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]

Group 1 - The A-share beer sector index rose by 3.85% on June 4, with notable gains from companies like Pinwo Food (+12.84%) and several others reaching the 10% daily limit [1] - The ongoing trend of "new consumption" is driving interest in various sectors, including beer, as summer approaches, leading to increased consumption of beer and low-alcohol beverages [1] - The online beer consumption report indicates a shift towards younger consumers and a preference for diverse and high-quality products, with yellow beer holding a 64% market share [3][5] Group 2 - There is a clear trend towards personalized and high-end beer consumption, with consumers showing less interest in traditional single-flavor beers and more in unique, high-quality offerings [5][6] - Major beer companies are focusing on the 8-10 yuan price range, which has shown strong performance in the current market, particularly in family channels [6] - Yanjing Beer has seen significant growth in its core product Yanjing U8, with a 31.4% increase in sales volume, while Zhujiang Beer reported a 13.97% increase in revenue from high-end products [6] Group 3 - The A-share market includes 26 listed beer companies, each with unique characteristics, such as Yongshuntai, which has the largest malt production capacity in China [8] - Lehui International has established itself as a leader in beer brewing equipment and recently achieved profitability in its fresh beer segment after four years [8] - Chongqing Beer focuses on a brand strategy that combines international high-end brands with strong local brands [10]

新消费赛道爆点不断。 啤酒"新消费" 啤酒消费被玩出了新花样。 近期，青岛台东步行街出现了创意项目"青岛啤酒交易所"，并迅速在网络上出圈，成为了网红打卡点。 据了解，该项目巧妙使用股票交易所的概念，所售卖的啤酒的价格根据购买数量而实时波动，并在电子屏幕上更新着行情。 消费者的每一次消费都会影响啤酒的价格，让他们不仅能品尝到了啤酒的美味，还能感受价格变动带来惊喜与刺激。 今日，精酿啤酒概念股乐惠国际涨停，实现7天5板，最新报36.3元/股，总市值43.81亿元。 自4月9日以来，乐惠国际累计涨超84%，从最低的18.39元/股涨至36.3元/股，股价接近翻倍。 除了乐惠国际，啤酒概念股今日表现都不错，嘉美包装、永顺泰涨停，中国海诚、惠泉啤酒涨超5%，珠江啤酒、莱茵生物涨超3%，重庆啤酒涨超2%。 | 名称 | 现价 | 张幅% | 年初至今 | | --- | --- | --- | --- | | 品渥食品 | 38.18 | +12.20 | +19.53% | | 嘉美包装 | 3.70 | +10.12 | +19.35% | | 永顺泰 | 13.08 | +10.01 | +20.22% | | 乐 ...