五粮液白酒
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地域围墙难破,白云边百亿征程搁浅?
Xi Niu Cai Jing· 2026-01-10 02:24
2025年,白酒行业面临的压力集中爆发。消费场景收缩、价格体系承压,就连茅台、五粮液这样的全国性名酒也感受到阵阵寒意。对于像白云边这样高度依 赖区域市场的企业,冲击尤为直接。 湖北白酒市场规模约350亿元,但竞争已呈白热化。五粮液、洋河等全国品牌不断下沉渠道,在湖北市场已有可观份额;劲酒等本地对手则在大众消费市场 持续发力。白云边虽然在中端价格带拥有优势,但在高端市场缺乏竞争力,在低端市场布局又显不足。当行业调整来袭,这种不上不下的产品定位让其格外 被动。 长期以来,白云边的故事充满矛盾。一方面,它在湖北市场根基深厚,连续十三年稳坐当地白酒头把交椅,产品几乎渗透到省内每一个卖酒的角落。湖北人 对这个品牌有着特殊情感,从家庭聚会到商务宴请,白云边独特的"浓头酱尾"兼香口感已经成为一种地方饮食文化的组成部分。 但另一方面,这份地域性的成功也像一道无形的围墙,将其紧紧束缚在省内。白云边超过七成的销售额来自湖北本土市场,省外拓展始终步履蹒跚。 据悉,为了突破增长瓶颈,白云边在2024年初推出了雄心勃勃的"一线三点"战略,试图通过深耕酒店、宴席和团购三大终端消费场景,重塑渠道体系。董事 长梅林多次强调,要围绕这一指导思 ...
山东省烟台市市场监督管理局发布知识产权(商标)领域行政执法典型案例
Zhong Guo Zhi Liang Xin Wen Wang· 2026-01-08 06:46
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:烟台市场监管 烟台市市场监督管理局发布知识产权(商标)领域行政执法典型案例 商标是企业的品牌标志,它代表着企业的形象、产品的质量和企业的信誉。保护商标既是维护企业的合 法权益,也是保障消费者的切身利益。烟台市市场监督管理局高度重视知识产权保护工作,不断加大知 识产权违法行为惩治力度,依法严厉查处商标侵权、假冒专利以及其他侵犯知识产权等违法行为,切实 保护人民群众和企业的合法权益。 现公布一批 知识产权(商标)领域行政处罚 典型案例 01.招远市任国光山地鸡海鲜馆经营侵犯"古井亭"图形注册商标专用权的汾酒案 查处单位:招远市市场监督管理局 2025年9月12日,招远市市场监督管理局根据投诉举报线索,对招远市任国光山地鸡海鲜馆经营侵犯"古 井亭"图形注册商标专用权白酒的行为开展调查。经调查核实,当事人销售侵犯"古井亭"图形注册商标 专用权的白酒。经注册商标权利人辨认,相关涉案商品均不是权利人生产或其许可生产的商品。当事人 的行为违反了《中华人民共和国商标法》第五十七条第三项之规定。 招远市市场监督管理局依据《中华人民共和国商标法》第六十条第二款和《中 ...
今年十大最惨板块,跌麻了
3 6 Ke· 2025-12-30 12:11
从去年到今年,促消费、促内需,一直是社会的重要议题。 此前,重要工作会议更是将"坚持内需主导,建设强大国内市场"定位明年八大重点任务之首。 但回望过去一年,在大盘整体上涨的趋势之中,跌幅居前的,仍大多是消费板块。 但,转机往往在危机之中酝酿,在今年最惨的板块之中,又到底能否酝酿出新的机遇呢? 01 白酒板块 年内跌幅12.44% "买你的白酒去吧,老登。" 这句以一己之力打造出老登股和小登股概念的话,足以表现出如今白酒板块的尴尬处境。 同花顺数据显示,在申万二级行业指数之中,今年年内下跌的16个行业中,有十个均为消费板块。 | 申万二级行业指数排名 | | --- | | | 简称 | 年涨跌幅(%) | | --- | --- | --- | | T | 专业连锁II | -14.72 | | 2 | 铁路公路 | -12.86 | | 3 | 三恩山 | -12.44 | | 4 | 房屋建设 II | -11.80 | | 5 | 非白酒 | -11.61 | | 6 | 出版 | -7.22 | | 7 | 调味发酵品 II | -6.04 | | 8 | 煤炭开采 | -5.55 | | g | 中 ...
五粮液获“金骏马最具投资价值上市公司”奖
Zheng Quan Ri Bao Wang· 2025-12-29 08:14
本报讯 (记者梁傲男)12月26日,由《证券日报》社有限责任公司主办的"2025证券市场年会"在北京 香格里拉饭店圆满落幕。本次年会以"改革与创新资本市场新出发"为主题,汇聚行业协会负责人、经济 学家、上市公司负责人、金融机构负责人等多位重磅嘉宾,共同探讨在高质量发展新阶段下,资本市场 深化改革的路径与创新发展的未来。 在股东回报方面,五粮液始终将股东利益置于重要位置,打出高额分红与股东增持的"组合拳"。一是坚 持高比例现金分红,以真金白银回馈投资者,二是股东增持彰显信心,以实际行动夯实长期价值。 五粮液分红政策持续、稳定,已连续派现18年,累计派现25次,累计派现总额高达1264亿元,是上市以 来募集资金的33倍,树立了A股市场"重回报"的价值典范。公司分红率连续5年超过50%,2024年更是以 70%的分红率和223亿元的现金分红总额,创下历史新高。此外,2024年公司还发布了未来三年股东回 报规划,明确每年度现金分红总额占当年归母净利润的比例不低于70%,且不低于200亿元(含税), 向市场传递了长期、稳定回报的坚定信号。 2025年,五粮液延续高质量发展态势,在资本市场进一步凸显龙头企业的价值。其以稳 ...
五粮液:2025年三季度公司货币资金为1300亿余元
Zheng Quan Ri Bao· 2025-12-26 13:35
(文章来源:证券日报) 证券日报网讯 12月26日,五粮液在互动平台回答投资者提问时表示,2025年三季度报告显示,公司货 币资金为1300亿余元。 ...
美团做起酒外卖,年营收或超60亿
Guan Cha Zhe Wang· 2025-12-25 10:49
Core Insights - The article highlights the rapid growth of Yima Songjiu, a liquor instant retail platform, which is projected to achieve a GMV of over 6 billion yuan in 2023, doubling from 3 billion yuan in 2022 [2][24] - Yima Songjiu has quickly become a leading player in the industry, reflecting the strong demand for instant home delivery of alcoholic beverages [3][28] Company Overview - Established in 2021 as a supplementary project for Meituan's flash purchase service in Huizhou, Yima Songjiu has expanded to over 2,000 warehouses across more than 200 cities, serving nearly 30 million users [3][11] - The platform offers over 800 SKUs, covering major categories such as beer, white liquor, red wine, and foreign liquor, with an average delivery time of 15 minutes [3][4] Competitive Advantages - Yima Songjiu promotes three main advantages: speed, price, and a light-asset model [4] - The platform's self-operated delivery model allows for faster delivery times, achieving a 50% on-time rate within 15 minutes and 95% within 25 minutes, significantly quicker than competitors [4][21] - Pricing strategies include using self-branded products to maintain high margins and leveraging Meituan's subsidies to offer competitive prices on well-known brands [4][5] Market Dynamics - The instant retail sector for alcoholic beverages is still in its early stages, with a projected market size of 100 billion yuan by 2027, indicating a compound annual growth rate of approximately 30% [24][27] - The industry faces challenges such as high delivery costs, low margins, and fluctuating demand, which complicate the balance between operational efficiency and profitability [21][29] Strategic Collaborations - Yima Songjiu has partnered with China Resources Beer to launch exclusive products based on real-time consumer data, showcasing the potential of instant retail platforms to influence product development [9][10] Future Outlook - The article suggests that the next phase of competition in the liquor instant retail market will focus on enhancing customer experience through specialized services and personalized recommendations [22][30] - The industry's growth is expected to be driven by changing consumer habits, particularly among younger generations who favor instant delivery services [27][28]
研报掘金丨东吴证券:维持五粮液“买入”评级,中长期利润中枢有望企稳修复
Ge Long Hui A P P· 2025-12-22 06:32
Core Viewpoint - Wuliangye held its annual dealer conference on December 18, outlining its marketing strategy for 2026 as the "Year of Marketing Integrity and Innovation," focusing on market rules, merchant interests, and consumer rights to enhance marketing transformation and execution capabilities [1] Group 1: Marketing Strategy - The company aims to achieve high-quality market activation and effective market share growth through a multi-dimensional approach involving channels, products, and mechanisms [1] - For 2025, the company has set the marketing guideline of "stabilizing prices, boosting sales, improving efficiency, and changing work style" [1] Group 2: Industry Context - In response to the deep adjustments in the liquor industry, the company is focused on consolidating its development certainty to address external uncertainties [1] - The short-term inventory reduction is expected to solidify the foundation for long-term development, with a stable recovery of mid-to-long-term profit levels anticipated [1]
突破250亿!
新华网财经· 2025-12-21 07:07
突破250亿!2025年成为中国影史动画电影票房最高一年 据网络平台数据,2025年全年动画电影票房突破250亿,成为中国影史动画电影票房最高一年。《哪吒之魔童闹海》《疯狂动物城2》《浪浪山小妖怪》分 列2025年动画电影票房榜前三位。 茅台、五粮液同日官宣! 苹果闪送官宣iPhone免运费 来源:央视新闻客户端 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 ...
唱响品牌魅力 五粮液“和美之夜2025”点燃酒都宜宾
Xin Lang Cai Jing· 2025-12-21 05:41
Core Viewpoint - Wuliangye's "He Mei Night 2025" event showcases the brand's cultural heritage and aims to enhance its corporate image while promoting urban cultural dissemination [1][3]. Group 1: Event Overview - The "He Mei Night 2025" event, held on December 18 in Yibin, is part of Wuliangye's 29th "12·18 Consensus Building and Sharing Conference" series [3]. - The event featured a strong lineup of performances and immersive experiences, highlighting Wuliangye's brand spirit of "He Mei" [1][4]. Group 2: Cultural and Artistic Elements - The event's central theme, "He Mei Coexistence," integrated local cultural elements from Yibin, known as "China's Liquor Capital," creating a blend of historical and contemporary aesthetics [4]. - Performances included popular songs across generations, fostering emotional connections among diverse audience members [4][5]. Group 3: Audience Engagement and Experience - Attendees included distributors, partners, industry guests, and consumers, emphasizing the concept of a "shared destiny" between the brand and its stakeholders [5]. - The immersive experience allowed audiences to appreciate the unique charm of Wuliangye's "He Mei" culture, with one young attendee noting the event's blend of classic and innovative elements [5]. Group 4: Future Plans and Broadcast - The event will be broadcast on December 30 at 19:30 on CCTV Variety Channel (CCTV-3) and other platforms, continuing Wuliangye's strategic partnership with the Central Radio and Television Station [7]. - In 2024, the event achieved over 4.63 million views during its new media live broadcast, indicating strong audience engagement [7]. - Wuliangye plans to maintain its focus on innovation and cultural depth, aiming to enhance brand reputation and urban image through diverse storytelling [7].
水电气三表计量出新规!解决你关心的计费和维权问题
新华网财经· 2025-12-20 06:01
工作人员表示,水电气表的选用必须符合国家规定,具备《 计量器具型式批准证书 》。 全链条规范 保障计量准确 《合规指南》对居民水、电、气表的采购、检定、出入库、安装、轮换、报废等环节提出细化要求,告诉相关公用企业"应该怎么做""需要 达到什么标准"。 家里的水、电、气三表走得准不准,关系到我们每个人的切身利益。市场监管总局发布《城镇供水供电供气公用企业计量行为合规指 南》, 首次对水电气表从"出生"到"退休",全生命周期管理提出了明确要求。 新规如何从源头保障计量准确性? 《合规指南》明确要求城镇供水供电供气公用企业应当建立完善的计量器具台账,并实施动态更新管理。定期组织开展检查,确保水、 电、气表从采购到报废全过程可追溯,相关档案台账数据应及时归集备查,保存期限不少于使用年限。 发生故障权益有保障 《合规指南》制定了专门的"故障处理规则",明确了企业的责任义务。工作人员介绍,若计量器具出现非人为原因导致的故障或失准,公 用企业应当为用户免费更换合格的计量器具,尤其当因计量器具问题造成多收费用时,公用企业必须按规定退赔或给予补偿,这一要求直 接回应了用户最为关心的"表不准多收了钱该如何处理"的疑问。 同时,合 ...