7月8日，壹玖壹玖酒类平台科技股份有限公司（以下简称"1919"）举办"逆天·改命——中国酒业孤勇者 联盟大会"。大会上，1919发布全新商业模式升级方案，以"明星IP+矩阵化店型+严选加盟"三重引擎， 宣布全面入局"餐酒融合"，打造酒饮生活新生态，为处于深度调整期的酒行业提供了"1919解决方案"。 以"严管"赋能 2006年，1919在成都玉林路开设首家门店，初期通过电话订购方式销售酒类；后续依托"酒厂-1919-消 费者"的直供模式及"19分钟极速达"服务，逐步改变了酒类零售的传统模式，发展成为中国酒类数字零 售领域的代表性企业。 "我们经历过多次行业大变局。"1919创始人、董事长杨陵江在现场回顾了公司20年的发展历程，分享了 1919在行业变局中的每一次战略转型经验。他表示："今天的1919正处于历史上最好时期，我们通过多 年的积累形成的品牌、规模、组织和技术四大核心优势，也让1919在行业寒冬中更具竞争力。" 升级商业模式 为实现破局与重构，1919对商业模式进行了系统性升级：从传统B2C/O2O模式转向F2B2C模式，盈利模 式聚焦"战略品牌"，销售模式升级为"即时零售+场景体验"的组合形态。围 ...

五粮液(000858.SZ)公告称，公司2024年度利润分配方案为每10股派31.69元，分配总额固定，共分配金 额123亿元（含税）；不送红股，不以公积金 转增股本。 股权登记日为2025年7月17日，除权除息日为 2025年7月18日。此次分派对象为截止2025年7月17日收市后在中国结算深圳分公司登记在册的公司全体 股东。 ...

Core Viewpoint - The Urumqi Municipal Market Supervision Administration has strengthened its regulatory framework and service model to enhance food safety management in the region, focusing on comprehensive oversight, minimal disruption to businesses, and proactive support for food enterprises [1][2][3]. Group 1: Regulatory Framework - The administration has implemented a grid-based regulatory system to ensure constant monitoring of food production, circulation, and catering sectors, achieving full coverage through both online and offline methods [1]. - A "smart supervision" platform has been utilized for remote monitoring of food businesses, allowing real-time tracking of operations and timely identification of safety hazards [1]. - As of now, 1,185 online inspections have been conducted, uncovering 735 issues, with 722 rectified, and 116 batches of food products tested, revealing 4 batches exceeding pesticide residue limits [1]. Group 2: Business Environment Optimization - The administration adheres to a principle of minimal interference with normal business operations while ensuring food safety, employing a "double random, one public" inspection method to enhance transparency [2]. - A credit-based regulatory approach has been adopted, reducing inspection frequency for trustworthy businesses while increasing scrutiny for those with poor credit [2]. - The implementation of a traceable "scan check" system allows businesses to have rights to information, evaluation, and supervision, thereby improving transparency and public trust [2]. Group 3: Service Support - The administration actively provides support to food enterprises facing operational challenges by offering expert assistance, policy interpretation, and technical guidance [3]. - Educational initiatives have been launched to raise public awareness about food safety through community and enterprise engagement [3]. - A combined regulatory and service model has been established, focusing on guiding businesses towards compliance while maintaining strict enforcement against serious violations [3]. Group 4: Enforcement and Compliance - A total of 248 corrective action notices have been issued this year, with 137 administrative enforcement cases initiated, including 33 cases with reduced penalties and 21 cases exempted from penalties [3]. - The administration emphasizes a balanced approach to enforcement, aiming to protect public interests while fostering a conducive environment for business development [3].

事实上，水井坊所面临的困境，正是整个白酒行业现状的一个缩影。根据中国酒协的数据，当前白酒行 业正承受着前所未有的库存高压，与此同时，消费者的饮酒观念愈发理性，这进一步加剧了市场的分 化。高端白酒市场价格出现松动，中端白酒市场竞争则呈现出白热化态势。在这样的形势下，酒企纷纷 从以往的 "渠道压货" 模式，转向更加注重产品实际销售的 "动销驱动" 模式。臻酿八号作为中端价格带 的主力产品，其市场表现直观地反映出了行业内部的深层矛盾。 然而，水井坊的停售措施能否达到预期效果，目前仍存在诸多不确定性。从短期来看，减少市场投放 量，确实有助于缓解产品价格下行的压力。但需要注意的是，库存只是从渠道转移到了企业，并未真正 被消化。倘若消费端的需求未能同步回暖，那么在停售结束后，水井坊可能将面临更为严峻的去库存压 力。从长期发展的角度来看，白酒行业的复苏，主要取决于消费信心的恢复、厂商利益的重新平衡，以 及产品结构的优化这三大关键变量。在停售期间，水井坊需要加快渠道改革的步伐，通过精细化运营， 提升终端产品的实际销售情况，如此才能将这场价格保卫战，切实转化为推动业绩增长的实际动能。 进入 7 月，上市酒企的停货风潮仍在持续。 ...

Group 1 - The Beijing Municipal Education Commission is organizing summer activities at 43 campus museums across 22 universities, aimed at middle school students and the public [4][6] - The "Jingcai Summer" cultural and tourism series includes over 150 summer-themed events, 6200 premium performances, and 3800 community cultural experiences, enhancing the summer tourism market [6] - A new ecological sports space named "Energy Forest" will open on July 12, covering 19.35 hectares, transforming the former residential area into a recreational and ecological hub [8] Group 2 - The West Haizi Park will soon open a new boating project, allowing visitors to enjoy the scenic views of the park and the Grand Canal [20] - The "Natural Air Conditioning" tourism routes have been launched in Miyun, promoting summer getaway options for residents [16] - The 34th Beijing International Yanjing Beer Culture Festival will feature a blend of diverse cultural experiences and entertainment [24]

朋友们，今天市场上最靓的仔非券商和稀土莫属，尤其是香港券商ETF大涨近5%。 实际上，上午指数表现更夸张，银行保险这段时间直接把指数干到3500以上了，上证指数今 天上午也是直接高开高走打到3550，然后午后银行集体放量跳水，带动指数大回调，但大家 能看到，银行跳水队对整体市场影响并不大。 究其原因，大概可以找到两个线索， 第一是上证50的控制节奏，第二是中报业绩线定价开始 了！ 先说GJD控盘上证50的情况。 午后的银行跳水该怎么看？ 其实更多体现了GJD对指数的控盘能力非常好，为什么这么讲？ 那怎么看银行的快速下跌呢？ 第一明显这是资金在进行高低切换 ，获利资金从高位出逃，转向了低位品种。就像我们之前提 到的科创 50 指数，今天涨幅较强，显然有资金在介入！甚至之前大家不怎么待见的白酒公 司，也是出现了连续的底部反弹，资金往低位安全地带去的更多。 第二是调整节奏是有限的 ，因为这个是调控【节奏】，而不是调控【方向】，GJD肯定会保证 指数整体稳健，然后让市场在这个过程中慢慢往上挪，毕竟任何政策、任何利好，都不能一习 性打完，指数的节奏需要跟着后面政策思路慢慢往上挪，比如7月底的ZZJ会议，最近传的地 产刺 ...

Core Insights - The fierce competition between Taobao Flash and Meituan has led to significant discounts and promotions in the food delivery sector, with both platforms investing heavily in attracting users [2][4] - Taobao Flash achieved over 200 million daily active users, while Meituan processed 120 million orders in a single day, indicating a surge in consumer engagement [4] - The price of certain products, such as wine, has drastically decreased, with some being sold for as low as 8.95 yuan, raising questions about sustainability and quality in the market [5][9] Group 1: Market Dynamics - The competition has intensified in the instant retail sector, particularly for food and beverage items, with a focus on ready-to-eat meals and packaged products like wine [9] - The trend of lower prices and increased accessibility may encourage more consumers to try wine, despite concerns about quality and supply chain integrity [9][10] - The shift in consumer behavior towards immediate gratification is reshaping the retail landscape, with a growing preference for on-demand purchases rather than stockpiling [10][12] Group 2: Economic Context - The current economic climate has led to a cautious consumer mindset, where low prices serve as effective marketing tools to stimulate demand [12][13] - The historical context of the wine market in China reflects a transition from high-profit margins during economic booms to a focus on efficiency and competitive pricing during downturns [13][15] - The future of the wine market may hinge on achieving a balance between reasonable profits and consumer choice, as the industry navigates through economic cycles [15]

本文字数：2648，阅读时长大约5分钟 2025.07. 11 作者 | 第一财经 栾立 国内市场动销的持续放缓和竞争的加剧，促使国际化也成为国内酒企关注的重点。2024年以来，国内主 流白酒企业都在推动新一轮海外市场拓展。新一轮出海虽然加速了白酒的国际化进程，但随之而来的，白 酒回流的趋势也在同步加速。在业内看来，白酒出海虽然是必由之路，但仍是任重而道远。 白酒出海与回流同步提速 2024年开始的新一轮白酒出海热仍在持续。 从2024年起，国内白酒企业就在加大国际市场的投入力度，茅台、五粮液、洋河、泸州老窖等头部酒企 除了频频在APEC等国际会议上亮相外，也多次赴东南亚、中东、南美等国家和地区开展品牌和市场营销 活动。 2025年上半年，这一趋势仍在持续，根据中酒协发布的半年酒业报告，2025年有63.9%的白酒企业均已 布局或正在拓展海外市场。调研数据反馈情况，白酒出海的目的地以亚太地区为主，韩国、日本、澳大利 亚、新加坡、马来西亚等国家（地区）也是比较热门的出海目的地，占比在3%到9%不等。此外，美国占 比17%左右。 中国食品土畜进出口商会酒类进出口商分会发布的最新数据显示，2025年1月到5月，中国 ...

Core Viewpoint - The Indian government opposes Australia's request for further reductions in tariffs on dairy products and wine in the second phase of the trade agreement [1] Group 1 - The Indian government is resistant to changes in tariff structures that would benefit Australian dairy and wine exports [1]

以下文章来源于盐财经 ，作者闰然 盐财经 . 洞察趋势，睿智人生。《南风窗》旗下专业财经媒体。 亚朵现在的处境还挺微妙。 它一边要在供应链上精打细算，给加盟商省钱，维持扩张节奏；另一边又得守住品质底线，否则，之 前花大力气攒的"中高端"人设，可能就因为一个带医院标签的枕套，彻底崩了。 来源丨盐财经（ nfc-yancaijing） 作者丨 闰然 编辑丨 江江 图源丨 Midjourney 要知道，全中国能把枕头卖成网红爆款的酒店，就它一根独苗。这意味着，亚朵比谁都懂"细节决定 溢价"的道理。 但现在，为了稳住它的伙伴们，这家酒店决定大幅地下调价格。 亚朵宣布物资大幅降价 吸引加盟商，疯狂大砍价 归属于上海亚朵商业管理（集团）有限公司的微信公众号"几木里"在2025年6月23日发文称，亚朵 从6月30日起，将对运营和工程物资挥起大幅降价的"砍刀"。 亚朵的这轮砍价操作，相当于给加盟商的日常开销打了折——从客房里用的小物件到装修时的大块 头，只要是加盟店天天买、经常用的，都被亚朵纳入了"降本清单"。 比如，给客人倒茶的纸杯，直接砍了51.8%的价，差不多腰斩；连"懒人抹布"，也降了10.2%；更狠 的还有工程物资 ...