中国酒业要闻8月25日 China Liquor Industry News – August 25

企业动态

Company News

01
茅台155亿技改项目中标公示
近日，贵州茅台酒”十四五”技改建设项目进入中标候选人公示阶段。项目计划投资155.16亿元，其中工程费105.38亿元、土地及其他费用32.12亿元、预备费8.86亿元、铺底流动资金8.80亿元。项目建成投产后，预计每年新增茅台酒基酒产能1.98万吨，基酒实际产能将增至约7.63万吨，同时新增储酒能力8.47万吨。

01
Moutai’s RMB 15.5 Billion Technical Transformation Project Enters Bid Announcement Stage
Recently, Kweichow Moutai’s “14th Five-Year Plan” technical transformation and construction project has entered the stage of announcing bid candidates. The project has a planned investment of RMB 15.516 billion, including RMB 10.538 billion in construction costs, RMB 3.212 billion in land and other expenses, RMB 886 million in contingency funds, and RMB 880 million in initial working capital. Upon completion and operation, the project is expected to add an annual production capacity of 19,800 tonnes of Moutai base liquor, increasing the actual base liquor production capacity to approximately 76,300 tonnes, while also adding 84,700 tonnes of storage capacity.

02
泸州老窖特曲推600ml宴席专属产品
近期，泸州老窖特曲推出600ml容量的宴席装产品，新品规格升级为600毫升大容量版本，提供52度、38度主流度数选择，且600ml大容量宴席装与500ml常规装产品同价。目前产品已率先落地成都、德州等众多核心城市，以区域精细化运营模式开启宴席赛道布局。

02
Luzhou Laojiao Tequ Launches 600ml Banquet-Exclusive Product
Recently, Luzhou Laojiao Tequ launched a banquet-exclusive product with a 600ml capacity. The new product upgrades to a larger 600ml format, offering mainstream ABV choices of 52% and 38%, with the 600ml large-capacity banquet edition priced the same as the 500ml regular edition. The product has already been rolled out in core cities including Chengdu and Dezhou, marking the beginning of its banquet segment layout through a regional refined operation model.

03
百川名品自营产品贡献毛利占比32%
据百川名品公众号8月25日消息，截至2026年年中，百川名品已赋能超700家传统终端完成数字化转型。据内部运营数据统计，完成改造的门店线上营收占比平均提升至42%，综合毛利提升8个百分点，库存周转效率提升3倍以上。据企业2026年中用户运营数据显示，私域会员复购率达68%，老带新占比35%。目前百川名品已形成覆盖白酒、啤酒、葡萄酒、清酒、米酒的多元自营产品矩阵，自营产品贡献毛利占比达32%。

03
Baichuan Mingpin’s Self-Operated Products Account for 32% of Gross Profit Contribution
According to the Baichuan Mingpin official account on August 25, as of mid-2026, Baichuan Mingpin has empowered over 700 traditional retail outlets to complete digital transformation. According to internal operational data, stores that have completed the transformation saw their average online revenue share rise to 42%, gross profit increase by 8 percentage points, and inventory turnover efficiency improve by more than threefold. According to the company’s mid-2026 user operations data, private-domain member repurchase rate reached 68%, with existing customers bringing in new customers accounting for 35%. Baichuan Mingpin has now formed a diversified self-operated product portfolio covering baijiu, beer, wine, sake, and rice wine, with self-operated products contributing 32% of gross profit.

04
百威亚太CEO到访中酒协
8月24日，百威亚太首席执行官兼董事会联席主席程衍俊一行到访中国酒业协会。会上，程衍俊表示，中国始终是百威亚太重要的战略市场，百威亚太将继续深耕中国市场。结合市场实践，百威亚太将依托全球啤酒集团优势，秉持长期主义，务实原则，因地制宜，引入AI等前沿新技术，突出国际化特色，打造差异化体验，并将全力配合支持武汉酒博会，为行业贡献更多智慧与方案。

04
Budweiser APAC CEO Visits China Alcoholic Drinks Association
On August 24, Cheng Yanjun, CEO and Co-Chairman of the Board of Budweiser APAC, led a delegation to visit the China Alcoholic Drinks Association (CADA). During the meeting, Cheng Yanjun stated that China has always been an important strategic market for Budweiser APAC, and the company will continue to deepen its presence in the Chinese market. Drawing on market practices, Budweiser APAC will leverage its advantages as a global beer group, adhering to a long-termist and pragmatic approach, adapting to local conditions, introducing cutting-edge new technologies such as AI, highlighting international characteristics, and creating differentiated experiences. The company will also fully cooperate and support the Wuhan Liquor Expo, contributing more insights and solutions to the industry.

05
白云边扶沟市场销售增长180%
近日，白云边酒业披露河南扶沟市场经营数据。截至目前，该区域销售额同比增长180%，协议网点数量同比增长30%，网点复购率同比提升22%。当地团队将人员配置由”乡镇2人、城区1人”调整为”乡镇3人、城区2人、酒店专员1人”，并同步整改、淘汰低效网点，以加强终端覆盖和市场运营效率。

05
Baiyunbian Fugou Market Sales Grow 180%
Recently, Baiyunbian Liquor disclosed operating data for the Fugou market in Henan Province. To date, sales in the region have grown 180% year-on-year, with the number of contracted retail outlets increasing 30% year-on-year and outlet repurchase rates improving 22% year-on-year. The local team adjusted its staffing from “2 people in townships, 1 person in urban areas” to “3 people in townships, 2 people in urban areas, and 1 hotel specialist,” while simultaneously rectifying and phasing out low-efficiency outlets to strengthen terminal coverage and market operational efficiency.

06
茅台学院入选TISC单位
近日，经世界知识产权组织与国家知识产权局联合评审，茅台学院获批第二期技术与创新支持中心（TISC）单位并正式运行，成为贵州省本批次唯一获批高校。该中心将依托专利信息和知识产权服务，为酒类科研、技术创新、成果转化及人才培养提供支持。

06
Moutai Institute Selected as TISC Institution
Recently, following a joint evaluation by the World Intellectual Property Organization and the China National Intellectual Property Administration, Moutai Institute was approved as a Technology and Innovation Support Centre (TISC) institution for the second phase and has officially commenced operations, becoming the only institution of higher education in Guizhou Province to receive this approval in this batch. The centre will leverage patent information and intellectual property services to support liquor-related scientific research, technological innovation, commercialisation of research outcomes, and talent development.

07
酒鬼酒上半年净利增长37.57%
8月24日，酒鬼酒发布2026年半年度报告。报告期内公司实现营业收入5.30亿元，净利润1231.91万元，同比增长37.57%；扣除非经常性损益后的净利润1135.36万元，同比增长34.83%。

07
Jiugui Liquor H1 Net Profit Grows 37.57%
On August 24, Jiugui Liquor released its 2026 semi-annual report. During the reporting period, the company achieved operating revenue of RMB 530 million, with net profit of RMB 12.3191 million, up 37.57% year-on-year; net profit after deducting non-recurring gains and losses was RMB 11.3536 million, up 34.83% year-on-year.

08
ST椰岛上半年营收1.73亿元
8月24日，ST椰岛公布最新财报提到，2026上半年公司酒类业务营业收入实现同比大幅增长。根据财报，上半年营业收入为1.73亿元，同比上升94%；归母净利润自去年同期亏损1576万元变为亏损754万元，有所减少；经营现金流净额为-2272万元，同比下降244%。其中第二季度营业收入7343万元，同比上升63.4%。

08
ST Yedao H1 Revenue Reaches RMB 173 Million
On August 24, ST Yedao released its latest financial report, stating that the company’s liquor business revenue achieved significant year-on-year growth in the first half of 2026. According to the financial report, first-half revenue was RMB 173 million, up 94% year-on-year; net loss attributable to shareholders narrowed from RMB 15.76 million in the same period last year to RMB 7.54 million. Net operating cash flow was -RMB 22.72 million, down 244% year-on-year. Among these, second-quarter revenue was RMB 73.43 million, up 63.4% year-on-year.

09
ST通葡上半年营收2.96亿元
8月24日，ST通葡发布2026年半年度报告。上半年，公司实现营业收入2.96亿元，同比下降22.93%；净亏损3048.10万元。

09
ST Tongpu H1 Revenue Reaches RMB 296 Million
On August 24, ST Tongpu released its 2026 semi-annual report. In the first half, the company achieved operating revenue of RMB 296 million, down 22.93% year-on-year; net loss was RMB 30.481 million.

10
威龙葡萄酒上半年营收1.64亿元
8月25日，威龙股份发布2026年半年度报告，上半年营收为1.64亿元，同比下降12.14%；归属于上市公司股东的净利润亏损1196.28万元，较去年同期（-240.18万元）亏损面进一步扩大。

10
Weilong Wine H1 Revenue Reaches RMB 164 Million
On August 25, Weilong Shares released its 2026 semi-annual report. First-half revenue was RMB 164 million, down 12.14% year-on-year; net loss attributable to shareholders of the listed company was RMB 11.9628 million, further widening from the loss of RMB 2.4018 million in the same period last year.

11
ST尼雅上半年净利润增长1045.98%
8月24日，ST尼雅公布2026年中报，上半年公司实现营业收入0.83亿元，同比增长19.1%；归属于上市公司股东的净利润769.54万元，同比大幅增长1045.98%。

11
*ST Niya H1 Net Profit Grows 1,045.98%
On August 24, *ST Niya released its 2026 interim report. In the first half, the company achieved operating revenue of RMB 83 million, up 19.1% year-on-year; net profit attributable to shareholders of the listed company was RMB 7.6954 million, a sharp increase of 1,045.98% year-on-year.

12
皇台酒业上半年净亏损1711.73万元
8月25日，皇台酒业（000995.SZ）发布2026年半年度报告，报告期内，公司实现营业收入4850.51万元，同比下降15.99%；归属于上市公司股东的净亏损1711.73万元。

12
Huangtai Liquor H1 Net Loss of RMB 17.1173 Million
On August 25, Huangtai Liquor (000995.SZ) released its 2026 semi-annual report. During the reporting period, the company achieved operating revenue of RMB 48.5051 million, down 15.99% year-on-year; net loss attributable to shareholders of the listed company was RMB 17.1173 million.

13
天佑德酒上半年营收5.75亿元
8月25日，天佑德酒（002646）发布2026年半年报，公司营业收入为5.75亿元，同比下降14.7%；归母净利润为1044万元，同比下降79.7%；其中第二季度，公司营业收入为1.69亿元，同比下降30.4%；归母净利润亏损3804万元。

13
Tianyoude Liquor H1 Revenue Reaches RMB 575 Million
On August 25, Tianyoude Liquor (002646) released its 2026 semi-annual report. The company’s operating revenue was RMB 575 million, down 14.7% year-on-year; net profit attributable to shareholders was RMB 10.44 million, down 79.7% year-on-year. In the second quarter, the company’s operating revenue was RMB 169 million, down 30.4% year-on-year; net loss attributable to shareholders was RMB 38.04 million.

14
茅台发布谨防虚假招商特别提示
据贵州茅台微信公众号8月25日消息，近期，网络平台出现冒用”茅台集团”和”贵州茅台”名义发布”茅台开放全国县级市场自营体验店””全国茅台县级市场自营店招商””全国485个县级同步开放超级直营终端”等贵州茅台酒虚假招商诈骗信息，以”开店门槛30万元””总部给予50万元装修补贴””每月50至650箱厂价飞天配额”等噱头，诱导市场主体填报电话号码、微信号等重要信息进行诈骗。
茅台表示，公司近期未开展也无计划开展任何贵州茅台酒社会渠道合作伙伴的招商工作，亦未授权或委托任何第三方机构、个人发布相关招商信息，以上内容均为虚假诈骗信息。请大家认准贵州茅台酒市场相关信息的官方发布渠道。

14
Moutai Issues Special Alert Against Fraudulent Distributor Recruitment
According to the Guizhou Moutai official WeChat account on August 25, fraudulent recruitment information has recently appeared on online platforms using the names of “Moutai Group” and “Kweichow Moutai” to advertise fictitious schemes such as “Moutai opening self-operated experience stores in county-level markets nationwide,” “national recruitment for Moutai county-level self-operated stores,” and “simultaneous opening of super direct-sale terminals in 485 counties nationwide.” These schemes use enticements such as “RMB 300,000 store entry threshold,” “RMB 500,000 headquarters decoration subsidy,” and “monthly Feitian quotas of 50 to 650 cases at factory prices” to induce market entities to provide phone numbers, WeChat IDs, and other important information for fraudulent purposes.
Moutai stated that the company has not recently conducted, nor does it have any plans to conduct, any recruitment of social channel partners for Kweichow Moutai, and has not authorised or entrusted any third-party organisation or individual to publish such recruitment information. The above content is all fraudulent information. The public is urged to verify official channels for Moutai market-related information.

行业动态

Industry News

15
茅台镇重阳祭水大典定档10月18日
8月21日，仁怀市酒业协会三届八次理事会对2026年茅台镇重阳祭水大典相关事宜进行了专题商议。会议听取了关于祭水大典筹备工作情况汇报，经与会理事充分讨论，表决通过了2026年茅台镇重阳祭水大典主祭单位建议名单、会员企业自愿参与赞助标准以及活动执行方选择方式等有关事项，确定2026年茅台镇重阳祭水大典将于10月18日（农历九月初九）上午在茅台镇一九一五广场如期举行。

15
Maotai Town Double Ninth Festival Water Worship Ceremony Scheduled for October 18
On August 21, the 8th Council Meeting of the 3rd Session of the Renhuai Liquor Industry Association held a special discussion on matters related to the 2026 Maotai Town Double Ninth Festival Water Worship Ceremony. The meeting heard reports on the preparation progress for the ceremony. Following full discussion by the attending council members, the meeting approved the recommended list of main officiating units, the sponsorship standards for voluntary participation by member enterprises, and the selection method for event execution partners. It was confirmed that the 2026 Maotai Town Double Ninth Festival Water Worship Ceremony will be held on the morning of October 18 (the ninth day of the ninth lunar month) at the 1915 Square in Maotai Town.