转自：草原云 活动现场举行了国麦振兴实践基地授牌仪式与战略签约仪式，为推动国麦产业发展注入新动力。此外， 别具一格的麦田走秀也让观众眼前一亮。身着特色服饰的模特们手持国麦、农优产品和特色饮品，在大 麦田间展示出独特的魅力。 8月11日，以"一麦相承、共酿美好"为主题的"ESG中国・国麦（华润啤酒）行"活动在呼伦贝尔农垦拉 布大林农牧场第三（连）队大麦田举办。 活动现场。 此次活动汇聚了中国企业改革与发展研究会、国家大麦青稞技术体系、黑龙江农垦科学院、华润集团、 华润啤酒、自治区国资委服务局、呼伦贝尔农垦及相关企业的代表，共同探讨ESG理念下的发展新路 径。 论坛环节。 活动现场，4位受邀嘉宾登台致辞，表达了对ESG理念的深刻理解，以及对此次活动促进各方合作、推 动可持续发展的殷切期望。在《ESG中国企业的探索之旅》论坛环节，嘉宾们围绕融入生态、自然、草 原等内容，结合各自领域积极建言献策，探讨如何在企业发展中更好地践行ESG理念。 签约仪式。 模特走秀。 "ESG中国·企业行"是"ESG中国"平台的重要组成部分，旨在促进企业利益相关方通过沟通与参与，更好 地推动企业在环境、社会和企业治理（ESG）方面的持续发 ...

Core Insights - Yanjing Beer reported a revenue of 8.558 billion yuan for the first half of 2025, marking a year-on-year increase of 6.37% [1] - The company's net profit attributable to shareholders reached 1.103 billion yuan, up 45.45% compared to the previous year, surpassing the total net profit of 1.056 billion yuan for the entire previous year [1] - Yanjing Beer has maintained a net profit growth rate exceeding 40% for three consecutive years, demonstrating strong resilience and growth potential in a challenging consumer market [1] Revenue and Profit Performance - The beer sales volume, including managed operations, was 2.3517 million kiloliters, reflecting a year-on-year growth of 2.03% [1] - The net profit excluding non-recurring gains and losses was 1.036 billion yuan, representing a year-on-year increase of 39.91% [1] - Basic earnings per share stood at 0.39 yuan, an increase of 45.46% year-on-year [1] Product Structure and Market Strategy - The optimization of product structure has shown significant results, with mid-to-high-end products like Yanjing U8 achieving a revenue growth of 9.32%, totaling 5.536 billion yuan [3] - The proportion of mid-to-high-end products in the main business increased from 68.54% to 70.11% year-on-year, with a gross margin of 51.71%, up 1.40 percentage points from the previous year [3] Industry Context and Future Outlook - Despite a decline in production and overall revenue among major domestic beer companies, Yanjing Beer has successfully achieved high-quality growth through internal reforms and a focus on the mid-to-high-end market [5] - The company is actively expanding its business boundaries with a "beer + beverage" dual-driven development strategy, launching new products like Best Jia soda to enhance brand value and market reach [5]

北京控股(00392)公布燕京啤酒（000729）(000729.SZ)2025年上半年业绩，营业收入约85.58亿元，同比 增长6.37%;归属燕京啤酒股东净利润约11.03亿元，同比增长45.45%。 ...

Core Viewpoint - Beijing Yanjing Beer Co., Ltd. has revised its "Whistleblower Protection and Complaint Reporting System" to enhance compliance and protect the interests of the company and its shareholders [2][3]. Summary by Sections Revision Details - The revision includes changing references from "Supervisory Board" to "Internal Audit Department" in certain articles [2][4]. - The purpose of the system is to regulate the professional conduct of the company's board members, supervisors, senior management, and employees, ensuring adherence to laws, industry standards, and company regulations [2][3]. Applicability - The revised system applies to all employees of the company, with departments allowed to create specific guidelines based on this system [4]. Reporting and Complaints - The system outlines various misconducts that can be reported, including violations of the company's articles, internal control systems, and ethical standards [5][6]. - The internal audit department is responsible for recording and assessing complaints within 24 hours, categorizing them into different levels for appropriate handling [6][7]. Investigation and Feedback - Upon completion of investigations, the internal audit department will report findings to the management or relevant committees, ensuring that all financial misconduct is reported to the internal audit department [8][9]. - The company guarantees that whistleblowers will not face retaliation for reporting non-malicious complaints, and their identities will be kept confidential [9][10].

Core Perspective - American Rebel Holdings, Inc. is positioning itself as a patriotic lifestyle brand through its sponsorship of motorsports events, particularly the Knoxville Nationals, to engage with a core demographic of loyal, patriotic fans and promote its American Rebel Light Beer as their preferred choice [1][6][9]. Company Overview - American Rebel Holdings, Inc. has evolved from a designer and marketer of branded safes and personal security products to a diversified patriotic lifestyle company, now including offerings in beer, apparel, and accessories [12]. - The company emphasizes its commitment to American values and aims to resonate with freedom-loving consumers nationwide [11]. Product Details - American Rebel Light Beer is marketed as a "better-for-you" option, featuring approximately 100 calories, 3.2 carbohydrates, and 4.3% alcohol by volume (ABV) per 12 oz serving, brewed without corn, rice, or added sweeteners [10][14]. - The beer is positioned as a premium domestic light lager that aligns with a healthier lifestyle while maintaining a bold flavor [10][14]. Marketing and Sponsorship - The company is leveraging its sponsorship of Spencer Bayston's No. 14 Sprint Car to enhance brand visibility and connect with motorsports fans, showcasing the beer at one of the most iconic events in the sport [6][9]. - American Rebel Light Beer is featured prominently at the Knoxville Raceway and the Dingus Lounge, reinforcing its community engagement and support for local businesses [7][9]. Expansion and Distribution - Since its launch in September 2024, American Rebel Light Beer has expanded its distribution across multiple states, including Tennessee, Connecticut, and Iowa, marking significant growth in the beverage market [13]. - The partnership with Mahaska Bottling Company signifies a major milestone in the company's Midwest expansion efforts [9].

Summary of Key Points Core Viewpoint - The 2024 A-share Secretary Data Report indicates that the total salary of secretaries in A-share listed companies reached 4.086 billion yuan, with an average annual salary of 700,000 yuan, highlighting the significant role of secretaries in connecting investors and listed companies [1]. Group 1: Salary Overview - The total salary for secretaries in the low-alcohol beverage industry amounted to 10.5195 million yuan, with an average salary of 657,500 yuan, which is below the market average [1]. - In the low-alcohol beverage sector, 56% of secretaries earn between 500,000 yuan and 1 million yuan, while 13% earn between 1 million yuan and 2 million yuan [2]. Group 2: Age and Education - Among the secretaries in the low-alcohol beverage industry, 56% are aged 50 and above, while 31% are aged between 40 and 50, and only 2 are aged between 30 and 40 [2]. - The majority of secretaries in this industry hold a bachelor's degree, accounting for 75%, while only 25% have a master's degree [2]. Group 3: Individual Salary Highlights - The highest-paid secretary is from Chongqing Beer, earning 1.3047 million yuan, followed by Yanjing Beer at 1.0516 million yuan, and Zhangyu A at 997,200 yuan [3]. - The lowest-paid secretary is from Mogao Co., earning only 140,000 yuan, with the second lowest being *ST Lanhua at 293,300 yuan [3]. - Five companies reported an increase in secretary salaries, with Yanjing Beer’s secretary seeing the highest increase of 244,300 yuan [3].

Core Viewpoint - Guizhou Moutai is actively launching new products and enhancing market presence to address consumer demand and adapt to market changes [1][2]. Group 1: Product Launches - Guizhou Moutai announced the release of a limited edition product, "Guizhou Moutai Liquor (70th Anniversary of the Five-Star Trademark)," on August 8, with a total of 25,568 bottles available, each marked with a unique identity code [1]. - The company has introduced four new Moutai liquor products this year, including the Snake Year Zodiac Moutai, Shengle Flying Moutai, and products from the "Walking into Series" during the Osaka Expo [1]. - Moutai is increasing the market supply of its 1L 53-degree Flying Moutai, available through both the iMoutai app and self-operated stores [1]. Group 2: Market Strategy - The Moutai sales company has successfully completed its sales targets for the first half of the year, transitioning from a focus on selling products to promoting a lifestyle [2]. - The company plans to deepen market engagement through service-oriented strategies in the second half of the year, shifting from a product-centric to a consumer-centric approach [2]. - Moutai's leadership emphasizes the need for proactive adaptation to market trends, moving away from passive strategies [2]. Group 3: Stock Buyback - On August 4, Guizhou Moutai disclosed the repurchase of 3,451,685 shares, with a total buyback amount reaching 5.301 billion yuan [2]. Group 4: Market Performance - As of August 5, Guizhou Moutai's stock price was reported at 1,427.74 yuan per share, reflecting a 0.62% increase [3].

| 福建省燕京惠泉啤酒股份有限公司2025 | | 年半年度报告摘要 | | | --- | --- | --- | --- | | 公司代码：600573 | | 公司简称：惠泉啤酒 | | | 福建省燕京惠泉啤酒股份有限公司 | | | | | 福建省燕京惠泉啤酒股份有限公司2025 | | 年半年度报告摘要 | | | 第一节 | 重要提示 | | | | 展规划，投资者应当到 | www.sse.com.cn | 网站仔细阅读半年度报告全文。 | | | 在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 | | | | | 无 | | | | | 第二节 | 公司基本情况 | | | | 公司股票简况 | | | | | 股票种类 | 股票上市交易所 股票简称 | | 股票代码 变更前股票简 | | 称 | | | | | A股 | 上海证券交易所 惠泉啤酒 | 600573 | - | | 联系人和联系方式 | | 董事会秘书 | | | 姓名 | 程晓梅 | | | | 电话 | 0595-87396105 | | | | 办公地址 | 福建省泉州市惠安县螺城镇惠泉北路1999号 | ...

Core Insights - The white liquor industry is undergoing a silent transformation driven by the "emotional economy," with Guizhou Zhenjiu launching a strategic new product, Dazhen Zhenjiu, which combines affordable pricing with high-end quality [1][3][4] Product Overview - Dazhen Zhenjiu is priced at 888 yuan per bottle, offering superior quality compared to other products in the same price range, thus meeting consumer demands for both quality and cost-effectiveness [4][5] - The product utilizes over 200 different types of high-quality base liquor, with a brewing time dating back to 2020 or earlier, and includes 20-year-old liquor for flavoring [4][6] Market Positioning - The launch of Dazhen Zhenjiu aims to strengthen the brand's position in the mid-to-high-end market, targeting business banquets and high-end gifting scenarios [5][10] - The product's design incorporates traditional cultural elements while appealing to modern consumer preferences for simplicity and environmental consciousness [8][10] Consumer Engagement - Dazhen Zhenjiu addresses the emotional needs of consumers by transforming high-end liquor into a collectible and memorable experience, enhancing its value beyond mere consumption [8][10] - Positive consumer feedback highlights the product's elegant packaging and distinctive flavor profile, differentiating it from competitors [8][10] Industry Trends - The emotional economy is reshaping consumer behavior in the liquor market, moving from a focus on functional needs to emotional resonance and personalized expression [4][10] - Experts predict that Dazhen Zhenjiu could set a benchmark in the sauce liquor segment, shifting the industry focus from price competition to value creation [10]

Group 1 - The company held its 16th meeting of the 11th Board of Directors on August 6, 2025, with all 8 directors present, complying with legal and regulatory requirements [1][2] - The board approved the nomination of Qian Shunjiang as a candidate for the board of directors following the resignation of Ni Qiang, with the term starting from the approval date at the shareholders' meeting [1][4] - The board also approved the convening of the 2025 First Extraordinary General Meeting of Shareholders to be held on August 27, 2025, using a combination of on-site and online voting [2][7] Group 2 - The extraordinary general meeting will take place at 9:30 AM on August 27, 2025, at the company's art center meeting room [7][10] - Voting will be conducted through the Shanghai Stock Exchange's online voting system, with specific time slots for trading and internet voting on the same day [8][11] - Shareholders must register for the meeting by providing necessary documentation, and can delegate representatives to attend and vote on their behalf [15][18]