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澳洲葡萄酒梦碎!昔日巨头酒厂倒下,背后藏着整个行业的寒冬
Sou Hu Cai Jing· 2025-06-21 04:20
Once a thriving wineproducer, Karadoc Winery in the Mildura region of Victoria now serves as a storage hub for Penfolds wines, among others. Erin Jonasosn 澳洲葡萄酒业的缩影:Karadoc酒厂之死 维州Mildura地区的Karadoc酒厂曾乘着全球对澳洲廉价可饮葡萄酒的热潮腾飞,但当消费者口味转变, 它也随之坍塌。尽管如此,一些酿酒人仍准备迎接一场新的战斗。 在维多利亚州河畔小镇Red Cliffs的公园里,矗立着一台据说是"澳洲最大的拖拉机——也可能是世界上 最大的",澳洲人一向热衷于这种夸张的头衔。这台名为"Big Lizzie"的拖拉机重达45吨,配有专为沙地 设计的轮胎,由工程师兼铁匠Frank Bottrill于1915年设计。它曾帮助清理成千上万公顷的Mallee灌木, 为退伍军人开辟了灌溉农地。这些土地上种下了橙子、南瓜、西葫芦……还有葡萄。 从此,Sunraysia地区成为澳洲重要的农业腹地,而这些葡萄也被全球各地大量消费。 如今,Red ...
宁夏葡萄酒产业带在直播间开辟生意新增量,618抖音成交额同比增长436%
Zhong Guo Fa Zhan Wang· 2025-06-20 11:11
Core Viewpoint - The article highlights the transformation of the Ningxia Helan Mountain wine industry, emphasizing the shift towards e-commerce and consumer engagement through innovative marketing strategies, particularly via social media platforms like Douyin (TikTok) [1][2][12]. Group 1: Industry Growth and Trends - The Ningxia wine industry has seen a significant increase in sales, with Douyin e-commerce sales of Ningxia wines growing fivefold during the International Grape Wine Culture Tourism Expo [1]. - The region's wine production area covers 606,000 acres, accounting for 40% of the national total, with an annual production of 140 million bottles, representing 50% of the national winery output [16]. - The Ningxia wine region has won over 1,700 awards in the past five years, establishing itself as a "gold medal harvesting zone" [16]. Group 2: E-commerce and Consumer Engagement - The use of live streaming and short videos has allowed wine producers to reach consumers directly, with 72% of buyers purchasing more than 1.5 orders during the expo [1]. - The sales of specific products, such as the "Morning and Evening" sweet wines, reached 3 million in a single month on Douyin, showcasing the effectiveness of targeted product development [6]. - The collaboration with influencers has proven successful, with one winery achieving over 1 million in sales during a single live stream event [11]. Group 3: Product Development and Market Adaptation - Producers are adapting their products based on consumer feedback, shifting from dry red wines to sweeter varieties to meet market preferences [5][6]. - The introduction of innovative packaging solutions, such as pull-tab glass caps and screw caps, has lowered the barriers to wine consumption, making it more accessible [8][9]. - The focus on creating high-quality, affordable wines aims to make wine a staple in everyday dining, similar to beer and white spirits [8]. Group 4: Cultural and Brand Narrative - The Ningxia wine industry is transitioning from a focus on quality to building a strong brand narrative, aligning with the trend that "good wine needs a good brand" [18]. - The region is planning to produce a variety show to further promote its wine culture and heritage, aiming to enhance national awareness of Ningxia wines [19]. - The integration of traditional agricultural practices with modern marketing strategies is seen as essential for the industry's future growth [17][20].
百年张裕为何卖不动了?
Sou Hu Cai Jing· 2025-06-20 09:30
Core Viewpoint - The domestic wine market in China is experiencing a dichotomy, with imported brands like Penfolds thriving while domestic leaders like Zhangyu face significant challenges and declining performance [2][3][4]. Group 1: Zhangyu's Asset Sale and Financial Performance - Zhangyu has sold its 100% stake in a subsidiary in France for €4.8 million to optimize its asset structure and focus on domestic brandy business [1]. - In 2024, Zhangyu reported a revenue of 3.277 billion yuan, a year-on-year decline of 25.26%, and a net profit of 305 million yuan, down 42.64%, marking a new low [3][4]. - The company's core products, wine and brandy, saw significant sales declines of 22.32% and 35.80% respectively [3]. Group 2: Market Trends and Consumer Preferences - The Chinese wine market saw a resurgence in 2024, with wine imports reaching 280 million liters and import value at $1.59 billion, marking year-on-year increases of 13.6% and 37.2% respectively [2]. - Domestic wine production from large-scale enterprises fell to 118,000 kiloliters in 2024, a 12.5% decrease, continuing a four-year downward trend [2]. Group 3: Challenges Facing Zhangyu - Zhangyu's reliance on non-operating income, which accounted for 1.74 billion yuan in 2024, indicates unsustainable business practices as over half of its net profit came from asset sales [4]. - The company's sales expenses reached 1.013 billion yuan in 2024, with a sales expense ratio of 30.91%, highlighting inefficiencies in its sales channels [5]. - Zhangyu's management acknowledged the need to better connect with consumer preferences, indicating a failure to create appealing products and experiences [6]. Group 4: Strategic Responses and Future Outlook - Zhangyu has attempted to adapt by launching high-end product lines and acquiring overseas wineries, but these efforts have not yielded significant results [7]. - The company is encouraged to focus on localizing its offerings and enhancing its online presence to attract younger consumers [8]. - The ongoing reshaping of the wine industry presents both challenges and opportunities for Zhangyu, emphasizing the need for a strategic pivot to regain market competitiveness [8].
威龙股份: 威龙葡萄酒股份有限公司2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-06-20 08:28
证券代码:603779 证券简称:威龙股份 公告编号:2025-036 威龙葡萄酒股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: ? 每股分配比例 A 股每股现金红利0.0090元 ? 相关日期 | 股份类别 | 股权登记日 | | 最后交易日 | 除权(息)日 | 现金红利发放日 | | --- | --- | --- | --- | --- | --- | | A股 | 2025/6/24 | - | 2025/6/25 | 2025/6/25 | | ? 差异化分红送转: 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 19 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后,在中国证券登记结算有限责任公司上海分 公司(以下简称"中国结算上海分公司")登记在册的本公司全体股东。 本次利润分配以方案实施前的公司总股本 332,082,754 股为基数,每股派发现金红利 三、 相关日期 | 股份类别 | 股权登记日 ...
法塞特酒转型农业公司,“搞副业”成红酒企业救命稻草?
Bei Ke Cai Jing· 2025-06-20 01:12
Core Viewpoint - The company, formerly known as Ningxia Fasset Wine Estate Co., Ltd., has changed its name to Ningxia Fasset Agricultural Technology Co., Ltd. due to sluggish growth in its wine business and aims to diversify into agriculture for new growth opportunities [1][3]. Company Transformation - The transformation is driven by the need to enhance long-term development and competitiveness, with a focus on agricultural technology and circular economy [3][8]. - The company has been exploring agricultural projects as a response to continuous losses, planning to utilize idle land for various agricultural initiatives [7][8]. Financial Performance - The company has reported continuous losses for nine years since its listing, with unremedied losses exceeding one-third of its paid-in capital for four consecutive years from 2021 to 2024 [4][6]. - The decline in the wine industry, exacerbated by the pandemic and changing consumer preferences, has significantly impacted the company's financial health [5][6]. Strategic Initiatives - Future plans include developing a circular agriculture project with an investment of 1.07 billion yuan, focusing on livestock farming, organic fertilizer production, and ecological farming [7][8]. - The company aims to shift its wine production strategy towards lower-end premium products and expand into beer and beverage markets [9]. Industry Context - The trend of wine companies diversifying into other sectors is not new, with examples like Tonghua Wine Co. and Gansu Mogao Industrial Development Co. attempting to pivot to e-commerce and biodegradable materials, respectively [10][11]. - Despite these efforts, such diversification has not significantly improved the financial performance of these companies [11][12].
威龙股份: 威龙葡萄酒股份有限公司关于持股5%以上股东全部股份解除质押的公告
Zheng Quan Zhi Xing· 2025-06-19 08:23
证券代码:603779 证券简称:威龙股份 公告编号:2025-037 威龙葡萄酒股份有限公司 关于持股 5%以上股东全部股份解除质押的 公告 本公司董事会及全体董事保证本公告内容不存在任何虚假 记载、误导性陈述或者重大遗漏,并对其内容的真实性、准确 性和完整性承担个别及连带责任 重要内容提示: ● 截至本公告披露日,威龙葡萄酒股份有限公司(以下简 称"公司 ")持股5%以上股东浙江斐尼克斯企业管理合伙企业 (有限合伙)(以下简称"浙江斐尼克斯") 持有公司股份总 数为 26,619,932 股,占公司总股本比例 8.02%。浙江斐尼克斯 将其所持有的本公司的全部质押股份办理了解除质押,相关手 续已办理完毕。 给杭州厚正典当有限公司的本公司股份6,000,000股(占公司总 股本的1.81%)、质押给浙江炳炳典当有限公司诸暨分公司的本 公司股份16,000,000股(占公司总股本的4.82%),已在中国证 券登记结算有限责任公司分别办理了证券质押登记解除手续。 具体情况如下: 浙江斐尼克斯企业管理合伙 股东名称 | 企业(有限合伙) | | | --- | --- | | 本次解除质押股份 | 22,000, ...
威龙股份:浙江斐尼克斯解除质押2200万股
news flash· 2025-06-19 07:35
威龙股份(603779)公告,截至本公告披露日,公司持股5%以上股东浙江斐尼克斯企业管理合伙企业 (有限合伙)持有公司股份总数为2661.99万股,占公司总股本比例8.02%。浙江斐尼克斯将其所持有的本 公司的全部质押股份办理了解除质押,相关手续已办理完毕。2025年6月19日,公司收到股东浙江斐尼 克斯通知:其质押给杭州厚正典当有限公司的本公司股份600万股(占公司总股本的1.81%)、质押给浙江 炳炳典当有限公司诸暨分公司的本公司股份1600万股(占公司总股本的4.82%),已在中国证券登记结算 有限责任公司分别办理了证券质押登记解除手续。 ...
李德美:葡萄酒不是风花雪月,却是对新人友好的行业
Sou Hu Cai Jing· 2025-06-18 11:55
随着高考的落幕,填报志愿成为当下考生和家长关注的焦点。葡萄酒专业看似浪漫、小众,且颇具吸引力。这个专业究竟在学习什么?就业前景如何?针 对这个话题,《葡萄酒》杂志记者对话北京农学院李德美教授,他将凭借对行业现状的精准洞察、丰富的教育实践经验,以及对学生长远发展的深入思 考,解析葡萄酒专业是否值得高考生报考。 做选择之前, 先看清葡萄酒专业的本质 在外人看来,葡萄酒专业因小众属性与浪漫标签吸引眼球,但它的真实面貌并非外界想象的那样。北京农学院李德美教授直言:" 如果你认为葡萄酒行业 是风花雪月,是轻轻松松去游山玩水,是穿着漂亮衣服去出席光鲜亮丽的场合,是一件不需要出多少力气就能够得到丰厚薪酬的事情。那你的设想完全是 错的,你不要选择葡萄酒。这样的职位不存在,这样的行业也不存在。" 李德美强调: 高考学子在选择专业时,要先从自己出发,明确自己想要什么样的生活,未来要发展成为什么样的人,而不是只看行业怎么样。自我认知 明确后,再去考虑哪些领域、哪些专业和自己的未来规划契合。 " 如果在深思熟虑后,真的看上了葡萄酒行业,我也要说:其实这个领域还是值得的。但无论任何行业都需要始终牢记: 知之者不如好之者,好之者不如 乐 ...
【世界说】美媒:成本转嫁消费者、企业陷生存危机、制造业受重创……关税真让美国更繁荣了?
Sou Hu Cai Jing· 2025-06-17 09:41
美国全国公共广播电台网站报道截图 报道称,特朗普政府对外加征的关税能否让美国人更富裕还是个未知数,但人们已知的是,关税的代价主要由美国企业和家庭承担。来自俄亥俄州的红酒进 口商帕特里克·艾伦(Patrick Allen)批评说:"这是对原材料进口企业或者像我这样经销进口葡萄酒的人征收的税。最终,这会转嫁到所有购买商品的消费者 身上。" 中国日报网6月17日电 据美国全国公共广播电台(NPR)网站报道,美国两党政策中心(Bipartisan Policy Center)整理的美国财政部数据显示,今年前五个 月,联邦政府征收的关税和消费税较去年同期增长了78%,其中大部分增加的收入来自四月和五月。尽管这看似是特朗普政府的关税政策发挥了所谓"让美 国更繁荣"的作用,但实际上增加的关税收入并非由美国之外的国家承担,而是出自本国企业和民众的口袋。 报道还提到,虽然国会预算办公室(Congressional Budget Office,CBO)预测称若现行关税政策持续十年,或许会减少2.8万亿美元的联邦债务,但该机构也 强调指出,今明两年关税将推高通胀并拖累经济增长。 报道称,由于美国自大萧条以来从未实施过如此高的关税, ...
限量发售!尼克松访华喝的酒,终于有了平民版
凤凰网财经· 2025-06-16 15:09
下半年了,喝酒的场子又多了起来。 越来越多粉丝 在后台私信我, 怎么挑选好酒? 特别是今年,很多人问我: "有没有能拿得出手的红酒?" 各位不爱白酒爱红酒的,今天有福了! 我要兴奋地告诉大家:"我们把中华红酒给大家谈下来了!!" 重 磅惊喜福利就在今天 我还记得,我第一次喝中华红酒, 饭桌上就有人说这个酒太敢起名了。 可是,这瓶酒的的确确对得起 "中华" 这个名字! 经典中华标 品味中国红 故事还要从1950 年说起。 我们中国亟需一款自己的红酒。 于是,从选址到培育再到建厂、建酒窖, 桌上的一抹"中国 红"就此诞生! 中华红酒的龙徽庄园 酒窖由地下 5 米深向地下 11 米深延伸的建筑群组成 这批 高品质赤霞珠红酒 酿 出来之 后,所有人都很满意,且见证过很多重要场合! 明艳动人的宝石红色,入口圆润柔和,酒体强劲饱满,余味悠长~ 随着中华红酒的生产规模不断扩展,技术也越发先进, 2017年特批注册中华红酒商标,正式从走进千家万户的餐桌,终于全民可购! 中 华红酒是开放市场后 特批商标 但经常宴请的人都知道,中华红酒,一酒难求! (普通人很难买,能买到价格也不便宜) 很多公司年会也申请中华红酒招待 这次终于被 ...