燕京啤酒

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山西省晋中市市场监督管理局关于2025年第3期食品安全监督抽检情况的通告
Zhong Guo Zhi Liang Xin Wen Wang· 2025-10-10 07:48
近期,晋中市市场监督管理局组织食品安全监督抽检,抽取饼干、餐饮食品、炒货食品及坚果制品、蛋制品、淀粉及淀粉制品、调味品、豆制品、方便食 品、糕点、罐头、酒类、粮食加工品、肉制品、乳制品、食糖、食用农产品、食用油、油脂及其制品、蔬菜制品、水产制品、水果制品、饮料等21大类食品 70批次样品,根据食品安全国家标准检验和判定:抽样检验合格样品69批次、不合格样品1批次,抽检情况见附件。 针对抽检中发现的不合格产品,我局及时督促属地市场监管部门按照相关法律法规依法处理。消费者如果在市场上发现被通报的不合格食品,可拨打12315 投诉举报。 特此通告。 晋中市市场监督管理局 2025年10月9日 | 附件1 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 食品监督抽检合格产品信息 | | | | | | | | 序 | | | 被抽样单 | | | (生产日 备 | | 标称生产企业名称 号 | 标称生产企业地址 | 被抽样单位名称 | 位所在省 | 食品名称 | 规格型号 | 期)/批号 注 | | | | | 份 | | | | | 1 / | ...
以“鲜”为媒,文商旅融合 如东烹出“双节”活力“大餐”
Yang Zi Wan Bao Wang· 2025-10-08 11:50
国庆中秋"双节"期间,如东以"游在南通鲜到如东"为主题,在三河六岸海鲜美食街举办"金秋十月"海鲜美食嘉年华暨双节促销活动。这不仅是一场舌尖上 的盛宴,更是一次以"鲜"为媒,巧妙串联美食、音乐、赛事、科技与消费,深度实践文商旅融合,累计超6万人次参与,上海及外地游客超3200人,总销 售额超1400万元。 当海鲜的极致鲜香与音乐的动人旋律、赛事的沸腾激情、消费的蓬勃活力交织碰撞,一个充满"海韵鲜城"魅力的如东,向八方宾客展示了如东超越传统观 光旅游的假日经济新内涵。 如东的海鲜,从未止步于"舌尖美味"的浅层定义。作为"中国海鲜之乡","天下第一鲜"文蛤、"栟茶煨竹蛏""如东黄泥螺"等国家地理标志产品,早已是本 地居民文化认同的重要载体,更是如东与外界对话的独特名片。此次嘉年华活动,海鲜的呈现方式实现了从"食材"到"文化符号"的惊艳升级。 美食节的音乐演出多为"氛围点缀",但如东此次却将其升级为"流量引擎",构建起"听觉吸引—情感共鸣—消费转化"的完整链路。从乐队演唱的热门歌曲 联唱,到"中秋之夜"刘大成、云飞等明星的经典曲目献唱,再到后街BOY乐队的流行金曲串烧,音乐贯穿嘉年华始终。它不仅是背景音,更是调动情绪 ...
白酒近况更新
2025-09-22 01:00
Summary of Conference Call Notes Industry Overview - The conference call primarily discusses the liquor industry, particularly focusing on the performance and strategies of major companies like Guizhou Moutai and Wuliangye during the recent sugar and liquor fair [1][2][3][4]. Key Points and Arguments 1. **Market Feedback from the Sugar and Liquor Fair**: Overall feedback from the fair was in line with expectations, with some channel operations exceeding expectations. Most liquor companies emphasized price stability in their channel operations [1]. 2. **Valuation Changes**: Post-Spring Festival, the market's perception of real estate stability has led to an increase in Guizhou Moutai's valuation from 18x to 22x, with many other stocks also experiencing valuation upgrades [2]. 3. **Seasonal Performance**: Despite being the off-season, banquet consumption has continued to show growth similar to the Spring Festival, with business consumption also receiving positive feedback due to a more favorable operating environment for private enterprises [3]. 4. **Confidence in Price Recovery**: There is a growing confidence in price recovery, although it remains untested during the off-season. The overall sentiment is that the liquor sector is not facing a downturn but is on an upward trend [4][7]. 5. **Foreign Investment Interest**: Foreign investors are likely to increase their allocation in liquor stocks, particularly Guizhou Moutai, due to strong earnings growth and attractive dividend yields. In contrast, domestic investors are more cautious due to previous significant gains in other sectors [5][6]. 6. **Inventory and Pricing Strategies**: Most liquor companies are maintaining stable prices and avoiding aggressive discounting to ensure natural sales growth. This strategy is crucial for maintaining market share in the mid-to-high price segments [14][15]. 7. **Channel Operations**: Wuliangye is undergoing significant channel reforms, focusing on reducing traditional channel volumes while enhancing direct sales and new market channels. The success of these reforms depends heavily on management execution [19][20][21]. 8. **Sales and Payment Trends**: The first quarter's sales performance is expected to show a mid-single-digit growth rate, with most companies nearing completion of their payment collection for the quarter [18][39]. 9. **Consumer Behavior Insights**: There is a notable recovery in consumer demand, particularly in banquet and business settings, although the overall market remains cautious about confirming a definitive recovery point [10][11][12]. Additional Important Insights - **Regional Performance Variations**: The performance of liquor sales varies significantly by region, with southern regions showing stronger recovery compared to northern areas [27]. - **Emerging Trends in Consumer Preferences**: There is a shift towards premium products, with some companies reporting substantial growth in high-end liquor sales [10][11]. - **Future Outlook**: The overall sentiment is cautiously optimistic, with expectations of gradual recovery in consumer demand and potential for further valuation increases in the liquor sector [6][12][13]. This summary encapsulates the key discussions and insights from the conference call, providing a comprehensive overview of the current state and future outlook of the liquor industry.
千余种地标产品集中展示,首届地理标志产品国际博览会在京举办
Xin Jing Bao· 2025-09-19 13:01
Group 1 - The first International Geographical Indication Products Expo showcases over a thousand landmark products, emphasizing the theme "Geographical Indication Leads High-Quality Consumption" [1] - The expo marks the 50th anniversary of China-Europe diplomatic relations and the 4th anniversary of the China-Europe Geographical Indication Agreement, highlighting its significance in the global geographical indication sector [1] - Romania serves as the guest country, featuring various themed pavilions that promote quality geographical indication products from Europe and China, aiming to create a core platform for product display and exchange [1] Group 2 - Shunyi District leverages its geographical advantages to collaborate with Romania, establishing a platform for mutual recognition and learning of geographical indication products, fostering a virtuous cycle of consumption, industry enhancement, and cultural heritage [2] - The expo features regional products such as Niulanshan liquor and Yanjing beer, showcasing local characteristics and promoting regional specialties [2] - A special event titled "European Diplomats Visit Shunyi" will be held concurrently to deepen cooperation between Shunyi District and Europe, expanding the network of the China-Germany Industrial Park [2]
重庆市潼南区市场监督管理局关于186批次食品安全抽检情况的通告(2025年第9号)
Zhong Guo Zhi Liang Xin Wen Wang· 2025-09-11 07:35
Summary of Key Points Core Viewpoint - The Chongqing Tongnan District Market Supervision Administration conducted a food safety inspection, revealing that out of 186 food samples tested, 178 were compliant while 8 were found to be non-compliant, prompting legal actions and risk control measures for the non-compliant products [2]. Group 1: Inspection Results - A total of 186 food samples were tested across 17 categories including restaurant food, tea products, nuts, egg products, starch products, seasonings, and more [2]. - 178 samples passed the inspection, resulting in a compliance rate of approximately 95.7% [2]. - 8 samples were deemed non-compliant due to specific project failures, leading to the classification of these products as unqualified [2]. Group 2: Actions Taken - The local market supervision authority initiated legal proceedings against the non-compliant products as per the Food Safety Law of the People's Republic of China [2]. - Risk control measures were implemented to trace the distribution of the non-compliant products, including recalls and removal from shelves [2]. - The authority is conducting further analysis to identify the causes of non-compliance and to enforce corrective actions [2].
燕京啤酒:截至2025年8月29日公司股东总户数为53481户
Zheng Quan Ri Bao Wang· 2025-09-02 13:14
Group 1 - The company Yanjing Beer (000729) responded to investor inquiries on September 2, indicating that as of August 29, 2025, the total number of shareholders is 53,481 [1]
燕京啤酒:截至2025年8月20日,公司股东总户数为56472户
Zheng Quan Ri Bao Wang· 2025-08-21 12:15
Group 1 - The company Yanjing Beer (000729) responded to investor inquiries on August 21, stating that as of August 20, 2025, the total number of shareholders is 56,472 [1]
食品饮料行业周报:进入中报披露期,白酒龙头业绩稳健-20250818
CHINA DRAGON SECURITIES· 2025-08-18 10:19
Investment Rating - The industry investment rating is "Recommended" [2][29] Core Viewpoints - The food and beverage sector is expected to benefit from ongoing policies aimed at boosting consumption and expanding domestic demand, with a focus on personal consumption loan interest subsidy policies [4][26][29] - The sector has shown resilience, with the overall food and beverage index rising by 0.48% recently, while sub-sectors like condiments, baked goods, health products, and liquor have performed well [4][15][29] - The report emphasizes the importance of focusing on companies with strong fundamentals and stable performance during the current earnings disclosure period [4][29] Summary by Sections Recent Market Performance - In the week of August 11-15, 2025, the food and beverage index increased by 0.48%, ranking nineteenth among all sectors [15] - Key sub-sectors that performed well include condiments (+2.19%), baked goods (+1.46%), health products (+1.31%), and liquor (+0.93%) [15][29] Consumer Demand and Retail Sales - In July 2025, the total retail sales of consumer goods reached 38,780 billion yuan, growing by 3.7% year-on-year, despite a slight decline in growth rate compared to June [30] - Online retail sales increased by 9.2% year-on-year in the first seven months of 2025, indicating a strong shift towards e-commerce [30] Key Company Announcements - Kweichow Moutai reported a total revenue of 91,094 million yuan in the first half of 2025, a year-on-year increase of 9.16%, with net profit reaching 45,403 million yuan, up 8.89% [27][31] - Yanjing Beer achieved a revenue of 855,824.35 million yuan, a 6.37% increase, with net profit soaring by 45.45% [27][31] - Angel Yeast reported a revenue of 7,899 million yuan, growing by 10.10%, and a net profit increase of 15.66% [27][31] Focused Companies and Earnings Forecast - Companies to watch include Kweichow Moutai, Shanxi Fenjiu, Haitian Flavoring, Ximai Food, Dongpeng Beverage, and Yili [5][31] - Earnings per share (EPS) and price-to-earnings (PE) ratios for these companies indicate a generally positive outlook, with recommendations to "Increase Holdings" for several [32][34]
燕京啤酒半年报:利润高增背后,饮料赛道能否撑起第二增长极
Sou Hu Cai Jing· 2025-08-14 12:19
Core Viewpoint - Yanjing Beer reported a contradictory financial performance for the first half of the year, with a net profit surge of 45.45% to 1.103 billion yuan, while revenue only grew by 6.37%, marking the third consecutive year of "profit growth without revenue growth" [1][2]. Financial Performance - Revenue for the reporting period was 8.558 billion yuan, up 6.37% from 8.046 billion yuan in the same period last year [2]. - Net profit attributable to shareholders reached 1.103 billion yuan, a 45.45% increase from 758 million yuan year-on-year [2]. - The net profit excluding non-recurring gains was 1.036 billion yuan, reflecting a 39.91% increase from 740 million yuan [2]. - Operating cash flow increased by 9.40% to 2.816 billion yuan compared to 2.574 billion yuan last year [2]. - Basic and diluted earnings per share rose by 45.46% to 0.3913 yuan [2]. - The weighted average return on equity improved by 1.94 percentage points to 7.27% [2]. - Total assets increased by 7.74% to 24.938 billion yuan, while net assets attributable to shareholders rose by 7.54% to 15.722 billion yuan [2]. Sales and Product Performance - Beer sales volume grew by only 2.03%, significantly below the industry average [2]. - Revenue from mid-to-high-end products accounted for 70.11% of total revenue, but growth slowed to 9.32%, down from double-digit growth in the same period last year [3]. - Ordinary products saw a decline in gross margin, indicating reduced pricing power amid competition from major brands like Budweiser and Tsingtao [3]. Strategic Challenges - The beverage segment, touted as a "second growth curve," reported a dramatic revenue increase of 98.69% to 8.3015 million yuan, but this only represented 0.97% of total revenue [3]. - The chairman's strategy to penetrate niche markets has faced challenges, with new products struggling to gain traction outside of core markets [4]. - The beverage business's expansion may lead to resource misallocation and could burden the already pressured beer segment's profitability [4]. - The company faces intense competition from both established beer giants and emerging beverage brands, complicating its path to growth [4].
燕京啤酒最新股东户数环比下降9.65%
Zheng Quan Shi Bao Wang· 2025-08-11 09:32
Core Viewpoint - Yanjing Beer reported a decrease in the number of shareholders, indicating a potential shift in investor sentiment and market dynamics [2] Group 1: Shareholder Information - As of August 10, the number of shareholders for Yanjing Beer was 45,231, a decrease of 4,829 from the previous period (July 31), representing a decline of 9.65% [2] - This marks the second consecutive period of decline in the number of shareholders [2] Group 2: Stock Performance - The closing price of Yanjing Beer on August 11 was 12.61 yuan, down 3.89%, although the stock has seen a cumulative increase of 1.53% since the concentration of shares began [2] - The stock experienced six days of increases and one day of decrease during this period [2] Group 3: Financing and Margin Data - As of August 8, the latest margin trading balance for Yanjing Beer was 184 million yuan, with a financing balance of 179 million yuan [2] - The financing balance increased by 25.98 million yuan during the concentration period, reflecting a growth of 16.94% [2] Group 4: Financial Performance - In the first half of the year, Yanjing Beer achieved operating revenue of 8.558 billion yuan, a year-on-year increase of 6.37% [2] - The net profit for the same period was 1.103 billion yuan, representing a significant year-on-year growth of 45.45% [2] - The basic earnings per share were 0.3913 yuan, with a weighted average return on equity of 7.27% [2] Group 5: Institutional Ratings - Over the past month, Yanjing Beer received buy ratings from nine institutions [2] - The highest target price set by Huatai Securities on August 11 is 16.50 yuan [2]