证券日报网讯 11月12日晚间，重庆啤酒发布公告称，公司2025年11月12日召开的第十一届董事会第四 次独立董事专门会议、第十一届董事会第五次会议审议通过了《关于2026年开展铝材套期保值业务的议 案》。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 11月12日晚间，重庆啤酒发布公告称，公司拟向全体股东派发现金红利，每股派发现金 红利人民币1.30元（含税），合计分配现金红利人民币629，162，557.40元（含税）。 ...

Group 1 - The new tax policy allows companies to fully deduct expenses for software, equipment, and R&D in the year they are incurred, improving cash flow for businesses [3][5] - The U.S. government aims to stimulate domestic investment through this policy, but it may lead to significant long-term fiscal deficits, with an estimated $3.63 trillion in tax revenue loss over the next decade [5] - Many U.S. companies, such as Lumen and AT&T, are adjusting their investment plans to take advantage of the tax benefits, with Lumen's CFO highlighting its critical importance for data center investments [7][9] Group 2 - Multinational corporations, like AstraZeneca and Heineken, view the U.S. tax policy as having limited impact on their core strategies, focusing instead on product demand and regulatory policies [12][16] - AstraZeneca continues its $500 billion investment plan in the U.S. despite the new tax policy, indicating that their strategic decisions were made prior to the policy's introduction [14] - Heineken's CFO emphasizes the long-term nature of brewery investments and the need for market stability over short-term tax incentives, as the company faces declining sales in key markets [18][22] Group 3 - The AI sector, represented by OpenAI, acknowledges the tax benefits for R&D but stresses that the industry's growth relies more on technology application and market demand than on tax incentives [29] - The "Big and Beautiful Act" reflects varying strategic choices among companies, with domestic firms seizing short-term benefits while multinationals maintain their long-term strategies [31] - Companies must focus on their core competencies and market needs for sustainable growth, as reliance on policy benefits is only a temporary solution [33]

Core Insights - Chongqing Brewery (600132.SH) announced that its subsidiary, Carlsberg Chongqing Brewery Co., Ltd., plans to invest up to RMB 3 billion in short-term financial products and money market funds using idle self-owned funds [1] Investment Strategy - The maximum investment limit for a single bank financial product and a single money market fund is set at RMB 500 million [1]

公司拟向全体股东每股派发现金红利人民币1.30元（含税）。公司总股本483,971,198股，以此计算合计 拟派发现金红利人民币6.29亿元（含税），占2025年半年度归属于上市公司股东净利润的比例为 72.74%。本次不进行送股及资本公积金转增股本。 格隆汇11月12日丨重庆啤酒(600132.SH)公布，截至2025年6月30日，公司母公司报表中期末未分配利润 为人民币8.14亿元。经董事会决议，公司拟以实施权益分派股权登记日登记的总股本为基数进行中期利 润分配。本次中期利润分配方案如下： ...

Core Viewpoint - Chongqing Brewery (600132.SH) announced that its controlling subsidiary, Carlsberg Chongqing Brewery Co., Ltd., along with its subsidiaries, plans to invest up to RMB 3 billion in short-term bank wealth management products and money market funds using idle self-owned funds [1] Investment Details - The total investment amount is capped at RMB 3 billion [1] - The maximum investment limit for a single bank wealth management product and a single money market fund is set at RMB 500 million [1]

Core Viewpoint - Chongqing Brewery (600132) announced plans to invest up to 3 billion yuan of idle funds into short-term bank wealth management products and money market funds [1] Investment Details - The maximum investment limit for a single bank wealth management product and a single money market fund is set at 500 million yuan [1]

Core Viewpoint - The company primarily focuses on domestic sales with limited export activities [1] Group 1 - The company has confirmed that its products are mainly sold in the domestic market [1] - Export business is minimal, indicating a potential area for growth if the company decides to expand internationally [1] - The company is committed to improving its marketing network to enhance sales performance [1]

Overall Situation - The announcement from the Shunyi District Market Supervision Administration indicates that all 279 samples from 15 categories of food products tested were compliant with national food safety standards [2]. Food Categories - Starch and starch products: 1 batch, all compliant [2] - Soy products: 3 batches, all compliant [2] - Convenience foods: 1 batch, all compliant [2] - Pastries: 41 batches, all compliant [2] - Alcoholic beverages: 38 batches, all compliant [2] - Frozen drinks: 9 batches, all compliant [2] - Grain processing products: 28 batches, all compliant [2] - Other foods: 36 batches, all compliant [2] - Meat products: 26 batches, all compliant [2] - Dairy products: 10 batches, all compliant [2] - Food additives: 11 batches, all compliant [2] - Sugar: 1 batch, all compliant [2] - Frozen foods: 19 batches, all compliant [2] - Seasonings: 41 batches, all compliant [2] - Beverages: 14 batches, all compliant [2]

Core Viewpoint - Daiwa's report indicates that Budweiser APAC (01876) is facing challenges in its China business for Q3 2025, with management maintaining a cautious outlook for Q4 sales despite lower channel inventory levels compared to industry averages [1] Group 1: Financial Performance - Budweiser APAC's revenue in China for Q3 decreased by 15.1% year-on-year, primarily due to a 11.4% drop in sales volume and a 4.1% decline in average selling price [1] - The decline in performance is attributed to weak dining channel sales, a deteriorating product mix, and discounts offered to certain distributors to enhance penetration in Chinese household channels [1] Group 2: Management Outlook - Management expects that inventory levels will not be quickly replenished, despite being lower than the industry average [1] - The cautious stance for Q4 sales performance reflects ongoing challenges in the market [1]