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中高端产品承压,天佑德酒回应:将重点发力“县域化”
Xi Niu Cai Jing· 2025-09-12 02:19
面对市场的变化,天佑德酒计划投资1.6亿元打造西藏文旅酒庄项目。'公司以'产区思维、酒庄模式、名酒定位、智慧管理'作为指导思想,突出'品质、稀 缺、生态',打造'博物馆中的酒庄',将西藏独特的文化、生态资源可通过酒庄实体化呈现,将酿酒工艺、藏文化展示、自然景观融为一体,形成不可复制的 品牌标识,同时酒庄可作为特色旅游目的地,直接带动产品销售及品牌曝光。"天佑德酒表示。 谈及如何青海省外市场布局时,天佑德酒相关负责人告诉GPLP犀牛财经,甘肃、四川成为重点,"甘肃市场在推动,青海和甘肃的逐渐融合、一体化;四川 市场由西藏公司覆盖,通过旅游融合等拓展西藏阿拉嘉宝品牌产品"。 据介绍,近两年,随着新消费崛起,天佑德酒也在积极的尝试提供新的消费需求,主要以果味+的产品为主,目前推出了28度柠檬青稞酒,可以单独饮用, 也可以作为基础调味酒使用;还有一款雪梨流沙酒,针对喜爱香甜口感的需求开发。 在产品方面,天佑德酒称,公司500元价位带的真年份产品,经过 3年多的改版上市,在青海本地市场已经初步形成了圈层的影响和认知。 "县域化是公司'四化'战略的一部分,'四化'主要是县域化、年轻化、国际化、终端化。县域化结合了中国经济 ...
天佑德酒(002646) - 青海互助天佑德青稞酒股份有限公司投资者关系活动记录表2025.8.5
2025-08-06 03:20
Group 1: Company Branding and Market Positioning - The brand "Tianyoude" now accounts for over 50% of the company's proprietary Qingke liquor, leading to the name change to "Tianyoude Liquor" for consistency across branding and securities [3] - The company remains the largest producer of Qingke liquor, focusing on regional perceptions of Qingke and Qingke liquor for promotional strategies [3] Group 2: Market Expansion Strategies - The company is increasing its presence in markets outside Qinghai and Tibet, particularly in Gansu and Sichuan, by enhancing sales channels for products priced below 100 yuan [4] - New product development targets younger consumers, with recent launches including a 28-degree lemon Qingke liquor and a snow pear liquor to cater to diverse taste preferences [4] Group 3: Cost Management and Raw Material Sourcing - Fluctuations in raw material prices have been ongoing, but they do not significantly impact overall costs due to the low percentage of raw materials in total costs [5] - The company has established long-term agreements with farms to secure raw material supply and maintain market balance [5] Group 4: Product Sales Performance - Products priced above 100 yuan constitute approximately 50% of total sales, with a specific focus on the 500 yuan segment that has gained market recognition [6] - The company plans to invest 160 million yuan in expanding its winery in Tibet, leveraging tourism and unique cultural resources to enhance brand visibility [7][8] Group 5: Sales Channels and Profitability - The primary sales channels include direct sales and distribution, with online sales accounting for over 4% in 2024 [9] - In 2024, the company reported a revenue of 1,254.84 million yuan, a 3.69% increase, but a net profit decline of 52.96% to 42.14 million yuan due to increased market expenses and stock incentive plan impacts [10] - To improve profitability in 2025, the company is focusing on revenue growth and precise expense management, particularly in expanding lower-priced product channels [10] Group 6: Future Product Development - The company intends to maintain its focus on Qingke and explore new product lines such as fruit-flavored products and potentially Qingke champagne, responding to emerging consumer trends [11]