projected revenue of 208 billion RMB for its China operations in 2024 [1] - Hou Xiaohai's involvement with Charoen Pokphand Group was hinted at during the 2025 China International Import Expo, where he appeared as a senior expert consultant [1] Group 2 - Hou Xiaohai has remained active in the alcohol industry after leaving China Resources Beer, participating in various industry events and serving as the founding president of the China Alcohol Industry International Promotion Association [2] - The industry will continue to monitor Hou Xiaohai's future actions and strategies regarding the alcohol sector following his appointment at Charoen Pokphand Group [2]

Core Viewpoint - The report from Huatai Securities indicates that the industry prosperity index shows initial signs of a turning point in December, corroborated by an unexpected rebound in PMI [1] Sector Summaries - **Upstream Resources and Public Industries**: Significant improvement in the last three months, particularly in sectors such as non-ferrous metals, coal, certain chemical products, paper, and ordinary steel driven by price increases [1] - **TMT (Technology, Media, and Telecommunications)**: Accelerated progress in AI applications, leading to improved conditions in gaming and software, with a positive trend in computing power storage and passive components [1] - **Capital Goods and Intermediate Products**: Improvement noted in sectors like new energy, automation equipment, and engineering machinery, with export orders potentially being advanced due to the later timing of the 2026 Spring Festival [1] - **Consumer Goods**: Recovery observed in dairy products, beer, and livestock sectors [1] - **Infrastructure Chain**: The construction PMI rose above the threshold in December, indicating a recovery in the construction industry [1] - **Independent Prosperity Cycle**: Notable performance in sectors such as military electronics [1] Investment Recommendations - The report suggests continuing to position for the spring market with a balanced allocation between growth and cyclical sectors, recommending a focus on non-ferrous metals, chemicals, military, storage, gaming, new energy (batteries/wind power), and pharmaceuticals at a monthly level [1] - Additionally, short-term thematic investments are favored, with a focus on humanoid robots, brain-machine interfaces, and domestic computing power, considering trading congestion [1]

Core Insights - The Chinese craft beer market is projected to reach approximately 41.5 billion yuan in 2024, with expectations to exceed 100 billion yuan within three years, and a market size of 30-40 billion yuan by 2025 [3] - The penetration rate of craft beer in China is expected to rise to 6.3% by 2025, with consumption volume increasing from 143,000 kiloliters in 2022 to 230,000 kiloliters, reflecting a compound annual growth rate of 17% [3] Market Trends - The craft beer market in Beijing has evolved from a niche hobby to a mainstream consumer choice over the past decade, with a significant increase in the number of craft beer bars [5] - Despite the growth, many craft beer bars are facing challenges of homogenization in product offerings and venue experiences, leading to a lack of differentiation [4][6] Challenges - The craft beer concept lacks a clear definition, resulting in market confusion, while high rental costs and regulatory constraints hinder the survival of self-brewing brands [7] - The rise of e-commerce poses a challenge for craft beer bars, as they must compete on price while maintaining the unique value of the in-person experience [7] Future Development - Craft beer bars are increasingly focusing on high cost-performance ratios to attract price-sensitive consumers, which may dilute brand identity but expand the customer base [8] - There is a clear trend towards differentiation between chain and independent craft beer bars, with chains leaning towards a standardized dining experience, while independent bars focus on community engagement and unique offerings [9]

岁末年初的傍晚，北平机器友谊商店内坐满精酿啤酒爱好者。店内三五成群的消费者，桌上摆着各种尺寸的啤酒杯，杯口残留白色泡沫。这似乎已经成为北 京精酿啤酒消费者的热门选择之一。从2012年精酿啤酒被正式命名，到大跃、京A、悠航等品牌起步，再到如今朝阳区望京一带几乎随便走几步便能看到精 酿酒吧，北京精酿市场走过了从小众爱好到大众消费的十余年历程。 r 中金公司研报显示，2024年中国精酿啤酒市场规模约415亿元，预计未来三年内将突破千亿，2025年市场规模达300亿—400亿元。同时，《2025—2030年中 国精酿啤酒行业竞争分析及发展前景预测报告》指出，2025年中国精酿啤酒渗透率提升至6.3%，消费量从2022年的14.3万千升激增至23万千升，复合增长率 17%。 高速发展的市场背景下，1月8日，北京商报记者走访北京地区部分精酿啤酒吧发现，目前部分精酿啤酒吧在场景、产品层面出现严重同质化现象。此外，早 期精酿啤酒以文化氛围以及专业知识吸引消费者"入圈"，其中精酿啤酒餐吧则成为精酿啤酒文化传播的重要抓手。但伴随着消费市场扩容，众多精酿啤酒品 牌均开设精酿啤酒餐吧，其风格也主要以工业化、美式风格为主，形成了同质化 ...

证券之星消息，1月8日非白酒板块较上一交易日上涨0.0%，莫高股份领涨。当日上证指数报收于 4082.98，下跌0.07%。深证成指报收于13959.48，下跌0.51%。非白酒板块个股涨跌见下表： 从资金流向上来看，当日非白酒板块主力资金净流出1210.82万元，游资资金净流入3762.16万元，散户资 金净流出2551.34万元。非白酒板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000729 | 燕京郎 | 4501.44万 | 11.88% | 1058.30万 | 2.79% | -5559.73万 | -14.67% | | 600543 | 草高股份 | 646.58万 | 13.95% | -666.75万 | -14.39% | 20.17万 | 0.44% | | 600059 | 古越龙山 | 257.34万 | 4.49% | -2.82万 | -0.05% | ...

港股三大指数继续昨日下跌行情，为连续2日走低，自开年以来短短的5个交易日指数走出过山车行情。 截止收盘，恒生科技指数午后曾一度跌至2.16%，最终收跌1.05%，恒生指数、国企指数分别下跌1.17% 及1.09%。盘面上，大型科技股、大金融股(银行、保险、券商)以及中字头等权重皆表现低迷大市承压 十分明显，然后先前开年指数上扬得益于金融和科技的推升，个股方面，美团、百度跌超3%，中国银 河、招商证券、中国太平、新华保险等纷纷走低；铜、铝等有色金属股多数弱势，濠赌股持续走低，其 中，新濠国际发展、金沙中国、永利澳门、澳博控股均刷新阶段低位；乳制品股、啤酒股、餐饮股等消 费类股亦集体走低，光伏股、家电股、汽车股、石油股纷纷走低。另一方面，美国猛增军费预算，军工 股逆势拉升，中国据报要求科技企业暂停订购H200芯片，半导体芯片股普遍上涨，煤炭股、纸业股多 数活跃。此外，三只新股今日上市，天数智芯涨8.44%，精锋医疗-B涨30.9%，"中国版OpenAI"智谱涨 13.17%。(格隆汇) ...

去年8月8日，珍酒李渡集团董事长吴向东完成了一场颠覆行业认知的"跨界首秀"，以一场全网观看超190万、点赞超680万的直播，发布集团旗下首款高端精 酿产品——"牛市"啤酒。 外界始终关注，从白手起家到身家百亿，吴向东这位曾自称"30年不喝啤酒"的白酒大佬，为何突然高调跨界啤酒赛道，又是不是一时兴起。 时间也给出了答案。短短五个月，"牛市"啤酒话题冲上热搜，并持续霸榜天猫、京东等平台中高端啤酒热销榜。更有趣的是，吴向东提倡的"两个3℃"（酒 体3℃、酒杯3℃）喝法，在消费者中流行开来，成为一种具有仪式感的品饮潮流。 从邂逅到执念："牛市"诞生的三个纠结 "我有30年没喝过啤酒。"做了一辈子白酒的吴向东没想到，自己与啤酒的"邂逅"是在北京的一家面馆。 这种"尖货"的执着，体现在近乎偏执的原料投入，"牛市"啤酒的啤酒花、大麦芽和酵母都是从国外进口。以啤酒花为例，"牛市"的啤酒花用量是普通啤酒的 20倍，成本接近70万元/吨，而普通啤酒花约3.5万元/吨。综合计算，"牛市"在啤酒花上的成本是普通啤酒的400倍，因此，也被称为"超级啤酒"。啤酒花又 称"蛇麻草"，中医典籍记载，具有"安神、利尿、消食、助眠"的功效。 第 ...

Group 1 - The core viewpoint of the article highlights a growing trend of self-love among consumers, reflected in their spending on health, quality, and self-expression products [1][2] - The "self-love" mindset is increasingly influencing purchasing decisions, moving from online discussions to actual shopping behaviors, particularly in categories like personal care and health beverages [1][2] Group 2 - In the personal care sector, liquid soap is experiencing significant growth, with sales expected to increase by 55% by 2025, driven largely by high-income new middle-class consumers [4] - The primary consumer demographics for liquid soap include young families and older households, with a focus on health protection and convenience [4] - The body care segment is seeing a notable rise in scented products, with double-digit growth for body lotions that offer emotional experiences [4] Group 3 - Consumers are becoming more discerning in their beverage choices, with 46% regularly checking ingredient labels and nutritional information, indicating a shift towards valuing transparency and real value [6] - The low-temperature yogurt market is witnessing a decline in consumer trust regarding health claims, necessitating brands to adopt clearer communication and professional endorsements [6] Group 4 - Beer consumption is growing in both home and out-of-home markets, with home consumption driven by heavy drinkers seeking quality and value, while younger consumers are pushing for a more social and relaxed drinking experience [7] Group 5 - In the beauty sector, consumers are making more informed choices based on specific scenarios, with different skincare needs for morning and evening routines [9] - Medical beauty consumers spend approximately 1.4 times more on skincare than non-medical beauty consumers, showing a preference for high-efficacy products [9] Group 6 - The approach to self-love varies by life stage and household structure, with single young adults favoring a "prudent" purchasing model focused on quality and value [11] - Older households show a strong preference for essential goods and health products, with a notable demand for quality in their purchases [11]

Group 1 - The global economic landscape is undergoing deep adjustments by 2025, with accelerated technological innovation and vigorous industrial transformation, making it essential for China to cultivate world-class enterprises with global competitiveness to drive high-quality economic development and participate in international competition [2] - Strong competitiveness for enterprises means aligning with national strategies, creating value on a high-quality development track, and possessing the ability to accurately recognize changes, scientifically respond, and proactively seek transformation amid profound changes [2] - The "2025 Eighth Golden Jubilee Award Annual Selection" aims to identify benchmark forces in the business and financial sectors, having been held since 2018, with the award based on comprehensive data analysis and evaluations by third-party research institutions [2] Group 2 - The award recognizes innovative entities focused on technological breakthroughs and model innovations, leading enterprises that drive industrial upgrades, and teams with quality practices in new productive forces, finance, and ESG [3] - Qingdao Beer Co., Ltd. won the "2025 Extraordinary Competitiveness Company" award after intense competition and meticulous selection, highlighting its core competitiveness built on technological innovation, brand development, green low-carbon initiatives, safety resilience, and global expansion [3] - The company has established a forward-looking core competitiveness by leveraging technology for new productive forces, gaining market recognition through brand building, and shaping future advantages with green initiatives [3]