百年青岛啤酒又出圈了。近日，青岛市台东步行街上的巨型智能啤酒柱——青岛啤酒交易所，突然成了众多网友 关注的重点，这里不仅每天吸引超万人次的消费者前来打卡留念，还为青啤贡献了单日120万毫升的销售量，相 当于每天售出2400杯啤酒。 6月18日，第22届世界品牌大会在北京举行，青岛啤酒以品牌价值2803.55亿元，蝉联行业首位。消费者的一句 句"青岛啤酒好喝"，成为青岛啤酒品牌增值的动力源泉。 今年以来，百年国潮品牌青岛啤酒正在不断上演出圈好戏，从中超、马拉松，再到爱达·魔都号上的海上嘉年 华、"精樱生活家"的春日聚会、华表奖的星光熠熠和中超赛场的激情澎湃。这一系列动作背后，也显示出青岛啤 酒的新思考，如何在新消费时代展现出品牌更多维的一面，千人千面，重构欢聚的新场景，才能抓住新增量。 现象级话题引爆全网关注 夏季以来，进入啤酒消费旺季，各种关于啤酒的话题层出不穷，但颇受关注的却是来自青岛啤酒。 在青岛台东步行街上，3米高的主体设施和360度环绕的巨型屏幕，巨大的青岛啤酒交易所招牌，吸引了众多游客 的关注。 区别于传统啤酒售卖点，青岛啤酒交易所不仅是全自动化销售青岛啤酒多种经典口味和创新产品，还引入了股票 交易 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The first quarter of 2025 showed a slight decline in the food and beverage index by 0.5%, ranking 13th among 28 sub-industries, underperforming the CSI 300 by approximately 0.1 percentage points. Other liquor categories (+2.2%), dairy products (+1.4%), and snacks (+1.4%) performed relatively well [10][12] - The food and beverage sector's revenue grew by 4.6% year-on-year in Q1 2025, a slight decrease from 6.6% in Q4 2024. Profit increased by 0.3%, a significant improvement from the -13.0% in Q4 2024. The liquor segment saw a revenue growth of 1.7% in Q1 2025, slightly up from 1.2% in Q4 2024, indicating resilience in consumption during the Spring Festival [10][11] - The report highlights a divergence in performance within the liquor industry, with high-end liquor and leading real estate liquor brands maintaining stable performance, while some mid-range brands experienced significant declines. The report anticipates a gradual recovery in liquor consumption as economic policies take effect [10][11] Summary by Sections Weekly Insights - The report notes a pressured tone in Q1 results but indicates a month-on-month improvement. The food and beverage index's performance is under scrutiny, with specific attention to the liquor sector's resilience [10][12] Market Performance - The food and beverage sector underperformed the broader market, with a 0.5% decline in the index. The report identifies leading stocks and those that lagged behind, emphasizing the need for strategic focus on top-performing companies [10][12] Upstream Data - Some upstream raw material prices have decreased, with specific data on dairy and meat prices indicating fluctuations that could impact the overall cost structure for food and beverage companies [17][23] Liquor Industry News - Notable developments include the pre-sale of Moutai's 2025 Dragon Boat Festival gift box and the launch of new products by Qingdao Beer, reflecting ongoing innovation and market engagement within the liquor sector [41][42] Memorandum - The report includes a memorandum highlighting significant upcoming events, such as the unlocking of restricted shares for Angel Yeast on May 9, which could influence market dynamics [43]

作者：Abby 编辑：Panda 这是见手青，口感鲜美的同时，也是云南出了名的"红伞伞白杆杆"。 见手青 图片来源：云南野生农副产品精品京东店 这是见手青精酿啤酒，喝上一口……应该不会"躺板板"，但是从广告语"勇敢的人，你先走"来看，尝试也是需要勇气的。 「闹江湖」见手青精酿啤酒 图片来源：闹江湖见手青精酿啤酒抖音店 想要尝试见手青啤酒的人并不在少数，不少博主纷纷"抢着"做起了产品评测。在猎奇心的驱使下，"围观"的网友越来越多，话题的热度也越来越高。截至发 稿前，抖音 #见手青啤酒话题下相关视频播放量超2600多万次 ，部分视频有着上万的点赞量以及上千条评论。 流量直接带来的是销量。在抖音商城，一款名为「娇蛮萝莉」见手青啤酒的购买界面就标注有"近90天250万+人逛过""月销量上涨超2倍"的标签，而另一款 名为「闹江湖」见手青精酿啤酒同样也收获了不小的流量和热度。 「娇蛮萝莉」见手青啤酒 图片来源：娇蛮萝莉见手青啤酒抖音店 盒马是风味创新的玩家之一，其自有品牌「盒马」上线了四款创新口味的啤酒，分别是柠香单丛（又作柠檬乌龙）鲜啤酒、冰糖葫芦风味鲜啤酒、双柚拉格 啤酒以及原液冷萃龙井鲜啤酒。其中，柠香单丛、双柚拉 ...