Core Viewpoint - Zhangyu A is accelerating the divestment of overseas assets to focus on domestic high-end brands amid ongoing performance pressure in the wine industry [1] Company Summary - Zhangyu A announced the sale of 100% equity in French ETABLISSEMENTS ROULLET FRANSAC for €2.6 million and related real estate for €2.2 million, totaling €4.8 million to ELIOR GROUP SA [1] - The company previously acquired the French winery for €3.575 million in 2013 and invested an additional €5 million in 2014, but the overseas expansion did not yield expected returns [1] - Zhangyu A plans to sell the Laizhou Zhuqiao grape base for an estimated valuation of approximately ¥221 million by the end of 2024, with expected annual revenue of about ¥100 million [1] - The company also transferred part of its equity in Langfang Kaste for approximately ¥10.9215 million [1] - The divestment strategy aims to optimize asset structure, recover funds, and improve efficiency while focusing on the domestic high-end brand "Koya" [1] Industry Summary - Zhangyu A's brandy business is facing challenges, with projected revenue of approximately ¥740 million in 2024, a year-on-year decline of 35.8%, accounting for 22.85% of total revenue [1] - The company's overall revenue is expected to be around ¥3.277 billion in 2024, a decrease of 25.26%, with net profit projected at approximately ¥305 million, down 42.68% year-on-year [1] - The management acknowledged the current situation at the shareholder meeting, with the chairman expressing short-term pessimism and the general manager warning of potential profit issues in 2025 while setting a revenue target of ¥3.4 billion [1] - The wine industry is undergoing significant adjustments, with intense competition in the grape wine market, and traditional leaders like Zhangyu A need to find new growth paths amid pressure from imported wines and emerging beverages [1]

宁东戈壁滩，巨型煤制油装置巍然矗立，管道、塔体密布如"工业森林"。 "把煤炭'吃干榨净'，一吨煤要产生7倍的价值！"国家能源集团宁夏煤业煤制油空分厂副总工程师李登 桐轻点控制屏，一组数据闪现——这个全球单体规模最大的煤炭间接液化项目，每天可将6万吨煤炭转 化为航空燃油、高端润滑油等高附加值产品。 贺兰山东麓，葡萄园连绵无际。 10多年前，这里还是一片荒滩。志辉源石酒庄总经理袁园深有体会，"我们搬走500万吨大块砂石，种下 8000亩葡萄，如今每亩产值超万元。" 立足独特的地理环境和资源禀赋，宁夏回族自治区锚定特色化、差异化的产业发展路子，大力培育特色 优势产业集群，着力构建体现自身优势、具有较强竞争力的现代化产业体系。 2024年6月，习近平总书记在宁夏考察时指出："宁夏的现代煤化工和新型材料产业，风电、光伏、氢能 等清洁能源产业，葡萄酒、枸杞等特色产业，要精耕细作、持续发展。" 把发展特色优势产业作为主攻方向，宁夏启动特色优势产业高质量发展三年行动计划，深入实施产业 链、产业基地、产业园区、产业集群四大升级工程，进一步夯实高质量发展根基。 精耕细作，以科技创新引领产业创新。 宁夏农林科学院，小小枸杞"七十二 ...

Core Insights - The French wine industry is undergoing a significant transformation due to a sharp decline in production, ongoing consumption downturn, and increasing global market competition [2][3][5] Production and Climate Impact - In 2024, French wine production plummeted by 23% compared to the previous year, resulting in an output of 3.7 billion liters, the lowest level since the 1950s [3] - Major wine regions in France, including Charente, Jura, and Loire Valley, experienced losses exceeding 30% due to adverse weather conditions such as spring rains, late frosts, and downy mildew [3] Export Trends - Despite the production decline, French wine exports saw a slight increase of 0.7%, reaching 1.117 billion liters, attributed to inventory adjustments and recovering demand in markets like the U.S. [5] - However, total export value fell by 3% to €10.9 billion, reflecting weaker prices and shifts in consumer preferences [5] Domestic Consumption - Domestic wine consumption dropped by 3.6% to 2.3 billion liters, marking the lowest level since 1961, with red wine experiencing the most significant decline [7] - Supermarket sales of still wine decreased by 4.9% in volume and 3.1% in value, with Champagne facing the largest drop of nearly 13% [8] Market Shifts and Consumer Preferences - There is a notable shift in consumer preferences towards white wines and entry-level French wines, with sparkling wine imports, particularly Prosecco, showing growth [7][8] - A survey indicated that 89% of respondents consumed white wine, while only 81% consumed red wine, highlighting a global trend of declining red wine consumption [9] Regional Adaptations - Some traditional red wine regions are rapidly transitioning to white grape cultivation, with Beaujolais planning to double its white wine production from 4% to 12% over the next decade [11] - Bordeaux and Provence are taking a more cautious approach, with Bordeaux not planning to expand white grape cultivation despite a 14% reduction in vineyard area over the past decade [13] Strategic Insights - The transformation from red to white wine production varies by region, with some areas embracing change while others maintain traditional practices [15] - Regions like Sancerre, which successfully transitioned to Sauvignon Blanc, exemplify the potential for modern reputation building through white wine production [15]

站在安漠酒店观景平台上，贺兰山景色一览无余。 本报记者 秦瑞杰摄 "开年到现在，发愁的事就没停过。"刚一落座，玉麓酒庄庄主李超就打开话匣子。愁啥？酒庄建设 进度不够快。 去年10月，玉麓酒庄在宁夏回族自治区银川市西夏区镇北堡镇开工。"希望尽快正式投产，赶上今 年夏秋的旅游热潮。"李超说，在宁夏贺兰山东麓葡萄酒产区，推动酒旅融合、开发新场景新业态已成 为从业者的共识。 贺兰山东麓的西鸽酒庄风光迷人。 受访者供图 游客在"葡萄酒也旅行"主题活动上欢聚品酒。 受访者供图 作为中国最大的酿酒葡萄集中连片产区，贺兰山东麓葡萄酒产区现有酒企261家，葡萄酒年灌装量 1.4亿瓶，占国产酒庄酒酿造总量的近50%。与之相应的，产区酒庄年接待游客超过300万人次，综合效 益达450亿元。 从"主产区"到"打卡地"，宁夏积极探索葡萄酒多业态融合发展，贺兰山下的酒旅融合"正绽芬芳"。 近城靠景 酒庄集群带来"紫色流量" 新建玉麓酒庄的地址，在110国道和正苏路的交会处。"酒庄临近镇北堡影视基地和贺兰山岩画景 区，两个景区每年接待游客超过200万人次，这对葡萄酒销售来说是巨大的先天优势。"李超介绍，临近 景区的区位优势有利于将游客流量 ...

中新网银川6月11日电 （记者 李佩珊）第五届中国（宁夏）国际葡萄酒文化旅游博览会6月9日至12日在 银川举行，在系列活动之一的宁夏贺兰山东麓葡萄酒产业技术协同创新工作会上，国家葡萄产业技术体 系酿酒微生物岗位科学家、西北农林科技大学教授刘延琳团队发布最新成果——历时17年攻关，国内首 株干白葡萄酒本土酿酒酵母NX16成功培训并实现产业化量产，目前已出口东欧，成功酿造500余吨干白 葡萄酒。 山东麓葡萄酒产区一酒庄工作人员筛选成熟的霞多丽品种酿酒葡萄。 宁夏葡萄酒管委会供图 高糖是中国葡萄酒西北各产区葡萄的特点。据悉，NX16针对这一特点优化了发酵工艺，所酿干白葡萄 酒果香浓郁，橙子、杏子等香气突出。目前，团队研发的CECA（干红）酵母已实现30%国产化替代， 打破了国外技术垄断。由CECA酵母菌所酿造的相关酒品斩获包括布鲁塞尔国际葡萄酒大奖赛金奖在内 的多个国际国内大奖，印证了"中国风土，世界品质"。 同时，团队已储备29株功能细分菌株，将通过产学研合作，为不同产区、品种定制专属酵母。例如，针 对宁夏霞多丽、雷司令等品种，开发差异化菌种，让中国葡萄酒在全球化竞争中展现独特个性，酿造出 独一无二的"中国香型" ...

Core Insights - The fifth China (Ningxia) International Wine Culture Tourism Expo highlighted the integration of technology and innovation in the Ningxia wine industry, with the announcement of 27 "Five New" achievements for the Helan Mountain East region by 2025 [1][2] Group 1: New Products - A total of 14 innovative wine products were introduced, including various types of wines such as fruit-flavored Cabernet Sauvignon dry white wine, late-harvest sweet orange wine, and high-quality grape distillate [1] - Other notable products include red and white de-alcoholized wines, natural sparkling wines, and tea-flavored Chardonnay sparkling wine [1] Group 2: New Technologies - Six key technologies were unveiled, including eco-cultivation techniques for wine grapes, soil quality improvement for saline-alkali vineyards, and digital twin interaction technology for wine production [1][2] - The focus on green pest control and precise monitoring of grapevine diseases was also emphasized [1][2] Group 3: New Equipment - Six intelligent equipment innovations were presented, such as multifunctional robots for vineyard operations and ultrasonic equipment for rapid wine aging [1][2] - Other equipment includes smart management tools for vineyards and egg-shaped aging ceramic jars [1][2] Group 4: Research and Development - Several key R&D projects were approved for 2024, focusing on the precise layout of wine grape varieties and the industrialization of local yeast [2] - The establishment of a standardized production technology system for the Ningxia wine region was highlighted, aiming to enhance the quality and consistency of wine production [2] Group 5: Industry Growth - In 2024, the Helan Mountain East wine region is expected to add 4,000 acres of new grape planting area and improve 13,000 acres of low-quality vineyards [3] - The region anticipates welcoming 3 million visitors to wineries, with wine exports reaching 11.11 million yuan and a volume of 100.73 tons, marking year-on-year growth of 36.04% and 23.28% respectively [3]

Core Insights - The research from Geisenheim University indicates that white wine is emerging as a significant growth category in the Chinese wine market, projected to become the most popular wine type by 2027, surpassing red wine [1] - The study highlights a drastic decline in Chinese red wine production over the past decade, creating new opportunities for the white wine market [3] - A notable supply-demand imbalance in the white wine market is identified, with increasing demand leading to rising raw material prices, particularly in regions like Ningxia [6] Market Trends - Innovations in production techniques are being driven by the supply-demand imbalance, with wineries like Zhangyu Mosel introducing new white wine products using red grape varieties [8] - Leading domestic wineries are accelerating their white wine strategies, with brands like Célébre launching premium white wines in international markets [8] - The report predicts that German Riesling and New Zealand Sauvignon Blanc will continue to dominate the Chinese white wine import market, with significant growth in consumer awareness and preference [9] Consumer Behavior - Despite the growth potential of white wine, consumer preferences in China still favor red wine, indicating a need for effective market education [10][12] - The key factors influencing Chinese consumers' purchasing decisions are wine type rather than price, origin, or grape variety, emphasizing the entrenched perception of wine as primarily red [12] Future Opportunities - The Chinese white wine market is at a critical turning point, with potential for breakthrough development driven by both imported and domestic brands [13] - To capitalize on this potential, the industry must address raw material supply issues and challenge existing consumer perceptions [13]

中国首部系统评估全国葡萄酒产区发展综合水平的指数研究成果——《中国葡萄酒产区发展指数报告 (2025)》(以下简称《报告》)10日在宁夏银川发布。《报告》提到，中国国产精品葡萄酒已实现对国际 成熟市场出口突破，规模虽小但具备增长潜力。 《报告》由中国经济信息社研究发布，从产区建构、指数研究、产区评价和趋势洞察四个篇章进行介绍 阐述和研究分析。 《报告》提到，目前中国葡萄酒的目标市场主要集中在亚洲地区，但部分精品酒庄已开始向欧美等成熟 市场少量出口，表明中国葡萄酒品质提升和国际化探索正稳步推进。 《报告》显示，香港是中国葡萄酒最主要的出口市场，长期占据绝大部分的出口份额。此外，法国、澳 门、朝鲜、日本、美国、澳大利亚、新加坡以及缅甸等也是中国葡萄酒的出口对象。 《报告》表明，中国葡萄酒已初步形成文化主体性和影响力，但仍面临文化认知壁垒、口感偏好冲突、 品牌叙事碎片化及贸易壁垒等挑战，应抓住年轻群体"体验式消费"浪潮，与国际消费者建立连接。 《报告》还提出了"中国葡萄酒产区发展指数"，从基础支撑力、市场竞争力、发展引领力三个维度，对 中国符合条件的葡萄酒产区进行综合评价，为中国葡萄酒产区发展提供指导和参考。 当天 ...

内容概要：2021年，烟台深入研判全市产业发展特点，发布了《烟台市实施重点产业链链长制工作方 案》，研究确定了以制造业为主体的16条重点产业链。16条重点产业链分别为石化及化工新材料、汽 车、海洋工程、黄金精深加工、食品、葡萄酒、消费电子、生物医药、光电、清洁能源、航空航天、文 化旅游、绿色建造、工业互联网生态、现代物流、工业设计等。烟台以"链长制"为抓手，加快构建现代 化产业体系，经济结构持续优化，高质量发展后劲不断增强，重点产业链规模不断壮大，稳住了经济发 展的底座，也提供了重要的经济增量。数据显示，2024年，烟台市11条制造业产业链实现产值9326亿 元，比2021年增加2334亿元，年均增长10.1%，占规上工业比重达84%。未来，烟台市将继续大力培育 新质生产力，加快建设现代化产业体系，推动优势产业提质扩量。构建产业垂直生态体系。坚持把产业 链建在园区上，逐链配置资源要素，做强主导产业，优化产业生态，构建覆盖全生命周期的产业服务体 系，推动产业链有集中度、骨干企业有附加值和竞争力。 上市企业：泰和新材（002254）、万润股份（002643）、艾迪精密（603638）、万华化学（600309）、 ...

▎任晓波调研泸州重点酒企、项目 6月3日-5日，泸州市副市长、泸州市白酒产业生态链链长任晓波率队到重点酒类企业、项目开展"进企 业、解难题、促发展"联系服务工作。 他表示，当前白酒行业进入了新一轮调整周期，市场竞争空前激烈。但要深刻认识到，全国经济持续向 好的总体大局没有改变，白酒产业所具有的物质、精神和文化等特殊属性没有改变，白酒市场不缺酒、 但长期缺好酒、缺老酒的基本逻辑没有改变，泸州产区得天独厚的酿酒生态、千年传承的酿造技艺、集 群成链的产业优势没有改变；越是困难时期，越要坚定穿越周期的发展信心，保持推动品质提升、品牌 培育、品位塑造的战略定力，树立"长跑精神"和"周期视角"，与时间竞争、与自己竞争，坚定信心不动 摇，咬住目标不放松。 作为中国东部唯一的"白酒之都"，江苏宿迁拥有"洋河""双沟"两大名酒，是全国唯一荣获6枚中国驰名 商标的白酒产区，也是世界十大烈酒产区和三大湿地名酒产区之一，白酒行业产值占江苏近八成、占全 国5.8%。近年来，宿迁市锚定"千亿级白酒产区"建设目标，立足酒产业优势特色，明确发展战略定位， 全力推动酒产业高质量发展。2024年，宿迁市酿造（酒）产业产值同比增长6.4%，正朝着 ...