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“茅五”等名酒动销回暖;古井贡酒推26度国际化新品
距离国庆中秋长假仅有几天,名酒的动销持续回暖。 21世纪经济报道肖夏综合报道 白酒旺季终于回归,形势依旧分化——一边是名酒价格回升,另一边整体行情依旧下行;动销回暖的同时,全行业产量 还在继续收缩。行业要闻 中秋国庆旺季临近茅台、五粮液等名酒动销回暖 9月25日、26日开始,多个酒价平台数据报出的飞天茅台价格集体上涨,28日有酒价平台显示,飞天茅台的报价单日上 涨了30元。 21世纪经济报道记者上周在重庆也走访了多类终端,普遍反馈飞天茅台的动销近期回暖,报价多在1900元至2000元区 间,且上周末报价在此前已经上涨的基础上再度上涨。 此前贵州茅台(600519)官方公众号发文称,9月25日茅台集团党委副书记、总经理王莉率队深入青海市场一线调研, 并在西宁组织召开青甘新藏四省区贵州茅台酒市场营销座谈会。会上透露,9月以来,贵州茅台酒终端动销增长表现更 加显著,环比增长约1倍,同比增长超20%。茅台方面认为,这一系列积极变化,既显示出消费端节日需求增长,也充分 体现了面对行业周期调整,茅台酒"4+6"渠道体系所展现出的渠道良好韧性。 国家统计局上周披露了9月工业主要产品产量。9月,全国规模以上企业白酒产量20. ...
七夕甜度爆表!刘强东现身证婚,66对新人共饮洋河酒
Zhong Jin Zai Xian· 2025-08-30 08:11
Core Viewpoint - The event highlighted the strong connection between Liu Qiangdong and his hometown of Suqian, showcasing the partnership between JD.com and Yanghe Distillery through a wedding ceremony that featured Yanghe's products as a symbol of local pride and community support [3][4][11]. Group 1: Event Highlights - On August 29, a wedding ceremony for 66 couples was held at the Suqian JD customer service center, with Liu Qiangdong personally blessing the newlyweds [1][3]. - The wedding featured Yanghe's "Hai Zhi Lan" as the celebratory drink, emphasizing the local heritage and Liu's connection to his hometown [3][4]. Group 2: Liu Qiangdong's Connection to Hometown - Liu Qiangdong, a native of Suqian, has consistently shown support for his hometown, including financial contributions to local elders and community events [3][4]. - His commitment to local products is evident as Yanghe has been a staple at JD's events, reinforcing the bond between the company and the local culture [4][11]. Group 3: Business Collaboration - Yanghe Distillery has customized products for JD.com, including 211ml and 618ml bottles, which are now available for exclusive pre-sale on JD's platform [7][10]. - The partnership is characterized by mutual respect and shared values, with both companies emphasizing quality and affordability in their offerings [9][10].
从喜宴到家宴,洋河海之蓝成为京东的“幸福标配”
Zhong Jin Zai Xian· 2025-08-30 08:00
Group 1 - The core event of the news is the collective wedding organized by JD.com, which gained popularity online, showcasing Liu Qiangdong's affection for his employees and his hometown [1][2] - The wedding featured Yanghe's Hai Zhi Lan liquor, highlighting the strong partnership between JD.com and Yanghe, which has been established since 2012 [1][2] - Hai Zhi Lan has become a top choice for consumers during gatherings and weddings, achieving significant sales milestones, including a "billion-dollar product" status with annual sales of 10 million bottles [1] Group 2 - Liu Qiangdong personally engages with employees during gatherings, fostering a friendly atmosphere while serving Yanghe liquor, which enhances the experience of company events [2] - The collaboration between JD.com and Yanghe has evolved over the years, with recent exclusive pre-sales of Yanghe's high-line products on JD's platform, indicating a growing partnership [2] - Liu Qiangdong's presence at local sports events further emphasizes his commitment to supporting his hometown and the Yanghe brand [2]
财经观察|白酒低度化浪潮:头部酒企布局超低度产品,破局之路如何走?
Sou Hu Cai Jing· 2025-08-26 06:58
Core Viewpoint - The Chinese liquor industry is witnessing a shift as major liquor companies begin to develop and promote low-alcohol products, with a focus on appealing to younger consumers and addressing market challenges [1][5]. Group 1: Industry Trends - Major liquor companies are launching low-alcohol products, with notable examples including Wuliangye's "Yijian Qingxin" series at 29 degrees and Luzhou Laojiao's 28-degree Guojiao 1573 [2][5]. - Low-alcohol liquor currently accounts for about 10% of the market, indicating it is not yet a mainstream product [4]. - The market for low-alcohol liquor is projected to grow significantly, with a forecasted scale exceeding 740 billion yuan by 2025, reflecting a compound annual growth rate of 25% [6]. Group 2: Consumer Insights - A survey by Wuliangye revealed that only 19% of young consumers aged 20-35 prefer liquor, with over 60% favoring low-alcohol options due to the avoidance of the harshness associated with high-alcohol beverages [6]. - The younger demographic is becoming a key target for liquor companies, as they seek to adapt to changing consumer preferences [6]. Group 3: Production and Innovation - The production of low-alcohol liquor requires innovative brewing techniques, such as precise control of ingredient ratios and advanced filtration methods to maintain flavor [6][7]. - Current low-alcohol products are still in the early stages of market acceptance, with many products yet to be fully launched or tested in the market [6][7]. Group 4: Marketing Strategies - Companies are expanding consumption scenarios by developing cocktails and opening branded bars to attract younger consumers [7]. - Initiatives include creating summer-friendly cocktails and establishing pop-up stores to enhance brand visibility and engagement with target audiences [7][9].
白酒公司集体降度,靠“小甜水”找增量
Xin Lang Cai Jing· 2025-07-24 02:06
Group 1 - The core viewpoint of the articles highlights a significant shift in the Chinese liquor industry, with major companies developing and promoting low-alcohol products below 38 degrees, aiming to attract younger consumers and diversify their product lines [1][3][9] - Major companies like Wuliangye, Luzhou Laojiao, and Yanghe are actively participating in this trend, with Wuliangye planning to launch a 29-degree product and Luzhou Laojiao already having developed a 28-degree version [2][3][4] - The low-alcohol market is projected to grow significantly, with estimates suggesting it will exceed 74 billion yuan by 2025, reflecting a compound annual growth rate of 25%, which is much higher than the overall growth of the liquor industry [3][9][10] Group 2 - The shift towards low-alcohol products is driven by changing consumer preferences, particularly among younger demographics, where over 60% prefer low-alcohol options due to the harshness of high-alcohol beverages [3][9] - Companies are not only focusing on low-alcohol products but are also exploring cocktail mixes to create a more diverse flavor profile suitable for summer consumption [5][6] - The industry is witnessing a competitive landscape where traditional high-alcohol brands are adapting to market demands, with the success of low-alcohol products hinging on the companies' ability to innovate in brewing techniques and expand distribution channels [9][10]
食饮行业周报(2025年7月第3期):龙头白马持续反弹,大众品Q2业绩表现分化-20250720
ZHESHANG SECURITIES· 2025-07-20 11:52
Investment Rating - The industry rating is maintained as "Positive" [4] Core Views - The rotation between old and new consumption sectors continues, with leading brands in liquor and dairy products rebounding. The performance of mass-market products in Q2 shows divergence, with new consumption-related stocks experiencing rapid growth despite previous adjustments in performance expectations. Traditional channel reforms have impacted some stocks, leading to ongoing adjustments in performance [1][3][33] - The liquor sector is expected to have limited downside potential for leading companies, with high ROE, dividends, and cautious profit assumptions indicating a valuation floor. Recommended stocks include Guizhou Moutai, Shanxi Fenjiu, and Luzhou Laojiao [2][12] - New consumption trends are anticipated to continue, with potential for recovery in the second half of the year. Focus on low-priced or undervalued stocks with future catalysts, including Wei Long, Yili, and Wancheng Group [1][3][33] Summary by Sections Liquor Sector - The liquor sector remains at a low point, with a focus on potential policy catalysts and rebound opportunities. Leading brands with strong market positions are prioritized for investment. Recommended stocks include Guizhou Moutai, Wuliangye, and Shanxi Fenjiu [2][12] - Recent performance shows a positive trend, with Luzhou Laojiao, Yanghe, and Jiu Gui Jiu leading in gains, while Jinzhidao and Huangtai Jiuye faced declines [5][39] Mass-Market Products - The new consumption paradigm is reshaping the food and beverage investment landscape. Despite a recent pullback, the long-term trend remains positive, with clear opportunities for continued investment. Focus on stocks that align with new consumption trends, such as Wei Long, Yili, and Wancheng Group [3][33] - The mass-market sector has seen significant fluctuations, with stocks like Huangshi Group and Guoquan showing strong gains, while stocks like Ganyuan and Gu Ming faced notable declines [39][42] Performance Metrics - From July 14 to July 18, the Shanghai Composite Index rose by 1.09%, with non-dairy beverages and liquor sectors showing gains of 2.16% and 1.30%, respectively. Conversely, frozen foods and snacks experienced declines of 2.26% and 1.10% [39][40] - The valuation levels for the food and beverage industry have adjusted, with the liquor sector showing the highest valuation increase this week [43]
洋河股份:服务全民赛事举办 书写文旅融合新篇
Ren Min Ri Bao· 2025-07-07 21:54
Group 1 - The Jiangsu Province Urban Football League ("Su Super") has gained significant attention this summer, promoting tourism, dining, leisure, and sports consumption in various regions of Jiangsu, showcasing a successful integration of culture and tourism [2] - Yanghe Co., as a national brand rooted in Jiangsu, has fully sponsored the "Su Super" Suqian team, exploring innovative practices to empower regional cultural dissemination and support high-quality cultural tourism development [2][3] Group 2 - During a key match between Suqian and Yancheng, Yanghe Co. organized a fan group to enhance the atmosphere and showcase hospitality, while also creating industrial tourism routes for visiting fans to experience local culture [3] - Yanghe Co. has launched exclusive benefits for visiting fans, including free tours of two national 4A-level tourist attractions, enhancing the interaction between the event, brand, and fans [4] - The company has consistently invested in community sports, promoting sports culture and integrating it with liquor culture, thereby creating new consumption scenarios and supporting the development of cultural tourism [6]
云酒早知道:五粮液基金签约多家资本机构
Sou Hu Cai Jing· 2025-07-07 11:37
Group 1 - Wuliangye Fund signed cooperation agreements with multiple capital institutions, aiming to create a "capital + industry think tank" ecosystem to promote high-quality development in Yibin [2] - Jiangsu's Yanghe Hai Zhi Lan is sponsoring a football carnival, engaging fans through various interactive activities across thirteen cities [2] - Moutai Sauce Fragrance announced its official e-commerce authorized store list, providing consumers with various platforms to purchase its products [2] Group 2 - Zhenjiu Lidu Group has donated 12 million yuan for educational purposes this year, fulfilling its corporate social responsibility [22] - The Henan Province Alcohol E-commerce Professional Committee was established to address industry pain points and enhance consumer trust [23] - Tianjin New Port imported 15,400 kiloliters of beer in the first half of 2025, with a year-on-year growth of 13.7% [24]