本文字数：1545，阅读时长大约3分钟 作者 | 第一财经 钱小岩 封图 | 新华社 经历了3年艰难的谈判，英国和印度终于达成了贸易协议。 据新华社报道，根据英国政府网站5月6日公布的消息显示，英国与印度达成双边贸易协议。英国政 府预计，到2040年，协议将使双边贸易额每年增加255亿英镑（约合2463亿元人民币）。 时下，英国和印度都迫切需要这样一份贸易协议。英国曾是印度的宗主国，时至今日两国交往也十分 密切。英国方面认为，这是英国脱欧后达成的最为重要的贸易协议；而对于印度来说，为出口贸易和 经济发展提供了及时的支撑。 2025.05. 08 英国商业及贸易部表示，协议生效可能需时一年，一旦实施，英国消费者也会在服装、鞋类和冷冻虾 等食品上享受到更低价格和更多选择。 谈判难点 在谈判中，印度对英国的威士忌和杜松子酒的关税是一难点。受到英国文化影响，印度如今是世界上 最大的威士忌消费国，每年从英国进口大量的威士忌，在协议前威士忌和杜松子酒的关税为150%。 在协议达成后，150%的关税减半至75%执行，未来数年还会进一步下降。苏格兰威士忌协会首席执 行官肯特（Mark Kent）表示，协议具有"变革性"，是一 ...

智通财经APP获悉，欧盟正计划对价值950亿欧元(1080亿美元)的美国出口商品加征关税，前提是与特朗普政府团队的贸易谈判未能取得令人满意的结果。 这项拟议的报复性措施将特别针对包括波音公司飞机、美国产汽车和波本威士忌在内的工业品——其中波本威士忌曾被从先前的清单中移除。 欧盟委员会主席冯德莱恩在声明中强调："我们仍全力致力于通过谈判达成协议，相信能为大西洋两岸的消费者和企业达成互利协议。同时我们继续为所有 可能性做准备，今日启动的磋商将指导这项必要工作。" 新提案将在6月10日前与成员国及其他利益相关方进行磋商，最终版本可能有所调整。 负责贸易事务的欧盟执行机构欧盟委员会本周启动与美政府的谈判，仍致力于就特朗普的关税攻势寻求友好解决方案。委员会官员预计将向华盛顿提供包含 降低贸易和非关税壁垒、增加对美投资等选项的"菜单"，这些选项可能转化为正式提案。 目前双方谈判进展甚微，预计美国大部分关税将维持现状。欧盟本周表示，特朗普持续进行的贸易调查将使欧盟面临新关税的商品总额升至5490亿欧元。 全球贸易流动态势因特朗普政策持续动荡。欧盟周四表示将监控可能因美国关税导致的商品转向，特别是来自中国的商品，并将继续推进 ...

欧盟"亮剑"：瞄准美国的汽车、飞机和波旁威士忌 金十数据5月8日讯，如果与特朗普团队正在进行的贸易谈判未能取得令人满意的结果，欧盟计划对950 亿欧元的美国出口产品征收额外关税。拟议中的报复措施将特别针对工业产品，包括波音公司的飞机、 美国制造的汽车和波旁威士忌，之前的清单中一度删除了这些产品。新提案将在6月10日之前与成员国 和其他利益相关者进行磋商，并可能在最终确定之前进行修改。欧盟委员会本周启动了与美国政府的谈 判，并仍致力于找到一个友好的解决方案，以应对特朗普的关税攻势。预计欧盟委员会官员将向华盛顿 提出一系列选择，包括降低贸易和非关税壁垒以及增加对美国投资的想法，这些想法可能会转化为正式 提案。 ...

Group 1 - The euro to dollar exchange rate shows little short-term volatility, currently at 1.1296 [1] - The European Union proposed tariffs on $95 billion worth of U.S. goods if negotiations fail [1] - The EU's tariff plan includes aircraft, automobiles, and bourbon whiskey [1] Group 2 - The EU is considering export restrictions on $4.4 billion worth of scrap metal and chemicals to the U.S. [1] - The tariff plan also covers meat, fish, and agricultural products [1] - The EU will initiate a dispute resolution process against the U.S. regarding automotive and reciprocal tariff issues at the World Trade Organization [1]

2025年，在我国深入推进乡村振兴战略、聚焦"五大振兴"的关键节点，一款承载着民族智慧与科技创新的高端酒 类产品——修扶葛根酒，正以其独特的"全球1%产区限定"标签，悄然成为高端消费市场的新焦点。这款由修扶仁 生集团匠心打造的战略单品，不仅以稀缺原料、专利工艺和文化内涵构建起高端化壁垒，更以"中国创造"的科技 底色与"扶农兴邦"的企业担当，重塑了传统酒类产业的价值标杆。 北纬25°黄金产区，自然馈赠稀缺密码 修扶葛根酒的核心原料"湘葛一号"，是由袁隆平院士亲自命名并认证的国家级葛根品种。作为通过杂交技术培育 的葛根品种，"湘葛一号"在丰产性、抗逆性和营养成分上均达到行业领先水平。其葛根素含量稳定在0.8%以上， 远超普通品种的0.3%，这一核心指标直接决定了修扶葛根酒的健康价值与市场稀缺性。 然而，"橘生淮南则为橘，生于淮北则为枳"——地理环境对作物的品质影响深远。这一优质葛根品种的规模化种 植条件极为苛刻：仅在昼夜温差显著、降水适中，且富含矿物质的红砂岩土壤里才能实现。更关键的是，"湘葛一 号"的生长周期长达3-5年，远超普通葛根品种。这种时间与空间的极致限制，让每一克葛根素都堪比钻石般珍 贵。 "湘葛一号 ...

Group 1: Trade Agreement Overview - India has decided to reduce tariffs on British manufactured products such as cars and whisky as part of a comprehensive trade agreement, benefiting companies like Jaguar Land Rover and Diageo [1] - The agreement will lower costs for British exports to India, including whisky, cars, auto parts, cosmetics, biscuits, clothing, and electrical goods, with 99% of Indian exports also benefiting from reduced tariffs [1] - The agreement opens up previously protected sectors in India, such as the automotive industry, and sets a precedent for future trade agreements with the EU and the US [1] Group 2: Automotive Industry Impact - Indian tariffs on cars will decrease from 110% to 10%, initially applying to petrol vehicles and gradually covering electric and hybrid vehicles over ten years [1][2] - UK luxury car brands with manufacturing in the UK, such as Bentley, Aston Martin, Vauxhall, and Mini, may benefit from the agreement [2] - Local electric vehicle manufacturers in India, like Mahindra & Mahindra and Maruti Suzuki, may face challenges due to the new tariff structure [2] Group 3: Alcohol Industry Impact - Diageo, the producer of Johnnie Walker whisky and Tanqueray gin, is expected to benefit from the tariff reductions, with its Indian subsidiary's stock rising by 2.8% [3] - Tariffs on whisky and gin will be halved to 75% and will further decrease to 40% by the tenth year of the agreement, making high-end spirits more accessible to Indian consumers [2][3] - The price of these alcoholic products is projected to drop by 15%-20%, potentially impacting local brands like Radico Khaitan [3] Group 4: Other Industries Affected - The agreement will enhance the competitiveness of Indian textile manufacturers against countries like Bangladesh and Vietnam, with clothing being the second-largest export category to the UK, valued at £900 million in 2024 [3] - Indian exporters will benefit from lower costs in selling medical devices to the UK [4] - The agreement will enable UK companies to provide financial services to Indian clients [4]

Core Viewpoint - Qingdao Beer has announced the acquisition of 100% equity in Jimo Yellow Wine Factory for 665 million yuan, aiming to enhance its product line and market competitiveness through diversification in the fermented beverage sector [2][3]. Group 1: Acquisition Details - The acquisition involves Qingdao Beer purchasing Jimo Yellow Wine Factory, which will be included in the company's consolidated financial statements post-transaction [2]. - Jimo Yellow Wine, established in 1949, is a significant player in traditional Chinese yellow wine, known for its unique flavor profile [2]. Group 2: Financial Performance - In the previous year, Jimo Yellow Wine reported revenue of 166 million yuan, a year-on-year increase of 13.5%, and a net profit of 30.4 million yuan, reflecting a 38% growth, with a net profit margin of 18.31% [3]. - Comparatively, leading yellow wine companies like Guyue Longshan and Kuaijishan had lower net profit margins of approximately 10.67% and 12.11%, respectively [3]. Group 3: Market Potential and Strategy - The acquisition is seen as a strategic move to tap into the growth potential of the yellow wine market, particularly targeting younger consumers who are increasingly interested in products like sparkling yellow wine [3]. - Jimo Yellow Wine offers a range of products across various price points, but faces challenges in enhancing its high-end product offerings [4]. Group 4: Industry Challenges - The yellow wine industry is grappling with issues related to the insufficient premiumization of products, with popular items priced between 20 to 50 yuan, while high-end products struggle with low sales volumes [4]. - Analysts suggest that improving the value of yellow wine should focus on brand culture and consumer engagement rather than merely increasing prices [4]. Group 5: Broader Context - Qingdao Beer has been expanding its portfolio, having recently acquired Qingdao Beverage, which includes wine and spirits brands, aligning with its strategy to diversify beyond beer [5]. - The integration of these brands and the development of a cohesive marketing strategy remain uncertain, as the company navigates its new product landscape [5][6].

智通财经APP讯，青岛啤酒(600600.SH)发布公告，为增强产业协同性及企业发展竞争力，2025年5月7 日，公司与新华锦集团有限公司("新华锦集团")、山东鲁锦进出口集团有限公司("鲁锦集团")及山东即 墨黄酒厂有限公司("即墨黄酒"或"目标公司")签订《股权转让协议》("转让协议")，公司拟从新华锦集团 和鲁锦集团处受让其合计持有的即墨黄酒100%股权，相关对价为人民币6.65亿元和价格调整期损益金 额之和(按照转让协议的约定，"价格调整期损益"是指经审计的目标公司及其子公司在审计评估基准日 净资产扣除过渡期内目标公司向股东利润分配的金额与经审计的交割日净资产的差额)。本次股权收购 交易完成交割后，公司将持有即墨黄酒全部股权，即墨黄酒成为公司的全资子公司，纳入公司合并报表 范围。 从市场销售淡旺季上，"即墨老酒"与公司啤酒产品可以形成市场销售的互补效应，构建更具市场竞争力 的跨品类产品组合，在巩固公司传统产品市场地位的同时开辟新的增长点，为公司发展注入新动能。通 过本次股权收购，将进一步拓宽公司产品和业务领域，增强公司可持续发展能力，推动公司高质量发 展，符合公司的长远发展及全体股东的利益。 公司坚持 ...

Summary of Key Points Core Viewpoint - The company, BaiRun Co., is proceeding with the repurchase and cancellation of a portion of its restricted stock incentive plan due to the departure of certain incentive targets and unmet performance criteria. Group 1: Incentive Plan Approval and Implementation Review - On December 3, 2021, BaiRun Co. held meetings to approve the 2021 restricted stock incentive plan, with independent directors and the supervisory board expressing their agreement [2] - The plan was subsequently authorized by the shareholders on December 29, 2021, allowing the board to handle related matters [2] - Between 2022 and 2024, the company held multiple meetings to adjust, grant, and repurchase stocks related to the incentive plan, all of which received approval [2] Group 2: Details of the Repurchase and Cancellation - On April 25, 2025, BaiRun Co. approved the repurchase and cancellation of 200,900 shares due to 20 incentive targets leaving the company, which disqualified them from the incentive plan [3] - Additionally, 619,500 shares will be repurchased from 138 incentive targets who did not meet the performance criteria, as the revenue growth did not reach the required 53.75% [3] - The repurchase price is set at 20.81 yuan per share plus bank interest, funded by the company's own resources [3] Group 3: Legal Compliance - The legal opinion issued confirms that the incentive plan is lawful and valid, and the repurchase and cancellation have received the necessary approvals [4]

Group 1 - The UK and India have reached an agreement on a Free Trade Agreement (FTA) after more than 10 rounds of negotiations since January 2022, with concerns over "Trump tariffs" accelerating the talks [1][2] - The agreement is expected to benefit both nations, with UK Prime Minister Starmer stating it will bring advantages to British citizens and businesses, while Indian Prime Minister Modi emphasized trade, investment, economic growth, job creation, and innovation [1][2] - The UK government estimates that 90% of goods exported to India will see a reduction in tariffs, with significant cuts in tariffs for whiskey and gin from 150% to 75%, and eventually to 40%, while car tariffs will drop from over 100% to 10% [1][2] Group 2 - India's exports to the UK will also benefit, with reduced tariffs on products such as clothing, footwear, and frozen shrimp [2] - The trade agreement is projected to increase trade between the UK and India by £25.5 billion by 2040, contributing an additional £4.8 billion to the UK's GDP [2] - This FTA is a significant step for the UK post-Brexit, following its entry into the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP), while India aims to boost its domestic manufacturing in sectors like automobiles and smartphones [2]