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半年报系列报道:散酒铺快速扩张丨封面观酒
Sou Hu Cai Jing· 2025-08-18 20:06
而事实上,近一年多来,仅在成都就出现了十多个散酒铺的品牌,每个品牌开的店铺有多有少,除了以上两个品牌,还包括唐三两、关爷打酒等品牌。 斑马侠创始人顾磊告诉封面新闻记者,他们去年仅开了10家门店,多为直营店。其门店最早叫侠八斗,后来又曾取名赴刻,最后才确定为斑马侠,今年3 月开始启动品牌授权合作,5月、6月、7月进入快速扩张期,现在已在全国开了100家门店。其中成都开了40家,川渝其他地方开了约20家,北上广深武汉 合肥郑州等核心城市开了40家。 2025年,是白酒行业的重要拐点之年。如今半年已过去,各白酒上市公司半年报陆续发布,上半年行业呈现怎样特点?有哪些现象值得关注? 即日起,封面新闻推出白酒半年报观察系列稿件,敬请关注。 本期报道关键词:散酒铺快速扩张。 成都街头遍布散酒铺 细心的成都市民会注意到,今年以来,成都街头的散酒铺明显增多。 在记者所在小区楼下,近两月就相继出现了两家散酒铺,先是开了一家"熊猫打酒",新近又出现一家"斑马侠"散酒铺。 据了解,除了斑马侠,唐三两最多的时候也开了上百家门店,以加盟为主,最近听说略有收缩。其他品牌几家十多家门店不等。 而斑马侠和唐三两,在年初都几乎同时得到了元气森林 ...
茅台最大的难题,是年轻人不会在小红书上晒茅台
虎嗅APP· 2025-08-15 13:56
Core Viewpoint - The article discusses the decline of the Chinese liquor industry, particularly the white liquor segment, highlighting the shift in consumer preferences among the younger generation, which is leading to a significant drop in white liquor consumption and production [5][8][37]. Industry Overview - In the first half of 2023, the production of white liquor in China decreased by 5.8% year-on-year, totaling 1.916 million kiloliters, with June's production down 6.5% compared to the previous year [5][6]. - This marks the ninth consecutive year of production decline in the white liquor industry, with projections indicating that total annual production may not exceed 4 million kiloliters, a level not seen in nearly 20 years [6][8]. Company Performance - Kweichow Moutai reported a 9.1% increase in revenue for the first half of 2023, but this is the first time in a decade that its growth rate has fallen to single digits [9]. - Moutai's contract liabilities dropped to 5.507 billion yuan, a decrease of 42.59%, indicating reduced willingness from distributors to prepay for products due to declining sales [9][10]. - Other leading companies like Wuliangye and Shanxi Fenjiu also experienced slowed growth, while smaller companies faced severe profit declines, with some reporting net profit halving or even losses [11][12]. Consumer Behavior - The younger generation, particularly those aged 18-30, is showing a preference for lower-alcohol beverages and is less inclined to consume traditional white liquor, which is often associated with formal dining and business settings [14][15][23]. - Research indicates that 83% of young consumers prefer beverages with an alcohol content below 20%, with beer, fruit wine, and cocktails being more popular than white liquor [25][30]. Market Trends - The market for low-alcohol beverages is projected to grow significantly, with a compound annual growth rate of 25%, while traditional white liquor is experiencing a contraction [26][30]. - New brands targeting younger consumers are emerging, offering products that align with their preferences for lower prices and more casual consumption experiences [30][31]. Strategic Shifts - Traditional liquor companies are attempting to adapt by introducing lower-alcohol products and modern packaging, but these efforts often fail to resonate with younger consumers who seek authentic and relatable brands [28][29]. - The article emphasizes that the liquor industry is undergoing a structural adjustment, with traditional white liquor's market share declining as new beverage categories gain traction among younger consumers [37][38].
夏日水果便宜了!果农升级品种玩转深加工
Yang Shi Xin Wen· 2025-07-28 05:30
Group 1 - The core viewpoint of the articles highlights the significant drop in fruit prices due to increased production and seasonal availability, making fruits more affordable for consumers [2][3][4] - The production of lychee in Guangxi is expected to reach 3.65 million tons this year, doubling from the previous year, contributing to the price decline [2] - Blueberry prices in Qingdao have decreased from around 120 yuan per pound at the beginning of the year to approximately 10 yuan per pound currently [2] Group 2 - Farmers are adopting improved varieties and developing deep processing methods to enhance their income amidst falling fruit prices [3][4] - In Guangxi, the promotion of high-quality late-maturing lychee varieties has improved marketability and pricing, with some varieties selling for over 10 yuan per pound [4] - The introduction of deep processing for blueberries has allowed farmers to stabilize their income through guaranteed purchase prices [5] Group 3 - The implementation of mechanization across the entire production process is reducing costs and increasing profits for fruit producers [6] - In Yunnan, the use of drones for transporting citrus fruits has cut transportation costs by 30% to 40%, significantly improving efficiency [7] - Advanced sorting technology in fruit processing facilities allows for precise grading and quality assessment, contributing to stable market prices [7]
广西田阳“壮山农鲜”亮相珠海拱北口岸商圈大屏
Nan Fang Nong Cun Bao· 2025-07-26 10:05
Core Viewpoint - The "Zhuangshan Nongxian" agricultural specialty products from Tianyang, Guangxi, are being showcased in the Zhuhai Gongbei port business district, aiming to promote local agricultural products to the Greater Bay Area market [2][19]. Group 1: Product Promotion - "Zhuangshan Nongxian" features high-quality agricultural products such as mangoes, cherry tomatoes, dried fruits, and fruit wines, emphasizing the brand's mission of "thousands of agricultural products, Zhuangshan leads the freshness" [8][9]. - The recent promotional event in Zhuhai attracted over ten thousand visitors, resulting in multiple companies signing production and sales cooperation agreements totaling 8.5 million yuan [13][14]. Group 2: Market Expansion - Zhuhai is positioned as a crucial node in the Guangdong-Hong Kong-Macao Greater Bay Area, serving as a vital hub for connecting mainland China with Hong Kong and Macau, which is beneficial for Tianyang's agricultural products to enter international markets [19][20]. - The strategic location near the Gongbei port, which is just a river away from Macau, aims to create a "golden channel" for "Zhuangshan Nongxian" products to expand sales channels and reach international markets [20][22].
邛崃电商云仓:仓储物流一站式服务,低成本赋能电商产业
Sou Hu Cai Jing· 2025-07-25 12:45
Core Insights - The importance of the e-commerce industry is highlighted, with the Qionglai E-commerce Cloud Warehouse significantly reducing storage costs for e-commerce companies and providing competitive logistics prices, thus driving the growth of the e-commerce sector in Qionglai [1] Logistics - The Qionglai E-commerce Cloud Warehouse, located in Chengdu's Green Health Industrial Park, is bustling with activity, handling local specialty products such as noodles, liquor, honey, and cooking oil [2] - The warehouse operates a shared system for merchants that integrates with platforms like Douyin, Pinduoduo, Taobao, and Xiaohongshu, ensuring that all orders are dispatched by 4 PM daily [3] Warehouse Operations - Managed by the Qionglai E-commerce Public Service Center, the cloud warehouse spans 5,000 square meters and provides low-cost storage and logistics services through resource integration and professional operations [4] - The cloud warehouse employs a fully data-driven management platform, allowing for flexible storage and entry times, enabling products to be stored and shipped efficiently, thereby reducing storage costs for businesses [4] Business Impact - Over 30 companies, primarily in the liquor sector (90% of the total), have settled in the cloud warehouse, which serves as a core infrastructure for e-commerce by offering storage and order processing solutions [5] - The cloud warehouse has processed approximately 2,000 orders daily and is expected to expand to 13,000 square meters by the end of the year, with a daily processing capacity of 5,000 to 10,000 orders [5] Growth Projections - The cloud warehouse shipped 500,000 orders last year, with a significant increase expected this year, projecting a total of 2 million orders [6] - Future plans include enhancing capacity and efficiency by improving connections with major e-commerce platforms and quality logistics companies, aiming to lower logistics costs and improve delivery efficiency [6]
科尔尼发布饮料行业报告:企业已启动实质性脱碳举措,但转型速度与实施规模仍未达预期
科尔尼管理咨询· 2025-07-25 09:52
Core Viewpoint - The beverage industry faces significant challenges in translating sustainability commitments into quantifiable emission reductions, with current progress lagging behind the required pace to meet net-zero targets set for 2030 and 2050 [1][12]. Emission Tracking: Current Status - The beverage industry has shown a 10% improvement in carbon emissions compared to 2021 predictions, but the current compound annual reduction rate of -1.7% is far below the -7.8% needed to meet the 1.5°C temperature control target [2][3]. - If the current reduction pace continues, carbon emissions are projected to reach 1.2875 billion tons by 2030, exceeding the interim target of 1.25 billion tons by 3% [3]. - By 2050, emissions are expected to remain at 920 million tons, representing an 83% gap from the net-zero target of 160 million tons [3]. Sectoral Differences in Emission Reduction - Different beverage categories exhibit varying progress in emissions reduction, with wine leading at a 38.4% reduction, followed by beer and fruit wine at -26.4%, dairy and alternatives at -16.1%, ready-to-drink beverages at -8.3%, and hot drinks at -6.8% [5]. - Conversely, categories like spirits and soft drinks have seen increases in emissions by 94.6% and 10.5%, respectively, primarily due to improved reporting and increased production [5]. Decarbonization Strategies: Insights from CSOs - A survey of Chief Sustainability Officers (CSOs) from leading beverage companies revealed that only 17% are fully satisfied with their carbon reduction progress, while 66% are cautiously optimistic [7]. - Regarding net-zero targets, 40% of CSOs are confident in achieving their goals, while 60% express concerns about meeting certain benchmarks [7]. - The industry is actively pursuing decarbonization across the value chain, with 57% of CSOs adopting new agricultural practices and 71% implementing packaging reduction measures [8][10]. Investment and Structural Challenges - The beverage industry is characterized by gradual improvements rather than breakthrough changes, with key challenges including insufficient commercial value of decarbonization initiatives and low internal consensus [11]. - To overcome these barriers, companies need to integrate sustainability goals with core business strategies, enhance cross-departmental collaboration, and develop robust business case evaluations for long-term benefits [11][12]. Future Outlook - Despite the challenges, there is a positive momentum in the beverage industry towards achieving sustainability goals, with a focus on critical areas for investment and improvement [12]. - Companies are expected to increase decarbonization investments by 25% in 2025, reflecting a cautious yet optimistic approach to funding sustainability initiatives [10].
电足民富乡村美 大河上下展新颜
Core Viewpoint - The news highlights the efforts of the State Grid Xinzhou Power Supply Company in enhancing the power infrastructure and services in the Yellow River region, which supports ecological protection and local economic development. Group 1: Power Infrastructure Development - The company has completed the insulation transformation of the 10 kV Huanglongchi Line, increasing the wire diameter from 70 square millimeters to 150 square millimeters over a distance of 12.8 kilometers, addressing power supply concerns for the scenic area [3] - Since 2017, the company has implemented rural power grid renovation projects, focusing on the three counties along the Yellow River, constructing and renovating 1,451.67 kilometers of 10 kV distribution network lines and adding 1,186 transformer stations with a total capacity of 287,550 kVA [10] Group 2: Economic Empowerment through Electricity - The company has facilitated the development of the Haihongguo industry in Hequ County, which has expanded its planting area and established a modern agricultural industry chain, leading to the establishment of eight processing enterprises that can process over 40,000 tons of Haihongguo annually [7][8] - The Haihongguo industry has directly benefited over 2,000 fruit farmers, enhancing their income and contributing to local economic growth [7] Group 3: Community and Quality of Life Improvement - The company has supported the relocation and infrastructure development for 213 households in the Jiajiamao Village, improving living conditions and enabling residents to engage in local industries, such as livestock farming [9] - The upgrade of power supply has significantly improved the quality of life for residents, allowing for modern conveniences and reducing reliance on coal for heating [9]
2025年中国柑桔深加工‌行业产业链全景、发展现状、竞争格局及未来趋势研判:产业集群效应凸显,深加工规模持续扩大[图]
Chan Ye Xin Xi Wang· 2025-07-17 01:11
Core Insights - The core viewpoint of the article emphasizes the robust growth and potential of the citrus deep processing industry in China, driven by increasing production and innovation in high-value products [1][6][10]. Group 1: Overview of Citrus Deep Processing - Citrus deep processing refers to the refined treatment of citrus fruits (such as oranges, grapefruits, and lemons) through physical, chemical, or biological methods to transform them into high-value products [2]. - The main product categories include food products (juices, jams, canned goods), chemical extracts (essential oils, pectin), biological products (fruit wines, enzymes), and by-product utilization (feed, organic fertilizers) [2]. Group 2: Industry Chain of Citrus Deep Processing - The industry chain is characterized by a collaborative structure: stable upstream supply, quality enhancement in midstream processing, and market expansion downstream [4]. - Upstream focuses on large-scale planting in major production areas like Guangxi and Hunan, ensuring stable raw material supply through standardized management and new variety cultivation [4]. - Midstream emphasizes technological innovation in deep processing, achieving over 80% comprehensive utilization of by-products [4]. - Downstream involves building a multi-channel sales network, leveraging e-commerce and retail to meet consumer demands [4]. Group 3: Current Development Status - China is a major citrus producer, with a total output of 67.9149 million tons in 2024, reflecting a 5.56% increase from the previous year [6][8]. - The agricultural output value has grown from 148.49 billion yuan in 2018 to 233.88 billion yuan in 2024, with a compound annual growth rate of 7.8% [10]. - The industry exhibits regional concentration, with Guangxi, Hunan, Sichuan, Guangdong, and Jiangxi contributing over 70% of the total output [8]. Group 4: Market Structure and Competition - The citrus deep processing industry has developed a diversified market structure, with juice processing as the leading segment, projected to reach a market size of approximately 14 billion yuan in 2024 [12][14]. - Major players like Huiyuan Juice and Nongfu Spring dominate the market, while regional leaders focus on niche segments [14][16]. - The competition is shifting from price wars to a focus on technology, brand, and service, with high-value processed products becoming the focal point [14]. Group 5: Future Development Trends - The industry is expected to focus on three main trends: innovation in high-value products, smart and green transformation, and internationalization of industry clusters [18][20]. - High-value products such as NFC juice and functional beverages are anticipated to drive growth, with the production capacity of NFC orange juice in Chongqing expected to reach 200,000 tons by 2025 [18][20]. - Technological advancements and smart production systems are crucial for industry transformation, with a goal to increase resource utilization rates significantly by 2030 [20]. - Regional clusters and international branding will reshape the competitive landscape, with support from policies enhancing the integration of the entire industry chain [21].
中国经济样本观察·县域样本篇|西北小城如何靠“小苹果”撬动大市场?
Xin Hua She· 2025-07-15 03:12
Core Insights - Shaanxi Baishui apples have gained significant market presence, ranking among the top ten in China's fruit brand value for eight consecutive years, with an annual industry output value of 11 billion yuan [1] - The county has developed a robust apple industry chain, with over 80% of the population engaged in apple-related activities, establishing itself as a trading hub in the northwest region and expanding into international markets [1][3] Industry Development - Baishui's apple industry has seen a transformation with the introduction of new apple varieties, such as "Ruiyang," "Ruixue," and "Ruixianghong," leading to a "varietal revolution" that has increased production efficiency [5] - The county has 127 fruit-related enterprises, including 26 leading companies at the national and provincial levels, contributing to a diverse and expanding industry [2][3] Export and Market Expansion - Baishui apples are exported to 14 countries and regions, with an average annual export volume of 150,000 tons, making it the top exporter of apples in Shaanxi province [3] - The county aims to increase its annual fruit exports to over 50,000 tons, focusing on expanding into markets like Vietnam and Singapore [3] E-commerce and Innovation - The rise of e-commerce has been significant, with over 80 e-commerce companies in the county generating nearly 700 million yuan in online apple sales last year [7] - Local entrepreneurs are innovating by targeting specific consumer segments, such as elderly and pregnant women, to enhance product appeal and sales [6][7] Government Support and Infrastructure - The local government provides substantial support to businesses, including assistance with equipment purchases and streamlining regulatory processes to foster a conducive environment for growth [7] - Baishui has developed a logistics network that facilitates efficient distribution and market access, enhancing its competitive edge [7] Future Directions and Challenges - Despite its successes, Baishui faces challenges such as talent shortages and weak brand development, prompting a focus on digital empowerment and the establishment of a comprehensive data platform for production and marketing [8] - The industry is increasingly competitive, with a need for continuous innovation and adaptation to market demands, as highlighted by local stakeholders [9][11]
啤酒,连续多年销量下滑,为何卖不动了
Sou Hu Cai Jing· 2025-07-13 08:46
Core Viewpoint - The beer industry is experiencing a decline in sales due to several factors, including rising prices, deteriorating taste, an aging population, and increased competition from alternative beverages. Group 1: Price Issues - The price of industrial beer has significantly increased, with bottles that used to cost 2 yuan now averaging around 5 yuan or more, leading consumers to abandon beer due to the lack of proportional wage increases [3]. Group 2: Quality Concerns - The quality of beer has declined, with many brands shortening fermentation times and using additives, resulting in a taste that some consumers compare to drinking plain water. This has alienated a significant portion of loyal customers [5]. Group 3: Demographic Changes - The aging population is becoming more health-conscious, particularly individuals aged 20-50, who are the primary consumers of beer. As the demographic shifts towards older age groups, the consumer base for beer is shrinking [5]. Group 4: Increased Choices - Consumers now have a wider variety of beverage options, including craft beers, fruit wines, and low-alcohol drinks, which appeal more to younger consumers. Industrial beer is increasingly viewed as low-end, contributing to its declining sales [7].