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三大质疑,拆穿嘉士伯“以重庆为家”的真相!
商业洞察· 2025-10-05 09:24
以下文章来源于深氪新消费 ,作者郑栾 深氪新消费 . 来源: 深氪新消费 嘉士伯对重庆的 "两副面孔"正在被拆穿。 ---------------------------------- 9 月底,嘉士伯集团执行副总裁乔若昂在公开场合宣称," 重庆是嘉士伯在中国的家 。不仅是嘉士 伯中国业务的中心,更是我们长期深耕中国的坚实支点。" 有意思的是,嘉士伯中国总裁李志刚在去年佛山新基地的投产仪式上同样表示: "我们以佛山为支 点,再次彰显对中国市场的长期承诺。" 嘉士伯一边信誓旦旦 "要把重庆当成家",一边却将研发中心落户佛山、总部迁至广州,山城啤酒 销量暴跌 90% 。 这不是单纯的战略调整,而是商业层面的背弃。 当外资巨头用 "情感牌"拿下民族品牌后,是共同发展,还是"鸠占鹊巢"?重庆曾经的民族品牌天 府可乐就遭遇雪藏。眼下,山城啤酒也正面临嘉士伯的暗中架空。 深氪新消费成立于2016年,聚焦新经济,关注新消费、新零售等领域的商业进化。 作者: 郑栾 面对重庆市场和舆论,嘉士伯始终在虚与委蛇。 01 质疑一: 战略重心南移 对重庆五大承诺全部落空 何以为家? 高管发言可以敷衍了事,但财务数据和产能不会说谎。 当 ...
啤酒五巨头,半年吸金840亿
36氪· 2025-09-22 10:37
Core Viewpoint - The Chinese beer market is experiencing a significant shift, with domestic giants gaining ground against foreign competitors, particularly in the context of the "takeout war" that has revitalized the industry [4][6][30]. Group 1: Market Dynamics - The competitive landscape of the Chinese beer market is changing, with domestic brands outperforming foreign giants in the first half of 2025 [4][6]. - In the first half of 2025, China’s beer market saw a decline in overall production by 0.3%, continuing a trend of stagnation [18]. - Despite the overall market decline, domestic giants like China Resources Beer, Qingdao Beer, and Yanjing Beer achieved over 2% growth in sales [19][20]. Group 2: Performance of Major Players - China Resources Beer surpassed Budweiser APAC to become the market leader, with a revenue of approximately 239.42 billion RMB, a 0.8% increase year-on-year [10][11]. - Budweiser APAC reported a revenue of 31.36 billion USD (approximately 224.5 billion RMB), a 5.6% decline year-on-year, marking the worst performance among the top five [9]. - Yanjing Beer and Chongqing Beer are in a tight race for the fourth position, with Yanjing Beer achieving a net profit growth of 45.45%, surpassing Chongqing Beer [13][14]. Group 3: Impact of Instant Retail - The "takeout war" has provided a new growth driver for the beer industry, with instant retail becoming a significant channel for sales [17][21]. - Qingdao Beer reported a nearly 60% increase in sales through instant retail platforms, significantly outperforming the industry average [26]. - China Resources Beer noted a nearly 40% growth in its online business and a 50% increase in its instant retail business [27]. Group 4: Foreign Brands' Struggles - Foreign brands, particularly Budweiser APAC and Chongqing Beer, are facing challenges, with Budweiser's sales in China declining by 8.2% [10][30]. - The high-end beer market, once dominated by Budweiser, is seeing its advantages eroded by the growth of domestic brands [30][33]. - Both Budweiser APAC and Chongqing Beer are shifting focus to non-immediate channels in response to declining performance in traditional immediate consumption venues [36][37].
重庆啤酒上半年营收、净利双降,为近10年来首次
Jing Ji Guan Cha Bao· 2025-08-16 00:13
Core Viewpoint - Chongqing Brewery reported a decline in both revenue and net profit for the first half of 2025, marking the first time since 2015 that both metrics have decreased in the interim report [1] Financial Performance - The company achieved a revenue of 8.839 billion yuan, a year-on-year decrease of 0.24% [1] - The net profit attributable to the parent company was 865 million yuan, down 4.03% year-on-year [1] - Management expenses increased by 7.43% to 289 million yuan, contributing to the profit decline [1] Product Performance - Revenue from economic products (priced below 4 yuan) grew by 5.39% year-on-year, while revenue from mainstream products (priced between 4 and 8 yuan) fell by 0.92% [1] - The overall decline in main business revenue was attributed to the drop in mainstream product sales [1][2] Market Position - Chongqing Brewery's revenue ranking in the industry has dropped to fifth place, overtaken by Yanjing Beer, which achieved a revenue growth of 3.2% to 14.667 billion yuan [2] - The sales revenue of mainstream products, represented by brands like Chongqing and Wusu, decreased by 1.02% [2] Legal Issues - The company is involved in a legal dispute with Chongqing Jiawei Brewery, resulting in a court ruling that requires Chongqing Brewery to pay 350 million yuan in damages [3] - The company has appealed the ruling, and the case is currently under review in a higher court [4] Strategic Moves - Chongqing Brewery plans to invest 600 million yuan in its subsidiary, Carlsberg Brewery (Foshan), to enhance its capital strength and improve its asset-liability structure [4]
重庆啤酒上半年营收、净利双降 为近10年来首次
Jing Ji Guan Cha Wang· 2025-08-15 08:07
Core Viewpoint - Chongqing Brewery reported a decline in both revenue and net profit for the first half of 2025, marking the first time since 2015 that both metrics have decreased simultaneously [1] Financial Performance - The company achieved a revenue of 8.839 billion yuan, a year-on-year decrease of 0.24% [1] - The net profit attributable to the parent company was 865 million yuan, down 4.03% year-on-year [1] - Management expenses increased by 7.43% to 289 million yuan, contributing to the profit decline [1] Product Performance - Revenue from economic products (priced below 4 yuan) grew by 5.39% year-on-year, while revenue from mainstream products (priced between 4 and 8 yuan) fell by 0.92% [1] - The overall decline in main business revenue was attributed to the drop in mainstream product sales [1][2] Market Position - Chongqing Brewery's revenue ranking in the industry has dropped to fifth place, overtaken by Yanjing Beer, which achieved a revenue growth of 3.2% to 14.667 billion yuan [2] Legal Issues - The company is involved in a legal dispute with Chongqing Jiawei Brewery, resulting in a court ruling that requires Chongqing Brewery to pay 350 million yuan in damages [3] - The company has appealed the ruling, and the case is currently under review in a higher court [4] Strategic Moves - Chongqing Brewery plans to invest 600 million yuan in its subsidiary, Carlsberg Brewery (Foshan), to enhance its capital strength and improve its market competitiveness [4]
重庆啤酒:上半年高档产品增长“停滞” 高端化战略承压|直击业绩会
Xin Lang Cai Jing· 2025-08-15 07:04
Core Viewpoint - Chongqing Beer reported a decline in both revenue and net profit in the first half of the year, indicating challenges in its high-end product strategy amid weak consumer demand [1][4]. Financial Performance - The company achieved operating revenue of 8.839 billion yuan, a year-on-year decrease of 0.24% [1]. - Net profit attributable to shareholders was 865 million yuan, down 4.03% year-on-year [1]. - Sales volume reached 1.8008 million kiloliters, a year-on-year increase of 0.95%, outperforming the industry average [1]. Product Performance - Revenue from high-end products (priced at 8 yuan/bottle and above) was 5.265 billion yuan, showing almost no growth [2]. - Revenue from mainstream products (priced at 4-8 yuan/bottle) decreased by 0.92% to 3.145 billion yuan [2]. - Economic products (priced below 4 yuan/bottle) saw a growth of 5.39%, generating 196 million yuan [2]. Regional Performance - The Northwest region experienced revenue growth of 1.75%, totaling 2.596 billion yuan, being the only region with an increase [2]. - The Central region's revenue declined by 0.7% to 3.532 billion yuan [2]. - The Southern region's revenue fell by 1.47% to 2.479 billion yuan [2]. Strategic Challenges - The company's high-end strategy is facing significant challenges, with high-end product revenue growth nearly stagnant [4]. - The shift in branding strategy has led to a noticeable decline in sales of the local brand "Shancheng" beer since the acquisition by Carlsberg Group [4].
国际商事合作长期契约利益保护引关注 专家倡导 坚守“长期性契约精神”保护各方利益
Xin Hua Wang· 2025-08-12 06:00
Group 1 - The core point of the news is the transfer of the "Wahaha" trademark by Hangzhou Wahaha Group, which has attracted significant public attention due to its historical context involving disputes with foreign companies [2] - The trademark transfer application was submitted on January 21, 2025, and the receiving party has not been disclosed [2] - Wahaha's statement emphasizes its commitment to integrity and creating value for society, while addressing historical issues related to the trademark transfer [2] Group 2 - The article discusses the importance of long-term contractual relationships in international commercial cooperation, highlighting the need for legal protection of interests in joint ventures [3][4] - Trademark disputes, such as the "Wahaha" case and the "Red Can" dispute between Wanglaoji and Jia Duo Bao, illustrate the complexities arising from historical agreements related to intellectual property [4][5] - Experts at a recent seminar stressed the necessity of adhering to the spirit of long-term contracts to avoid negative impacts on honest credit and to prevent vicious competition in the industry [5][6] Group 3 - The discussion includes the significance of charter agreements and company bylaws as foundational legal documents that protect shareholder rights and guide corporate operations [6][7] - The article highlights the ongoing disputes between companies, such as the Red Bull joint venture, which stem from disagreements over the validity and terms of foundational agreements [7][8] - The need for careful consideration of the relationship between charter agreements and specific implementation agreements is emphasized, as changes to the latter can affect the stability of long-term contracts [13][14] Group 4 - The article addresses the challenges posed by multiple identities of contracting parties in joint ventures, which can complicate obligations and rights [11][12] - It is noted that the existence of multiple contracts and roles can lead to conflicts, as seen in the case of Chongqing Beer and its subsidiary [11][12] - The importance of maintaining the integrity of long-term contracts amidst these complexities is underscored, as they serve as the foundation for cooperation and mutual interests [13][14]
专家访谈汇总:嘉士伯“抢注”山城商标,民族品牌“被边缘化”?
阿尔法工场研究院· 2025-06-02 13:38
Group 1: Investment Opportunities in Tourism and CRO Industry - Mid-term focus on companies in the tourism service sector such as China Youth Travel Service, China Duty Free Group, Songcheng Performance, and Jinjiang Hotels, especially those targeting mid-to-high-end tourism consumption and high-growth regions like East and South China [1] - The domestic CRO industry has transitioned from a boom driven by policy and capital to a downturn dominated by oversupply and shrinking demand, indicating a clear mid-to-long-term investment logic due to policy catalysts and concentration among leading firms [3] - For investors with higher risk tolerance, the current period may present a left-side opportunity to invest in quality CRO companies, with a recommendation to closely monitor policy developments and changes in the fundamentals of leading firms [3] Group 2: Trends in Livestock and New Energy Vehicles - Short-term caution against heavily investing in pig farming stocks such as Wens Foodstuffs, Muyuan Foods, and Zhengbang Technology, as profitability remains challenged [3] - The pig industry is currently experiencing a phase of high prices stagnating, rising costs, and cautious restocking, leading to compressed profits across the industry chain, which is unfavorable for the recovery of farming profitability [3] - Data indicates a significant increase in the acceptance of new energy vehicles for long-distance travel, suggesting a structural change in user behavior beyond urban commuting [2] Group 3: Developments in Pharmaceutical Retail - The launch of the first national standard for research-oriented pharmacies marks a significant step in integrating pharmacies into the clinical research system, enhancing the diversity and validity of data samples for traditional Chinese medicine [6][7] - Major chain pharmacies like Yifeng Pharmacy, Dazhenglin, and Lao Baixing are expected to lead the transformation into research-oriented pharmacies, equipped with necessary data collection devices and quality control systems [7] - Traditional Chinese medicine companies such as Tongrentang, Yunnan Baiyao, Yiling Pharmaceutical, and Kangyuan Pharmaceutical may benefit from this new model by expanding real-world data channels and improving the success rate of new drug registrations [6]
嘉士伯新获“山城啤酒”商标注册证 此前称拥有“山城”品牌完整所有权
Jing Ji Guan Cha Wang· 2025-05-25 03:34
Core Viewpoint - The ongoing trademark dispute between Carlsberg's Chongqing Brewery and Chongqing Jiawei Brewery over the "Shancheng Beer" brand has intensified, with recent trademark registrations by Carlsberg indicating a strategic move to solidify its ownership and market position [1][3][5]. Group 1: Trademark Registration and Ownership - Carlsberg's Chongqing Brewery has recently obtained multiple trademark registrations for "Shancheng Beer" between May 6 and May 19, 2025, asserting its complete ownership of the brand [1]. - The trademark registrations include various designs and names associated with "Shancheng Beer," highlighting Carlsberg's commitment to securing its brand identity [4][5]. - Chongqing Jiawei claims that the agreement to use the "Shancheng" trademark was intended to provide them with permanent usage rights, which they argue is essential for their sustainable development [5]. Group 2: Legal Disputes and Market Dynamics - The legal battle between Chongqing Brewery and Chongqing Jiawei has been ongoing, stemming from Jiawei's role as a contract manufacturer for "Shancheng Beer" [1][2]. - Following a legal defeat, Chongqing Brewery emphasized that it has sufficient production capacity and criticized the partnership with Jiawei as detrimental to its interests [1][5]. - Chongqing Jiawei contends that the collaboration has significantly benefited Carlsberg and Chongqing Brewery, enhancing their market position and brand authority in the region [2]. Group 3: Future Implications - The recent trademark registrations by Carlsberg may lead to renewed conflicts with Chongqing Jiawei, as the latter's rights to the "Shancheng" brand are closely tied to the existing sales agreements, which are set to expire in January 2029 [5]. - The ongoing trademark battle and the associated legal disputes could have significant implications for both companies' market strategies and brand positioning in the competitive beer industry [5].
包销纠纷一审判赔超3亿后 重啤子公司多个山城啤酒商标获批
Nan Fang Du Shi Bao· 2025-05-22 14:34
Group 1 - The core point of the news is that Chongqing Beer has successfully registered the "Mountain City Beer" trademark, which is part of its routine management and protection of its trademark assets [2] - The trademark registration was conducted by Carlsberg Chongqing Beer Co., Ltd., a subsidiary of the listed company Chongqing Beer, which has registered a total of 9 "Mountain City Beer" trademarks this year [2] - The trademarks are classified under category 32, which pertains to beer beverages, with application dates set for May 29, 2024, and September 30, 2024, and registration announcement dates for April 14, 2025, and April 28, 2025 [2] Group 2 - The attention surrounding the "Mountain City Beer" trademark is linked to ongoing distribution disputes between Chongqing Beer and its affiliate Chongqing Jiawei Beer Co., Ltd., primarily focused on the distribution agreement rather than trademark ownership [3] - The historical context includes a joint venture established in 1997, where Chongqing Beer became the major shareholder, and subsequent changes in ownership and operational structure leading to the current disputes [3] - The disputes intensified in 2024, with Chongqing Jiawei accusing Carlsberg of monopolizing the "Mountain City" brand and Chongqing Beer countering that Jiawei was attempting to leverage public opinion to gain control over the brand post-2029 [3] Group 3 - As of March 14, 2023, Chongqing Beer lost a first-instance court ruling regarding the distribution dispute, which ordered the company to pay approximately 353 million yuan to Chongqing Jiawei, and Chongqing Beer has since appealed the decision [4]
毁约变脸,一审被判赔3.5亿元:嘉士伯败北背后,谁在收割民族品牌红利?
商业洞察· 2025-03-29 09:35
以下文章来源于深氪新消费 ,作者朱末 深氪新消费 . 深氪新消费成立于2016年,聚焦新经济,关注新消费、新零售等领域的商业进化。 作者:朱末 来源:深氪新消费(ID:xinshangye2016) 围绕山城啤酒的包销纠纷事件,有了新进展。 日前,重庆啤酒(600132.SH)公告了重庆市第五中级人民法院对公司与重庆嘉威啤酒有限公 司(以下简称"重庆嘉威")合同纠纷案的一审判决结果,法院判决重庆啤酒赔偿重庆嘉威损失 3.5亿元。 针对这个判决,3月14日,重庆啤酒的控股股东嘉士伯发表了一篇5000字长文,直言一审判 决"显失公正",且详细披露了与重庆嘉威之间合作的来龙去脉,对重庆嘉威此前提出的"雪 藏"山城品牌的说法进行否认。 很快,重庆嘉威针对嘉士伯的多个观点进行反驳。 嘉威表示,虽然嘉士伯、重啤的声明言辞激烈,但与历史、与事实、与双方合作协议严重不 符,并从合作关系定性、"山城"品牌使用期限、"山城"啤酒品牌被边缘化等八个方面针对嘉士 伯中国此前声明的关键点一一做出有力的回击。 回顾两方的声明,"山城"啤酒是诉讼源头。早年间,重庆啤酒通过注入"山城"商标使用权,获 得重庆嘉威33%股份,双方还签订了为期2 ...