行业动态 4.仁怀市酒业协会拟分级管理酒企 7月22日，贵州省仁怀市酒业协会第三届第四次会员大会审议通过新版《仁怀市酒业协会会员自律公约》，随后予以正式发布。《自律公约》首次提出建 立"三类企业"分级动态管理机制，将酒类企业划分为"放心企业""基本规范企业""高风险企业"，对违规企业采取约谈、除名公告等惩戒措施；对表现优秀的 酒类企业给予表彰奖励，并在融资评优等方面优先推荐。（仁怀酒协公众号） 1.7月中旬全国白酒环比价格总指数保持稳定 全国白酒价格调查资料显示，7月中旬全国白酒环比价格总指数为100.00，保持稳定。从分类指数看，名酒环比价格指数为100.00，保持稳定；地方酒环比价 格指数为99.99，下跌0.01%；基酒环比价格指数为100.00，保持稳定。从定基价格指数看，7中旬全国白酒商品批发价格定基总指数为108.34，上涨8.34%。 其中，名酒定基价格指数为110.38，上涨10.38%；地方酒定基价格指数为103.74，上涨3.74%；基酒定基价格指数为110.21，上涨10.21%。（泸州白酒价格指 数办公室） 2.《柔雅型白酒》团标通过评审 7月17日，湖北省食品工业协会标准化工作委员会 ...

7月18日，海关总署发布的数据显示，进口方面，6月，啤酒进口量3267万升，同比下降20.1%； 进口额31913万元，同比下降12.9%。1-6月，啤酒累计进口量17882万升，累计增长2.2%；累计进 口额169701万元，累计下降1.4%。 出口方面，6月，啤酒出口量8877万升，同比增长56.5%；出口额46328万元，同比增长64.3%。1-6 月，啤酒累计出口量40122万升，累计增长24.1%；累计出口额201545万元，累计增长27.7%。 尼尔森IQ全球调研显示，56%的中国消费者愿意增加自有品牌购买，高于全球平均水平。 更值得注意的是，近七成消费者认为自有品牌"性价比突出、物有所值"，62%认为有机会替代同 质化的品牌产品。这种消费心理的转变，为自有品牌的发展创造了前所未有的有利条件。 6月啤酒出口额增长64.3% 添加图片注释，不超过 140 字（可选） RUI视角 青岛啤酒、雪花啤酒等头部品牌在本土强化布局的同时积极开拓东南亚、欧洲、非洲等新兴市场；以精 酿啤酒为代表的高附加值产品成为出口增长的关键引擎，并推动出口均价稳步上升；跨境电商平台的发 展为中小啤酒企业提供直达海外消费者的新渠 ...

据介绍，该产品 精选优质麦芽和 英红九号，运用 中式发酵工艺匠 心慢酿。独特的 工艺使得茶多酚 与麦芽在时光中 奇妙反应，最终 成就了"鲜甜香 醇爽"的茶韵与 精酿麦芽香的完 美碰撞。一口清 爽茶啤入口，舌 尖首先感受到红 英红九号茶啤预 订近百万件，成 夏日消费跨界爆 款_南方+_南方 plus 日前，英德红茶 品牌英九庄园与 黄鹤楼强强联 手，推出英德红 茶又一跨界融合 产品——英红九 号中式精酿茶 啤，自今年6月 上市以来，市场 反响热烈，全国 预订量已近百万 件，广东省内广 州、东莞、深 圳、佛山四城订 购近20万件，成 为区域消费热 点。 茶业迈向"新质 茶的蜜韵，随 后"茶香、麦 香、酒香"三香 合一，层层递 进，余韵绵长， 为消费者带来真 正契合"中国 胃"与"中国 心"的独特东方 精酿体验。 这并不是英德红 茶首次跨界。近 年来，依托英德 红茶国家现代农 业产业园，清远 市红茶优势产区 产业园等平台建 设，通过品种革 新、生态种植、 智能加工、创新 产品等科技加 持，衍生出荔枝 红茶、金花红 茶、小青柑红 茶、柠檬红茶和 红茶面膜、眼 膜、茶功能性食 品等30多款精深 加工产品，并逐 步开发新 ...

在《北京市深化改革提振消费专项行动方案》中，跨界联名被列为新老品牌创新的关键点。其中指出，鼓励新老品牌跨界合作，激发国潮产品市场潜力。支 持老字号创新发展，加快数字化转型，鼓励与知名IP跨界合作，打造符合市场需求的老牌新店。以城市文化为特色的伴手礼，成为老字号连接游客的重要纽 带，随着政策的持续发力、消费市场的不断升级以及老字号自身创新转型的深入推进，以城市级伴手礼为代表的消费场景，将成为拉动暑期经济、推动老字 号持续焕发活力的重要力量。 老字号吴裕泰延续了一贯主打的茉莉花茶路线,与双合盛联名推出"茶啤"产品，切入精酿赛道。根据产品原料表，这款茶啤除含水、大麦芽、小麦芽等常规 成分外，还添加了茉莉花茶及浓缩液。京华茶业也尝试拓展新品，推出5种口味冷泡茶包。另外，京华茶业还与北平制冰厂联名推出瓶装茶饮料，主打"0糖0 香精0卡路里"。北京稻香村与六必居合作推出调味蘸汁。 值得关注的是，近年来，老字号的创新与跨界联名紧密关联，北京市场掀起老字号消费热潮，承载情感记忆的传统商品成为"北京礼物"热门选择。多家老字 号在坚守经典产品的同时，积极融入年轻化、多元化等创新元素。在食安保障与品牌效应的双重加持下，消费者也愿意 ...

南农晨读 | 翰墨 荔影悦塘村_南 方+_南方plus 【今日关注】 韶关城口镇党委 书记章俊：红色 文化"活"起来， 带动文旅"火"起 来 "现在民富村美 风气好，城里人 都往城口跑" 。7 月11日，全省精 神文明建设工作 会议在广州召 开，韶关市仁化 县城口镇党委书 记章俊在会上讲 述了城口镇的新 变化。这座长征 路上的"全国文 明村镇"，以长 征精神引领，创 新打造"红色基 因+绿色生态+古 色文化"三色融 合发展模式，踏 出了一条特色文 明之路。 鹤山市委书记刘 志刚：文明实践 不打烊，年轻人 白天上班、晚上 学艺 "现在，越来越 多的年轻人白天 上班、晚上学 艺，文明实践阵 地已成为大家业 余生活的好去 处。"在7月11日 召开的全省精神 文明建设工作会 议上，鹤山市委 书记刘志刚分享 了他眼中的文明 新风尚。 茂名市委书记庄 悦群：树文明新 风，"好心文 化"浸润"好心之 城" 勤俭节约等文明 风尚屡见不鲜， 大操大办等陈规 陋习渐成历史， 扶危助困的凡人 善举常在身边， 16个村镇成为全 国文明村镇…… 在茂名，文明新 风徐徐吹来，浸 润心田、润泽城 乡。在5月召开 东首个获此省级 认证的乡镇 ...

摘要 惠泉啤酒一季度业绩创历史新高，得益于公司精细化耕耘市场，导入作 业绩效体系、标准化执行和强化技术创新，提升产品品质，赢得消费者 认可。 公司形成以依奈啤酒、小鲜啤酒、老惠泉啤酒和惠泉 1983 等主要单品 为引领、个性化单品为支撑的产品矩阵，精准切入高端市场，显著贡献 利润，并积极推进精酿系列产品。 公司积极拓展多元消费场景，如传统餐饮、夜场、音乐节、烧烤摊、露 营等，在泉州市场结合当地文化深度耕耘，市占率已达区域头部水平， 约为 30%. 公司近年来推动高端化产品发展，老惠泉和 1983 系列市场表现良好， 消费者认可度提升，增长幅度显著。高端化产品比例约为 20%，未来将 持续提升。 依麦产品占公司总销量 50%以上，去年下半年开始逐步提价，福建区域 已取消 5 元价位产品，计划稳住 7 元并逐步提升至 8 元，上半年初步验 证显示价格升级顺利。 Q&A 今年上半年公司经营情况如何？外部环境变化对公司有何影响？ 今年上半年，公司在收入和利润方面表现优异，领先于行业。中国啤酒行业目 前处于存量竞争阶段，重点围绕个性化、高端化、健康化和年轻化展开竞争。 消费者的消费习惯和理念不断成熟，对产品品质的追求也 ...

惠泉啤酒通过实施啤酒专项品质提升计划，在产品风味指标上取得行业 领先，如全麦上头因子浓度和成品酒总氧控制均达到行业最优水平，提 升了产品竞争力。 公司在泉州市场销售策略对位，已将其打造成为基础优势市场，并计划 在 2025 年及未来五年内，改造基地市场并向外拓展，增加优势市场占 比，提升市场占有率。 惠泉啤酒积极布局夜经济、音乐节等多元消费场景，结合泉州特色文化 提升品牌影响力。中高价格带产品销量占比已达 51%以上，消费者认可 度较高，促进了泉州市场占有率的提升。 公司坚持"酿造中国最好啤酒"的产品战略，精选原料，引入先进设备 和工艺，建立卓越质量管理体系，并进行智能化改造，增加产品品类多 元化供给，拓展低糖、健康类产品。 惠泉啤酒立足福建、江西，建设东南沿海民族优势品牌，深入集体形象 塑造，构建品牌故事，融合海丝文化、国潮文化等，展现独特价值观， 提升品牌影响力。 Q&A 惠泉啤酒近三年的业绩增长情况如何，尤其是在当前行业存量竞争背景下，公 司如何实现销量增长？ 惠泉啤酒近三年实现了 20%以上的业绩增长，往前两个年度也分别实现了 50%和中高个位数的增长。在当前行业存量竞争的背景下，公司通过深耕市场， ...

Group 1: Market Trends - The "micro-drunk economy" is driving innovation in the beverage market, with new Chinese-style tea beer emerging as a highlight in the craft beer segment, integrating Chinese tea elements to attract consumers. The domestic craft beer market grew from 3.3 billion in 2011 to 42.8 billion in 2021, and is expected to exceed 200 billion by 2030 [2] - The Chinese herbal water market is becoming crowded, with 23 brands competing for a market worth 450 million, growing from 10 million in 2018. The market is projected to exceed 10 billion by 2028, with products often featuring traditional Chinese medicinal ingredients [4][5] - The ready-to-eat meal industry in China is characterized by a diverse competitive landscape, with leading companies like Anjuke and Shuanghui Development generating over 10 billion in annual revenue, although overall revenue growth is expected to slow down in 2024 [8] Group 2: Consumer Preferences - The milk chocolate market in China is analyzed for trends and sales forecasts from 2019 to 2031, highlighting the country's significant position in the global market and the continuous rise in production capacity [3] - The herbal tea beverage market is rapidly developing, with expectations to exceed 100 billion by 2028. Products are priced between 3.9 to 9.9 yuan, primarily featuring traditional Chinese medicinal ingredients [11] - The corn tea market is emerging as a new trend in the sugar-free tea segment, with significant sales growth in Japan and Korea, indicating potential for expansion in China [12] Group 3: Company Strategies - Dongpeng Beverage, a leader in the energy drink sector, achieved revenue of 15.84 billion in 2024, with a net profit of 3.33 billion, focusing on blue-collar consumers and expanding into Southeast Asian markets [13] - Bai Fei Dairy's IPO application has been accepted, with rapid revenue growth from 780 million in 2022 to 1.423 billion in 2024, indicating strong market potential for buffalo milk products [14] - The partnership between Laoxiangji and DingTalk aims to create smart restaurants using AI technology, enhancing operational efficiency and digital transformation in the restaurant industry [22]

Core Insights - Lanzhou Yellow River's net profit increased by 30.59% year-on-year in the first quarter, indicating a positive turnaround after a period of declining performance [1] Group 1: Company Overview - Lanzhou Yellow River is the only listed company in the beer industry in Northwest China and the only private enterprise among listed beer companies [1] - The actual controller changed at the end of last year, with Hunan Xinyuan Investment Group becoming the largest shareholder [1] Group 2: Financial Performance - The company faced significant challenges, with beer business losses almost every year since 2018, and revenue in 2024 projected at only 210 million [1] - The new management aims to achieve profitability within three years, focusing on year-on-year growth [1] Group 3: Management and Structural Changes - The new management team reduced the number of executives from 14 to 7 and management departments from 15 to 9, cutting personnel from over 100 to 80 [1] - A competitive employment system was introduced, with performance-based incentives for staff [1] Group 4: Product and Marketing Strategy - The company optimized its product range from over 100 categories to 71, developing new products like "Charming 8 Degrees" beer and health-oriented beverages [1] - A national marketing strategy was initiated, including the opening of "Yellow River Tavern" in Changsha and a strategic partnership with Zhongguo Tianze Media for brand promotion [1] Group 5: Investment in Infrastructure - The new management decided to invest in equipment across multiple locations, including a new fresh beer production line in Lanzhou and a can production line in Tianshui with an investment of over 20 million [1]

Group 1: Sales Performance - The first phase of Tmall's 618 sales event saw a 72% year-on-year growth in core liquor brands within the Taobao ecosystem, with significant increases in domestic liquor categories [2] - Notable sales growth in domestic liquor brands includes Jian Nan Chun at 284%, Luzhou Laojiao at 433%, and Langjiu at 90% [2] - Imported wine brands also performed well, with Penfolds achieving a 408% increase, ranking second among core liquor brands [2] Group 2: Industry Developments - Nine local specialty liquor industries, including Beijing Erguotou and Shanxi Fen Yang liquor, have been included in the Ministry of Industry and Information Technology's cultivation list [3] - Jiangsu's liquor market is valued at over 100 billion yuan, accounting for 10% of the national market, with white liquor sales reaching nearly 62 billion yuan [4] Group 3: Company Initiatives - Yanghe and Jinshiyuan are actively sponsoring the "Su Super" football league to engage with fans and boost brand visibility [4] - Moutai launched a series of new products at the Osaka Expo, with rapid sell-out observed on the iMoutai app [5] - Jinshiyuan's production capacity is set to exceed 80,000 tons following the completion of a technical upgrade project [10] Group 4: Financial Updates - Guizhou Moutai has repurchased shares totaling 5.1 billion yuan, with a remaining buyback amount of 900 million yuan [6][7] - Zhangyu A was removed from the Shenzhen Component Index, reporting a revenue decline of 25.26% and a net profit drop of 42.68% [13] Group 5: New Product Launches - Langjiu introduced a customized liquor product featuring 520 surnames, available exclusively at its production site [8] - Three Squirrels entered the beverage market with a new brand "Sun Wukong," achieving significant sales shortly after launch [9]