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英伟达市值重回全球第一,外资开始抛售日本股票 | 财经日日评
吴晓波频道· 2025-06-26 16:47
点击按钮▲了解更多 6月26日,商务部召开例行新闻发布会,新闻发言人介绍了今年前五个月我国对外投资合作的情况。数据显示,今年前五个月,我国对外非金融 类直接投资616亿美元,同比增长2.3%,在共建"一带一路"国家,非金融类直接投资155.2亿美元,增长20.8%。 同时,1到5月,我国对外承包工程完成营业额619.4亿美元,增长5.4%,新签合同额986.8亿美元,增长了13%。其中,我国企业在共建"一带一 路"国家承包工程完成营业额505.9亿美元,增长3.9%。新签合同额849.3亿美元,增长20.7%。(央视新闻) |点评| 对外非金融类直接投资,反映的是实体经济领域的对外资本输出。或是受到外部经济形势变化影响,前五个月,我国对外非金融类直 接投资整体保持增长,但增速较前几个月有所放缓。但从投资区域来看,我国对"一带一路"建设国家的投资额增长显著。逆全球化浪潮下,我 国积极推动"一带一路"区域经济发展,且合作关系不断深化。 对于投资所在地来说,基建等投资不仅带动上下游相关产业发展,还能创造大量就业岗位,推动当地经济增长。同时,港口、铁路等基建建 设,也增强了我国的运输能力,促进国内企业走向国际,为外贸 ...
白酒集体降度,能成为打开新消费的钥匙吗?
第一财经· 2025-06-26 09:55
Core Viewpoint - The Chinese liquor industry is undergoing a significant adjustment, with a new trend towards lower alcohol content products to cater to younger consumers, who prefer lower alcohol beverages. Group 1: Industry Trends - The trend of lowering alcohol content in liquor has emerged as a response to changing consumer preferences, particularly among younger demographics, with over 60% of young people favoring lower alcohol options [1][9]. - Major liquor companies, including Wuliangye and Luzhou Laojiao, are actively developing lower alcohol products, indicating a shift in product strategy to attract new consumer segments [1][3]. - The market for low-alcohol liquor is projected to reach 74 billion yuan by 2025, highlighting its growing acceptance and demand among contemporary consumers [10]. Group 2: Company Strategies - Wuliangye plans to launch a 29-degree product, reviving a previously discontinued line from the 1990s, and is focusing on enhancing the sensory experience of its products [2][1]. - Luzhou Laojiao has also indicated that it is working on lower alcohol products, reflecting a broader industry trend towards innovation in product offerings [3]. - Other companies, such as Yanghe, have introduced new low-alcohol products, with plans for additional releases later in the year, further emphasizing the industry's pivot towards lower alcohol content [4]. Group 3: Consumer Behavior - The consumption structure of the liquor industry is changing, with younger consumers becoming a significant market force, leading to a shift in product offerings to meet their preferences [9]. - The traditional high-alcohol liquor market is facing competition from lower alcohol options, which are perceived as more palatable and suitable for social drinking scenarios [10][12]. - Despite the advantages of lower alcohol products, changing long-standing consumer drinking habits will require strategic marketing and education efforts from liquor companies [13].
白酒集体降度,能成为打开新消费的钥匙吗?
Di Yi Cai Jing· 2025-06-26 06:32
白酒企业也在健康化和年轻化的方向上努力追赶 2025年上半年,白酒行业的深度调整依然在持续,也迫使酒企主动作出改变。近日记者了解到,在五粮液宣布将推出29度五粮液产品后,泸州老窖内部也在 研发更低度的创新白酒产品。在业内看来,今年上半年,白酒降度成为一个新趋势。 在近期举行的五粮液股东大会上,五粮液管理层透露,将系统性地推进年轻化战略,考虑到年轻人对低度酒的偏好占比超过60%,五粮液将在下半年推出29 度五粮液等契合年轻人口味和审美的新产品。 29度五粮液流行于上世纪90年代,随着白酒饮用高度化的趋势而停产。今年6月份,五粮液已经在针对29度五粮液进行市场测试,测试内容也更偏重于香 气、口感、饮后反应等体验感。 记者了解到,不仅仅是五粮液,泸州老窖内部人士透露,公司也在研发更低度的白酒产品,但具体计划尚不能透露。 此前,洋河在春季糖酒会期间也推出了多款33.8度的微分子白酒新品,根据其此前公布的计划,今年9月还有多款低度新品上市。 头部白酒企业扎堆低度化,并非降低成本的考量。 曾操盘浓香型酒企的白酒独立评论员肖竹青告诉第一财经记者,浓香型白酒取酒的酒精度是70度,低度酒需要通过勾兑来降度,但白酒降度会导致酒体 ...