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直击股东会 低度白酒战升级,泸州老窖研6度酒抢滩年轻市场
Nan Fang Du Shi Bao· 2025-06-28 00:40
"大家也看到了,今年五粮液将推出29度,汾酒也推出了低度酒,我们已研发出了28度国窖1573,将适 时投放市场。"在泸州老窖(000568.SZ)6月27日下午召开的年度股东大会上,上市公司董事长刘淼如 是宣布。 南都湾财社记者注意到,今年以来,白酒酒企"扎堆"宣布低度白酒产品推出计划,此前五粮液股东大会 上,公司高管就表示将适时推出29度五粮液,以"抓住年轻群体"。在此次泸州老窖股东会上,公司管理 层表示已经在研发6度等更低度数的白酒产品。 白酒低度化之外,股东会现场,泸州老窖管理层围绕产品价格、库存、白酒年轻化、行业周期、市场渠 道等与投资者展开交流。刘淼现场表示,白酒量价齐升是伪命题,要"价"就要舍弃"量",要"量"就要牺 牲"价";渠道来看,即时零售增势强劲。 股东会现场,南都湾财社记者摄 谈产品:将适时推出28度国窖1573,在研6度产品 股东会现场,刘淼表示:持续推动产品创新,面对当前低度化、健康化、利口化、多元化的产品需求, 公司主动创新求变,目前38度国窖1573呈现出良性且快速增长的态势。 "大家也看到,今年五粮液将推出29度,汾酒也推出了低度酒,我们已研发出了28度国窖1573,将适时 投 ...
聚餐喝出“小米辣”?啤酒市场在经历什么
Qi Lu Wan Bao Wang· 2025-06-27 07:29
当95后消费者张昕在与朋友聚餐时尝到内含小米辣的啤酒,她惊讶于其口味的突破:"把毛尖、茉莉花 茶放进啤酒里就已经够颠覆我的认知了,没想到辣椒都能酿进酒里。"伴随着气温升高,啤酒市场也迎 来消费高峰,一场围绕年轻味蕾的争夺战正在冰啤的泡沫中激烈上演。从"大绿棒子"的单一江湖, 到"万物皆可啤",啤酒企业正以多元创新叩开年轻一代的消费大门。 颜值革命与健康觉醒的双重变奏 当口味成为第一吸引力,啤酒的"颜值"便成了第二战场。记者观察到,啤酒包装正经历显著升级,生肖 装、星座罐、桃园结义、太白醉酒、黄河之水......各大啤酒品牌纷纷通过经典影视元素、联名、插画等 形式提升啤酒包装视觉效果,吸引消费者下单购买。以金星啤酒的茶味系列为例,其瓶身采用细长流线 型设计,搭配青绿山水纹样,上市不久便成为抖音爆款,单月销量突破20万箱。有业内人士表示,过去 啤酒包装讲究耐摔、易存储,现在要兼具艺术感和社交属性。 据《2023年淘宝天猫啤酒消费趋势白皮书》,94%的消费者对高颜值高价值啤酒产品表现出较强购买意 愿,其中高级简约风凭借百搭质感成为全年龄段消费共识。细分来看,年轻客群更倾向文艺清新风等个 性化设计;而熟龄群体则对IP ...
泰山啤酒夏季猛攻,招商热浪能解资本冷情吗?
Xin Lang Cai Jing· 2025-06-27 06:38
片来源:山东泰山原浆啤酒视频号截图 文 | 酒讯 子煜 编辑 | 方圆 进入啤酒消费旺季,泰山啤酒开启密集招商模式。 从2月底首场山东泰安工厂招商会,到5月底从山东陆续走进石家庄、合肥等地,目前泰山啤酒已签约经 销商300余家。 这一波"请进来+走出去"的招商攻势,剑指"千城万店"的扩张目标。作为国内短保原浆品牌,泰山啤酒 以"7天原浆"为核心单品打开市场,也在啤酒存量竞争中感受到压力与寒意。如今扩张攻势越发猛烈, 泰山啤酒能否为短保原浆攻下更多城池? 01 扩张雄心 泰山啤酒招商从今年2月就已经开始。 首场即主场。2月28日,泰山啤酒在山东泰安举办2025首届工厂招商会,邀请全国330余位意向投资者实 地探访生产基地,深度体验"泰山原浆7天鲜活"的酿造全流程。据泰山啤酒披露,当日成功签约283家。 图 从数据来看,早早定位"原浆"赛道的泰山啤酒还是吸引了相当一部分经销商加盟。此前2022年,企业曾 宣称专营门店数量已突破3000家。 也是这一年,泰山啤酒董事长陈成稳定下了奋斗目标:"打造千城万店,引领中国原浆啤酒品牌下一个 20年"。3000门店距离"万店"还有距离,但快速扩张的势头一度给了泰山啤酒信心。 ...
36氪精选:啤酒泡沫消散:产量连跌、场景萎缩,涨价也难救啤酒巨头
日经中文网· 2025-06-27 06:25
编者荐语: 日经中文网与36氪开展内容交换合作。将精选36氪的精彩独家财经、科技、企业资讯,与读者分享。 以下文章来源于36氪 ,作者骆若男 36氪 . 36氪是服务中国新经济参与者的卓越品牌和开创性平台,提供新锐深度的商业报道,强调趋势和价值,我们的slogan是:让一部分 人先看到未来。 啤酒行业,就像喝了半场的啤酒, 最上面的那层泡沫注定已经被撇掉。 文 | 骆若男 封 面来源 |日经中文网 夏天来了,又来到吃蛤蜊、哈啤酒的时候,但继去年 成为整个食品饮料行业唯一下滑的品类之后,今年的啤酒,很有可能继续下 滑。 一个数据可以说明:2025的1-2月,国内规模以上啤酒企业产量同比下降了4.9%。 是年轻人都不"哈啤酒"了吗? 请观看36氪原创视频 也欢迎关注36氪视频号 2013年之后啤酒产量开始下跌,但啤酒行业的收入还在增长,主要原因是几大巨头默契地选择了高端化和提价策略。 啤酒的售价持续提升, 各大酒企纷纷推出单价在10元以上的中高端啤酒。 比如重庆啤酒跟嘉士伯资产重组后,布局了以乌苏、1664为代表的中高档产品线,号称"中国第一精酿厂牌"的京A也是它家的。 华润、百威等酒企也是纷纷推出高价啤酒,"百 ...
珠江啤酒换帅:粤啤龙头的挑战 在下个缩量周期
Core Viewpoint - The appointment of Huang Wensheng as the new chairman of Zhujiang Beer marks a significant leadership change, with expectations for him to drive the company's national expansion and address challenges in a shrinking beer market [2][4][25]. Company Overview - Zhujiang Beer announced the retirement of Chairman Wang Zhibin, with General Manager Huang Wensheng taking over as the fifth leader in the company's history [2]. - Huang Wensheng, who has a background in the telecommunications industry, joined Zhujiang Beer in 2020 and has overseen a 30% revenue growth and a 40% profit increase over five years [3][11]. - Despite strong performance in Guangdong, Zhujiang Beer holds only a 4% market share nationally, indicating limited penetration in the broader beer market [3][21]. Leadership Transition - Huang Wensheng's leadership comes after a series of internal promotions in previous management, with his external appointment raising investor concerns reflected in a nearly 2% drop in stock price following the announcement [5][6]. - The transition of leadership is critical as previous leaders have successfully navigated challenges but left unresolved issues regarding national expansion [14][25]. Historical Context - Zhujiang Beer has a rich history of leadership, with past chairmen achieving significant milestones, including market dominance in Guangdong and the introduction of innovative products [13][18]. - The company has faced increasing competition from larger national brands, which have expanded aggressively into Zhujiang's home market [15][19]. Market Challenges - The beer industry is entering a new cycle of contraction, with a projected decrease in the number of suitable consumers over the next decade, posing a challenge for mid-sized breweries like Zhujiang Beer [21][22]. - The company must navigate a competitive landscape where major brands dominate over 90% of the market, necessitating strategic adjustments to maintain growth [21][22]. Strategic Focus - Zhujiang Beer aims to capitalize on the growing beer consumption in Guangdong, which has recently become the largest beer-producing province in China [22]. - The company is also exploring opportunities for expansion outside Guangdong, with initiatives like the Zhujiang raw beer experience stores designed to penetrate new markets with lower investment [24][25].
American Rebel Light Beer Recaps Successful Title Sponsorship of American Rebel Light Virginia NHRA Nationals
Globenewswire· 2025-06-25 18:00
Core Insights - American Rebel Light Beer has successfully outsold the top two national brands during the NHRA race weekend at Virginia Motorsports Park, indicating strong brand penetration and consumer acceptance [1][2] - The title sponsorship of the American Rebel Light Virginia NHRA Nationals exceeded expectations, with significant visibility and engagement through various promotional activities [1][3] Brand Performance - American Rebel Light was prominently featured at all concession locations and in dedicated areas such as the American Rebel Light Party Tent and Trackside Bar, contributing to its sales success [1][2] - The event is expected to generate viewership close to two million, enhancing brand exposure and recognition [1] Marketing and Promotion - The company debuted a new television commercial during the FOX broadcasts, airing eight times over the weekend, further promoting the brand [4] - CEO Andy Ross highlighted the positive feedback from NHRA drivers and teams, who acted as brand ambassadors, enhancing the brand's visibility and reputation [3][5] Expansion and Distribution - Since its launch in September 2024, American Rebel Light Beer has expanded its distribution to multiple states, including Virginia, and continues to add new distributors [6] - The title sponsorship and promotional activities are expected to have a lasting impact on brand recognition and sales throughout the racing season and beyond [3][6] Product Details - American Rebel Light is marketed as a premium domestic light lager with approximately 100 calories, 3.2 carbohydrates, and 4.3% alcohol content per 12 oz serving, appealing to health-conscious consumers [8]
6元以下的啤酒正在消失?
Sou Hu Cai Jing· 2025-06-24 11:20
不知道大家是否注意到这样一个现象:如今走进任何一家便利店、超市或是餐饮场所,那些曾经随处可 见的单价6元以下的品牌啤酒——无论是经典的瓶装还是便携的听装,正在以肉眼可见的速度消失。当 然,存在一种例外情况,即产品推出特价活动的。 有意思的是,这种"向上"的涨价趋势与其他酒类纷纷"向下"形成了鲜明对比:白酒企业们正忙着推出百 元以内的光瓶酒,葡萄酒品牌也在不断下探价格带,就连黄酒、预调酒等品类也开始走亲民路线,唯独 啤酒行业集体"逆行"······这一酒业消费态势,禁不住让《华夏酒报》记者开始思考:究竟是哪些力量在 推动啤酒价格持续攀升?在这场看似集体"涨价"的浪潮中,啤酒会不会也像当年的"雪糕刺客"一样,在 不知不觉中成为让消费者措手不及的"啤酒刺客"? 此外,消费市场的变化也对啤酒价格产生了深远影响。当下,消费者的饮酒观念已发生巨大转变,其不 再仅仅满足于"解渴式"的畅饮,而是更注重品质与口感体验。这一趋势下,精酿啤酒异军突起,因其独 特风味与多样化选择,受到众多消费者的青睐。要知道,精酿啤酒的酿造过程更为复杂,使用优质原 料,成本本就较高,这在一定程度上拉高了整体啤酒的价格区间。 先说啤酒自身,成本端压力 ...
Tsingtao Brewery: Becoming Positive On Product And Channel Expansion (Rating Upgrade)
Seeking Alpha· 2025-06-24 10:19
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or ...
口子窖: 安徽口子酒业股份有限公司关于召开2024年度暨2025年第一季度业绩说明会的公告
Zheng Quan Zhi Xing· 2025-06-22 08:19
Core Viewpoint - The company, Anhui Kouzi Liquor Co., Ltd., is set to hold an investor performance briefing on June 30, 2025, to discuss its 2024 annual and 2025 first-quarter results, allowing for interactive communication with investors [1][2]. Group 1: Meeting Details - The performance briefing will take place on June 30, 2025, from 13:00 to 14:00 [2][3]. - The location for the meeting is the Shanghai Stock Exchange Roadshow Center, accessible via the website http://roadshow.sseinfo.com/ [2][3]. - The meeting will be conducted in an online interactive format, enabling real-time engagement with investors [2][3]. Group 2: Participation Information - Investors can participate in the briefing by logging into the Shanghai Stock Exchange Roadshow Center on the scheduled date [3]. - Questions can be submitted by investors from June 23 to June 27, 2025, through the Roadshow Center's "Question Pre-Collection" section or via the company's email [3]. - The company will address commonly asked questions during the performance briefing [3]. Group 3: Company Representatives - Key representatives attending the meeting include the Chairman and General Manager Xu Jin, Vice General Manager and Secretary Xu Qinxiang, Vice General Manager and CFO Fan Bo, Vice General Manager Huang Shaogang, and Independent Director Chu Yuming [2].
Carlsberg (CABGY) Upgraded to Strong Buy: Here's Why
ZACKS· 2025-06-20 17:00
Investors might want to bet on Carlsberg AS (CABGY) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual invest ...