作者/十里 ID/lingshouke 1 "过完春节，我就打算关店不做了。"近日，山东一位烟酒店的老板李明对《灵兽》表示，他说想趁着春 节把库存再清理一下，年后就把店铺转出去。 ▲这是灵兽第1770篇原创文章 烟酒利润归零时代来临，高端酒滞销、低价烟抢光，谁在买单？ 李明的店铺在三线城市的核心地段，周边有好几栋写字楼，还有两家商场，来来往往的人不少，可是在 一公里范围之内，光是烟酒店就有四五家。 门店的面积大约有70多平方米，门店前厅里，一整面墙全都摆满了白酒、香烟，角落里还放着一个卖饮 料和瓶装水的冰柜。李明回忆说，这几天，即便是春节假期，一个小时也就三四波客人进店，而且还都 是老顾客，大多是买包烟或者饮料就走，高利润的酒根本没人问。 李明指着陈列柜里几款流通名酒，"这些过去是节前'硬通货'，现在，问的人明显少了。"而和这种情况 形成明显对比的是，定价不到百元的白酒还挺好卖，常常卖断货，但消费明显往低价格区间集中。 门店的经营情况不太好，这是李明下决心把门店转让出去的主要原因。 "每个月3万块钱的租金，水电杂费差不多3000块，还有8000块钱的员工工资，这些开店成本确实不低， 可最近一年时间里，每个月的 ...

充电宝、电饭煲、打火机 白酒、香烟、食用油 腊肉、海鲜、水果、鲜花 这些物品能不能带上火车？ 返程的小伙伴注意啦 出发前赶快对照 乘火车携带物品指南 筛查行李单 ↓↓↓ 肉禽蛋品 可以携带,妥善保管,密封包装 花生油、菜籽油、香油 经判别确属食用油的产品可以携带,密封 包装,妥善保管以免污染列车环境和卧具 酒类饮品 包装密封完好、标志清晰且 24%≤酒精体积百分含量≤70% 累计不超过3000毫升 × 自酿米酒、散装酒 禁止托运和随身携带 . GES 日用品类 弯75%酒精的消毒纸巾 可以携带 香水、花露水、喷雾、凝胶等 含易燃成分的非自喷压力容器日用品 单体容器容积不超过100毫升 每种限带1件 冷烫精、染发剂、摩丝、发胶、 杀虫剂、空气清新剂等 自喷压力容器单体容器容积不超过150毫升 每种限带1件,累计不超过600毫升 修BT 息王前 刀刃长度不超过60毫米 菜刀、水果刀、剪刀、美工刀 x 等刀具 刀刃长度超过60毫米 禁止随身携带,可以托运 游玩类 折叠婴儿车、轮椅 可以携带,电动轮椅在车站和列车上 只能采用人力动力,不能使用自动力 白行车、平衡车、滑行器 轮式代步工具须使用硬质包装物 如平衡车含有锂 ...

他说，该机构的主要出口市场是缅甸，其次是中东国家以及拥有大量泰国 劳动力的国家。 普姆吉特先生表示，由于经济放缓以及进口香烟竞争加剧，国内香烟市场 已经萎缩。 因此，该机构此前在国内垄断的香烟市场份额大幅下降。普姆吉特先生展 示了该机构推出的高端香水，其配方源自烟草叶提取物。该机构转向海外香烟 市场以增加收入，同时发展非烟草业务。去年，国内香烟销售的营收占总营收 的85%，而海外市场及非香烟业务的营收占比为15%。该机构计划今年将海外 市场及非烟草业务的占比提升至22%，到2032年这一比例将上升至40%。 （原标题：泰国烟草局目标在2026年实现12亿泰铢的出口收入） 据曼谷邮报2月14日报道，泰国烟草局今年有望提升出口额，目标是将香 烟出口收入从2025年的8亿泰铢提高到12亿泰铢。 当局官员普姆吉特表示，香烟出口量稳步增长，从2022年的1000万泰铢增 至2024年的2亿泰铢，去年更是飙升至8亿泰铢。 ...

海关提醒：烟草制品属于国家限制进境物品。根据《进境物品关税、增值税、消费税征收办法》等规 定，进境旅客在行李物品总值不超过免税数额的前提下，可免税携带香烟（含加热卷烟）400支，或者 雪茄20支，或者烟丝500克；其中，自香港特别行政区、澳门特别行政区进境的旅客，可免税携带香烟 （含加热卷烟）200支，或者雪茄10支，或者烟丝250克。 央视网消息：据"海关发布"公众号消息，近日，北京海关所属大兴机场海关对进境旅客行李进行监 管时，发现一名选择"绿色通道"通关的旅客所携带行李物品机检图像异常，经现场关员开箱查验，在该 旅客行李箱内查获香烟117条、合计2.34万支。当事人承认上述物品均用于代购谋利。 ...

Group 1 - The article discusses the regulations regarding what items can be brought on trains during the Spring Festival travel season, including specific allowances for items like cigarettes and fishing rods [1][2][4] - Passengers are allowed to carry up to 50 cigarettes and two lighters, while fishing rods must not exceed 130 cm for high-speed trains and 200 cm for regular trains [1][2] - Various food items, such as edible oils and seafood, are permitted as long as they are properly sealed and packaged, while flammable substances like gasoline and paint are prohibited [5][7][9] Group 2 - Tips for packing efficiently for travel are provided, emphasizing the use of space in luggage and techniques for rolling clothes to maximize capacity [10][12][14] - Specific packing methods for bulky items like winter coats are outlined, including folding techniques to save space [20][22] - Guidelines for carrying oversized or special items, such as wheelchairs and strollers, are mentioned, indicating that these do not count towards standard luggage limits [24][26] Group 3 - Regulations on carrying sharp objects are specified, with a maximum blade length of 6 cm for knives, while larger tools should be checked in [28][29] - The article highlights the importance of adhering to battery regulations for power banks, which must be under 100Wh and clearly labeled [32] - It is advised to seal strongly scented foods to prevent odors during travel, with restrictions on carrying such items on planes [33]

Financial Data and Key Metrics Changes - The company reported a guidance for 2026 capturing the timing and scale impacts of its new store program, expecting 50-plus new store openings annually to contribute $35 million-$40 million of EBITDA once they complete their three-year ramp [20][59] - The company anticipates a same-store volume pressure of 1%-3% in a lower-price environment, necessitating investment to maintain competitive positioning [33][36] - The projected maintenance capital spending is expected to save approximately $6 million-$8 million in maintenance costs by proactively replacing aging equipment [12] Business Line Data and Key Metrics Changes - Same-store gallons were impacted by competitive pressures, with varying performance across states; Texas showed higher margins and volumes, while Colorado and Florida experienced lower metrics [7][8] - The company is focusing on enhancing its nicotine product offerings, with strong growth expected in pouches and other nicotine categories, despite some anticipated challenges in duplicating past promotional successes [38] Market Data and Key Metrics Changes - The company expects fuel margins to remain stable at around $0.30 per gallon, reflecting a structural component supporting margins despite low volatility [28][29] - The company has a modest exposure to changes in SNAP benefits, estimating a headwind of less than $5 million overall, primarily affecting discretionary categories [71] Company Strategy and Development Direction - The company is committed to a culture shift aimed at quicker collaboration and more nimble decision-making, while maintaining its core strategies of everyday low pricing and continuous improvement [80] - The focus will be on innovation to support core business growth, with an emphasis on portfolio, customer engagement, and advanced technology [82] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's ability to grow EBITDA, contingent on a more normalized fuel environment and sustained new store openings [21][22] - The company is prepared for potential impacts from winter storms and is cautious about increasing EBITDA guidance due to uncertainties in the operating environment [70] Other Important Information - The company is actively pursuing small tuck-in acquisitions to enhance market density and improve operational efficiency [51] - QuickChek brand is focusing on core products and simplifying its menu to improve margins and customer experience [85] Q&A Session Summary Question: Competitive pressure compared to 6-8 months ago - Management noted that competitive pressures vary by market, with some states experiencing higher margins and volumes while others face challenges [7][9] Question: Maintenance capital spending impact - Management clarified that the increase in maintenance capital spending is a proactive measure to avoid future disruptions and enhance customer experience [11] Question: Long-term EBITDA growth drivers - Management indicated that achieving long-term EBITDA guidance depends on sustaining new store openings and improving operational initiatives [20][22] Question: Fuel margin outlook - Management expects fuel margins to remain stable, with low volatility impacting customer price sensitivity [28] Question: Nicotine environment outlook - Management believes it remains an ideal retailer for nicotine manufacturers and anticipates continued growth in nicotine categories [38] Question: Per-store expense growth drivers - Management highlighted successful expense management strategies, including self-maintenance and improved loss prevention measures [42][43] Question: Impact of winter storms on operations - Management acknowledged potential higher maintenance costs due to winter storms but expects overall balance in margins [47] Question: QuickChek brand performance - Management reported stronger sales at QuickChek but noted ongoing margin pressures, focusing on core product offerings to drive traffic [85]

1月30日，永州警方发布通报称： 本文来自微信公众号"大象新闻" 该视频在网络热传的同时，也引发了网友的疑惑：抢走无人值守的便利店商品，到底算是盗窃还是抢劫呢？ 1月27日凌晨，一对蒙面男女在湖南永州一家无人便利店抢走价值6000元的香烟，一天后落网，其作案视频也引发网友热议："0元购"无人值守的便利店， 到底是属于盗窃还是抢劫呢？1月31日，陕西恒达律师事务所高级合伙人赵良善分析称，嫌疑人客观上以平和方式窃取财物，无任何暴力、胁迫行为，蒙 面是反侦查手段，不能等同于抢劫的"胁迫"，故构成盗窃罪。 店家称，当地警方正在调查，这伙盗贼一共抢走了约6000元的香烟。 1月27日，冷水滩公安分局宋家洲派出所接辖区某商铺店主报警，称其店内香烟等商品被盗。接警后，冷水滩公安分局立即启动合成作战机制，刑侦大队 牵头相关警种部门，迅速锁定犯罪嫌疑人。经查，犯罪嫌疑人李某彬等人在广东、湖南两省流窜作案。 1月27日4时30分许，流窜至永州市冷水滩区的李某彬等人，蒙面进入一家无人售货商店，盗窃香烟等高价值物品后，迅速逃至广东省惠州市。28日，办案 民警循线追踪，在惠州市公安机关的协助下，将犯罪嫌疑人李某彬、黄某坤等人抓获归案， ...

Core Viewpoint - The article highlights the story of Guihong, the last shopkeeper in the "Jiapigou" area, who has maintained her small store for over 36 years amidst the decline of the coal mining industry, symbolizing the fading memories and history of the once-thriving mining community [6][16]. Group 1: Historical Context - The "Jiapigou" area was once a bustling hub due to the Red Rock Coal Mine, attracting thousands of miners and their families, leading to a vibrant local economy with numerous shops and services [8][10]. - The coal mine was a state-owned enterprise that thrived from the 1960s to the 1990s, providing high incomes for miners compared to other jobs [8][9]. Group 2: Personal Journey of the Shopkeeper - Guihong, who started as a shop assistant, eventually took over the store after the coal mine's multi-business company went bankrupt in 2003, marking a significant turning point in her life [10][11]. - Despite facing challenges, including a drastic decline in customers and the closure of many nearby shops, Guihong chose to continue running her store, driven by her attachment to the community and the memories associated with the mining era [12][13]. Group 3: Current Situation and Community Impact - The store has become a nostalgic spot for former miners and their families, with an increase in visitors seeking to reconnect with their past, thus providing a modest income for Guihong [13][14]. - Guihong's shop serves as a "way station" for local villagers, who often bring local specialties to support her business, reinforcing community ties [15]. Group 4: Future Outlook - Guihong expresses a commitment to keep the store open as long as she can, symbolizing the enduring spirit of the mining community and preserving its history for future generations [16][17].

Core Insights - The article highlights the significant contributions of two prominent figures in China's tobacco and liquor industries: Chu Shijian, known as the "King of Tobacco," and Ji Keliang, known as the "King of Liquor" [1][3] Group 1: Chu Shijian - King of Tobacco - Chu Shijian contributed a staggering 140 billion yuan in taxes over 18 years, transforming the struggling Yuxi Cigarette Factory into a leading modern enterprise through innovative reforms and the introduction of advanced foreign production equipment [1] - His journey began in a humble farming family, and despite facing numerous challenges, including a wrongful conviction that led to imprisonment, he made a remarkable comeback by venturing into orange cultivation after his release [1] - Chu's leadership and innovative practices not only revitalized the tobacco industry but also established him as a legendary figure, earning him the title "King of Tobacco" [1] Group 2: Ji Keliang - King of Liquor - Ji Keliang dedicated 48 years to the Moutai Distillery, where he played a crucial role in its growth, contributing to the production of over 220 tons of liquor annually and personally consuming more than 2 tons of Moutai [3] - He initially declined the position of factory director, preferring to remain an artisan, which reflects his deep commitment to the craft of liquor production [3] - Ji's expertise and dedication earned him recognition, culminating in a lifetime achievement award, and he expressed that Moutai shaped his identity rather than the other way around [3]

经开箱进一步查验清点，共查获卷烟244条，48800支。目前已移交缉私部门进一步处置。 本文转自【潮新闻】； 近日，宁波机场海关在旅检渠道查获旅客违规携带烟草制品244条，共计48800支。 海关关员在对进境旅客行李物品进行监管时，发现一名选择"绿色通道"入境的旅客，其托运行李机检图 像异常，显示装满整齐排列的单一物品。 根据《中华人民共和国海关进出境行李物品监管办法》等规定，进境旅客在行李物品总值不超过免税数 额的前提下，可免税携带香烟（含加热卷烟）400支，或者雪茄20支，或者烟丝500克；其中，自香港特 别行政区、澳门特别行政区进境的旅客，可免税携带香烟（含加热卷烟）200支，或者雪茄10支，或者 烟丝250克。 来源：海关发布 ...