近日，工业和信息化部、农业农村部、商务部三部委联合印发《酿酒产业提质升级指导意见(2026— 2030年)》(以下简称《意见》)，为未来五年中国酿酒产业的高质量发展绘制了清晰蓝图。《意见》聚焦 原料技术标准化、业态模式创新与国际市场开拓，明确提出培育特色产业集群、发展多元化产品等目 标。在这一顶层设计指引下，以青稞酒为核心品类的青海龙头企业——天佑德酒(002646)，其既有的产 业布局与战略实践，正与政策倡导的升级方向形成呼应。 全链路标准化构筑品质护城河 文件将"原料种植、生产酿造、流通消费融合发展"置于首位，并强调标准供给与质量安全。建立"从田 间到餐桌"的可控、可追溯体系，既是响应政策要求、构建企业核心竞争力的关键基石，也是头部企业 巩固行业壁垒的重要路径。 天佑德酒业长期深耕青藏高原，建立了从专用有机青稞品种选育、规模化种植到酿造加工的全产业链闭 环。公司通过自有种植基地与订单农业，实现对核心原料青稞的品质源头把控。在生产端，天佑德持续 推动酿造工艺的数字化与标准化，其生产线已引入自动化控制系统与质量追溯体系，旨在响应《意见》 中"技术端标准化"的要求，强化其作为青稞酒品类代表与标准制定者的产业地位 ...

Core Viewpoint - Tianyoude Wine (002646) emphasizes the limited popularity of barley and the gradual promotion of the positive effects of the Tibetan Plateau on physical and mental health [1] Group 1: Company Strategy - The company will consistently focus on barley and the Tibetan culture as its core elements for product development [1] - In response to new consumer demand trends, the company is developing fruit-flavored products and is actively preparing for the launch of barley champagne [1]

Group 1: Company Strategy - The company’s strategy includes "county-based" development as part of its "Four Modernizations" strategy, which also encompasses youth-oriented, international, and terminal-focused approaches [3] - County-based marketing is prioritized due to its alignment with the current economic environment in China, where county-level markets are less affected by economic pressures [3] - The company aims to optimize its product and marketing strategies to reflect county characteristics, especially within Qinghai Province [3] Group 2: Product and Market Development - The company has a diverse product range in the light bottle liquor market, including brands like Huzhu Daqu and Bai Qingke, with Bai Qingke performing notably well in the province [4] - Adjustments have been made to expand channels outside Qinghai, focusing on light bottle liquor and mid-range boxed liquor to align with market trends [4] - The company is responding to the trend of rational consumption by optimizing its product structure [4] Group 3: Regulatory Impact - The impact of the alcohol ban on regional famous liquors is relatively minor, as the company’s main products cater to daily consumer needs [5] - The company is accelerating its county-based strategy to mitigate the effects of the ban and is focusing on differentiating its products, particularly those made from barley [5] Group 4: Product Line Management - The star product series, which generates the highest sales, has undergone brand revitalization and the introduction of new variants to enhance visibility during key holidays [6] - The company is implementing volume control and price standardization across online channels to maintain profitability at retail points [6] Group 5: Youth-Oriented Products - The company is exploring the launch of youth-oriented products, including fruit-flavored options and a low-alcohol lemon liquor, with plans for a barley champagne in the future [7]