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中外记者走进重庆 探访长江经济带发展
Zhong Guo Xin Wen Wang· 2025-05-19 15:41
5月19日,40余名中外记者来到位于重庆的江小白生产基地,领略白酒酿造的技艺。梁钦卿摄 "我们的酒类产品已销售到日本、韩国、澳大利亚、加拿大等20多个国家和地区。"瓶子星球集团总裁助 理兼公关总监樊力介绍说,现在年轻消费者更愿意接受低度、果味的酒类产品,"我们正推动白酒'老味 新生',推动果酒的利口化、时尚化、国际化"。 中新社重庆5月19日电(梁钦卿景诗雁)40余名中外记者19日探访重庆,了解当地推动长江经济带高质量 发展的情况。采访团成员来自美国、英国、法国、德国、瑞士、澳大利亚、新加坡、印度尼西亚、伊拉 克、卡塔尔、日本等国的记者。 19日下午,采访团首先来到位于重庆江津的江小白生产基地,领略白酒酿造技艺。在生产车间,经过酿 酒师傅一道道工序之后,刚酿好的原浆酒缓缓流出,浓郁酒香蔓延开来,吸引不少记者探身闻香。 当天,采访团还来到江津的重庆三峰百果园环保发电有限公司,了解生活垃圾如何"变废为电"。走进现 场,只见两只悬在半空中的巨型"铁爪",抓起生活垃圾丢进焚烧炉内,采访团成员不停拍照录像。该公 司日均处理生活垃圾4500吨,每日可产出250万度电。 《澳大利亚人报》记者葛士伟在参观后表示:"这次看到重 ...
福州市市场监督管理局2025年第14期食品安全监督抽检信息通告
Zhong Guo Zhi Liang Xin Wen Wang· 2025-05-19 08:12
转自:福州市人民政府网站 根据《中华人民共和国食品安全法》及其《实施条例》等规定,现将我局近期开展食品安全监督抽检相关信息公布如下: 本次公布的食品安全监督抽检信息涉及11大类食品,包括调味品、食用农产品、冷冻饮品、粮食加工品、餐饮食品、食用油油脂及其制品、速冻食品、豆制 品、酒类、蛋制品、饮料,共抽检182批次,其中合格176批次,不合格6批次。样品信息详见附件。 福州市市场监督管理局已要求所在地市场监督管理部门对不合格食品生产经营者进行调查处置,依法查处违法违规行为,督促食品生产经营者履行法定义 务,防控食品安全风险。 不合格项目的小知识 一、甲硝唑 甲硝唑是硝基咪唑类抗原虫药。长期大量食用检出甲硝唑的食品,可能在人体内蓄积,危害人体健康。《食品安全国家标准 食品中兽药最大残留限量》 (GB 31650-2019)中规定,甲硝唑为允许作治疗用,但不得在动物性食品中检出的兽药。 二、多菌灵 多菌灵是一种广谱性杀菌剂,对多种作物由真菌引起的病害具有防治效果,广泛用于果树、蔬菜、粮棉和林木病害的防治。长期食用多菌灵超标的食品,对 人体健康可能有一定影响。《食品安全国家标准 食品中农药最大残留限量》(GB 276 ...
珍酒李渡:转变思路积极应对,厚积薄发砥砺前行-20250519
Soochow Securities· 2025-05-19 03:50
证券研究报告·海外公司点评·食物饮品(HS) 珍酒李渡(06979.HK) 转变思路积极应对,厚积薄发砥砺前行 2025 年 05 月 19 日 买入(维持) | Table_EPS] [盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入(百万元) | 7,060 | 7,067 | 7,146 | 7,796 | 8,929 | | 同比(%) | 20.56 | 0.10 | 1.12 | 9.09 | 14.54 | | 归母净利润(百万元) | 2,327 | 1,324 | 1,431 | 1,713 | 2,106 | | 同比(%) | 125.96 | (43.12) | 8.09 | 19.72 | 22.98 | | Non-IFRS 净利润(百万元) | 1,623 | 1,676 | 1,618 | 1,801 | 2,144 | | 同比(%) | 35.52 | 3.31 | (3.47) | 11.29 | 19.05 | | EPS-最新摊 ...
珍酒李渡(06979):转变思路积极应对,厚积薄发砥砺前行
Soochow Securities· 2025-05-19 02:20
证券研究报告·海外公司点评·食物饮品(HS) 珍酒李渡(06979.HK) 转变思路积极应对,厚积薄发砥砺前行 2025 年 05 月 19 日 买入(维持) | Table_EPS] [盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入(百万元) | 7,060 | 7,067 | 7,146 | 7,796 | 8,929 | | 同比(%) | 20.56 | 0.10 | 1.12 | 9.09 | 14.54 | | 归母净利润(百万元) | 2,327 | 1,324 | 1,431 | 1,713 | 2,106 | | 同比(%) | 125.96 | (43.12) | 8.09 | 19.72 | 22.98 | | Non-IFRS 净利润(百万元) | 1,623 | 1,676 | 1,618 | 1,801 | 2,144 | | 同比(%) | 35.52 | 3.31 | (3.47) | 11.29 | 19.05 | | EPS-最新摊 ...
观酒周报|新规要求党政机关公务接待不得供烟酒;茅台本轮回购已完成2/3;富邑集团换帅
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-19 00:51
21世纪经济报道肖夏综合报道 5月中旬,酒业业绩说明会持续推进,投资者与管理层的问答中陆续出现一些新增信息量,不少酒企表 达也相当坦白:泸州老窖表示近期渠道正常发货备战端午销售,张裕对当前葡萄酒市场短期并不乐观, 青岛啤酒表示不排除整合优质资产,燕京啤酒也正面回应了推出汽水品牌背后的考量。 酒业要闻 21世纪经济报道记者注意到,至此贵州茅台已经完成本轮回购计划的2/3,距离此次回购周期结束还有 半年以上。贵州茅台此前公告,计划在股东大会审议通过后的12个月内,出资30亿元(含)至60亿元 (含)回购公司股份。此外,茅台上个月已经公告,已经着手起草新一轮回购方案,控股方茅台集团也 已着手起草增持方案。 茅台、五粮液座谈:携手共克时艰不内卷、不内战、不内耗 公务接待不得供烟酒 新华社5月18日消息,近日中共中央、国务院印发了修订后的《党政机关厉行节约反对浪费条例》并发 出通知,要求各地区各部门认真遵照执行。 其中指出,建立健全国内公务接待集中管理制度。党政机关公务接待管理部门应当加强对国内公务接待 工作的管理、指导和监督。党政机关应当建立国内公务接待审批控制制度,严格执行公函制度,对无公 函的公务活动一律不予接待 ...
21深度|加仓中概股!透视华尔街调仓路径
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-16 14:41
Group 1: Berkshire Hathaway's Investment Strategy - Berkshire Hathaway reported a net sale of $1.5 billion in stocks during the first quarter, marking the tenth consecutive quarter of net stock sales [2] - The company significantly reduced its holdings in U.S. bank stocks, selling 14.63 million shares of Citigroup and 48.66 million shares of Bank of America, decreasing its ownership from 11.19% to 10.19% [2] - Berkshire's cash and cash equivalents reached a record high of $347.7 billion, indicating a cautious approach amid market volatility [1][4] Group 2: Market Performance and Trends - The first quarter saw a decline in major U.S. stock indices, with the Dow Jones down 1.28%, S&P 500 down 4.59%, and Nasdaq down 10.42%, while the Nasdaq China Golden Dragon Index surged by 13.33% [1] - Chinese assets gained popularity among global institutional investors, with significant purchases of Chinese stocks like Alibaba, which saw a 55.95% increase in its stock price during the first quarter [6][8] Group 3: Investment Focus on Chinese Assets - Bridgewater Associates increased its holdings in Chinese stocks, buying 5.4 million shares of Alibaba and adding positions in Baidu and Pinduoduo [6][7] - HHLR Advisors also showed a clear trend towards increasing exposure to Chinese assets, with a total portfolio value rising from $2.887 billion to $3.539 billion, a nearly 23% increase [7][8] - The Chinese economy's resilience and ongoing policy support are expected to enhance the attractiveness of Chinese assets for global investors [8][9] Group 4: Future Outlook and Opportunities - Morgan Stanley's analysis suggests that China has significant potential in the next phase of technological innovation, particularly in AI, which could provide investment opportunities in leading industries and companies [9] - The Chinese technology and new consumption sectors are viewed favorably, with large-cap internet stocks offering substantial market liquidity and investment potential [9]
新华都:提供海外全链路电商服务 打开第二增长曲线
Zheng Quan Shi Bao Wang· 2025-05-16 10:13
Core Viewpoint - The company is focusing on expanding into overseas emerging markets and e-commerce platforms to create a second growth curve, leveraging its full-chain e-commerce services for partner brands [1][2]. Group 1: Business Strategy - The company is actively embracing the growth opportunities in overseas emerging markets and e-commerce platforms, providing comprehensive e-commerce services including retail, short video operations, and live-streaming [2]. - The company has established a significant presence in the live-streaming e-commerce sector, with nearly 4,000 square meters of live-streaming bases and 45 live-streaming rooms in key e-commerce cities like Hangzhou and Beijing [1]. Group 2: Industry Expansion - The company has diversified its operations into various sectors including alcoholic beverages, water drinks, daily chemicals, and maternal and infant products, collaborating with well-known brands such as Luzhou Laojiao, Shanxi Fenjiu, and Wuliangye [2]. - The company plans to increase the development of customized products in the liquor industry and will introduce new products in other sectors throughout the year [2]. Group 3: Financial Performance - In 2024, the company achieved a record business scale with a GMV of 8.2 billion yuan, representing a year-on-year growth of 7% [2]. - The company reported an operating income of 3.676 billion yuan, reflecting a year-on-year increase of 30.18% [2]. - The net profit attributable to shareholders reached 260 million yuan, marking a year-on-year growth of 29.61% [2].
神秘重仓、悄然减持 巴菲特又出手了!
Jin Shi Shu Ju· 2025-05-16 09:40
Group 1 - Berkshire Hathaway, led by Warren Buffett, is quietly acquiring a "secret stock" with special treatment approved by regulators to keep this investment confidential during the building period [1] - Berkshire's large stock investment portfolio has reached approximately $275 billion, requiring significant capital to impact overall returns, with new positions potentially taking months to build [1] Group 2 - In Q1 2023, Berkshire continued to significantly reduce its bank stock holdings, completely exiting its position in Citigroup and further reducing its stake in Bank of America [2] - The Citigroup position, valued at over $1 billion at the end of 2024, was held since Q1 2022, while the Bank of America stake has been reduced to 631.6 million shares, valued at over $26 billion [2] Group 3 - Berkshire doubled its stake in Constellation Brands, increasing its holding to approximately $2.2 billion, with a purchase of 6.38 million shares, raising total holdings to 12 million shares [3] - Constellation Brands, known for its beer brands like Corona and Modelo, faces pressure due to high tariffs on Mexican imports, impacting its stock price, which has declined about 14% this year [3] - Berkshire maintains its significant position in Apple, holding 300 million shares, valued at nearly $67 billion, despite having reduced its stake by two-thirds last year [3] Group 4 - After 60 years at the helm, Buffett plans to step down as CEO of Berkshire Hathaway in early 2026, passing leadership to Greg Abel, while remaining as chairman of the board [4]
抛弃美国?巴菲特一季度大幅减持银行股 清仓花旗集团(C.US)
Zhi Tong Cai Jing· 2025-05-15 22:26
"股神"巴菲特领导的伯克希尔.哈撒韦(BRK.A.US,BRK.B.US)在2024年第一季度对其股票投资组合进行 了显著调整。根据周四提交给美国证券交易委员会的13F文件,伯克希尔大幅减持了多家大型银行的股 份,清仓花旗集团(C.US)、减持美国银行(BAC.US)和第一资本信贷(COF.US)的持股。 文件显示,伯克希尔在一季度内抛售了14,639,502股花旗集团股票,完全退出了对该银行的投资。此 外,其还出售了48,660,056股美国银行股票,持股比例减少逾7%。尽管如此,截至3月31日,伯克希尔 仍持有超过6.315亿股美国银行股票,是该公司重要的大股东之一。与此同时,伯克希尔还减持了30万 股第一资本信贷股票,降幅约为4%。 | 2025-03-31 | | | --- | --- | | Top Sells (13F) | | | BY CHANGE IN % PORTFOLIO | BY LARGEST I > | | Name | % Change | | BAC Bank Of America Corp | 1% | | C Citigroup, Inc | 0.39% | | NU N ...