酒业要闻·7月31日

企业动态

Company News

01
汪能科率队与茅台集团交流座谈
据赤水发布7月29日消息，遵义市人大常委会副主任、赤水市委书记汪能科率队到茅台集团交流座谈。茅台集团党委书记、董事长陈华出席会议并讲话。汪能科表示，希望双方进一步拓宽合作领域，聚焦”茅台所需、赤水所能”，搭建好沟通对接平台，推动资源互补、互利共赢，共谋发展新篇。

01
Wang Nengke Leads Delegation for Talks with Moutai Group
According to Chishui Release on July 29, Wang Nengke, Deputy Director of the Zunyi Municipal People’s Congress Standing Committee and Party Secretary of Chishui City, led a delegation to Moutai Group for exchange and talks. Chen Hua, Party Secretary and Chairman of Moutai Group, attended the meeting and delivered a speech. Wang Nengke expressed hope that both sides would further expand areas of cooperation, focusing on “what Moutai needs and what Chishui can offer,” establish a communication and coordination platform, promote resource complementarity and mutual benefit, and jointly pursue new development opportunities.

02
五粮液集团入股四川长江担保集团
天眼查App显示，7月29日，四川长江担保集团有限公司发生工商变更，新增四川省宜宾五粮液集团有限公司（持股5.8517%）、宜宾市产业投资集团有限公司（持股17.6327%）、宜宾市高新投资集团有限公司（持股17.555%）等为股东，同时，注册资本由约14.1亿元人民币增至约53.6亿元人民币，增幅约279%。

02
Wuliangye Group Takes Stake in Sichuan Changjiang Guarantee Group
According to Tianyancha App, on July 29, Sichuan Changjiang Guarantee Group Co., Ltd. underwent industrial and commercial changes, with new shareholders including Sichuan Yibin Wuliangye Group Co., Ltd. (5.8517% stake), Yibin Industrial Investment Group Co., Ltd. (17.6327% stake), and Yibin High-tech Investment Group Co., Ltd. (17.555% stake). At the same time, its registered capital increased from approximately RMB 1.41 billion to approximately RMB 5.36 billion, an increase of approximately 279%.

03
西凤酒4万吨制酒项目预计8月底交付
据蟠龙高新区7月30日消息，陕西乐惠承建的西凤酒4万吨智能化酿酒工艺设备项目即将交付。据悉，该项目规划建设40条酿造生产线，目前，项目整体施工进度已完成70%，预计8月底全面交付。

03
Xifeng Liquor’s 40,000-Tonne Brewing Project Expected to Be Delivered by End of August
According to Panlong High-tech Zone on July 30, the 40,000-tonne intelligent brewing process equipment project for Xifeng Liquor, undertaken by Shaanxi Lehui, is nearing completion. It is understood that the project plans to construct 40 brewing production lines. Currently, the overall construction progress has reached 70%, with full delivery expected by the end of August.

04
红西凤部署三季度市场工作
7月29日，红西凤事业部组织全国营销骨干开展宴席政策及三季度市场指导方案专项培训，围绕三季度经营目标，解读宴席活动参与门槛、终端激励、奖励兑付及申报核销流程。会议同时要求加强活动真实性核查、渠道管控和合规经营，推进政策宣贯、终端深耕与渠道协同。

04
Red Xifeng Outlines Q3 Market Work
On July 29, the Red Xifeng Business Unit organised specialised training for national marketing leaders on banquet policies and the Q3 market guidance plan. Centred on Q3 operational targets, the training covered banquet participation thresholds, terminal incentives, reward redemption, and application and reimbursement processes. The meeting also required strengthened verification of activity authenticity, channel management, and compliance, while advancing policy communication, terminal cultivation, and channel coordination.

05
舍得酒业成立西澳精英俱乐部
近日，舍得酒业2026西澳VIP客户答谢晚宴在澳大利亚珀斯举行。活动现场成立舍得全球智慧精英俱乐部西澳分部，并完成首批会员授牌，进一步拓展当地高端消费圈层和海外市场。

05
Shede Liquor Establishes Western Australia Elite Club
Recently, the Shede Liquor 2026 Western Australia VIP Client Appreciation Dinner was held in Perth, Australia. At the event, the Western Australia chapter of the Shede Global Wisdom Elite Club was established, with the first batch of members receiving their credentials, further expanding the local high-end consumer circle and overseas markets.

06
百威亚太上半年收入31.71亿美元
7月30日，百威亚太控股有限公司发布2026年上半年业绩报告。报告显示，上半年公司实现收入31.71亿美元，同比增长1.1%（内生增长-1.4%）；正常化除息税折旧摊销前盈利9.26亿美元，同比下降5.8%（内生增长-8.9%），归母净利润4.73亿美元，同比增长15.6%；实现销量426.24万千升，同比下降2.3%（内生增长-2.2%）。
在2026年上半年，中国市场销量及收入分别减少6.0%及6.4%。每百升收入减少0.4%，受非即饮渠道及新兴渠道的投入增加所影响，但被有利的品牌组合所部分抵销。

06
**Budweiser APAC H1 Revenue Reaches US$3.171 Billion**
On July 30, Budweiser Brewing Company APAC released its first-half 2026 results. The report showed that the company achieved revenue of US$3.171 billion in the first half, up 1.1% year-on-year (organic growth -1.4%); normalised EBITDA was US$926 million, down 5.8% year-on-year (organic growth -8.9%); net profit attributable to shareholders was US$473 million, up 15.6% year-on-year; and sales volume reached 4.2624 million kilolitres, down 2.3% year-on-year (organic growth -2.2%).
In the first half of 2026, the China market saw sales volume and revenue decline by 6.0% and 6.4% respectively. Revenue per hectolitre decreased by 0.4%, impacted by increased investment in off-trade and emerging channels, partially offset by a favourable brand mix.

07
汾阳王山东市场规模破亿
据广东粤强酒业7月30日消息，今年汾阳王深度绑定美团、京东到家等平台，打通”线上下单、30-60分钟送达”的全链路，同时赋能线下经销商完成数字化转型，2025年就已经实现新零售业务同比增长37%。在市场布局上，它的”1+5+2+N”全国化战略成效显著，山东市场已经突破亿级规模，产品结构上聚焦30-50元大众消费带和100-200元礼盒带，核心标品占比超过60%。

07
Fenyang King’s Shandong Market Exceeds RMB 100 Million
According to Guangdong Yueqiang Liquor on July 30, Fenyang King has deeply integrated with platforms such as Meituan and JD Daojia, establishing a full-chain capability of “order online, delivered in 30-60 minutes,” while also empowering offline distributors to complete digital transformation. In 2025, its new retail business achieved year-on-year growth of 37%. In terms of market layout, its “1+5+2+N” nationalisation strategy has shown significant results, with the Shandong market exceeding RMB 100 million in scale. Product structure focuses on the RMB 30-50 mass-consumption price band and the RMB 100-200 gift box price band, with core standard products accounting for over 60% of the mix.

08
捷强集团：上半年营收增长超10%
据捷强集团7月30日消息，2026年捷强配销紧扣上级工作部署，遵循”稳中求进、提质增效”总基调，聚焦直供终端、联动优质品牌、升级供应链三大核心工作，深耕多渠道酒类经营，上半年完成年度预算54.69%，同比增长超过10%。
其中，五粮液、茅台两大核心品牌保持稳健增长，国窖、全兴、迎驾贡酒等品牌实现大幅增长。上半年，公司顺利推进全兴、今世缘等品牌新品上市，持续丰富经营产品线，力争在数量和规模上取得新突破；面对传统商超渠道持续萎缩的压力，KA团队积极寻找增量突破口。上半年新增统一超商、叮咚买菜等新渠道，喜士多渠道同比增长超八倍，中石油渠道实现成倍增长，七鲜渠道翻倍增长。

08
Jieqiang Group: H1 Revenue Growth Exceeds 10%
According to Jieqiang Group on July 30, Jieqiang Distribution in 2026 closely followed the directives of its parent company, adhering to the general principle of “seeking progress while maintaining stability, improving quality and efficiency.” The company focused on three core areas: direct supply to terminals, collaboration with quality brands, and supply chain upgrading, while deeply cultivating multi-channel liquor operations. In the first half, it achieved 54.69% of its annual budget, with year-on-year growth exceeding 10%.
Among these, Wuliangye and Moutai, the two core brands, maintained steady growth, while brands such as Guojiao, Quanxing, and Yingjia Gongjiu achieved significant growth. In the first half, the company successfully launched new products from Quanxing, Jinshiyuan, and other brands, continuously enriching its product line and striving for new breakthroughs in quantity and scale. Faced with continued pressure on traditional supermarket channels, the KA team actively sought new growth opportunities. In the first half, new channels including President Chain Store and Dingdong Maicai were added. The C-store channel grew more than eightfold year-on-year, the PetroChina channel achieved multiples growth, and the 7Fresh channel doubled.

09
叙府酒业拓展安徽市场
近日，安徽省酒类流通行业协会一届二次理事会顺利召开，本次会议协会与川酒集团·叙府酒业达成正式合作，并举行了以”叙府之夜”的品鉴晚宴。四川省叙府酒业销售有限公司市场部长刘太保，对叙府酒业品牌进行了详细推荐，希望通过此次会议之后，搭建叙府酒业与安徽酒商的双向交流、合作共赢的平台。

09
Xufu Liquor Expands into Anhui Market
Recently, the 2nd Council Meeting of the 1st Session of the Anhui Liquor Circulation Industry Association was successfully held. At the meeting, the association reached a formal cooperation agreement with Sichuan Liquor Group · Xufu Liquor, and a “Xufu Night” tasting dinner was held. Liu Taibao, Marketing Director of Sichuan Xufu Liquor Sales Co., Ltd., provided a detailed introduction to the Xufu brand, expressing the hope that the meeting would help establish a platform for two-way exchange and win-win cooperation between Xufu Liquor and Anhui liquor merchants.

10
海南椰岛撤销退市风险警示
7月30日，海南椰岛发布公告称，公司股票将于7月31日停牌1天，8月3日起复牌并撤销退市风险警示，但继续实施其他风险警示，股票简称由”*ST椰岛”变更为”ST椰岛”。公司股票代码仍为”600238″，日涨跌幅限制仍为10%；公司表示，风险警示调整不会使经营状况发生重大变化。

10
Hainan Yedao Removes Delisting Risk Warning
On July 30, Hainan Yedao announced that its stock will be suspended for one day on July 31, and will resume trading on August 3 with the delisting risk warning removed, though other risk warnings will continue to apply. The stock short name will change from “*ST Yedao” to “ST Yedao.” The stock code remains “600238,” and the daily price fluctuation limit remains 10%. The company stated that the adjustment of the risk warning status will not cause significant changes to its operating conditions.

11
李渡王”人生中第一份offer”实践活动启动
据李渡酒业7月31日消息，2026年江西省”青春铺路 理想闪光”大学生公益就业行动暨李渡王”人生中第一份offer”实践活动正式启动。据悉，本次活动由江西省学生联合会指导、李渡酒业联合江西省青少年发展基金会共同开展，携手24家爱心企业为江西希望工程受助学子提供245个就业岗位，为青年学子搭建连接校园与职场的桥梁。

11
Lidu Wang “First Offer in Life” Practical Activity Launched
According to Lidu Liquor on July 31, the 2026 Jiangxi Province “Paving the Way for Youth, Shining Ideals” college student public welfare employment initiative and the Lidu Wang “First Offer in Life” practical activity have officially been launched. It is understood that the activity is guided by the Jiangxi Provincial Students’ Federation and jointly organised by Lidu Liquor and the Jiangxi Provincial Youth Development Foundation, working with 24 caring enterprises to provide 245 job positions for students supported by the Jiangxi Hope Project, building a bridge connecting campuses and careers for young students.

12
白云边发布声明回应”未开封产品内出现甲虫”
7月29日晚，湖北白云边酒业股份有限公司发布声明称，公司已对”白云边酒瓶内存在异物”的网传视频涉及产品开展专项核查，经技术溯源、防伪比对，公司认定视频中的涉事产品标称为”白云边四星陈酿”，但其瓶身码、瓶盖码均不符合公司正品白酒溯源编码规则，并非公司生产的正品产品。
白云边方面表示，公司白酒生产、灌装、封存等环节实行全过程管理，严格执行食品安全国家标准，不存在生产过程中混入异物的质量问题。针对网络平台部分账号传播相关视频的情况，公司已固定相关证据，并向公安机关报案，目前案件已依法受理。

12
Baiyunbian Issues Statement Responding to “Beetle in Unopened Product” Claims
On the evening of July 29, Hubei Baiyunbian Liquor Co., Ltd. issued a statement confirming that the company had conducted a special investigation into the products featured in a widely circulated video claiming “foreign matter inside a Baiyunbian bottle.” Following technical traceability and anti-counterfeiting verification, the company determined that the product in question, labelled as “Baiyunbian Four-Star Aged,” did not comply with the company’s authentic product traceability coding standards in either its bottle code or cap code, and was not an authentic product manufactured by the company.
Baiyunbian stated that the company implements full-process management in its liquor production, filling, and sealing operations, strictly complying with national food safety standards, and that there is no quality issue of foreign matter entering products during the production process. Regarding the dissemination of related videos on online platforms, the company has secured relevant evidence and has filed a report with the public security authorities, with the case now legally accepted.

13
景芝白酒亮相两岸非遗展演大会
7月29日至8月2日，第五届海峡两岸非物质文化遗产展演大会在山东潍坊安丘举行，景芝酒传统酿造技艺及产品参与展演、展览和品鉴活动。大会期间，景芝白酒为5位国家级非遗传承人颁发芝香品鉴官聘书，并启动”非遗传承 芝香共鉴”抖音短视频大赛，面向两岸非遗爱好者和短视频创作者征集作品。

13
Jingzhi Baijiu Appears at Cross-Strait Intangible Cultural Heritage Exhibition
From July 29 to August 2, the 5th Cross-Strait Intangible Cultural Heritage Exhibition and Performance Conference was held in Anqiu, Weifang, Shandong. Jingzhi Liquor’s traditional brewing techniques and products participated in the exhibition, display, and tasting activities. During the conference, Jingzhi Baijiu presented appointment letters as Zhixiang Tasting Officers to five national-level intangible cultural heritage inheritors, and launched the “Intangible Heritage Inheritance · Zhixiang Tasting Together” Douyin short video competition, calling for submissions from intangible heritage enthusiasts and short video creators on both sides of the strait.

14
宜宾酒部署下半年六项任务
7月28日，宜宾酒股份有限公司召开2026年上半年工作总结暨下半年工作部署会议。会议称，公司上半年在市场拓展、品牌建设、质量管控和中国五粮浓香原酒市场运营等方面取得阶段性进展，但仍存在渠道动销乏力、品牌活动转化效率不高、新业务推进偏慢等问题。下半年将围绕深耕市场、做优品牌、盘活资产、严守品质、创新驱动和人才强企六方面攻坚，并推进原酒市场五大服务中心及25项经营业务。

14
Yibin Liquor Outlines Six H2 Priorities
On July 28, Yibin Liquor Co., Ltd. held its 2026 first-half work summary and second-half work deployment meeting. The meeting noted that while the company had achieved phased progress in market expansion, brand building, quality control, and the operation of the China Wuliangyuanxiang Base Liquor Market in the first half, issues remained including weak channel sell-through, low conversion efficiency of brand activities, and slow progress in new businesses. In the second half, the company will focus on six areas: deepening market penetration, strengthening brand quality, revitalising assets, maintaining quality standards, driving innovation, and building a talent-strong enterprise. It will also advance the construction of five base liquor market service centres and 25 business operations.

15
金巴厘上半年净销售额15.12亿欧元
近日，全球知名烈酒集团金巴厘（Campari Group）发布2026年上半年（2026年1-6月）财报：上半年净销售额为15.12亿欧元（约合人民币118亿元），同比下滑1.0%，有机增长2.7%。
作为集团战略重点品牌，馥华诗在2026年上半年实现净销售额6400万欧元，有机增长6.3%。在中国市场，馥华诗在经历了2024年的过渡期和2025年的重启后，2026年上半年继续保持推进态势。财报提到，中国和印度均实现”稳健增长”。

15
Campari Group H1 Net Sales Reach €1.512 Billion
Recently, global spirits group Campari Group released its first-half 2026 (January–June 2026) financial results: net sales for the first half were €1.512 billion (approximately RMB 11.8 billion), down 1.0% year-on-year, with organic growth of 2.7%.
As the group’s strategic priority brand, Courvoisier achieved net sales of €64 million in the first half of 2026, with organic growth of 6.3%. In the China market, after a transition period in 2024 and a restart in 2025, Courvoisier continued its momentum in the first half of 2026. The financial report noted that both China and India achieved “solid growth.”

16
塔牌绍兴酒济南文化中心开业
7月29日，塔牌绍兴酒济南文化中心开业并发布4款黄酒产品。据悉，该中心集产品展示、文化传播、品鉴洽谈于一体，将作为塔牌拓展北方市场及推进全国化布局的新平台。

16
Tapai Shaoxing Wine Jinan Cultural Centre Opens
On July 29, the Tapai Shaoxing Wine Jinan Cultural Centre opened and released four huangjiu products. It is understood that the centre integrates product display, cultural dissemination, and tasting and discussion facilities, and will serve as a new platform for Tapai to expand into the northern market and advance its nationalisation strategy.

行业动态

Industry News

17
赤水酱酒产能突破5万千升
据赤水发布7月30日消息，赤水市2026年半年情况通报会召开。遵义市人大常委会副主任、赤水市委书记汪能科指出，过去五年，赤水市聚焦旅游、竹业、酱酒、城市、教育、农业、治理七大领域持续攻坚，旅游实现从”过境游”向”深度游”跨越；酱酒产能突破5万千升、跻身全省白酒产业重点县。

17
Chishui Sauce-Aroma Baijiu Production Capacity Exceeds 50,000 Kilolitres
According to Chishui Release on July 30, the Chishui City 2026 Semi-Annual Update Briefing was held. Wang Nengke, Deputy Director of the Zunyi Municipal People’s Congress Standing Committee and Party Secretary of Chishui City, noted that over the past five years, Chishui has made continuous efforts in seven key areas: tourism, bamboo industry, sauce-aroma baijiu, urban development, education, agriculture, and governance. Tourism has successfully transitioned from “transit tourism” to “in-depth tourism”; sauce-aroma baijiu production capacity has exceeded 50,000 kilolitres, making the city a key county in the province’s baijiu industry.

18
淮安上半年酒饮茶制造业增长8.1%
据淮安发布7月28日消息，上半年，淮安市规模以上工业增加值同比增长6.7%。其中，酒、饮料和精制茶制造业同比增长8.1%，对规上工业增长贡献率为12.0%；淮安市居民消费价格累计同比上涨0.9%。分类别看，食品烟酒及在外餐饮类价格同比下降0.5%，其中，白酒价格同比下降8.2%。

18
Huaian Liquor, Beverage, and Tea Manufacturing Grows 8.1% in H1
According to Huaian Release on July 28, in the first half of the year, Huaian’s value-added industrial output from enterprises above designated size grew 6.7% year-on-year. Among them, the liquor, beverage, and refined tea manufacturing sector grew 8.1% year-on-year, contributing 12.0% to the growth of above-scale industrial output. Huaian’s consumer price index rose 0.9% year-on-year. By category, food, tobacco, liquor, and dining-out prices fell 0.5% year-on-year, among which baijiu prices fell 8.2% year-on-year.

19
中国酒类流通协会与渝酒商会座谈
7月29日，重庆市酒类流通商会到访中国酒类流通协会，双方围绕酒业高质量发展和”渝酒振兴”座谈。重庆市酒类流通商会介绍当地五百亿级酒类消费市场及全产业链服务平台建设情况；中国酒类流通协会围绕消费培育、新渠道布局、酒商转型和产区塑造提出建议，双方将依托行业重点项目深化合作。

19
China Liquor Circulation Association Holds Talks with Chongqing Liquor Chamber of Commerce
On July 29, the Chongqing Liquor Circulation Chamber of Commerce visited the China Liquor Circulation Association, with both sides holding discussions on high-quality development of the liquor industry and the “revitalisation of Chongqing liquor.” The Chongqing Liquor Circulation Chamber of Commerce introduced the local fifty-billion-yuan-level liquor consumer market and the development of its full-industry-chain service platform. The China Liquor Circulation Association put forward recommendations on consumer cultivation, new channel deployment, liquor merchant transformation, and production region development. The two parties will deepen cooperation through key industry projects.