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通天酒业发布中期业绩,股东应占溢利6.2万元
Zhi Tong Cai Jing· 2025-08-15 15:00
Group 1 - The core viewpoint of the article highlights that Tongtian Wine Industry (00389) reported a revenue of 59.695 million RMB for the six months ending June 30, 2025, representing a year-on-year growth of 6.3% [1] - The company recorded a profit attributable to owners and total comprehensive income of 62,000 RMB, a significant recovery from a loss of 261 million RMB in the same period last year [1] - Basic earnings per share were reported at 0.02 RMB [1] Group 2 - The increase in revenue is attributed to stable growth in demand for high-end wine products in China, which helped maintain stable sales and gross margins for the company's high-end wine segment [1]
通天酒业(00389.HK)中期收益上升约6%至5969.5万元
Ge Long Hui· 2025-08-15 14:56
Core Viewpoint - Tongtian Wine Industry (00389.HK) reported a revenue increase of approximately 6% to around RMB 59.695 million for the six months ending June 30, 2025, driven by stable demand for high-end wine products in China [1] Financial Performance - The profit attributable to owners and non-controlling interests for the period was approximately RMB 460,000, a significant recovery from a loss of about RMB 26 million in the same period of 2024 [1] - Basic and diluted earnings per share were RMB 0.02, compared to a loss of RMB 0.8651 per share in 2024 [1] Market Dynamics - The slight increase in revenue was primarily due to stable growth in demand for high-end wine products in China, which helped maintain stable sales and gross margins for the company's high-end wine offerings [1]
通天酒业(00389)发布中期业绩,股东应占溢利6.2万元
智通财经网· 2025-08-15 14:55
Group 1 - The core viewpoint of the article is that Tongtian Wine Industry (00389) reported a revenue of 59.695 million yuan for the six months ending June 30, 2025, representing a year-on-year growth of 6.3% [1] - The company recorded a profit attributable to owners of 62,000 yuan, a significant recovery from a loss of 261 million yuan in the same period last year [1] - Basic earnings per share were reported at 0.02 cents [1] Group 2 - The slight increase in revenue is primarily attributed to stable growth in demand for high-end wine products in China, which helped maintain stable sales and gross margins for the company's high-end wine segment [1]
富邑2025财年全球净销售额29.38亿澳元;重返中国后,奔富亚洲市场同比增长19%
Sou Hu Cai Jing· 2025-08-15 13:44
编辑 | 李文贤 近日,奔富母公司富邑集团发布了2025财年报告。 出品 | 搜狐财经 作者 | 饶婷 2024年7月1日至2025年6月30日,富邑集团全球净销售额为29.38亿澳元,同比增长7.2%;税后净利润4.37亿澳元,同比增长341.8%。 其中,奔富系列实现净销售额10.74亿澳元,同比增长7.3%。 重返中国后,奔富亚洲市场表现亮眼,净销售额同比增长19.1%至7.50亿澳元,约占奔富全球总销售额的69.8%。 富邑集团强调,奔富的增长反映出公司在华分销渠道的成功拓展。 富邑集团全球净销售额29.38亿澳元,同比增长7.2% 2025财年,富邑集团全球净销售额增长7.2%至29.38亿澳元,税后净利润大涨341.8%至4.37亿澳元。 同时,得益于奔富的强劲增长和富邑美洲达欧酒庄的业绩贡献,集团息税前利润同比上升17%至7.70亿澳元。 据悉,富邑集团将全球业务分成了奔富(Penfolds)、富邑美洲(Treasury Americas)和富邑精选品牌(Treasury Premium Brands)三大事业部。 | | | % Chq. | % Chg. Constant | | --- | ...
法国经济竞争力遭受关税重创
Jing Ji Ri Bao· 2025-08-13 22:05
在农业和食品行业领域,包括葡萄酒、奶酪等法国优势出口产品均被排除在豁免清单之外,且美方要求 简化欧盟在肉类、奶制品等方面的卫生认证,这将对法国乃至欧洲整体食品安全体系造成影响。据统 计,法国相关行业每年向美销售约3.5亿欧元乳制品。法国农业部长热纳瓦尔指出,"如果葡萄酒和烈酒 出口最终未获豁免,相关行业将面临8亿欧元的额外关税冲击"。法食品出口商担心额外的进口税将压低 其产品价格,并使本就因通胀而面临拮据难题的美国消费者更加无力承担,进而对法国出口造成影响。 法国葡萄酒与烈酒出口协会主席雅尼克·菲亚利普表示,在美元疲软背景下,相关关税将持续增加法对 美出口压力,并对法竞争力造成冲击。 在数字服务和科技领域,美方宣称欧方已承诺免除对美企征收相关税费,但欧盟仅表态"将另行协调"。 法国则将该领域视为对美施压的关键领域,推动欧盟针对美在线服务巨头征收数字税。对此,法国欧洲 事务部长本杰明·哈达德曾表示,"如果欧方希望在保持对美压力上走得更远,数字服务和知识产权等领 域将成为选项"。 在军购与能源领域,美方曾明确指出,"欧洲将在2026年前大量采购美国装备",但欧方则认为"军事采 购从未作为正式议题"。法国总统马克龙 ...
得益于奔富业绩提升 富邑葡萄酒集团2025财年净利增长341.8%
Bei Jing Shang Bao· 2025-08-13 12:00
值得注意的是,报告期内,奔富EBITS 同比增长 13.2%至 4.77亿澳元,EBITS 利润率达 44.4%(上升 2.3 个百分点),业绩增长主要受益于 Bin 系列及奢华系列产品在中国市场出货量的大幅提升,这得益 于澳大利亚产区产品组合重返该市场。此外,财报显示,为配合中国市场需求的增长,对其他重点市场 的配额进行调整,间接影响其出货量有所下降。亚洲、澳大利亚及欧非中东地区(EMEA)多个市场均 实现动销提升。按恒定汇率计算,净销售收入和 EBITS 分别同比增长 6.8%和 13.8%。 除财报数据外,富邑葡萄酒集团还在公告中指出,继2025年5月,富邑宣布首席执行官兼董事总经理冯 沃德(Tim Ford)将于2025年9月30日正式卸任,结束其在富邑长达14年的职业生涯。山姆·费舍尔 (Sam Fischer)将于10月27日起正式上任。 北京商报讯(记者 刘一博 冯若男)8月13日,富邑葡萄酒集团发布2025财年报告显示,截至2025年6月 30日,集团2025财年全年税后净利润(NPAT)达到4.369亿澳元,增长341.8%;在剔除重大项目和 SGARA影响后,净利润为4.706亿澳元,增长 ...
葡萄酒卖不动了?嘉露首席商务官揭秘行业致命盲点
Sou Hu Cai Jing· 2025-08-12 01:49
更严峻的是,这群即将"超龄"的消费者掌握着美国70%的可支配收入,是葡萄酒最忠诚、最优质的客户群体。他们因"法国悖论(French Paradox)"而拥抱 地中海饮食和葡萄酒文化,热衷葡萄酒旅游。他们的加速离场,叠加新血补充不足,导致了"出大于进"的失衡,这才是行业面临的"主要问题",而非后疫 情时代的消费调整。 West痛陈,高端化战略让行业变得"傲慢"。在追求高价、高利润的过程中,葡萄酒对潜在的新消费者,尤其是年轻一代(Z世代),显得越来越不友好、 不具吸引力,这成了行业的"自伤行为"。他举了一个生动的例子:在纽约一家餐厅,最便宜的一杯葡萄酒标价18美元,而一杯优质的IPA啤酒仅需8美元。 他质问:"在经济拮据的环境下,这种价差向消费者传递了什么信息?你如何期待他们选择葡萄酒?"当一杯葡萄酒的价格远超一杯啤酒时,无异于在劝退 消费者。 更深层次的问题在于,行业未能适应年轻一代的消费习惯和经济现实。Z世代面临着前所未有的支出:在线娱乐、长期的"星巴克习惯"(日均7美元)、沉 重的学生贷款压力,这些都挤压了他们的可支配收入,也改变了他们的生活方式(如更多时间待在家里)。此外,疫情导致大量原本具备葡萄酒知识的 ...
智利葡萄酒对美出口呈下降态势,巴西、英国等市场持续增长
Shang Wu Bu Wang Zhan· 2025-08-09 17:40
智利《biobiochile》网站8月7日报道,智利葡萄酒出口对巴西、英国、加拿大、爱尔兰 和韩国等市场呈增长态势,另一方面对美国、中国、荷兰和墨西哥出口下滑。据智利 葡萄酒协会数据显示,2025年上半年智利葡萄酒出口总量同比增长2.8%至2250万箱, 出口额增长1.4%达6.05亿美元。巴西成为智利葡萄酒主要出口市场,出口量和出口额分 别增长11%和6.7%。智利对第二大市场美国的出口量和出口额分别下滑10.47%和 5.52%,主要归因于特朗普政府实施的关税政策,同时季节性促销活动的推迟也产生影 响。干露酒庄经理波夫莱特指出,目前全球酒市场持续面临高度不确定性和市场波 动,价格走势较为不利,十大主要市场中部分甚至出现均价下跌情况。 (原标题:智利葡萄酒对美出口呈下降态势,巴西、英国等市场持续增长) ...
宁夏出台葡萄酒要素市场化配置体制机制政策文件
Core Viewpoint - Ningxia has issued the first national policy document regarding the market-oriented allocation mechanism for the grape and wine industry, marking the comprehensive launch of the pilot zone for the open development of the grape and wine industry [1][2] Group 1: Implementation Plan - The implementation plan focuses on establishing multiple systems, including financing, circulation, custody, risk management, evaluation management, and digital certification for the wine industry [1] - It aims to explore digital certification for various resource elements that currently lack property rights, promoting the formation of effective assets [1] - The plan emphasizes the enhancement of data collection across all stages of wine production, including planting, brewing, storage, sales, and circulation, to improve market-oriented data conversion capabilities [1] Group 2: Market-Oriented Allocation - The pilot zone will utilize land, capital, ecology, data, talent, technology, and brand as key elements to address three major bottlenecks: stable long-term operation of vineyards, financing for wineries, and product sales [2] - A market-oriented service model for the transfer of land use rights for grape planting will be implemented, addressing issues related to lease renewals and rental fee determinations [2] - Financial institutions are encouraged to develop market-oriented financial products that align with the development of the wine industry, increasing the supply of effective financial services [2] Group 3: Risk Management - The Ningxia wine region will establish a risk supervision system for resource elements, creating a high-quality development directory for wine businesses and improving the industry credit system [2] - The plan encourages the involvement of guarantee institutions to support loan financing for wine businesses through risk sharing and empowerment [2]
看宁夏贺兰山东麓8个酿酒葡萄产区发展规划
Sou Hu Cai Jing· 2025-08-07 12:53
Core Viewpoint - The planning document outlines the development, protection, and utilization of the Ningxia wine industry, designating a million acres for growth over the next decade [2] Summary by Sections Planning Scope - The planning area spans approximately 5,890 square kilometers, covering four prefecture-level cities and twelve counties, including key regions such as Shizuishan, Wuzhong, and Yinchuan [2] Key Development Areas - The wine grape production will focus on eight designated regions, with a target of 1,006,400 acres of wine grape cultivation by 2035, including 710,000 acres specifically for wine grape planting [5] Regional Development Plans - **Xixia Region**: Current area of 79,000 acres, with plans to expand by 60,900 acres by 2035, focusing on premium wine production and tourism integration [7] - **Yongning Region**: Current area of 213,900 acres, with an additional 47,500 acres planned, emphasizing high-end wine production and a comprehensive wine industry center [9] - **Helan Region**: Current area of 34,000 acres, with plans for 124,300 acres of new development, promoting ecological wine production and health tourism [10] - **Shizuishan Region**: Current area of 11,200 acres, with an expansion of 16,400 acres planned, focusing on enhancing existing vineyards and developing cultural tourism [12] - **Hongshibao Region**: Current area of 55,100 acres, with plans for 70,000 acres of new development, aiming for a blend of cultural and ecological tourism [13] - **Tongxin Region**: Current area of 41,800 acres, with an expansion of 62,100 acres planned, focusing on cultural and creative tourism [14] - **Qingtongxia Region**: Current area of 165,100 acres, with plans for 19,200 acres of new development, integrating cultural and technological elements into wine tourism [15] - **Zhongwei Region**: Current area of 5,900 acres, focusing on enhancing existing vineyards and integrating wine with tourism experiences [16]