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共建开放包容、合作共赢的全球酒业命运共同体
Sou Hu Cai Jing· 2025-07-13 07:27
来源:中国酒业协会 当地时间7月10日下午,世界烈酒联盟(WSA)与中国酒业代表团座谈会在日内瓦举行。中国酒业协会理事长宋书玉应邀出席 会议并作演讲,与世界各国酒业代表分享了中国酒类行业近期的产业发展情况、面临的挑战以及面对未来的思考。演讲内 容摘编如下: 今年以来,国际环境日趋复杂严峻,尽管中国经济发展总体稳中向好,但仍面临着需求收缩、供给冲击、预期转弱等多重 压力。酒类产业进入新一轮消费结构转型和分化期、存量竞争的深度调整期,形成"三期叠加"的局面。产能增长与需求放 缓,消费动能不足与价格下行,消费场景弱化与产业增长压力。 从总体情况看,中国酒业依然表现出较好的发展形势。白酒一直是中国酒类市场的主角。但是,存在矛盾也最多,市场下 行的压力较大,量价转化最为明显;啤酒产业整体比较稳健,产量保持稳定,营业收入和盈利能力增长,呈上升趋势;葡 萄酒整体市场需求不足,进口葡萄酒冲击持续。国产葡萄酒步履维艰,期待政策突破、价值重塑、自身变革;黄酒产区政 府加大支持力度,头部企业持续提升市场营销、科技创新、文化加持、市场拓展力度,黄酒正在走出困境;其他酒种创新 带来了新的市场机遇,其中露酒持续振兴之中,表现良好;国产威 ...
白酒罕见四连涨,散户热情追涨,主力或已撤资?警惕表象!
Sou Hu Cai Jing· 2025-07-12 11:26
深圳的刘先生关掉交易软件,长叹一声。三个月前,他被白酒板块连续四天上涨的走势("四连阳")吸引,追高买入,结果却遭遇了漫长的阴跌,账户浮亏 超过30%。今天,再次看到"四连阳",他冷笑一声:"又来?这次说什么也不上当了!" 刘先生的经历,正是当前白酒市场的一个缩影。 表面上看,白酒板块连续四日上涨,K线图上四根鲜艳的红色小阳线似乎预示着王者归来。然而,这看似欣欣向荣的景象背后,却隐藏着巨大的风险。 这四 根阳线纤细无力,毫无气势,累计涨幅仅为4.2%,平均每天涨幅微不足道,更像是一个病恹恹的老人在颤颤巍巍地行走。 与上证指数超过18%的反弹相 比,白酒板块的涨势显得异常迟缓,如同行动迟缓的蜗牛,落后于大盘的脚步。 更令人担忧的是,资金流向数据揭示了这场"反弹"的虚假本质。7月11日,白酒板块成交额高达176亿元,看似热闹非凡,但主力资金净流入仅为4699万元, 占比不到0.06%。这赤裸裸地展现了主力资金正在悄然撤离,留下散户们接盘。 近十天来,白酒板块主力资金净流出超过90亿元! 机构们早已开始大规模清仓。 公募基金的白酒持仓比例也从2023年的8.5%一路下滑至目前的6.2%。茅 台、五粮液等龙头股在二季 ...
白酒股现“黄金坑”?五粮液大股东已豪掷6亿增持
Nan Fang Du Shi Bao· 2025-07-12 04:14
Core Viewpoint - Wuliangye Group has significantly increased its shareholding in Wuliangye Co., completing 122.8% of its minimum buyback plan within just over 90 days, reflecting strong confidence in the company's future growth and long-term value [1][5]. Group 1: Shareholding and Buyback Plans - Wuliangye Group has acquired 4.76 million shares at a cost of 614 million yuan, surpassing the lower limit of its buyback plan of 500 million yuan [1]. - The buyback plan, initially announced on April 9, allows for an investment of between 500 million and 1 billion yuan over a six-month period starting from April 9, 2023 [1]. - As of April 8, 2023, Wuliangye Group held 795 million shares, representing 20.49% of the total share capital, with a combined holding of 54.92% when including its action partner [7]. Group 2: Market Trends and Performance - The liquor sector is showing signs of recovery, with a 0.75% increase in the sector as of July 11, and Wuliangye's stock price rose by 1.4% to 124.30 yuan per share [5]. - Research reports indicate that media corrections on strict policy implementations may lead to a gradual recovery in consumer demand for gatherings and banquets [5]. Group 3: Value Management Initiatives - Wuliangye has institutionalized its market value management by releasing a new system that monitors key indicators such as market value, price-to-earnings ratio, and price-to-book ratio [7][9]. - The company emphasizes focusing on core operations to enhance efficiency and profitability, while also considering mergers, share buybacks, investor relations management, and equity incentives to boost investment value [9]. - This is the first time Wuliangye has disclosed its value management system, indicating an increasing focus on managing market perception and investment value [9]. Group 4: Broader Industry Context - Other liquor companies, such as Luzhou Laojiao and Yanghe, are also engaging in share buybacks and have released their own value management systems following regulatory guidance aimed at enhancing investor returns [10]. - Major liquor companies are actively implementing shareholder return plans, with Wuliangye planning to distribute 10 shares for a cash dividend of 25.76 yuan, totaling 10 billion yuan [12].
情况有点不对啊!外资持续抛售白酒行业了
Sou Hu Cai Jing· 2025-07-12 03:28
前天我给大家写了《坏了,外资在悄悄抄底我们的新能源》,那么白酒作为外资曾经最喜欢的行业,现在持仓情况怎么样呢?外资号称"聪明资金",是A 股市场里面最遵循基本面投资的资金。外资的加减仓动作也可以作为抄底加仓的判断信号之一,我们今晚就一起来看看白酒股的北向外资持仓数据。 | 日期 | 收藏价 | 系统持股量(股) | 持服数目空动(股) | 系统持服市值(前复权)(元) | 占自由流通股本(%) | 占全部A股(%)(公布) | 占流通A服(%)(计算) | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-06-30 | 118.90 | 119,480,248 | -33,680,692 | 14.206.201.487.20 | 6.85 | 3.07 | 3.0782 | | 2025-03-31 | 131.35 | 153,160,940 | -342,173 | 20,117,689,469.00 | 8.75 | 3.94 | 3.9460 | | 2024-12-31 | 137.27 | 153,503,113 | -20,71 ...
今年前五月我国酒类进口整体走弱,出口增势扩大
Summary of Key Points Overall Import and Export Trends - In the first five months of 2025, China's overall alcohol imports showed weakness, with total import value at $1.37 billion, a year-on-year decline of 14.3%, and total import volume at 290 million liters, a slight increase of 0.94% [1] - Conversely, alcohol exports expanded, with total export value reaching $830 million, a year-on-year increase of 8.58%, and total export volume at 390 million liters, a significant growth of 30.12% [2] Wine Imports - Wine imports experienced a decline in momentum, with import value at $590 million, a year-on-year increase of 15.6%, but import volume decreased by 8.5% to 95.52 million liters [1] - The average import price for wine rose to $6.1 per liter, reflecting a year-on-year increase of 26.4% [1] Spirits Imports - Spirits imports faced a downward trend, with import value at $540 million, a significant decline of 37.4%, while import volume increased by 2.8% to 41.58 million liters [1] - The average import price for spirits dropped to $13 per liter, a decrease of 39.1% [1] - Baijiu emerged as the largest category in terms of import value among spirits, with an import value of $168 million, a year-on-year increase of 47.3% [1] Beer Imports - Beer imports showed limited growth, with import value at $190 million, a slight increase of 0.7%, and import volume at 150 million liters, a year-on-year increase of 9.5% [2] - The average import price for beer decreased to $1.3 per liter, down 8% year-on-year [2] White Spirit Exports - White spirit exports saw a slowdown in growth, with export value at $400 million, a year-on-year increase of 8.4%, and export volume at 6.84 million liters, up 5.7% [2] - The average export price for white spirit was $58.8 per liter, reflecting a year-on-year increase of 2.5% [2] Beer Exports - Beer exports accelerated, with export value at $220 million, a year-on-year increase of 17.8%, and export volume at 320 million liters, up 16.9% [3] - The average export price for beer was $0.7 per liter, a slight increase of 0.8% [3] Wine Exports - Wine exports continued to show strong growth, with export value at $16.24 million, a remarkable year-on-year increase of 91.9%, and export volume at 1.54 million liters, up 158.1% [3] - The average export price for wine was $10.6 per liter, down 25.6% year-on-year [3]
五粮液逾123亿元2024年度分红即将实施
财报显示,2024年,五粮液实现营业总收入891.75亿元,同比增长7.09%;归母净利润318.53亿元,同 比增长5.44%,连续10年保持稳健增长。今年一季度,公司实现营业收入369.4亿元,同比增长6.05%; 利润总额204.31亿元,同比增长5.02%。 本报记者 梁傲男 7月11日晚间,宜宾五粮液股份有限公司(以下简称"五粮液")发布2024年度分红派息实施公告。 公告显示,五粮液本次实施的利润分配方案为,以总股本388160.80万股为基数,向全体股东每10股派 发现金红利31.69元(含税),合计派发现金红利123.01亿元,占同期归母净利润的比例为38.62%。本 次权益分派股权登记日为7月17日。 在2024年度股东大会上,五粮液集团(股份)公司党委书记、董事长曾从钦提到,公司坚定践行为投资 者创造良好回报的初心使命,发布未来三年股东回报规划,每年度现金分红比例不低于70%、分红总额 不低于200亿元。2024年,五粮液实施100亿元大规模中期现金分红,叠加年度123亿元的分红方案,全 年分红总额达223亿元,分红率70%,创历史新高。 "截至目前,公司现金分红24次,分红总金额1164 ...
白酒,还能喝吗?
虎嗅APP· 2025-07-11 09:33
本文来自微信公众号: 秦朔朋友圈 (ID:qspyq2015) ,作者:何菲,题图来自:AI生成 明显感觉到,我生活的时代,我生活的城市和这座城市的人,到处都在转型。 大约在千禧初年到2017、2018年左右,我们友人之间小酌多数是喝红酒,不管真懂还是假懂,总得 在饮上一口后,用风雅感性的词汇评价一番。为此我还浮光掠影地研究过几年红酒,写过不少相关文 章。 后来,红酒热潮渐渐退去,进入平台期,身边友人们小酌的风格偏好渐渐往白酒方向转化。 前几年某次友人小聚,我坐在中医药大学少壮派教授身边,他执意鼓励我喝点白酒,说是补气、抗病 毒。从此我小酌时的主流佐餐酒换成了白酒。记得那天还有友人往白酒壶里加了半壶蒜瓣,说是能杀 灭病毒。坊间也有"加了蒜片的光瓶玻汾,能喝出青花汾的味道来"的传说。 杯里乾坤大,壶中日月长。 世界六大蒸馏酒的诞生地都分布在北纬25~40度之间,中国的两大名酒带——川贵名酒带和江淮名 酒带,都处于这个地理位置。 有很多年,白酒一直延续高端化的宏大叙事,有"向天再借五百年"的气势,代言人都是影视剧里常常 出现的帝王将相,再低调也是千里江山、雄厚激荡的调性,白酒似乎是传统文化的集大成者。 那些年,飞 ...
丰谷酒业换帅关键期突曝欠税大单,3500余万增值税待解
Qi Lu Wan Bao· 2025-07-11 06:20
Core Points - The announcement of tax arrears has put Fenggu Liquor Industry in the spotlight during a sensitive management transition period [1][3] - The company owes a total of 35,597,129.81 yuan in value-added tax, with the current outstanding balance reported as zero [1] - The management change includes the appointment of Chen Chao as the new Party Committee member and Chairman, replacing Li Hansong [3] Company Situation - Fenggu Liquor, known as one of the "Ten Flowers of Sichuan Wine," has a rich history and market recognition, but has faced significant challenges including shareholder changes and bankruptcy restructuring completed at the end of 2022 [3] - The recent tax issue adds pressure on the company’s efforts to stabilize operations and regain market trust during this leadership transition [4] - The new management's primary challenge will be to quickly raise funds to address historical tax debts and restore the company's reputation [4]
白酒股异动拉升,皇台酒业触及涨停
news flash· 2025-07-11 02:21
暗盘资金正涌入这些股票,点击速看>>> 白酒股异动拉升,皇台酒业(000995)触及涨停,金种子酒(600199)涨超4%,老白干酒 (600559)、五粮液(000858)、水井坊(600779)跟涨。 ...
“禁酒令”目前对白酒行业产生了哪些影响?
Sou Hu Cai Jing· 2025-07-10 15:58
Market Reaction - The release of the "Prohibition Order" led to a decline in liquor stocks, particularly in the context of an industry undergoing deep adjustments, presenting new challenges for the liquor sector. Following the announcement, most liquor stocks in the A-share market fell, with Kweichow Moutai's stock price dropping by 2.18% on May 19, and several other liquor stocks such as Hengjia Gongjiu, Luzhou Laojiao, and Shanxi Fenjiu experiencing declines exceeding 2% [3][5]. Changes in Consumption Structure - After the introduction of the "Prohibition Order," the consumption scenarios for liquor have diversified. Demand in areas such as business banquets, family gatherings, and personal collections has been on the rise, becoming a crucial support for the development of the liquor industry. The new regulations have accelerated the industry's adaptation to this changing consumption structure [3][5]. Corporate Response Strategies - In response to the impact of the "Prohibition Order," liquor companies need to actively seek change and explore countermeasures. Adjusting product structures is a key step, with companies encouraged to enhance research and development and promotion efforts for products targeting the mass consumer market, catering to everyday drinking and gatherings among friends and family. Incorporating fashionable and personalized elements into packaging design is essential to attract the attention of younger consumers [5][6]. Industry Development Trends - The introduction of the "Prohibition Order" has shifted the liquor industry from being policy-driven to market-driven, transitioning from scale expansion to value creation. The industry has undergone three transformations due to previous prohibition orders, evolving from a planned economy to a market economy, then to a quality economy, and finally to a brand economy [6][8]. Overall Impact - The impact of the "Prohibition Order" on the liquor industry is multifaceted, encompassing short-term market reactions, long-term changes in consumption structure, and corporate response strategies. Regardless of the circumstances, the liquor industry must align with policy directions, prioritize market demand, and actively adjust strategies and innovate to achieve sustainable development in the new market environment [8].