2025年（第90届）山东省糖酒商品交易会 額平安 舞奏山 2025（第90届）山东省糖酒商品交易会于2025年4月18-20日在淄博会展中心召开。本届会议是山东糖酒会有史以来的第90届会 议，也是在国内外经济形势复杂严峻的形势下召开的一届会议。与往届相比，本届会议不仅规模上保持了基本稳定，而且在展 位设计、搭建、装潢等方面更加出彩，特别是广大骨干鲁酒企业，更是亮点频现，精彩纷呈。会议在宣传攻势上也非常猛烈， 场面壮观，会议气氛浓厚。20日上午经过部分参会企业代表和新闻媒体认真评选，最终确定了2025（第90届）山东省糖酒商品 交易会最佳展位、最佳广告宣传、最佳媒体传播、特别贡献奖等具体奖项及名单,具体如下: 一、最佳展位（31家，排名不分先后） 1、兰陵美酒股份有限公司 2、山东景芝白酒有限公司 3、曲阜孔府家酒业有限公司 4、泰山酒业集团 5、国井集团 6、古贝春集团 7、青岛琅琊台集团 8、济南趵突泉酿酒有限公司 9、山东花冠酒业有限公司 10、青州云门酒业有限公司 11、山东秦池酒业有限公司 12、山东红太阳酒业集团有限公司 13、山东百脉泉酒业有限公司 14、山东沂蒙老区酒业有限公司 15、山东景阳 ...

NO.1 燕京啤酒2024年营收净利"双增" 每经记者 谢振宇 每经编辑 赵云 丨2025年4月23日 星期三丨 NO.3 岩石股份去年营收2.85亿元，净利润亏损超2亿元 4月21日，燕京啤酒交出了2024年"答卷"。财报显示，2024年，公司实现啤酒销量400.44万千升，同比 增长1.57%；全年实现营收约146.67亿元，同比增长3.2%；归属于上市公司股东的净利润约10.56亿元， 同比增长63.74%。燕京啤酒经营业绩不断增长的背后，离不开旗下产品燕京U8的"助力"。2024年燕京 U8销量69.6万千升，同比增长31.4%。 4月21日，岩石股份发布的2024年年报显示，公司当年实现营业收入约为2.85亿元，净利润约为亏损2.17 亿元。审计机构中兴财光华会计师事务所（特殊普通合伙）对岩石股份2024年度财务报表进行了审计， 并出具了保留意见审计报告。岩石股份股票于4月23日起被实施退市风险警示，股票简称将变更为"*ST 岩石"。 点评：燕京啤酒交出了一份亮眼的财报，展现了公司在激烈市场竞争中的稳健表现和增长潜力。尽管燕 京啤酒在2024年面临市场竞争加剧和增速放缓的挑战，但公司通过产品结构优化 ...

每经记者 王郁彪 每经编辑 董兴生 在全球气候治理的大背景下，循环经济作为应对气候变化和环境挑战的战略解决方案，逐渐成为企业战略的关键组成部分。 4月18日，国际环保机构野生救援（（WildAid））联合可持续发展及ESG咨询机构商道纵横在北京共同发布了《公众气候行动手册3.0版》，首次聚焦企业 消费者关系，为气候账单做减法。 通常来讲，酒类产品的生产、包装等环节会产生大量废弃物。因此，推动包装材料回收利用，进一步优化原材料采购、生产流程以及能源管理，对一家酒企 的碳减排和避免资源浪费至关重要。 作为一家供应链遍布全球的国际酒企，保乐力加（Pernod Ricard）如何确保供应链的"气候韧性"，又如何在中国市场创新实践？在本次《公众气候行动手册 3.0版》发布之际，保乐力加方面接受了《每日经济新闻》记者的书面专访。 图片来源：每日经济新闻 资料图 从原料到生产，如何做到可持续？ 保乐力加方面告诉记者，公司通过优化和保护自然资源的方式来设计、生产和分销产品，从而最大限度减少每一个步骤中可能产生的资源浪费和温室气体排 放。 谈及中国市场，保乐力加举例表示，公司位于四川峨眉山的叠川麦芽威士忌酒厂在运营过程中100 ...

Group 1 - Guyue Longshan has halted online sales of four products to standardize market prices and encourage distributors, aiming to promote high-end products globally [1] - The decision reflects the company's emphasis on brand value and market order, potentially prompting a reevaluation of pricing strategies within the industry [1] - This move may boost distributor confidence in the short term and enhance the overall image and competitiveness of the yellow wine industry in the long run [1] Group 2 - Huiquan Brewery reported a 23.72% year-on-year increase in net profit for Q1 2025, with total beer sales reaching 50,000 kiloliters, a 1.07% increase [2] - The company achieved an operating income of 141 million yuan, up 0.35%, and a total profit of 8.81 million yuan, reflecting strong growth in key operational metrics [2] - Huiquan Brewery's solid performance sets a positive foundation for achieving its annual business goals and may enhance investor confidence [2] Group 3 - Moutai has successfully recruited over 400 master's and doctoral talents as part of its "talent-driven enterprise" strategy, enhancing its professional and market-oriented workforce [3] - The company has established a comprehensive mechanism for talent acquisition and retention, covering five major job categories and 30 sequences [3] - This strategic initiative is expected to strengthen Moutai's core competitiveness and innovation capabilities, providing long-term growth momentum [3] Group 4 - Shede Liquor has launched a shareholder return activity to establish a long-term and diverse mechanism for shareholder rewards, enhancing investor understanding of the company's intrinsic value [4] - The event, running from April 23 to May 15, includes products such as commemorative liquor for the shareholders' meeting and spring brewing ceremony [4] - This initiative aims to strengthen the connection between shareholders and the company, potentially boosting brand value and investor confidence in the market [4]

Core Viewpoint - The article highlights the significant impact of U.S. tariffs on the global alcohol industry, leading to job losses and financial strain for companies, including the closure of the historic Barrels Factory in Kentucky, which will result in 210 employees losing their jobs [2][3]. Group 1: Impact of Tariffs on Companies - The closure of the Barrels Factory is part of a broader strategy by Brown-Forman to cut costs, with an expected annual savings of at least $70 million and potential asset recovery exceeding $30 million [2]. - Brown-Forman's global workforce reduction plan includes laying off over 540 employees, indicating a significant shift in operational strategy due to tariff pressures [3]. - The global alcohol industry is experiencing a downturn, with many companies facing stagnant or declining sales, prompting them to adjust their strategies in response to tariff uncertainties [3][4]. Group 2: Market Dynamics and Trade - The U.S. is a major market for imported alcoholic beverages, with projected imports of distilled spirits at $11.42 billion, beer at $6.7 billion, and wine at nearly $6.8 billion in 2024 [6]. - Major international companies like Diageo and Pernod Ricard are adjusting their performance forecasts due to tariff uncertainties, with Diageo canceling mid-term guidance and others lowering expectations [6]. - The article notes that the previous tariff disputes led to a significant drop in U.S. whiskey exports to the EU, with exports declining by over 20% [10]. Group 3: Consumer Behavior and Industry Challenges - The article discusses the adverse effects of tariffs on consumer prices, particularly for European wines, which could see price increases of nearly 30% due to added tariffs [13]. - The U.S. alcohol market is facing its first decline in nearly 30 years, with a 2% drop in sales in 2023, affecting various categories except for tequila, American whiskey, and ready-to-drink cocktails [18]. - Smaller distilleries in the U.S. are particularly vulnerable, with nearly 50 whiskey distilleries filing for bankruptcy in 2023 due to liquidity crises and debt pressures [19]. Group 4: Global Trends and Regional Variations - The article highlights that the global alcohol market is experiencing a significant shift, with the U.S. market showing a decline while Australian wine exports to China are rebounding after tariff removals [20][21]. - European alcohol producers are also struggling, with the Scottish whiskey industry facing export declines and some distilleries halting production in response to reduced demand [20]. - The overall sentiment in the alcohol industry is one of caution, with many producers and consumers adopting a wait-and-see approach due to the uncertainties created by tariffs and economic conditions [23].

Group 1 - Guizhou will launch a promotional event for liquor, vehicles, and food from April 2025 to March 2026, aiming to stimulate liquor consumption and boost sales in both the liquor and automotive sectors [1] - The promotional activity allows consumers to purchase premium liquor at a discounted price when buying new vehicles priced between 100,000 to 1,000,000 yuan, with a minimum of 12 bottles and a maximum of 66 bottles available for purchase [1] Group 2 - Kuaijishan aims for a sales growth of 15% to 20% in 2025, with significant growth in high-end products and younger demographics, indicating a successful strategy in premiumization and market expansion [2] - The company reported over 100% growth for its high-end product "Lanting" and 80% growth for "Gan Chun 18," while younger brands like "1743" and "Yi Ri Yi Xun" saw growth rates of over 70% and 476%, respectively [2] Group 3 - Jinhui Wine announced a "Quality Improvement and Efficiency Enhancement" plan for 2025, highlighting its commitment to returning value to investors through high cash dividends and share buybacks [3] - The company has executed nine cash dividend distributions totaling 1.168 billion yuan since its listing, with dividend payouts representing 54.3%, 60%, and 64% of net profit over the last three years [3] - Jinhui Wine's actions, including stock buybacks and equity incentives, are expected to bolster investor confidence and contribute to market stability and high-quality development [3]

NO.1 工信部发布首批中国消费名品名单，茅台、五粮液、泸州老窖等十余家酒企入选 4月11日，工信部发布了首批中国消费名品名单，十余家酒企的品牌入选，包括贵州茅台、五粮液、泸 州老窖、西凤酒、古越龙山、衡水老白干、青岛啤酒、贵州习酒、郎酒、重庆啤酒、燕京啤酒、红星股 份、仰韶酒业、黄鹤楼酒、乌苏啤酒、天佑德等。 点评：工信部发布上述名单有望提升入选品牌的市场认可度，增强消费者信心，同时推动行业标准化与 品牌化发展。短期内，入选企业或受益于政策支持及品牌效应，相关板块关注度可能提升。中长期来 看，该名单的发布将促进酒类行业高质量发展，带动消费升级，整体市场或迎来积极变化。 NO.2 江苏规上酒企2024年销售超755亿元 4月11日，江苏省酒类行业协会三届五次会员代表大会举行。会上透露，2024年1月～12月，江苏全省酿 酒工业规模以上企业60家，累计完成产量234.28万千升，同比下降9.83%；累计完成销售收入755.96亿 元，同比增长0.69%；累计完成利润总额212.45亿元，同比下降16.69%。 点评：江苏酿酒行业2024年产量下降、利润总额下滑，显示出市场需求疲软，行业竞争加剧。这可能引 发投资 ...

Group 1: Market Response and Strategies - After the Qingming Festival, the capital market experienced significant fluctuations, impacting the liquor sector, prompting Moutai and Wuliangye to announce new buybacks and share increases to boost investor confidence [1] - At the China Baijiu T9 Summit, leading liquor managers emphasized the importance of maintaining quality and brand integrity while calling for a collective response to the challenges posed by low-price promotions [1][2] - Wuliangye's chairman urged liquor companies to unite against the "100 billion subsidy" promotions from e-commerce platforms, advocating for sustainable development and industry self-regulation [2] Group 2: Company-Specific Developments - Moutai's chairman highlighted the need to adapt to a competitive environment focused on existing market share, emphasizing a consumer-centric approach and long-term thinking [3] - Yanghe's chairman suggested strengthening regional resources, product quality, and talent to navigate the industry's growth model transformation [4] - Langjiu's general manager stressed the importance of supporting distributors to ensure sustainable profits while maintaining a commitment to quality and long-term principles [5] Group 3: Performance Highlights - Yanjing Beer reported a net profit of 1.056 billion yuan for 2024, a year-on-year increase of 63.74%, with revenue of 14.667 billion yuan, up 3.2% [8][9] - Yongshuntai's revenue for 2024 reached 4.282 billion yuan, with a net profit increase of 72.5%, attributed to a significant drop in raw material costs [10] Group 4: Share Buyback and Stake Increases - Wuliangye Group announced plans to increase its stake in the company by 500 million to 1 billion yuan, reflecting confidence in the company's long-term value [11] - Moutai disclosed plans to complete a share buyback of up to 6 billion yuan, with approximately 1.948 billion yuan already spent [12][13] - Huangtai Liquor's controlling shareholder announced a plan to increase its stake by 60 million to 120 million yuan to enhance investor confidence [14]

诚如本公司日期为2025年3月28日的公告所披露，出售事项的完成于2025年3月28日作实。出售事项的总 代价亦于同日结清，及特别股息将从本公司所收取的总代价中支付。本公司所收取的有关总代价已扣除 该通函所披露的Macmillan Equity、Palgrave Enterprises及王女士有权收取的Pacific Surplus特别股息及 Epic Wealth特别股息。安排特别股息时，本公司发现，除非Macmillan Equity、Palgrave Enterprises及王 女士的股份从中央结算及交收系统(中央结算系统)移除，否则无法使彼等不收取特别股息。因此，本公 司现已获得陈女士提供的7110万港元免息财务援助，以便通过中央结算系统派付特别股息(包括向 Macmillan Equity、Palgrave Enterprises及王女士派付)。根据陈女士的确认，该财务援助根据GEM上市 规则第20.88条获全面豁免，原因为其乃按正常商业条款或更佳条款进行;及其并无以本集团资产作抵 押。Macmillan Equity、Palgrave Enterprises及王女士将收取特别股息，及彼等已确认将向 ...

近日，《每日经济新闻》和清华大学经济管理学院中国企业研究中心联合发布了"2025中国酒业上市公 司品牌价值榜TOP30"（以下简称：酒业TOP30）。作为国内首个针对酒业上市公司的品牌研究成果， 榜单已连续7年发布。 酒业TOP30上榜酒企的总品牌价值已高达16578亿元，较2024年增长了1378亿元。其中，贵州茅台（SH 600519）、五粮液（SZ 000858）、泸州老窖（SZ 000568）位居前三。同时，今年上榜企业增长与下降 各有15家。正增长中，古越龙山（SH 600059）、山西汾酒（SH 600809）、金徽酒（SH 603919）品牌 价值增幅位居前三，分别达到28.7%、24.4%和19.4%。负增长中，洋河股份（SZ 002304）品牌价值下 降最多，缩水111.01亿元；酒鬼酒（SZ 000799）降幅最大，减少25.6%。 瞻胜传播创始合伙人庞瑞在接受采访时表示，现阶段酒业已形成资源向头部品牌高度集中的市场特征， 这种格局的稳定性短期内难以改变，除非出现重大技术突破，或是市场观念、行业政策发生重大转变。 对于部分酒企品牌价值下降，他认为市场营销的创新滞后，可能是影响酒企品牌价值的 ...