Core Insights - The low-alcohol beverage market is rapidly growing, with major companies like Moutai, Wuliangye, and Yanghe investing heavily in this segment, while Luzhou Laojiao has been a pioneer in this area for over a decade [1][3][4] - Luzhou Laojiao's 38-degree Guojiao 1573 has achieved sales exceeding 10 billion, positioning it as the leading product in the low-alcohol market, with plans to introduce additional lower-alcohol products [1][3][4] - The company has successfully leveraged its early investments in low-alcohol beverages and innovative marketing strategies to capture the attention of younger consumers [5][30] Company Performance - Luzhou Laojiao reported revenue of 31.196 billion yuan, with a growth rate of 3.19%, and a net profit of 13.473 billion yuan, growing by 1.71% [4] - The company has regained its position as the fourth largest in the industry, closing in on the top three, which includes Moutai, Wuliangye, and Fenjiu [3][4] Market Strategy - The company has adopted a "product + scene marketing" strategy, targeting the younger demographic's preference for casual drinking environments, which has led to increased sales [5][16] - Luzhou Laojiao has initiated a "low-alcohol revolution," focusing on low-alcohol products and eliminating 80% of traditional offerings to cater to modern consumer preferences [16][23] Technological Advancements - The production of low-alcohol beverages is supported by advanced techniques, such as adsorption filtration, which preserves flavor while reducing alcohol content [10][12] - Luzhou Laojiao has a long history of innovation in low-alcohol production, dating back to the 1980s, and continues to develop new products with varying alcohol levels [9][14] Consumer Trends - The shift in drinking culture among younger generations has led to a preference for low-alcohol beverages in social settings, which Luzhou Laojiao has capitalized on [16][22] - The company has introduced products like the 28-degree variant aimed at bars and camping, and plans to launch even lower-alcohol options [18][20] Marketing Innovations - Luzhou Laojiao has embraced digital marketing and social media to engage younger consumers, utilizing platforms like Xiaohongshu and Douyin for targeted campaigns [23][28] - The company has also explored cross-industry collaborations, creating unique products that resonate with younger audiences, such as tea-infused wines and fruit-flavored options [26][30] Future Outlook - The success of Luzhou Laojiao's low-alcohol products positions it well for potential growth in the competitive landscape, but it must continue to strengthen its high-end offerings to maintain market relevance [34][35] - The company aims to leverage its technological expertise and market positioning to navigate the evolving industry dynamics and consumer preferences [33][36]

上天天基金APP搜索【777】注册即可 领500元券包，优选基金10元起投！限量发放！先到 先得！ 近日，沪深交易所官方数据披露最新北向资金数据，上半年外资持仓情况浮出水面，外资连 续两个季度加仓A股。 外资连续两个季度加仓A股 数据显示，截至今年二季度末，北向资金共持有2907只个股，持股数合计1232亿股，持仓市 值合计约为2.29万亿元。相较于2024年末，北向资金持仓市值增加871亿元；相较于2025年 一季度，北向资金持仓市值增加超500亿元。 按照申万二级行业分类，北向资金持仓市值超百亿元的行业有53个，持仓市值最高的五大行 业分别为电池、半导体、白酒、股份制银行和白色家电，持仓市值分别为1754亿元、1349亿 元、1341亿元、1234亿元、1036亿元。 与2024年末相比，持仓市值前五大行业排名稍有变化。电池行业仍居榜首，北向资金持仓市 值超10亿元的电池行业公司共计7家；宁德时代、亿纬锂能、先导智能居前三。二季度，北向 资金集中加仓半导体板块，行业排名从第五位升至第二位，白色家电和白酒行业排名有所下 降。 与此同时，北向资金加仓出现结构性调整。一季度加仓标的主要有两大类：科技和消费。二 ...

+0.12(+2.12%) +0.21(+2.47%) +0.16(+1.34%) 光大银行 2623.40亿市值 5.69亿成交额 4.44 +0.10(+2.30%) 得經 中国太保 中国平安 中国人保 明 3785.57亿市值 3708.64亿市值 10534.62亿市值 5.38亿成交额 14.43亿成交额 5.29亿成交额 38.55 57.85 8.56 +0.09(+0.23%) +0.14(+0.24%) +0.08(+0.94%) 酿酒行业 贵州茅台 山西汾酒 五粮液 17883.36亿市值 2150.67亿市值 4836.48亿市值 20.67亿成交额 14.63亿成交额 4.65亿成交额 124.60 1423.61 176.29 -3.39(-0.24%) -1.20(-0.68%) +0.30(+0.24%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2343.05亿市值 2372.05亿市值 3172.49亿市值 7.74亿成交额 27.40亿成交额 7.74亿成交额 324.70 567.00 136.49 -6.13(-1.85%) +13.02(+2.35%) -0 ...

Core Viewpoint - The 11th Jinlongyu Waipo Village Small-pressed Rapeseed Oil Cauliflower Festival showcased the integration of local culture, cuisine, and craftsmanship, emphasizing the brand's innovative narrative of "food + wine" to break traditional marketing barriers [1][3][7]. Group 1: Event Highlights - The festival took place in the unique setting of Huzhu Tu Autonomous County, known for its rich ethnic culture and natural beauty, featuring a theme of "Searching for the Taste of Waipo Village, Inheriting the Northwest Banquet" [1][3]. - The event included performances of traditional dances and culinary demonstrations, highlighting the local Tu culture and the use of Waipo Village small-pressed rapeseed oil in regional dishes [3][5]. Group 2: Culinary Significance - The use of Waipo Village small-pressed rapeseed oil enhances the flavors of Northwest cuisine, particularly in dishes like Huanyuan pork, which benefits from the oil's ability to bring out the aroma of spices and improve the overall taste [5][7]. - The collaboration between Waipo Village small-pressed rapeseed oil and local Qingke wine brand Tianyoude emphasizes the cultural significance of pairing food with wine in Northwest dining traditions [7][8]. Group 3: Marketing and Outreach - The festival served as a launchpad for a promotional campaign, including the distribution of 180,000 bottles of Waipo Village small-pressed rapeseed oil in major cities to enhance brand visibility and consumer engagement [9][10]. - The brand aims to leverage social media influencers and live streaming to create immersive content that resonates with consumers, thereby driving both brand awareness and sales [9][10].

文|数字光年 张扬 编辑|陈实 谁会是第一个百亿冲线的豫酒品牌？ 过去，这个问题答案可能是：仰韶。身为豫酒龙头，连续多年保持高速增长，仰韶酒业曾对外宣称其在 2023便已突破50亿元营收的大关，独立豫酒潮头。 作为豫酒的"门面担当"，仰韶承载着豫酒振兴的希望。无论是政府层面，还是企业自身，都曾喊出了仰 韶酒业要在2025年营收突破百亿的口号。 但现在，前景变得愈发不明朗——在面临行业周期性节点的关头，叠加酒类消费政策等一系列不确定因 素的影响，白酒行业整体承压明显，中小区域酒企的日子，只会愈发艰难。 仰韶的百亿梦，还能如约实现吗？ 距离百亿，还有多远？ 2022年，河南省印发《河南省酒业振兴发展行动方案（2022-2025年） 》，仰韶酒业被重点"关照"。方 案中专门提到，到2025年，仰韶酒业要力争突破100亿元。 到了2023年，被寄予厚望的仰韶再度摸高，其在公开活动中透露，2023年该企业营收冲上50亿元。 当时有评论称，仰韶酒业跑出了豫酒振兴的"仰韶速度"。一切，都在向着更好的方向发展。 此间，有一个小插曲。2024年，在河南省工商联开展的2023年度河南民营企业百强榜调研活动中，根据 企业自愿填报的 ...

随着特朗普再度挥舞关税大棒，欧盟正计划联合其他受美国关税冲击的国家，共同应对这一贸易挑战。 据央视新闻，当地时间7月12日，美国总统特朗普在社交媒体平台"真实社交"上发布致墨西哥和欧盟的 信件，宣布自2025年8月1日起，美国将对来自墨西哥和欧盟的输美产品征收30%的关税。 法国总统马克龙在社交媒体回应特朗普声明时呼吁，若8月1日前未能达成协议，欧盟应加速准备包括反 经济胁迫工具在内的"可信反制措施"。 谈判焦点转向汽车和农业关税 欧盟与美国的谈判仍在继续，但多个核心问题尚未解决，其中汽车和农业关税是焦点。 据媒体援引知情人士透露，欧盟正准备与加拿大和日本等国加强接触，甚至可能探讨协调行动，以对抗 特朗普新一轮的关税威胁。 周日，欧盟委员会主席冯德莱恩在布鲁塞尔表示，欧盟虽然暂停了对美贸易反制措施至8月1日，但将继 续准备进一步的反制措施清单以确保"完全准备就绪"，同时重申倾向于"谈判解决"。 高盛经济学家警告，若30%关税税率全面实施，加上现有行业关税，美国对欧盟的有效关税税率将升至 26个百分点。如果实施并持续，2026年底，欧元区GDP可能累计下降1.2%。 欧盟筹备多层级反制措施 据知情人士向媒体透露 ...

当地时间7月3日至8日，五粮液"和美全球行"相继在德国、塞舌尔启幕。五粮液走进德国慕尼黑、法兰克福、杜塞尔多夫等多个城市，深化欧洲布局；首次 登陆非洲，以塞舌尔为起点探索出海新模式，持续延展"大国浓香"的联通纽带，拓宽中国白酒走向世界的"和美之路"。 秉持"和合共生，美美与共"的理念，五粮液正立足卓越品质，推进创新实践，践行中国白酒典型代表与川酒龙头担当，探索推动中国白酒出海"深度落地"， 助力中国文化全球绽放，为全球经贸往来、文化互鉴、交流合作贡献和美力量。 担当龙头责任融入四川发展大局 置身全球化浪潮的关键转折期，"出海"已成为中国酒业高质量发展的必然选择，产区政府、行业协会与企业"抱团"发力成为重要路径。 川酒龙头五粮液积极融入四川省产业发展大局，在当地时间7月4日深度参与了中国（四川）-巴伐利亚州经贸合作交流会，借力高规格经贸平台，以文化展 示、工艺展示等形式强化欧洲市场对中国白酒的了解，助力实现从商贸合作到文化认同的双向突破，为川酒乃至中国白酒国际化树立标杆。 图为川酒全球行塞舌尔站现场 在中国（四川）-巴伐利亚州经贸合作交流会期间，五粮液集团（股份）公司董事长曾从钦率队走进慕尼黑西门子研发中心和西 ...

本次考评体系设计科学、流程严谨，全面覆盖理论素养与实操技能两大核心维度，对参评人员的专业理论功底与感官感知敏锐度进行综合评估。考评内容 设置对标国家级评酒资格考试标准，以行业权威标杆锻造专业能力。这种高规格、严要求的考评导向，不仅为选拔优秀人才树立了清晰标尺，也为团队整 体专业素养的持续提升注入了强劲动力。 生产运营中心总监吕志远在考评中强调：与试人员要对品评技艺抱有敬畏之心。品评技艺是品质保障的基石，是白酒生产链条上的重要环节，精准的判断 力是保障每一瓶趵突泉酒品质如一、风味卓越的决定性力量。 党委副书记杨连明在考试后做总结发言：品质是趵突泉酒业生存和发展的生命线，高素质的专业人才是守护这条生命线的核心力量。公司将持续优化评选 机制、加大人才培养力度，确保人才优势切实转化为产品品质优势。 人才始终是趵突泉酒业品质战略核心。趵突泉以建设高质量科研队伍为目标，构建了涵盖选拔、培育、实践与进阶发展的全链成长体系。依托常态化的内 部专项培训、行业前沿技术交流以及酿酒工艺大师的实践指导，确保品酒技艺与专业知识得以传承、迭代与创新升级。这支专业、稳定的品评团队，凭借 其深厚的专业积淀和敏锐的集体智慧，深度参与到酒体设计 ...

观察者网消息，美欧关税谈判进入关键时刻，特朗普突然抛出30%的关税将欧盟逼入墙角。而一度放狠话 反制的欧盟，很快又"软"了。 当地时间7月13日，欧盟委员会主席冯德莱恩表示，决定推迟原定于7月15日对价值210亿欧元的美国产品 加征报复性关税，以争取通过谈判达成协议。她称，欧盟一直明确表示倾向于与美国通过协商达成解决方 案，这一立场依然不变。她还强调，欧盟将"继续准备"第二轮反制措施清单，但不会动用"反胁迫机制"。 法国曾多次呼吁动用这一工具反制美国关税。 知情人士表示，欧盟计划与包括加拿大和日本在内的国家进行接触，可能会讨论协调应对措施。不过一些 欧洲商业组织和政界人士批评冯德莱恩应对策略软弱，认为一旦特朗普对欧关税正式落地，冯德莱恩 将"彻底失败"。 冯德莱恩13日对记者表示，原定当地时间7月15日生效的对美国进口产品（包括鸡肉、摩托车和服装等） 征税措施将被推迟至"8月初"实施。 "我们一直明确表示，希望与美方通过谈判解决问题，这一立场依然不变。" 她补充道："与此同时，我们将继续准备更多反制措施，以便做好万全准备。" 资料图：欧盟委员会主席冯德莱恩 彭博社13日援引知情人士的话称，欧盟正准备加强与其他 ...

Group 1: PCB and Special Glass Fiber Cloth - The price of key materials for PCB upgrades has increased by over 16%, with three domestic companies expected to see profit releases and valuation reassessments [2] - The rapid iteration of PCB and CCL driven by AI development has led to a supply-demand gap for special glass fiber cloth, indicating a strong market demand [4] - The market for special electronic cloth is anticipated to grow rapidly, with domestic manufacturers accelerating their market penetration [5] Group 2: Stablecoins - The scale of stablecoins is expected to reach $3.7 trillion in 3-5 years, with profits comparable to "money printing," highlighting key beneficiary selections [6][8] - The development of compliant stablecoins and payment infrastructure is projected to expand rapidly in the next few years [10] - The strategic significance of developing compliant stablecoins in Hong Kong is noted, with a recommendation to monitor licensing applications and issuance progress [11] Group 3: Huangjiu Industry - The Huangjiu industry is undergoing a structural change, with leading companies focusing on "premiumization," "youthfulness," and "nationalization," suggesting a potential bottoming phase for the industry [12] - The historical cultural significance of Huangjiu is emphasized, indicating a promising outlook for the industry [14] - The concentration of the Huangjiu industry is increasing, with a trend towards strengthening the dominance of leading companies [16]