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古越龙山:走出江浙沪舒适区,同步拓展全国化和全球化
Cai Jing Wang· 2025-09-26 07:26
(上证路演) 9月26日,古越龙山举办2025半年度业绩说明会。会上管理层提到,今年,公司将继续坚持高端化、年 轻化、全球化、数字化发展思路,扎实推进运营管理各项基础工作,力争酒类销售增长6%以上,利润 增长3%以上。 面对激烈的酒类市场竞争,公司重点做好以下几方面工作:一是在文化和品牌输出方面,从库藏资源、 品牌历史、文化传承等时间积淀中挖掘稀缺性和独特性,做好黄酒高端引领;二是在科技赋能方面,从 黄酒产业园5G智能工厂投产、加大研发投入科技创新中汲取动力,提升生产效率和效能 ;三是在触达 新消费群体方面,分析洞察Z世代消费趋势持续进行品类创新,构建新型消费场景,从年轻化策略中捕 捉增长机会;四是在全球化布局方面,在目前江浙沪以外市场销售占比达42%的良好局势下,继续勇于 开拓和破局,带头走出江浙沪舒适区,同步拓展全国化和全球化。随着高端黄酒认知不断深化、品牌势 能不断提升、全国化网络日益完善以及产业园投产后的产业集群优势都将持续转化为市场竞争力。 (编辑:林辰)关键字: 古越龙山 黄酒 ...
安康打好提振消费和外贸拓展两个“硬仗”
Sou Hu Cai Jing· 2025-09-25 11:58
"我们聚焦打好提振消费、外贸拓展硬仗,多措并举促消费,全力以赴拓外贸。1-8月,全市限额以上消 费品零售额增长16.7%,完成外贸进出口总额6.37亿元。"9月25日下午,在安康市政府举办的持续深 化"三个年"活动新闻发布会上,安康市商务局有关负责人介绍道。 另外,安康市坚持"政策+场景+活动"三轮驱动,推动消费市场稳定增长。扩围以旧换新,全市1849家 经营主体积极参与,金融机构、通信运营商和商贸企业同步开展消费贷款和叠加优惠。累计核销消费品 以旧换新补贴资金2.45亿元。通过"国家补贴+企业补贴+金融助力",直接拉动大宗商品消费16.1亿元。 紧扣"乐购安康·惠享生活"主题,搭建"1+4+10+N"提振消费总体架构,突出赛事引流、商旅融合、电商 赋能,相继开展汉江龙舟节、富硒产品展销、惠民消费券发放、富硒美食进北京、巾帼电商大赛、"与 辉同行"安康直播等系列消费促进活动160余场次。创新举办毛绒玩具、汉服创意设计大赛,村BA、村 超、村光大道等系列赛事活动深受群众和游客好评,累计开展各类体育赛事活动250余场次,参与人数 7.4万余人,拉动消费3.6亿元。 文/图 西安报业全媒体记者 张松 据介绍,安康市 ...
王朝酒业:王朝江苏与盐城天宫建设工程订立建设工程协议
Zhi Tong Cai Jing· 2025-09-25 10:50
王朝酒业(00828)发布公告,于2025年9月25日(联交所交易时段后),集团的非全资附属公司王朝江苏与 承建商盐城天宫建设工程有限公司订立建设工程协议,承建商将就江苏酒庄的建设向王朝江苏提供建设 服务,代价为人民币2232.62万元。 承建商将担任总承建商,负责兴建位于中国江苏省盐城市东台市三仓镇东台绿色食品工业园的建设地区 生产黄酒及陈皮酒的酒厂厂房、仓库、办公大楼及污水处理设施(建设工程)。 集团生产的主要产品为以葡萄酿制的红葡萄酒及白葡萄酒等葡萄酒。然而,黄酒及陈皮酒将使用糯米生 产。因此,待建设工程竣工后,集团将能有效扩展产品品类,实现酒业高质量发展的重大战略举措。 ...
王朝酒业(00828):王朝江苏与盐城天宫建设工程订立建设工程协议
智通财经网· 2025-09-25 10:44
集团生产的主要产品为以葡萄酿制的红葡萄酒及白葡萄酒等葡萄酒。然而,黄酒及陈皮酒将使用糯米生 产。因此,待建设工程竣工后,集团将能有效扩展产品品类,实现酒业高质量发展的重大战略举措。 承建商将担任总承建商,负责兴建位于中国江苏省盐城市东台市三仓镇东台绿色食品工业园的建设地区 生产黄酒及陈皮酒的酒厂厂房、仓库、办公大楼及污水处理设施(建设工程)。 智通财经APP讯,王朝酒业(00828)发布公告,于2025年9月25日(联交所交易时段后),集团的非全资附 属公司王朝江苏与承建商盐城天宫建设工程有限公司订立建设工程协议,承建商将就江苏酒庄的建设向 王朝江苏提供建设服务,代价为人民币2232.62万元。 ...
绍兴越城 古城醉中秋与您共赴风雅团圆
Huan Qiu Wang· 2025-09-24 02:43
Core Viewpoint - The article highlights the upcoming "Ancient City Drunken Mid-Autumn Festival" event in Yuecheng, Shaoxing, which aims to promote local culture, tourism, and consumption through a series of activities from October 1 to October 8, 2025 [4][5][6]. Group 1: Event Overview - The main venue for the event will be the Yuecheng Urban Square, featuring various activities such as lantern festivals, drone shows, and traditional performances [5][6]. - The event will include multiple sub-venues, each offering unique activities, such as light shows and cultural exhibitions [5][6]. - The festival is designed to attract visitors and enhance the cultural experience of the ancient city, emphasizing its historical significance and local traditions [4][7]. Group 2: Cultural Significance - Shaoxing is recognized as a key location for Song culture, with the festival coinciding with the 900th anniversary of poet Lu You's birth, enhancing its cultural relevance [7]. - The event will showcase traditional Shaoxing yellow wine, integrating it into various activities and highlighting its importance in local customs [6][7]. - Visitors will have opportunities to engage in immersive experiences that reflect the rich cultural heritage of the region, including traditional wedding ceremonies and local folklore [7][8]. Group 3: Activities and Attractions - Daily activities will include performances, parades, and interactive events, ensuring a diverse experience for attendees [8][9]. - Special attractions will feature themed performances, such as traditional operas and modern music, catering to a wide audience [8][9]. - The festival will also incorporate modern elements, such as drone light shows and interactive installations, blending tradition with contemporary culture [5][6].
千年不夜城 再现南宋风 绍兴越城 古城醉中秋与您共赴风雅团圆 10月1日—10月8日
Ren Min Ri Bao· 2025-09-23 22:08
越城区地处杭州湾"金南翼",是浙江省绍兴市政治、文化中心。现辖1镇16街道,面积538.6平方公里, 常住人口113万人。 越城是蓄势崛起的产业强城,集成电路、生物医药、高端装备三大主导产业蓬勃发展,低空经济产业积 极布局,获批全省首条常态化城市低空物流航线,是浙江省首批低空经济"先飞区"试点地。越城也是底 蕴深厚的文化名城,至今已有2500多年历史。这里人才辈出,先贤遗迹星罗棋布,绍兴古城9.09平方公 里范围内就有各级文物160余处,被誉为"一座没有围墙的博物馆"。越城还是安居乐业的幸福之城,区 内教育医疗资源丰富,是全省首批全国义务教育发展基本均衡县(市、区),夺取"二星平安金鼎"。 从舌尖上的地道风味到运河畔的诗画光影,从宋韵典礼的千年回响到云端观城的全新视角,越城以场景 活化、科技赋能、文旅融合三大路径,将历史文脉转化为可品、可游、可感的沉浸式旅程,让每一位游 客尽情感受"老绍兴"焕发的"新韵味"。金秋时节,正宜来越城,在桂花香里开启一场跨越时空的文旅奇 遇。 千年不夜城,再现南宋风。2025古越龙山·古城醉中秋文商旅促消费系列活动将于10月1日至10月8日举 行。为期8天的文商旅系列活动将邀请八方 ...
年轻人的打酒铺
Bei Jing Shang Bao· 2025-09-23 16:18
90%试饮即下单、70%年轻人消费、60%复购率,9月23日,北京商报记者走访北京部分终端市场发现, 目前以打酒铺为主的酒水消费新场景正在年轻消费群体中盛行。同时,"产品高性价比""消费人群年轻 化"以及"品类多元化"等特性也逐渐成为打酒铺的代名词。 重返江湖 在北京街头的一家打酒铺中,一个个酒头打出白酒、精酿啤酒,甚至黄酒和威士忌。北京商报记者发 现,与传统打酒铺中陈列的大酒缸不同,在新型的打酒铺业态中,各式酒头以及明亮的店内设计,使其 成为年轻人寻觅微醺状态的最佳场地。 在初杯打酒铺(青年沟店),北京商报记者看到,目前销售白酒、精酿啤酒、米酒、黄酒以及果酒等。 其中,白酒品类包括清香型、浓香型及酱香型在内的17款白酒产品,售价为2.99—39.99元/50毫升;甜 酒品类包括果酒、米酒、清酒等,售价为2.59—4.99元/50毫升;11款精酿啤酒售价为9.9—19.9元/500毫 升;5款威士忌售价为7.99—19.9元/50毫升。店员表示,该店今年7月才正式开业,目前每天客流量约 100人且多为年轻人,开业以来每天流水约2000—3000元。目前,店内销售最好的是精酿啤酒,但随着 气温逐渐下降,白酒的销 ...
酒饮“瑞幸化” “流量网红”打酒铺如何激活年轻人的微醺时刻
Bei Jing Shang Bao· 2025-09-23 13:05
90%试饮即下单、70%年轻人消费、60%复购率。一组数据之下,揭开了打酒铺新业态的"吸引力"。9月23日,北京商报记者走访北京部分终端市场发现,目 前以打酒铺为主的酒水消费新场景正在年轻消费群体中盛行着。与此同时,"产品高性价比""消费人群年轻化"以及"品类多元化"等特性也逐渐成为打酒铺的 代名词。 在位于青年沟路的初杯打酒铺中,在售的清香、浓香、酱香等白酒类产品,精酿啤酒、黄酒以及部分威士忌产品深受年轻消费者喜爱。事实上,以打酒铺为 媒介的酒类消费新业态盛行背后,不仅为年轻群体提供了新的酒类消费场景,同时基于渠道整合优势,为消费者提供更有性价比的产品。如今,当打酒铺业 态兴起时,是昙花一现还是能真正激活当下酒类消费市场动能? 12 12 41 77 - The Pro t .. t 100 I - - 199 官方一章目 ( 早早 al 国际民应是 H 通 -- 11 4 14 16 旗舰 099 N ( ) ) ) 在中国语 日 ■ B x 22 nd (1) 1981 1981 1981 1971 1971 : 11811 + 11 18 11 47 上海道 B 888 to F& ar 972 at ...
国金证券:白酒临近旺销 关注结构性景气配置
Zhi Tong Cai Jing· 2025-09-22 07:57
Group 1: Key Insights on Baijiu Industry - Demand for banquets has been released in July and August, with a focus on business hospitality and gift-giving ahead of the Mid-Autumn Festival and National Day [1][2] - External risk events have had a decreasing impact on baijiu consumption scenarios, but overall consumption sentiment remains lower compared to the same period last year, leading to an estimated 20% year-on-year decline in sales [2][3] - The baijiu sector is expected to stabilize and recover as consumer sentiment improves, supported by ongoing consumption promotion policies and a gradual recovery in demand [2][3] Group 2: Investment Recommendations - The report suggests focusing on high-end baijiu brands with strong market positions, such as Kweichow Moutai and Wuliangye, as well as Shanxi Fenjiu, which is benefiting from upward channel momentum [3] - Potential cyclical recovery candidates include national brands like Gujing Gongjiu and Luzhou Laojiao, along with innovative companies like Zhenjiu Lidu and Shede Liquor [3] Group 3: Insights on Other Alcoholic Beverages - Beer demand is recovering steadily, with companies diversifying into non-drinking channels and soft drinks, indicating a positive outlook for the sector [4] - The yellow wine sector is expected to see improved competitive dynamics due to price increases among leading brands, with potential for marginal catalysts as the peak season approaches [4] Group 4: Insights on Non-Alcoholic Beverages and Snacks - The soft drink sector is experiencing growth in high-demand segments like energy drinks and sugar-free tea, while traditional categories face some pressure [5] - The snack industry is seeing an increase in store openings and revenue recovery, with specific products like nut gift boxes expected to see improved demand ahead of the holidays [4][5]
大众品板块2025年中报业绩综述:分化依旧,把握结构性景气
Minsheng Securities· 2025-09-18 13:45
Investment Rating - The report provides a positive investment rating for the low-alcohol and beverage sectors, recommending specific companies based on their performance and market positioning [2]. Core Insights - The report emphasizes the structural recovery in the consumer goods sector, highlighting the importance of channel dynamics and product innovation in driving growth [2][25]. - It identifies key players in the beer segment, such as Yanjing Beer and Zhujiang Beer, which are expected to outperform due to their strong regional presence and operational efficiency [2][11]. - The report also notes the challenges faced by the seasoning and food supply sectors, particularly due to weak downstream demand, but suggests potential for recovery as the restaurant industry stabilizes [2][26]. Summary by Sections Beer Sector - The beer sector experienced a revenue of 41.73 billion yuan in the first half of 2025, with a year-on-year growth of 2.8% [7]. - Major companies like Qingdao Beer and China Resources Beer showed mixed performance, with Qingdao Beer achieving a revenue increase of 1.9% [11][12]. - The report highlights the impact of channel structure on revenue performance, with companies like Yanjing and Zhujiang benefiting from a higher proportion of non-immediate sales channels [11][12]. Yellow Wine Sector - The yellow wine sector reported a revenue of 1.93 billion yuan in the first half of 2025, reflecting a year-on-year growth of 3.4% [26]. - Kuaijishan, a leading player, achieved a double-digit growth rate of 11% in the same period, driven by its high-end and youth-oriented strategies [26][27]. - The report indicates a trend of market share concentration among leading companies, with Kuaijishan and Guyue Longshan capturing a larger portion of the market [31]. Seasoning and Food Supply Sector - The seasoning and food supply sector faced revenue pressure due to weak restaurant demand, but companies that successfully launched new products or expanded channels showed resilience [2][26]. - The report suggests that a recovery in restaurant demand could lead to increased supply chain needs, benefiting leading companies in the sector [2][26]. Beverage Sector - The beverage sector is highlighted for its high growth potential, particularly for companies like Dongpeng Beverage, which is expanding its national presence [2]. - The report recommends focusing on companies that are effectively navigating the competitive landscape and capitalizing on emerging consumer trends [2][26].