近日，浙江省酒业协会公布2025年协会统计工作会议相关内容。当中披露，2025年1-10月，18家直报企 业黄酒产量288971千升，同比增长17.07%；黄酒销量255588千升，同比下降3.40%；销售收入31.45亿 元，同比下降8.74%；税利总额6.97亿元，同比增长10.12%；实现税金2.57亿元，同比下降10.01%，实 现利润4.40亿元，同比增长26.67%。销量下降，但运行质量仍保持增长态势。 （协会公众号） 2025年1-10月浙江省啤酒产量2569844千升，同比下降2.11%；销售收入76.66亿元，同比增长0.49%；税 利总额19.63亿元，同比增长5.87%；实现税金10.90亿元，同比增长3.86%，实现利润8.73亿元，同比增 长8.50%。啤酒行业通过出口驱动（千岛湖啤酒出口量增幅超13%）、产能升级和产品创新实现高质量 发展。 2025年1-10月浙江省白酒产量10113千升，同比增长37.18%；白酒销量5516千升，同比下降13.62%；8家 白酒企业的销售收入7600.2万元，同比下降14.49%。白酒经济运行情况不理想，本土产业资本正通 过"科技+文化"的方式 ...

银河证券研报指出，头部酒企定调2026年战略，逆周期调节与长期变革并行。1）逆周期调节，主要酒 企均提到短期行业将持续面临周期下行的客观压力，因此将维护价格体系、稳定渠道利润空间视为重点 工作，具体措施包括大力发展高渠道利润率的大单品、加大费用投放提升经销商积极性。2）推进长期 变革，一是需求端继续培育新产业客群、年轻客群；二是产品端开发符合新消费趋势的产品（例如茅台 省属配方酒、五粮液低度酒、汾酒竹叶青果味酒）；三是拥抱新渠道变革，包括维护好与电商平台的关 系，积极与即时零售渠道合作等。综上所述，研报认为2026年行业将处于筑底过程，即终端需求下滑幅 度收窄、上市公司酒企供给端继续出清，但随着行业调整逐渐到位后长期价值将进一步显现，同时前瞻 布局长期变革的酒企有望在下一轮上行周期实现超额收益。 ...

新浪财经"酒价内参"重磅上线 知名白酒真实市场价尽在掌握 转自：北京日报客户端 一杯杯白酒，正沿着"一带一路"的轨迹，在全球范围内编织中国品牌的营销网络。随着国内白酒市场进 入存量竞争阶段，出海已成为众多酒企的战略选择。12月25日，北京商报记者统计发现，目前包括贵州 茅台、五粮液、泸州老窖等白酒企业均已布局海外市场。此外，包括古越龙山、会稽山等黄酒企业也在 用"传统文化+产品"组合拳方式征战海外市场。 世界的"新面孔" 产品先行似乎成为酒企国际化第一步。尽管看似都是将旗下产品在海外销售，但细化来看实则不尽相 同。 中国酒业协会发布的《2025中国白酒市场中期研究报告》显示，2025年已有63.9%的白酒企业布局或正 在拓展海外市场。这串数字不仅意味着出海企业数量庞大，同时也代表着白酒产业寻求新增长极的集体 转向。如今，当产品出海逐渐向文化出海转变时，未来酒企国际化也将开启新征程。 据北京商报记者不完全统计，2025年包括五粮液、山西汾酒、洋河股份、古越龙山等企业以一系列高规 格、体系化文化活动，向世界讲述中国酒故事。 面对广阔的海外蓝海市场，酒企采取两种截然不同却又相互补充的战略，试探国外市场深浅，一种是从 ...

Core Viewpoint - The Chinese liquor industry is increasingly focusing on international markets as domestic competition intensifies, with a significant number of companies expanding overseas to seek new growth opportunities [1][8]. Group 1: Market Expansion - As of December 25, 2023, 63.9% of Chinese liquor companies are either expanding or have already established a presence in overseas markets, indicating a collective shift towards internationalization [1]. - Major brands like Moutai, Wuliangye, and Luzhou Laojiao are actively entering global markets, while Huangjiu brands such as Guyue Longshan and Kuaijishan are also leveraging traditional culture alongside their products [1][3]. Group 2: Product Strategy - Companies are adopting two distinct strategies for internationalization: "cultural integration" with tailored products for foreign markets, and "value output" by exporting established domestic products [3]. - Moutai has launched a series of products specifically designed for international markets, while other brands like Luzhou Laojiao and Wuliangye are exporting their star products that have already gained traction in China [3][4]. Group 3: Cultural Integration - The cultural aspect of product export is becoming increasingly important, with companies recognizing that successful internationalization involves not just product sales but also cultural storytelling [6]. - Initiatives such as Wuliangye's "He Mei Global Tour" and various cultural exchange activities by other brands aim to promote Chinese liquor culture globally [6][7]. Group 4: Market Challenges - Despite the enthusiasm for international expansion, challenges remain, including the need for localization and the predominance of Chinese consumers in overseas markets [8][9]. - The Southeast Asian market is currently the primary focus for many companies, supported by a significant Chinese diaspora, but broader acceptance among local consumers is still a hurdle [8][9]. Group 5: Future Directions - To penetrate mainstream overseas markets, companies must innovate and adapt their products to local tastes, particularly through the integration of liquor with Chinese cuisine [9].

一杯杯白酒，正沿着"一带一路"的轨迹，在全球范围内编织中国品牌的营销网络。随着国内白酒市场进入存量竞争阶段，出海已成为众多酒企的战略选择。 12月25日，北京商报记者统计发现，目前包括贵州茅台、五粮液、泸州老窖等白酒企业均已布局海外市场。此外，包括古越龙山、会稽山等黄酒企业也在 用"传统文化+产品"组合拳方式征战海外市场。 中国酒业协会发布的《2025中国白酒市场中期研究报告》显示，2025年已有63.9%的白酒企业布局或正在拓展海外市场。这串数字不仅意味着出海企业数量 庞大，同时也代表着白酒产业寻求新增长极的集体转向。如今，当产品出海逐渐向文化出海转变时，未来酒企国际化也将开启新征程。 世界的"新面孔" 产品先行似乎成为酒企国际化第一步。尽管看似都是将旗下产品在海外销售，但细化来看实则不尽相同。 面对广阔的海外蓝海市场，酒企采取两种截然不同却又相互补充的战略，试探国外市场深浅，一种是从零开始、量身定做的"文化融合"，而另一种则是将已 在国内验证的现有产品进行"价值输出"。 地泰国曼谷与新加坡，以"手工酿造"这一非遗技艺与"岁月沉淀"的真年份老酒品质为核心，传递中国传统酿造文化精髓；12月，五粮液在澳大利亚悉 ...

11月25日，A股三大股指午后集体拉升，沪指7连阳；北证50指数一度涨超1%，市场整体活跃，全A股 市场近3800股飘红，近百股涨停。 具体来看，沪指盘中震荡上扬，午后再度攀升，创业板指等均走高。截至收盘，沪指涨0.47%报3959.62 点，深证成指涨0.33%，创业板指涨0.3%，北证50指数涨0.86%，沪深北三市合计成交19440亿元，较此 前一日增加467亿元。 保险板块拉升，中国太保创历史新高，中国平安创逾4年新高；酒类股迎来久违的反弹，水井坊 （600779）午后直线拉升涨停；军工板块强势，商业航天概念热度不减，神剑股份斩获6连板；中国卫 星连续两日涨停；人形机器人概念崛起，昊志机电、超捷股份双双涨停创出新高。值得注意的是，多只 强势股继续封板，胜通能源（001331）、嘉美包装（002969）分别斩获10连板和7连板。 机器人概念爆发 人形机器人概念盘中强势拉升，截至收盘，昊志机电、超捷股份20%涨停，均创出新高；埃夫特、强瑞 技术、拓斯达涨超13%，瑞可达涨近10%。 | 代码 | 名称 | | 涨幅% | 现价 | 涨跌 | 头价 | 卖价 | 总量 | | --- | --- | --- ...

Core Viewpoint - The Chinese liquor industry is increasingly focusing on international markets as domestic competition intensifies, with a significant number of companies expanding overseas to seek new growth opportunities [1][7]. Group 1: Market Expansion - As of December 25, 2023, 63.9% of Chinese liquor companies are either expanding or have already established a presence in overseas markets [1]. - Major brands like Kweichow Moutai, Wuliangye, and Luzhou Laojiao are actively entering international markets, alongside traditional yellow wine brands like Guyue Longshan and Kuaijishan [1][2]. Group 2: Product Strategy - Companies are adopting two distinct strategies for internationalization: "cultural integration" with tailored products for foreign markets and "value output" by exporting established domestic products [2]. - Kweichow Moutai has launched a series of new products specifically designed for overseas markets, marking a significant expansion after six years [2]. - Luzhou Laojiao is innovating with products like ready-to-drink cocktails and oak barrel liquor to cater to international consumer preferences [3]. Group 3: Cultural Integration - The liquor industry recognizes that cultural storytelling is essential for successful international expansion, with many companies engaging in high-profile cultural activities to promote Chinese liquor [4][5]. - Initiatives like Wuliangye's "He Mei Global Tour" and the opening of tasting houses by Guyue Longshan in Paris highlight the industry's focus on cultural exchange [5][6]. Group 4: Market Challenges - Despite the enthusiasm for international markets, challenges remain, including a reliance on Chinese consumers abroad and the need for deeper localization to appeal to diverse international tastes [7][8]. - The Southeast Asian market is identified as a primary target for expansion, supported by a significant Chinese diaspora that influences local consumption patterns [7]. Group 5: Future Directions - Industry experts suggest that to penetrate mainstream markets, liquor companies must innovate and adapt products to local tastes, potentially developing lower-alcohol or pre-mixed beverages [8]. - There is a call for greater integration of liquor with Chinese cuisine to enhance market appeal and consumer acceptance [8].

Market Overview - On the 25th, A-shares saw a collective rise in the three major indices, with the Shanghai Composite Index achieving a seven-day winning streak, closing up 0.47% at 3959.62 points. The Shenzhen Component Index rose 0.33%, and the ChiNext Index increased by 0.3%. The North Star 50 Index gained 0.86%, with total trading volume across the three markets reaching 19,440 billion yuan, an increase of 467 billion yuan from the previous day [1]. Robotics Sector - The humanoid robot concept experienced a strong surge, with stocks like Haoshi Electromechanical and Chaojie Co., both hitting the 20% limit up and reaching new highs. Other notable performers included Aifute and Qiangrui Technology, which rose over 13%, and Ruikeda, which increased nearly 10% [3][4]. - UBTECH, a leading humanoid robot company, announced plans to acquire approximately 43% of the shares of Fenglong Co. through a combination of agreement transfer and tender offer. This move aims to enhance its industrial chain layout and strengthen its core competitiveness. UBTECH has secured nearly 1.4 billion yuan in humanoid robot orders this year, with plans for mass production of the Walker S2 model starting in November 2025 [5][6]. Military Industry - The military sector showed strong performance, with stocks like Guanglian Aviation hitting the 20% limit up and Zhenlei Technology rising nearly 17%. Other stocks such as Xinwei Communication and Shenjian Co. also saw significant gains [8][9]. - The "14th Five-Year Plan" highlights various industries related to military technology, including commercial aerospace and low-altitude economy, which are expected to become trillion-yuan markets. Military companies are encouraged to expand in these areas to sustain growth [10]. Alcohol Sector - The alcohol sector rebounded, with Shuijingfang hitting the limit up, reflecting a broader recovery in the industry. Other companies like Sanlian and Qianmin Wine also saw gains [11][12]. - Analysts indicate that the current valuation of the liquor sector is at historical lows, presenting strong bottom-fishing opportunities. The focus is on companies that can adapt to real consumer demands and optimize supply-demand structures [14][15].

企查查APP显示，近日，上海烟草集团金山烟草有限公司、上海烟草集团静安烟草有限公司成立，注册 资本均为3000万元，经营范围均包含：烟草制品零售；烟草专卖品批发；酒类经营；食品销售等。企查 查股权穿透显示，两公司均由上海烟草集团有限责任公司全资持股。 （原标题：上海烟草集团成立两家新公司，含酒类经营业务） ...

永清县打私办利用燕南春酒文化博览园客流集聚的优势，在酒类生产展示区、文化博物馆等核心游览节 点设置反走私普法专区。工作人员结合酒类商品走私典型案例，重点解析海外代购、海南离岛免税"套 代购"等违法行为的法律边界。通过真伪对比、互动体验等方式，揭示走私商品对消费者权益与国家税 收的危害。 随着宣传阵地影响力不断扩大，永清县打私办还积极引导更多食品加工、跨境电商企业加入反走私联 盟。 转自：廊坊日报 永清县打私办将聚焦"保健品走私""平行进口车逃税"等新型风险，联合市场监管部门开展行业专项整 治，通过以案释法巡回展、企业信用公示等方式，持续强化"宣传也是打私"工作理念。 本报讯（记者 盛嘉敏 通讯员 王亚倩）今年以来，永清县打私办创新推进反走私综合治理体系建设，联 合永清县公安局、永清县商务局等成员单位，依托国家4A级旅游景区——燕南春酒文化博览园，将反 走私普法教育融入企业文化与产业链，打造集警示教育与文旅体验于一体的特色宣传阵地。 永清县打私办建立警企联席会议制度，每季度组织打私办、公安机关经侦部门与燕南春酒业等重点企业 召开专项研判会，动态更新宣传内容。企业将反走私培训纳入新员工入职教育体系，并在生产线设 ...