每经记者｜刘明涛 每经编辑｜肖芮冬 丨2025年6月16日星期一丨 NO.1 酒鬼酒：二季度动销延续承压 日前，酒鬼酒参加了中金公司2025年中期投资策略会。在交流过程中，酒鬼酒表示，5月以来由于餐饮 等消费场景减少，产品销售延续承压，且经销商信心不足造成回款较为困难。其中，湖南省内动销流速 相对正常，而省外河北、河南、山东等地区压力较大。从产品看，400元以下产品动销相对较好，省内 300元~400元的红坛18在宴席场景仍有一定需求，而酒鬼系列的高端产品及内参二季度以来动销承压。 省外透明装表现好于整体，红坛20价格偏高、动销明显放缓，公司今年推出300元价位的"妙品"用于覆 盖空白价格带和省外空白区域。 点评：面临显著经营压力的现状，酒鬼酒管理层展现出务实的态度，采取了聚焦核心单品、精简产品 线、深耕省内、收缩非核心省外、推出新品补位、并投入资源加速去库存等一系列应对措施。公司能否 成功渡过难关，关键在于其战略执行的力度和效果，以及外部消费环境何时能实质性回暖。 NO.2 五粮液：推出首部非遗文化片 据五粮液集团微信公众号消息，6月14日，是我国第九个"文化和自然遗产日"，五粮液紧扣"非遗，让生 活更美好 ...

Group 1 - 92 liquor companies in Renhuai have completed the "oil to electricity" transition, enhancing energy efficiency and reducing costs, while promoting green development in the sauce liquor industry [2] - Wuliangye launched its first intangible cultural heritage film titled "Tian Gong Wuliang," coinciding with China's ninth "Cultural and Natural Heritage Day" [2] - The unveiling of the Fenjiu Purple Sand Research Institute marks a collaboration between Fenjiu Group and Yixing Ai Yi Art Ceramics Co., focusing on innovation and talent cultivation in the purple sand industry [2] Group 2 - Guizhou Zhenjiu has officially launched its strategic flagship product "Zhenjiu·2020 Real Vintage," also known as "Da Zhen·Zhenjiu," emphasizing quality, packaging design, and anti-counterfeiting measures [2] - Xifeng Liquor emphasizes the importance of banquet breakthroughs for sales growth, advocating for enhanced brand visibility through terminal displays and advertising [2] - Treasury Wine Estates (TWE) is investing AUD 15 million in Barossa Valley to establish low/no alcohol wine production facilities, addressing the rising global demand for low-alcohol alternatives [2][3] Group 3 - TWE's new facility will utilize advanced de-alcoholization technology and a proprietary process currently under patent application, aimed at preserving the flavor of low/no alcohol wines [3] - TWE plans to launch a new low-alcohol brand named "Sorbet" in collaboration with Endeavour Group, featuring wines with an alcohol content of ≤8% [3] - The global low/no alcohol wine market is projected to grow at a compound annual growth rate of 5% from 2024 to 2028, with increasing demand in China, particularly among women and young consumers [3]