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贵州茅台 上半年“成绩单”来了!
会上,张德芹指出,当前的市场,是一次深刻的时代性跨越,白酒行业正加速从以商品为中心的时代, 转向以消费者为中心的商品时代或者是"商品+服务"的时代。面对白酒行业的根本性时代变革,茅台有 足够的信心与定力成为破冰前行的引领者。 再看市场情况,贵州茅台表示,公司市场营销稳中有进。茅台迎难而上、主动作为,赴省区开展市场调 研,强化措施应对,全力提振市场信心。 在茅台酒方面,公司利用"社会+自营"双渠道体系优势,不断优化运营体系,积极拓展销售渠道;系列 酒方面,以茅台1935、汉酱、茅台王子酒"一体两翼"总体产品结构为战略核心,拓展销售网络,打造样 板市场;同时,贵州茅台全面加大国际市场开拓力度,积极与世博会、亚洲职业高尔夫球巡回赛等国际 IP合作,发布5款"走进系列"新品和"世博会纪念酒"。 半年报显示,报告期内,茅台酒和系列酒分别实现营业收入755.89亿元和137.63亿元;若按销售渠道来 看,直销和批发代理分别贡献营收400.09亿元和493.43亿元。截至今年上半年,贵州茅台国内、国外经 销商数量分别为2280家和115家;报告期内,国内经销商增加160家、减少23家,国内净增加137家,国 外经销商则净增 ...
买到就是赚到?茅台新品二手价突破1万元/瓶
Jing Ji Wang· 2025-08-12 09:17
茅台五星商标纪念酒上市的消息近日备受关注。该产品当前成交和价格情况如何? 据了解,8月8日上午9点,贵州茅台官方在i茅台平台推出了茅台五星商标纪念酒。该产品单瓶售价为 7000元,限量发售25568瓶,对应了从1954年5月1日商标诞生之日起,至2024年4月30日跨越70年的 25568个昼夜。每一瓶酒均镌刻着身份编码(编码范围:19540501—20240430),可谓"一日一瓶"。 有白酒渠道商表示,目前8800元已经不可能求购到茅台五星商标纪念酒了。实际上,对于该款白酒,目 前很多消费者高价求购,但因为每个编码只有一瓶,很难找到自己想要的日期,只能不断加价。 "而另一边,很多手里有货的'黄牛'因身份编码无法满足消费者需求,很难把产品卖出去,于是喊出更 高的价格炒作该产品。今天已经有一些'黄牛'喊出了每瓶1.15万—1.2万元的价格,但是卖不出去。总 之,目前的茅台五星商标纪念酒市场看起来很火爆,价格很高,但实际成交很少。"上述白酒渠道商坦 言。 8月12日,有白酒渠道商对中国商报记者表示,茅台五星商标纪念酒自上市以来,市场流通价一直在上 涨,每天涨价幅度在500—1200元/瓶。当日,茅台五星商标纪念 ...
行业周报:白酒预期回归,新消费重获青睐-20250810
KAIYUAN SECURITIES· 2025-08-10 12:10
Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The short-term pressure on the liquor industry does not change its long-term value, and new consumption is expected to regain market prominence [4] - The food and beverage index increased by 0.6% from August 4 to August 8, ranking 23rd among 28 sectors, underperforming the CSI 300 by approximately 0.6 percentage points [12][14] - The snack food sector, soft drinks, and meat products showed relatively strong performance with increases of 3.9%, 3.0%, and 2.7% respectively [12][14] Summary by Sections Weekly Insights - The liquor sector faced significant challenges in Q2 due to the ongoing impact of the "ban on alcohol" and a struggling restaurant industry, leading to slower cash flow and increased inventory for liquor companies [4][12] - Market expectations for the liquor sector are currently low, with low valuations and a favorable chip structure, indicating potential for recovery post-Mid-Autumn Festival [4][12] Market Performance - The food and beverage sector underperformed the broader market, with the index rising by 0.6% while the leading sub-sectors were snacks, soft drinks, and meat products [12][14] - Notable individual stock performances included ST Xifa, Ximai Food, and Jinzi Ham leading in gains, while *ST Yedao, Ketaobiology, and Beiyinmei faced declines [12][14] Upstream Data - Some upstream raw material prices have decreased, with the price of fresh milk at 3.0 CNY/kg, down 5.6% year-on-year, while pork prices were 20.4 CNY/kg, down 21.2% year-on-year [19][26] - The price of full-fat milk powder increased by 23.1% year-on-year, indicating a mixed trend in dairy prices [23] Liquor Industry News - The launch of the commemorative Maotai Five-Star trademark liquor sold out quickly, generating sales of 179 million CNY [40] - New product releases, such as the "Bull Market" super beer by Zhenjiu Lidu, highlight innovation in the liquor sector [39] Memorandum - Attention is drawn to the upcoming half-year report from Guizhou Maotai on August 13, which is expected to provide further insights into the company's performance [41][44]
食品饮料周观点:统一中报超预期,关注零食高成长-20250810
GOLDEN SUN SECURITIES· 2025-08-10 08:26
Investment Rating - The report maintains an "Increase" rating for the food and beverage industry, indicating a positive outlook for the sector [4]. Core Insights - The report highlights that the liquor industry is gradually releasing pressure from distribution channels, indicating a potential for future growth. It suggests focusing on three main lines: leading brands, high-certainty regional liquors, and elastic stocks benefiting from recovery and increased risk appetite [1][2]. - The snack sector shows significant growth potential, with companies like Yanjing Beer and Zhujiang Beer being highlighted for their strong performance. The report emphasizes the importance of channel leadership and growth potential in selecting stocks [3][6]. Summary by Sections Liquor Industry - The report notes that the liquor industry is experiencing a deep adjustment, shifting from scale growth to high-quality development. It emphasizes the importance of brand strength and strategic initiatives to capture new consumer trends [2]. - The expected revenue for Zhenjiu Lidong in H1 2025 is projected to be between 2.4 billion to 2.55 billion yuan, reflecting a year-on-year decline of 38.3% to 41.9% due to economic uncertainties and policy impacts [2]. Beer and Beverage Sector - The beer segment shows promising results, with Huiquan Brewery reporting a revenue of 351 million yuan in H1 2025, a year-on-year increase of 1.03%, and a net profit of 40 million yuan, up 25.52% [3]. - Unified Enterprises China achieved a revenue of 17.087 billion yuan in H1 2025, representing a 10.6% year-on-year growth, with a net profit of 1.287 billion yuan, up 33.2% [3]. Snack Sector - The snack sector is highlighted for its recovery in stock prices, with expectations for continued high growth due to new product launches and channel transformations. The report notes a narrowing decline in raw milk prices, which may positively impact the dairy segment [6].
每瓶价格能破万?茅台新品明天开抢!
Jing Ji Wang· 2025-08-07 09:48
有市场消息显示,茅台五星商标纪念酒的定价或为7000元/瓶。 日前,贵州茅台官宣将推出茅台五星商标纪念酒,并于8月8日9时整在i茅台平台正式上线,"黄牛"们已摩拳擦掌。 △贵州茅台酒。 贵州茅台有关人士对记者介绍,该产品限量发售25568瓶,是为纪念"五星牌"商标启用70周年而特别推出的典藏之作。25568瓶的限量设定并非随意之举, 而是精准对应了从1954年5月1日商标诞生之日起,至2024年4月30日跨越70年的25568个昼夜。每一瓶均镌刻着专属身份编码(编码范围:19540501— 20240430),可谓是"一日一瓶"的限量发售。 茅台酒"黄牛"小叶(化名)对记者表示,目前已经有客户说要收这款酒,预计这款酒还是有一定利润空间的,明天早晨可能将有一场"大战"。 不过,小叶也表示,目前说要收酒的客户都没谈具体价格,说明其态度模棱两可。参考以往经验,如果"大黄牛"们联合起来炒作,不排除这款酒有价格破 万元的可能性,但随后价格会迅速回落。 据了解,此前在i茅台平台上市的散花飞天茅台酒起初定价为2699元/瓶,限量发售9999瓶,该产品市场流通价最高时被炒到了15000元/瓶。后来,随着该 产品产量的不断增加 ...