中国啤酒专家会议要点：即时购、折扣渠道快速增长，堂食消费仍疲软-China Consumer Staples_ Beer expert call takeaways_ fast growing insta-shopping_discounter channels, still weak on-trade consumption;

2 December 2025 | 9:09PM HKT Equity Research China Consumer Staples: Beer expert call takeaways: fast growing insta-shopping/discounter channels, still weak on-trade consumption; We hosted an investor call with a Beer industry expert on 2 Dec to discuss 2026 contract growth by brewers, new channel/competition dynamics and on-trade recovery situation. The expert is a beer distributor based in Hubei Province, and has been responsible for multiple beer brands' distribution in the Hubei province for 16 years, m ...