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惠泉啤酒20250703
2025-07-03 15:28
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 ...
小米正式发布其首款SUV汽车|首席资讯日报
首席商业评论· 2025-06-27 12:54
6月26日消息,浙江省医疗保障局近日印发《关于优化生育津贴发放方式的通知》,7月1日起施行。优化 后,生育津贴直接发放至本人指定账户。按规定参加省内统筹区生育保险的各类企业、民办非企业、个体 工商户等用人单位女职工,以灵活就业身份参加生育保险的人员,符合生育津贴申领条件的,由本人或所 在用人单位经办人申请,经当地医保经办机构审核通过后,直接发放至本人指定账户。本通知自2025年7月 1日起施行。用人单位和职工在2025年7月1日前申领生育津贴的,仍按原渠道发放。其他未尽事宜,按现行 相关法律法规及政策规定执行。 1.小米正式发布其首款SUV汽车 小米YU7售价25.35万元起。全系超长续航,标准版835km。小米YU7共有9种配色,分别是:宝石绿、熔岩 橙、钛金属色、寒武岩灰、流金粉、珍珠白、深海蓝、丹霞紫、影青色。 2.迎来消费旺季,啤酒厂商纷纷发起"夏季攻势" 夏季本就是啤酒消费旺季,而今叠加多地打造夜间消费场景、"苏超"等赛事经济火热,啤酒市场正迎来发展 机遇,啤酒厂商则纷纷发起"夏季攻势"。广东省食品安全保障促进会副会长朱丹蓬在接受采访时表示:"近 年来,我国啤酒行业在升级转型方面取得了显著成效。头部 ...
从“坐等客来”到“主动触达”,商家在闪购找到增长锚点
Sou Hu Cai Jing· 2025-06-27 09:22
白酒淡季卖爆,本地零售底层逻辑正在被重塑 作者:尚羊、金森 编辑:金森 这次美团闪购618,酒水、3C数码、家电等品类都在即时零售模式的"改造"下实现大幅增长,尤其是酒水品类,突破配送延迟、传统酒水渠道售价偏高的 劣势后,更是呈现爆发式增长。酒食酒市618大促首日,店铺卖了300多瓶五粮液,半个月内GMV同比翻了十倍。 这些数据的背后,是美团闪购以平台流量、广泛的配送网络等核心能力,推动线下商家从单一线下销售向线上线下融合的全域经营转变,从依赖经验的粗 放管理向数据驱动的精准决策转变,最终实现经营全链路的效率提升。 公开信息显示,今年618,近百万实体店在美团闪购上迎来超过1亿名顾客。美团闪购联合近百万家实体门店,为本地商品零售带来新增长空间。6月23 日,美团还宣布将全面拓展即时零售,推动零售新业态提质升级,包括闪购业务将继续拓展品类等。 当即时零售从新兴业态迈向主流模式,当本地零售的底层逻辑完全被重塑,线下商家们正在以美团闪购为代表的即时零售平台,找到确定性的增长路径。 "这半个月,我们GMV同比翻了十倍。"梅江川向《号外工作室》透露其品牌在美团闪购618中的战绩。 梅江川表示,白酒品类存在堆库存、压货的 ...
聚餐喝出“小米辣”?啤酒市场在经历什么
Qi Lu Wan Bao Wang· 2025-06-27 07:29
当95后消费者张昕在与朋友聚餐时尝到内含小米辣的啤酒,她惊讶于其口味的突破:"把毛尖、茉莉花 茶放进啤酒里就已经够颠覆我的认知了,没想到辣椒都能酿进酒里。"伴随着气温升高,啤酒市场也迎 来消费高峰,一场围绕年轻味蕾的争夺战正在冰啤的泡沫中激烈上演。从"大绿棒子"的单一江湖, 到"万物皆可啤",啤酒企业正以多元创新叩开年轻一代的消费大门。 颜值革命与健康觉醒的双重变奏 当口味成为第一吸引力,啤酒的"颜值"便成了第二战场。记者观察到,啤酒包装正经历显著升级,生肖 装、星座罐、桃园结义、太白醉酒、黄河之水......各大啤酒品牌纷纷通过经典影视元素、联名、插画等 形式提升啤酒包装视觉效果,吸引消费者下单购买。以金星啤酒的茶味系列为例,其瓶身采用细长流线 型设计,搭配青绿山水纹样,上市不久便成为抖音爆款,单月销量突破20万箱。有业内人士表示,过去 啤酒包装讲究耐摔、易存储,现在要兼具艺术感和社交属性。 据《2023年淘宝天猫啤酒消费趋势白皮书》,94%的消费者对高颜值高价值啤酒产品表现出较强购买意 愿,其中高级简约风凭借百搭质感成为全年龄段消费共识。细分来看,年轻客群更倾向文艺清新风等个 性化设计;而熟龄群体则对IP ...
啤酒厂商发起“夏季攻势”,前五月注册量与去年同期相比略增
Qi Cha Cha· 2025-06-27 06:16
Core Viewpoint - The beer market in China is experiencing growth opportunities due to the summer consumption peak and events like "Su Chao" driving night-time consumption, prompting breweries to launch a "summer offensive" [1] Group 1: Current Market Landscape - There are currently 65,900 beer-related enterprises in China, with the majority located in East China (24.02%), followed by Northeast China (16.24%) and Southwest China (15.75%) [2] - Over 60% of these enterprises belong to the wholesale and retail sector, which accounts for 64.27% of the total [3] Group 2: Registration Trends - The registration of beer-related enterprises has shown fluctuating trends over the past decade, with a total of 3,897 registered this year, of which 3,213 were registered in the first five months, reflecting a year-on-year increase of 4.56% [4]
迎来消费旺季 啤酒厂商纷纷发起“夏季攻势”
Zheng Quan Ri Bao· 2025-06-25 16:12
Industry Overview - The beer market is experiencing growth opportunities due to the summer consumption peak and events like "Su Chao" [1] - Major beer manufacturers are launching summer campaigns to capitalize on this trend [1] Market Trends - Instant retail is emerging as a new engine for beer sales, with companies preparing for the summer peak [1] - China Resources Snow Beer has partnered with Meituan's instant retail brand to develop exclusive craft beer products and ensure rapid delivery [1][2] - Shandong Taishan Brewery is expanding its market presence by supporting new store openings and achieving record signings at its factory recruitment events [1] Product Quality Enhancement - Beer malt manufacturers and breweries are collaborating to improve beer quality and taste [3] - Guangdong Yongshuntai Group is a leading malt manufacturer in Asia, focusing on high-end and specialty malts to meet the growing demand from the craft beer sector [3] - Beijing Yanjing Brewery is implementing a big product marketing strategy, with its Yanjing U8 series showing significant sales growth [3] Consumer Preferences - The introduction of instant retail channels is expected to enhance consumer access to fresh and craft beers, aligning with the trend of consumption upgrading [2] - Companies are encouraged to explore the cultural aspects of craft beer to meet individual consumer needs [4]
限定啤酒亮相啤酒节,7月到顺义新国展一站式喝酒听歌看球赛
Xin Jing Bao· 2025-06-13 04:37
本届啤酒节,设置1个主会场在新国展二期、2个分会场在奥林匹克水上公园和中德产业园,还有217个啤酒花园。 其中,主会场设置餐饮区、品酒区,升级百米国际美食长廊、新增百米精酿啤酒长廊,汇聚70余种全球美食佳 肴、100余款特色精酿啤酒。依托室外星空、草坪等自然景观,户外设置星空房、露营帐篷及超大天幕,为市民提 供休闲时光的多样化选择。 新京报讯(记者耿子叶)6月12日,记者在第34届北京国际燕京啤酒文化节新闻发布会上获悉,今年的啤酒节将于 7月11日至20日,在首都国际会展中心(新国展二期)举行,为期10天。值得市民一去的是,啤酒节上将举办音乐 节,特邀知名乐队歌手现场演出,最低门票价格只需9.9元,现场除了能喝到经典的鲜啤、扎啤、黑啤外,还有糖 葫芦酸小麦、绿豆风味艾尔、西瓜小麦三款限定风味啤酒,只在啤酒节上才能喝得到。 第34届北京国际燕京啤酒文化节新闻发布会。顺义区委宣传部供图 校对 王心 首都国际会展中心是北京市规模最大、技术最先进的综合型会展场馆,同期恰逢链博会,啤酒节还将串联动漫展 等同期展会,打造"参展、观展+品酿"一站式体验,联动动漫展、链博会,规划专属通道免费入场,吸引更多群 体。同时,顺义各 ...
全球美食+精酿啤酒,北京国际燕京啤酒文化节7月启幕
转自:北京日报客户端 6月12日,顺义区举办第34届北京国际燕京啤酒文化节新闻发布会。记者从会上获悉,2025年燕京啤酒 节将于7月11日至20日在首都国际会展中心开幕,活动共计10天,持续至20日,横跨两个周末,场地与 各项活动全面升级,将为市民提供更多样的消夏体验。 除了畅饮,自然也少不了美食相伴。北京顺义文化旅游投资集团有限公司副经理辛娜介绍,在"百米国 际美食长廊"就餐区,集合了牛排汉堡、炸鸡薯条、韩式网红零食、意式冰激凌等70余种国际美食佳 肴;在"燕京品牌展区"就餐区,为市民和游客精心准备了新疆烤肉、湖北小龙虾、内蒙古纯羊肉串和成 都麻辣诱惑等优质地方特色美味。 值得一提的是,7月25日起,周末消夏季系列活动将在顺义奥林匹克水上公园开启,将啤酒节主题持续 整个盛夏。除了在户外畅饮冰爽啤酒、品味网红美食等,市民游客还可体验帆船、赛艇、皮划艇等水上 项目,尽享夏日时光。 服务信息: 交通:饮酒不开车,倡导绿色出行。市民游客可搭乘地铁15号线至国展或花梨坎站下车前往主会场。 票务:啤酒节设置基础门票9.9元、尝鲜票19.9元、双人尝鲜票39.8元、帐篷899元和星空房1299元5类票 种。其中帐篷、星空 ...
乐惠国际:子公司参与设立有限合伙企业,投资500万元
news flash· 2025-06-10 09:52
Core Viewpoint - Lehui International (603076) announced that its wholly-owned subsidiary, Ningbo Thirty Kilometers Investment Co., Ltd., has invested 5 million yuan, accounting for 25%, to establish Ningbo Jiu Hai Enterprise Management Partnership (Limited Partnership) with a total scale of 20 million yuan [1] Investment Details - The investment aims to enhance the company's investment capabilities and achieve asset appreciation through the sale of "Fresh Beer 30 Kilometers" products from the partnership [1] - This investment is not classified as a related party transaction or a major asset restructuring, and it falls within the authority of the general manager, thus does not require approval from the board of directors or shareholders [1]
【私募调研记录】相聚资本调研乐惠国际
Zheng Quan Zhi Xing· 2025-06-09 00:07
Group 1 - The core viewpoint of the news is that the private equity firm Xiangju Capital has conducted research on the listed company Lehui International, revealing insights into its financial performance and strategic direction for 2024 and beyond [1] Group 2 - Lehui International's projected revenue for 2024 is 1.49 billion yuan, representing a year-on-year decline of 9.77%, while the net profit attributable to shareholders is expected to be 21.1 million yuan, an increase of 7.16% [1] - The operating cash flow for Lehui International is reported at 334 million yuan, showing a significant increase of 5,321.62% [1] - The equipment segment remains stable with a profit of 96.38 million yuan, showing consistent annual growth [1] - The fresh beer segment is projected to incur a loss of 75.28 million yuan in 2024, despite a sales growth of 33.36%, which aligns with expectations [1] - In the first quarter of 2025, Lehui International's revenue reached 206 million yuan, with a net profit of 8.94 million yuan, marking a substantial increase of 160.61% compared to the same period in 2023 [1] - The fresh beer segment achieved an EBITDA profit of 2.02 million yuan [1] - The company is focusing on developing markets with breweries, launching self-developed fresh beer machines, and expanding its small tavern business through comprehensive franchising [1] - Lehui International is establishing a "fresh beer 30-kilometer" barrier, continuously investing in brand content, and promoting at store terminals [1] - The equipment segment has a clear development direction, aiming to expand into overseas markets and diversify horizontally, with beer equipment revenue now accounting for approximately 60% [1] - The company achieved an EBITDA profit of 2 million yuan in the first quarter through cost reduction and efficiency improvement, with future focus on effective expansion and maintaining profitability [1] - The first phase of the Wuhan factory has been put into production, and construction has started for factories in Kunming and Changchun, with capital expenditures aligned with sales and profit conditions [1] - Lehui International is advancing its whiskey and brandy business, having completed a domestic whiskey line project [1] - The company aims to secure better contract terms and has dedicated personnel to monitor receivables, enhancing cash flow management efficiency [1] - The Nanjing company is one of the few domestic suppliers of log6 level sterile filling equipment, primarily serving beverage and liquor filling enterprises [1]