齐鲁晚报·齐鲁壹点 孟广鑫 监管重拳：查封8105件假酒 6月22日晚贵州省三级联动：查封仁怀6家生产商、5家经销商、1家包材商成品酒8105件；抽检46批次基酒显示12家样本含酒精成分；仁怀市紧急启动专项 整顿，矛头直指执行漏洞——2023版《酱香型白酒管理办法》明令禁止酒精添加，但虚标年份仅罚2万元震慑不足。 市场乱象：华北最大酒市成假货源头 记者追踪售假路径：郑州百荣世贸商城商户批量供应"定制年份"标签，30元碎沙酒贴"窖藏1988"卖298元；主播带货话术模板曝光，培训教材明确标注"话 术重点：强调洞藏工艺、老酒比例、扫码价差距"。 暗访真相：滴入调色剂新酒秒变"陈酿" 记者直击仁怀造假现场：茅台镇茅渊酒厂将成本9.6元/斤的食用酒精勾兑酒（俗称"串酒"），灌入做旧酒坛标注"12年坤沙洞藏酒"，实际酒精占比超 50%；帝坛酒业夏经理展示"调色术"——滴入焦糖色素，透明酒体瞬间呈深琥珀色，年份标注完全依赖着色剂量。 价格骗局：扫码价虚标40倍 成本控制触目惊心：茅台镇亚飞酒业298元/箱的产品，外包装扫码价标至2388元；某批发商坦言百元级"三十年陈酿"实为碎沙酒贴标，直播主播更以"40 元特惠价"兜售 ...

Core Viewpoint - Rocky Mountain High Brands, Inc. (RMHB) is undergoing significant personnel changes and has reached a settlement in a lawsuit with a former landlord, which will allow the company to focus on its restructuring and growth initiatives [1][4]. Personnel Changes - The company has announced various personnel changes, including the resignation of key executives such as David Seeberger (Director & CEO), Imran Kaiser (Director & VP), and Winn Morrison (Director) as of June 2025 [10]. - A turnaround team is currently managing operations to minimize general and administrative costs while working with potential new directors who are existing investors [2][3]. Legal Settlement - RMHB prioritized settling a disputed lawsuit with its former landlord, resulting in a settlement that releases the company from all claims. This settlement was funded by existing investors who exchanged stock for payment, avoiding an increase in the company's debt [4]. Financial Restructuring - The company is in the process of restructuring, with over $400,000 in new capital raised in the first and second quarters of 2025, specifically for its wholly owned subsidiary, Rocky Mountain NexBev [5]. - A member of the turnaround team has loaned RMHB over $300,000, which will be converted to Paid In Capital in the second quarter of 2025 [5]. Operational Focus - Rocky Mountain NexBev will serve as the copacker and distribution center for the company's products, with plans to begin production of brands and private label customer products in the third quarter of 2025 [6]. - The delay in product launch due to the lawsuit settlement has opened new manufacturing opportunities, including non-food grade products, to complement existing beverage lines [6]. Business Strategy - RMHB aims to enhance the quality and expectations in the beverage sector, focusing on innovation and niche opportunities [7]. - The subsidiary, Rocky Mountain NexBev, specializes in non-alcoholic beverages and is expected to generate significant short-term revenue by exploring new customer opportunities, including a recently added customer, Smart Bio-Hemp™ Wood Protectant [8].

以下文章来源于表外表里 ，作者洞见数据研究院 表外表里 . 洞见数据研究院 来源|表外表里 文|陈梓洁 严贝贝 编辑|曹宾玲 一阵开卷门的声音传来，百荣酒水商户芳芳低头看了眼手机，已经中午 11 点了。 她 所 在 的 批 发 市 场 ， 号 称 " 白 酒 界 宇 宙 中 心 " ， 地 位 就 像 华 强 北 之 于 手 机 、 水 贝 之 于 黄 金，业内任何风吹草动，第一时间会传递到这里。 然而如今，偌大的商场仿佛生了锈的链条，商户开门营业的时间越来越晚，物流车停在门 口，一整天也装不满发车。 经销商海涛以前有个小仓库，现在退掉了，只做 "快进快出"的生意：从上级经销商那里 直接寄给客户，除了货款，搬运、换标等事情概不经手。 他连接单都不积极了，如果不是老客户找上门，很多时候海涛都不开张： "没利润，都是 平价进平价出，顺手做人情，但人家以为你还挣几块钱。" 跟酒打了近 2 0 年的交道，海涛也算小有见识，行业低迷至此，却是第一次碰上。 今 年 618 ， 5 0 0ml 飞 天 茅 台 " 到 手 价 " 只 要 1968 元 ， 击 穿 2 0 0 0 警 戒 线 ； 五 粮 液 " 普 五"一度 ...

Core Viewpoint - Yanghe's recent launch of the "High Line" light bottle liquor marks a strategic shift towards the low-end market, aiming to complement its high-end offerings and address changing consumer demands [2][6][7]. Group 1: Product Launch and Strategy - Yanghe introduced the "High Line" light bottle liquor at a strategic launch event in Baotou, Inner Mongolia, with a price point of 59 yuan [2]. - The company aims to create a new strategic framework called "One Box, One Light" by combining light bottle liquor with boxed liquor, targeting a "super hundred billion" market [2][6]. - Yanghe's chairman emphasized the dual focus on being a "famous liquor" and a "popular liquor," indicating a shift in growth strategy [2][6]. Group 2: Collaboration with JD.com - Yanghe has formed a strategic partnership with JD.com to enhance supply chain optimization, new product development, and digital marketing [3][4]. - The collaboration aims to leverage JD.com's extensive user base of 600 million active users and 30 million liquor consumers to effectively reach target demographics [4][6]. Group 3: Market Context and Competition - The light bottle liquor market is projected to reach approximately 950 billion yuan, with an annual growth rate of 10%-15%, potentially exceeding 1.5 trillion yuan in the future [4][6]. - Yanghe's light bottle liquor will compete directly with established brands like Fenjiu, Wuliangye, and Luzhou Laojiao, which have their own light bottle offerings [5][6]. Group 4: Financial Performance and Challenges - Yanghe is facing significant financial pressures, with a projected revenue of 28.876 billion yuan for 2024, a decrease of 12.83% year-on-year, and a net profit of 6.673 billion yuan, down 33.37% [6]. - The company has acknowledged challenges such as brand rejuvenation, narrowing channel profit margins, and inventory pressures since 2021 [6][7]. Group 5: Consumer Trends and Future Outlook - Current consumer trends indicate a rational approach to alcohol consumption, with a growing preference for affordable light bottle liquors [4][7]. - Yanghe's strategy to enter the light bottle market is seen as a necessary adaptation to the evolving landscape of consumer preferences and market dynamics [7].

证券代码：002646 证券简称：天佑德酒 公告编号：2025-030 青海互助天佑德青稞酒股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导性 陈述或重大遗漏。 一、董事会会议召开情况 青海互助天佑德青稞酒股份有限公司（以下简称"公司"）于 2025 年 6 月 23 日上午 9:15， 在青海省互助县威远镇西大街 6 号公司七楼会议室以现场和通讯相结合的方式召开了公司第 五届董事会第十八次会议（临时）。本次会议由董事长李银会先生召集并主持，会议通知已于 以通讯方式出席会议 5 人，董事万国栋、鲁水龙、范文丁先生，独立董事范文来、戎一昊先生 以通讯方式出席会议），公司监事及高级管理人员列席了会议。本次会议的召集、召开符合有 关法律、行政法规、部门规章、规范性文件和公司章程的规定。 《关于全资子公司西藏阿拉嘉宝酒业有限责任公司酒庄改扩建项目的公告》详见指定信息 披露媒体巨潮资讯网（http://www.cninfo.com.cn） 《证券时报》 《中国证券报》 《上海证券报》 《证券日报》。 二、董事会会议审议情况 经与会董事审议，本次会议一致通过如下议案： 《关于选 ...

Core Insights - Tmall's "618" event this year saw record user engagement and sales, with 453 brands achieving over 100 million yuan in sales, a 24% increase year-on-year [1] - The high-net-worth 88VIP membership exceeded 50 million, marking a new high, while brand membership numbers grew by 15% [1] - The competition intensified with new players like Meituan and the collaboration between Taobao and Ele.me, drawing significant attention to the delivery battle [1] Group 1: Sales Performance - Tmall's "618" event featured a simplified promotional strategy, starting pre-sales earlier on May 13, with discounts up to 50% [2] - The combination of national subsidies and Tmall's "618" led to a 116% increase in total sales for participating categories compared to last year's "Double 11" [4] - Tmall's market share in home appliances and 3C digital products reached 45.3% and 45.5% respectively during "618" [4] Group 2: Product Trends - New beauty products saw explosive sales, with nearly 100 items surpassing 10 million yuan in sales [4] - The trend of wearing lingerie as outerwear gained popularity, with sales exceeding 200 million yuan during "618" [4] - Sales in sportswear and outdoor apparel grew by over 50%, while categories like trendy toys, jewelry, pets, and beverages also showed high growth [4] Group 3: Strategic Initiatives - Tmall's "618" serves as a critical period for implementing its "support the strong and eliminate the weak" strategy, with a doubled investment in user growth [5] - The platform simplified the registration process for merchants, allowing for easier participation in the event [6] - The competition among e-commerce platforms has evolved from consumer subsidies to a focus on supply chain efficiency and multi-channel growth strategies [6]

Core Insights - The report highlights the significant transformation and growth of the alcoholic beverage retail market in China, projecting the market size to exceed 2 trillion yuan by 2025, up from 1.4 trillion yuan in 2019, with a dominant share held by baijiu at approximately 60% [6][8][12]. Market Overview - The alcoholic beverage market in China is experiencing continuous growth, with a projected increase from 1.4 trillion yuan in 2019 to over 2 trillion yuan by 2025 [6][7]. - Baijiu dominates the market with a 60% share, while wine and beer, although smaller, are growing rapidly [8][10][11]. Consumption Trends - There is a clear trend of consumption upgrading, with consumers increasingly demanding higher quality, brand recognition, and cultural significance in alcoholic products [12]. - The integration of online and offline channels is becoming crucial, with new retail and social e-commerce emerging as significant sales channels [14]. New Retail Model - The new retail model combines online, offline, and logistics, leveraging technologies like big data to reduce traditional distribution costs and streamline supply chains [16][17]. - The new retail market for alcoholic beverages was approximately 151.6 billion yuan in 2022, expected to reach 174 billion yuan by 2025 [18]. Instant Retail Market - The instant retail market for alcoholic beverages is showing remarkable growth, with Meituan's flash purchase service reporting over 60% year-on-year growth in transaction volume in the first half of 2024, and baijiu sales doubling [31][38]. - The penetration rate of instant retail is expected to reach 6% by 2027, with a market size of around 100 billion yuan [35]. Consumer Demographics - The core consumer group for alcoholic beverages is young adults aged 18-35, who account for 68% of sales, with a notable preference for convenience and personalization in their purchasing habits [42][43]. - Diverse consumption scenarios include late-night drinking and festive gatherings, with a significant portion of orders coming from these contexts [41]. Challenges in Traditional Channels - Traditional distribution channels face issues such as redundant supply chain layers, high costs, and inefficiencies, which complicate the flow of products from manufacturers to consumers [46][47][48]. - The complexity of multi-tiered distribution leads to inflated prices and slow response times in meeting consumer demand [49].

洋河股份在年报中表示，白酒行业进入存量竞争阶段，市场竞争更加白热化，该公司主力产品集中的中 端和次高端价位段承压较大，正在积极调整经营策略，应对外部环境的变化和发展中存在的问题。 对于当前的白酒行业波动，张联东坦言洋河股份的表现相对滞后。"同样的宏观环境，有的酒企发展得 很好，有的企业有一点降速，但洋河在这轮发展中是相对滞后的，这不可回避。" 根据张联东的分析，其具体问题包括，在品牌竞争日益激烈的市场，洋河没有及时对品牌进行全面升级 和换新，无法满足消费者多样化的需求；以及营销模式固化，例如在电商直播、社群营销等新兴营销渠 道的布局上，洋河股份明显落后于竞争对手，无法有效触达年轻消费群体。 洋河业绩低迷的情况延续至2025年初。今年一季度，洋河股份的业绩颓势仍未扭转，营收同比下滑 31.92%，净利润同比下滑接近40%。 此外，股价方面，2025年以来，洋河股价已累计下跌超过18%，资产缩水引发投资者的担忧，也在一定 程度上反映出行业内的信心不足。 智通财经记者 | 武冰聪 智通财经编辑 | 牙韩翔 在6月12日召开的洋河股份2024年度股东大会上，该公司董事长张联东为公司业绩下滑向投资者致歉。 在张联东看来 ...

Company Overview - Celsius Holdings Inc. operates in the Soft Drinks & Non-alcoholic Beverages industry, with approximately 95% of its revenues generated from the U.S. market and the remaining from international markets [1]. Product Focus - The company is engaged in the development, processing, marketing, sale, manufacturing, and distribution of energy and functional drinks, along with other products [1].

Core Viewpoint - The 20th Shanghai Wine Festival has opened at the Jin Chao 8 Nong Bin Port Commercial Center, featuring multiple benefits and activities to boost Shanghai's summer night economy through wine and food pairing [1][3]. Group 1: Event Overview - The festival showcases over a thousand types of wines from renowned domestic and international wineries, covering various categories such as white wine, red wine, yellow wine, beer, and spirits, reflecting diverse wine cultures from around the world [3]. - The event integrates wine, food, culture, and art, allowing visitors to enjoy global wines without leaving Shanghai [3]. Group 2: Activities and Promotions - Various unique activities are set up by exhibitors, including free tastings of award-winning wines from Zhangyu, a collaboration with brand ambassador Hua Chenyu by Penfolds, and an immersive wine museum experience by "Cast Express" [5]. - Other brands like Qingdao Beer and Yuanhai provide special offerings such as themed ice cream and cocktails, creating a vibrant atmosphere for attendees [5]. Group 3: Consumer Engagement - The festival collaborates with three major commercial districts to enhance consumer experience, offering benefits like "Drunken Beauty Welfare Coupons" and "Tipsy Map 2.0" for attendees [8]. - Various shopping centers are running limited-time promotions, allowing consumers to exchange vouchers for free beer at the festival [8]. Group 4: Economic Impact - The event aims to leverage ticket root economics by combining shopping center coupons with festival discounts, providing consumers with substantial savings [10].