729 lines
36 KiB
HTML
729 lines
36 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>啤酒行业洞察报告</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', 'Inter', sans-serif;
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}
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.timeline-item::before {
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content: '';
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position: absolute;
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left: 15px;
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top: 0;
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height: 100%;
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width: 2px;
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background: linear-gradient(to bottom, #fbbf24, #d97706);
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position: absolute;
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border-radius: 50%;
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background-color: #fbbf24;
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border: 2px solid white;
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box-shadow: 0 0 0 2px #d97706;
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.card-gradient {
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background: linear-gradient(135deg, rgba(251, 191, 36, 0.1) 0%, rgba(217, 119, 6, 0.1) 100%);
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border: 1px solid rgba(251, 191, 36, 0.2);
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border-radius: 1rem 1rem 0 0;
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.highlight-text {
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.section-header {
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position: relative;
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padding-left: 20px;
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}
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.section-header::before {
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}
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#tsparticles {
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position: fixed;
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top: 0;
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left: 0;
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width: 100%;
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height: 100%;
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z-index: -1;
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}
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.beer-card {
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background: rgba(255, 255, 255, 0.9);
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backdrop-filter: blur(10px);
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}
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</style>
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</head>
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<body class="bg-amber-50">
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<div id="tsparticles"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<header class="mb-10 text-center relative">
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<div class="beer-foam"></div>
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<div class="beer-card rounded-2xl shadow-xl p-8 relative z-10">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 highlight-text">啤酒行业洞察报告</h1>
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<p class="text-gray-600 text-lg">存量竞争+高端化下半场的机遇与挑战</p>
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<div class="mt-6 flex justify-center space-x-2">
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<span class="px-3 py-1 bg-amber-100 text-amber-800 rounded-full text-sm font-medium">行业分析</span>
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<span class="px-3 py-1 bg-amber-100 text-amber-800 rounded-full text-sm font-medium">投资洞察</span>
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<span class="px-3 py-1 bg-amber-100 text-amber-800 rounded-full text-sm font-medium">产业链图谱</span>
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</div>
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</div>
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</header>
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<!-- 概念事件 -->
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<section class="mb-10">
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<div class="beer-card rounded-2xl shadow-lg p-6">
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<h2 class="text-2xl font-bold mb-6 section-header">概念事件</h2>
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<div class="relative pl-10">
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<div class="timeline-item relative pl-8 pb-6">
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<div class="timeline-dot"></div>
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<div class="mb-2">
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<span class="font-semibold text-amber-700">2024年10月15日</span>
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</div>
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<p>港股啤酒股集体大跌，华润啤酒跌超12%，青岛啤酒跌超7%。青岛啤酒回应称"行业竞争压力大，消费市场景气度不高，四季度无根本性变化"。</p>
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</div>
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<div class="timeline-item relative pl-8 pb-6">
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<div class="timeline-dot"></div>
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<div class="mb-2">
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<span class="font-semibold text-amber-700">2025年3月18日</span>
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</div>
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<p>华润啤酒上调2025年销量目标至低单位数增长，1-2月收入及利润超预期，高端化（喜力、老雪等）持续放量。</p>
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</div>
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<div class="timeline-item relative pl-8 pb-6">
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<div class="timeline-dot"></div>
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<div class="mb-2">
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<span class="font-semibold text-amber-700">2025年5月7日</span>
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</div>
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<p>青岛啤酒全资收购山东即墨黄酒（6.65亿元），布局黄酒赛道，开启"啤酒+黄酒"双轮驱动。</p>
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</div>
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<div class="timeline-item relative pl-8 pb-6">
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<div class="timeline-dot"></div>
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<div class="mb-2">
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<span class="font-semibold text-amber-700">2025年3月14日</span>
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</div>
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<p>青岛市政府发布《提振消费方案》，提出打造"啤酒之城"品牌，培育5条啤酒特色街区、100个网红打卡地。</p>
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</div>
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<div class="timeline-item relative pl-8">
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<div class="timeline-dot"></div>
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<div class="mb-2">
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<span class="font-semibold text-amber-700">2025年6月4日</span>
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</div>
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<p>青岛啤酒交易所成为端午假期网红打卡点，单日销量突破120万毫升，创新"啤酒股市"动态定价机制。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- 核心观点摘要 -->
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<section class="mb-10">
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<div class="beer-card rounded-2xl shadow-lg p-6">
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<h2 class="text-2xl font-bold mb-6 section-header">核心观点摘要</h2>
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<div class="space-y-4">
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<div class="card-gradient rounded-xl p-5">
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<h3 class="font-semibold text-lg mb-2 text-amber-700">当前阶段</h3>
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<p>中国啤酒行业处于"存量竞争+高端化下半场"，销量见顶后进入"量减价增"阶段，<span class="font-bold text-amber-800">2025年核心矛盾是"消费复苏力度 vs 高端化兑现速度"</span>。</p>
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</div>
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<div class="card-gradient rounded-xl p-5">
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<h3 class="font-semibold text-lg mb-2 text-amber-700">核心驱动力</h3>
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<p>成本红利（大麦、包材价格下行）+ 政策刺激（餐饮复苏、地方消费提振）+ 龙头高端化战略（喜力、U8、纯生等大单品）。</p>
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</div>
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<div class="card-gradient rounded-xl p-5">
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<h3 class="font-semibold text-lg mb-2 text-amber-700">未来潜力</h3>
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<p>高端化空间仍大（中国吨价仅为美国1/2），但需警惕消费力疲软导致的"升级不及预期"风险。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- 核心逻辑与市场认知分析 -->
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<section class="mb-10">
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<div class="beer-card rounded-2xl shadow-lg p-6">
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<h2 class="text-2xl font-bold mb-6 section-header">核心逻辑与市场认知分析</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-6">
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<div class="bg-amber-50 rounded-xl p-5 border border-amber-100">
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<h3 class="font-bold text-lg mb-3 text-amber-700">核心驱动力</h3>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-amber-500 mt-1 mr-2"></i>
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<span><span class="font-semibold">成本端</span>：大麦价格2024年同比下降31%（澳麦双反取消），包材价格低位</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-amber-500 mt-1 mr-2"></i>
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<span><span class="font-semibold">需求端</span>：政策催化+场景修复，但2024年Q3餐饮收入同比仅+0.7%</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-amber-500 mt-1 mr-2"></i>
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<span><span class="font-semibold">供给端</span>：CR5市占率超90%，龙头主动收缩低端产能</span>
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</li>
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</ul>
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</div>
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<div class="bg-amber-50 rounded-xl p-5 border border-amber-100">
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<h3 class="font-bold text-lg mb-3 text-amber-700">市场热度与情绪</h3>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-chart-line text-amber-500 mt-1 mr-2"></i>
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<span><span class="font-semibold">估值低位</span>：港股啤酒股EV/EBITDA仅5-6倍（历史中枢15倍）</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-balance-scale text-amber-500 mt-1 mr-2"></i>
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<span><span class="font-semibold">情绪分化</span>：机构对2025年谨慎乐观，但担忧消费降级</span>
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</li>
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</ul>
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</div>
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<div class="bg-amber-50 rounded-xl p-5 border border-amber-100">
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<h3 class="font-bold text-lg mb-3 text-amber-700">预期差分析</h3>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-lightbulb text-amber-500 mt-1 mr-2"></i>
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<span><span class="font-semibold">市场共识</span>：高端化=吨价持续提升（2018-2023年CAGR 4.65%）</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-exclamation-triangle text-amber-500 mt-1 mr-2"></i>
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<span><span class="font-semibold">被忽略点</span>：低端酒萎缩速度超预期（2024年下滑5%+）</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-exclamation-triangle text-amber-500 mt-1 mr-2"></i>
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<span><span class="font-semibold">验证矛盾</span>：青岛啤酒Q3销量-5.1%，但吨价仅+0.49%</span>
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</li>
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</ul>
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</div>
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</div>
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</div>
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</section>
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<!-- 关键催化剂与未来发展路径 -->
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<section class="mb-10">
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<div class="beer-card rounded-2xl shadow-lg p-6">
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<h2 class="text-2xl font-bold mb-6 section-header">关键催化剂与未来发展路径</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="font-bold text-lg mb-4 text-amber-700">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start bg-amber-50 p-4 rounded-lg">
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<span class="bg-amber-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">1</span>
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<p><span class="font-semibold">成本红利兑现</span>：2025年大麦锁价低位，毛利率或再提升1-2pct</p>
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</div>
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<div class="flex items-start bg-amber-50 p-4 rounded-lg">
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<span class="bg-amber-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">2</span>
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<p><span class="font-semibold">政策落地</span>：青岛"啤酒之城"方案+全国餐饮消费券发放</p>
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</div>
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<div class="flex items-start bg-amber-50 p-4 rounded-lg">
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<span class="bg-amber-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">3</span>
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<p><span class="font-semibold">旺季销量验证</span>：2025年Q2低基数，若餐饮复苏超预期，销量或反弹</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="font-bold text-lg mb-4 text-amber-700">长期路径（2025-2028）</h3>
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<div class="space-y-3">
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<div class="bg-gradient-to-r from-amber-100 to-amber-50 p-4 rounded-lg border-l-4 border-amber-500">
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<p class="font-semibold mb-1">阶段1（2025-2026）</p>
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<p>次高端（8-10元）替代6元价格带，燕京U8、华润Super X放量至百万吨级</p>
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</div>
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<div class="bg-gradient-to-r from-amber-100 to-amber-50 p-4 rounded-lg border-l-4 border-amber-500">
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<p class="font-semibold mb-1">阶段2（2027-2028）</p>
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<p>超高端（15元+）突破，百威科罗娜、青啤"一世传奇"抢占夜场，吨价向5000元迈进</p>
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</div>
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<div class="bg-red-50 p-4 rounded-lg border-l-4 border-red-400">
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<p class="font-semibold mb-1 text-red-700">风险节点</p>
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<p>若2025年餐饮复苏不及预期，高端化或陷入"价格战"</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- 产业链与核心公司深度剖析 -->
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<section class="mb-10">
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<div class="beer-card rounded-2xl shadow-lg p-6">
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<h2 class="text-2xl font-bold mb-6 section-header">产业链与核心公司深度剖析</h2>
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<div class="mb-6">
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<h3 class="font-bold text-lg mb-3 text-amber-700">产业链图谱</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-amber-50 rounded-lg p-4 text-center">
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<div class="text-amber-600 mb-2">
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<i class="fas fa-seedling text-3xl"></i>
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</div>
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<h4 class="font-semibold mb-2">上游</h4>
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<p class="text-sm">大麦（苏垦农发）、啤酒花（亚盛集团）、包材（奥瑞金、珠海中富）</p>
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</div>
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<div class="bg-amber-50 rounded-lg p-4 text-center">
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<div class="text-amber-600 mb-2">
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<i class="fas fa-industry text-3xl"></i>
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</div>
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<h4 class="font-semibold mb-2">中游</h4>
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<p class="text-sm">酿造（华润、青啤、燕京、重啤）</p>
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</div>
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<div class="bg-amber-50 rounded-lg p-4 text-center">
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<div class="text-amber-600 mb-2">
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<i class="fas fa-store text-3xl"></i>
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</div>
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<h4 class="font-semibold mb-2">下游</h4>
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<p class="text-sm">现饮（餐饮/夜场，占比50%）、非现饮（商超/电商，占比50%）</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="font-bold text-lg mb-3 text-amber-700">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white rounded-lg overflow-hidden">
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<thead class="bg-amber-100">
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<tr>
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<th class="py-3 px-4 text-left text-sm font-semibold text-amber-800">公司</th>
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<th class="py-3 px-4 text-left text-sm font-semibold text-amber-800">核心逻辑</th>
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<th class="py-3 px-4 text-left text-sm font-semibold text-amber-800">2024年验证数据</th>
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<th class="py-3 px-4 text-left text-sm font-semibold text-amber-800">风险点</th>
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</tr>
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</thead>
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<tbody class="divide-y divide-gray-200">
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<tr>
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<td class="py-3 px-4 font-medium">华润啤酒</td>
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<td class="py-3 px-4">喜力百万吨目标+白酒协同（金沙酒业）</td>
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<td class="py-3 px-4">24H1喜力销量+20%，吨价3555元（+2%）</td>
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<td class="py-3 px-4">次高端竞争加剧（百威反击）</td>
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</tr>
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<tr class="bg-amber-50">
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<td class="py-3 px-4 font-medium">青岛啤酒</td>
|
||
<td class="py-3 px-4">百年品牌+山东基地市场</td>
|
||
<td class="py-3 px-4">24Q3销量-5.1%，吨价+0.49%（低于预期）</td>
|
||
<td class="py-3 px-4">餐饮渠道复苏滞后</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">燕京啤酒</td>
|
||
<td class="py-3 px-4">U8大单品（2025年目标90万吨）+国企改革</td>
|
||
<td class="py-3 px-4">24Q2净利润+45.9%，管理费用率-3pct</td>
|
||
<td class="py-3 px-4">产能利用率仅64%（低于青啤78%）</td>
|
||
</tr>
|
||
<tr class="bg-amber-50">
|
||
<td class="py-3 px-4 font-medium">重庆啤酒</td>
|
||
<td class="py-3 px-4">乌苏疆外扩张+佛山工厂投产</td>
|
||
<td class="py-3 px-4">24H1营收+4.2%，佛山工厂2025年满产</td>
|
||
<td class="py-3 px-4">夜场渠道占比高（38%），复苏慢</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="mt-4 grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-green-50 rounded-lg p-4 border-l-4 border-green-500">
|
||
<h4 class="font-semibold mb-2 text-green-700">验证点</h4>
|
||
<p>珠江啤酒24Q2吨价+6.2%（结构升级兑现），毛利率+4.9pct（成本红利确认）</p>
|
||
</div>
|
||
<div class="bg-red-50 rounded-lg p-4 border-l-4 border-red-500">
|
||
<h4 class="font-semibold mb-2 text-red-700">证伪点</h4>
|
||
<p>燕京啤酒2024年U8增速从30%降至20%，低于路演"30%+持续"预期</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<section class="mb-10">
|
||
<div class="beer-card rounded-2xl shadow-lg p-6">
|
||
<h2 class="text-2xl font-bold mb-6 section-header">潜在风险与挑战</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="space-y-4">
|
||
<div class="bg-red-50 rounded-xl p-5 border border-red-100">
|
||
<h3 class="font-bold text-lg mb-2 text-red-700">技术风险</h3>
|
||
<p>无醇啤酒技术成熟但市场教育不足（中国渗透率2.8% vs 美国13%），可能拖累高端化节奏。</p>
|
||
</div>
|
||
|
||
<div class="bg-red-50 rounded-xl p-5 border border-red-100">
|
||
<h3 class="font-bold text-lg mb-2 text-red-700">商业化风险</h3>
|
||
<p>消费力疲软：2024年餐饮收入增速仅+0.7%，若2025年无改善，8-10元价格带扩容或受阻。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="space-y-4">
|
||
<div class="bg-red-50 rounded-xl p-5 border border-red-100">
|
||
<h3 class="font-bold text-lg mb-2 text-red-700">政策与竞争风险</h3>
|
||
<p>价格战：华润/青啤在低端市场降价（崂山冰爽2.5元/罐），可能挤压高端化利润。</p>
|
||
</div>
|
||
|
||
<div class="bg-red-50 rounded-xl p-5 border border-red-100">
|
||
<h3 class="font-bold text-lg mb-2 text-red-700">信息矛盾</h3>
|
||
<p>路演中华润称"2025年销量低单位数增长"，但研报预测"次高端增速15-20%"，需验证低端下滑是否超预期。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<section class="mb-10">
|
||
<div class="beer-card rounded-2xl shadow-lg p-6">
|
||
<h2 class="text-2xl font-bold mb-6 section-header">综合结论与投资启示</h2>
|
||
|
||
<div class="mb-6 bg-amber-50 rounded-xl p-5 border border-amber-100">
|
||
<h3 class="font-bold text-lg mb-2 text-amber-700">阶段判断</h3>
|
||
<p>啤酒高端化已从"主题炒作"（2017-2020）进入"基本面驱动"阶段，但2025年需警惕"消费力不足"导致的预期差。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="font-bold text-lg mb-3 text-amber-700">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-gradient-to-br from-blue-50 to-blue-100 rounded-lg p-4 border border-blue-200">
|
||
<h4 class="font-semibold mb-2 text-blue-700">高弹性</h4>
|
||
<p>燕京啤酒（U8放量+改革红利，PEG 0.6x）</p>
|
||
</div>
|
||
<div class="bg-gradient-to-br from-green-50 to-green-100 rounded-lg p-4 border border-green-200">
|
||
<h4 class="font-semibold mb-2 text-green-700">高股息</h4>
|
||
<p>重庆啤酒（股息率4%+，佛山工厂投产）</p>
|
||
</div>
|
||
<div class="bg-gradient-to-br from-purple-50 to-purple-100 rounded-lg p-4 border border-purple-200">
|
||
<h4 class="font-semibold mb-2 text-purple-700">低估值</h4>
|
||
<p>华润啤酒（PE 15x，喜力百万吨逻辑）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-bold text-lg mb-3 text-amber-700">跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start bg-gray-50 p-4 rounded-lg">
|
||
<i class="fas fa-chart-bar text-amber-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<p class="font-semibold">销量</p>
|
||
<p>2025年Q2行业销量增速（低基数下能否反弹至5%+）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start bg-gray-50 p-4 rounded-lg">
|
||
<i class="fas fa-dollar-sign text-amber-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<p class="font-semibold">吨价</p>
|
||
<p>燕京U8/华润喜力吨价是否突破4000元</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start bg-gray-50 p-4 rounded-lg">
|
||
<i class="fas fa-wheat-awn text-amber-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<p class="font-semibold">成本</p>
|
||
<p>大麦2025年锁价是否低于250美元/吨（毛利率弹性）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<section class="mb-10">
|
||
<div class="beer-card rounded-2xl shadow-lg p-6">
|
||
<h2 class="text-2xl font-bold mb-6 section-header">关联股票数据</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-amber-100">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-amber-800">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-amber-800">分类</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-amber-800">相关性</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-amber-800">消息来源</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-amber-800">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">青岛啤酒</td>
|
||
<td class="py-3 px-4">知名品牌</td>
|
||
<td class="py-3 px-4">2024年实现产品销量753.8万千升，排名第一</td>
|
||
<td class="py-3 px-4">公司年报</td>
|
||
<td class="py-3 px-4">销量数据及行业排名体现品牌市场地位</td>
|
||
</tr>
|
||
<tr class="bg-amber-50">
|
||
<td class="py-3 px-4 font-medium">燕京啤酒</td>
|
||
<td class="py-3 px-4">知名品牌</td>
|
||
<td class="py-3 px-4">2024年实现啤酒销量（含托管企业）400.44万千升，排名第二</td>
|
||
<td class="py-3 px-4">公司年报</td>
|
||
<td class="py-3 px-4">销量数据及行业排名体现品牌竞争力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">重庆啤酒</td>
|
||
<td class="py-3 px-4">知名品牌</td>
|
||
<td class="py-3 px-4">2024年实现啤酒销量297.49万千升，排名第三</td>
|
||
<td class="py-3 px-4">公司年报</td>
|
||
<td class="py-3 px-4">销量数据及行业排名体现品牌市场表现</td>
|
||
</tr>
|
||
<tr class="bg-amber-50">
|
||
<td class="py-3 px-4 font-medium">珠江啤酒</td>
|
||
<td class="py-3 px-4">知名品牌</td>
|
||
<td class="py-3 px-4">2024年实现啤酒销量143.96万吨，排名第四</td>
|
||
<td class="py-3 px-4">公司年报</td>
|
||
<td class="py-3 px-4">销量数据及行业排名反映品牌市场份额</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">惠泉啤酒</td>
|
||
<td class="py-3 px-4">知名品牌</td>
|
||
<td class="py-3 px-4">2024年实现啤酒销量22.86万千升，排名第五</td>
|
||
<td class="py-3 px-4">公司年报</td>
|
||
<td class="py-3 px-4">销量数据及行业排名体现区域品牌影响力</td>
|
||
</tr>
|
||
<tr class="bg-amber-50">
|
||
<td class="py-3 px-4 font-medium">永顺泰</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">产品涵盖基础麦芽、皮尔森麦芽等全系列麦芽产品</td>
|
||
<td class="py-3 px-4">公开资料</td>
|
||
<td class="py-3 px-4">主营业务为啤酒生产提供关键原材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">苏垦农发</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">子公司苏垦麦芽运营，是百威啤酒、华润雪花、燕京等知名啤酒集团的供应商</td>
|
||
<td class="py-3 px-4">公司互动</td>
|
||
<td class="py-3 px-4">直接为啤酒企业提供原材料供应，属于产业链上游</td>
|
||
</tr>
|
||
<tr class="bg-amber-50">
|
||
<td class="py-3 px-4 font-medium">亚盛集团</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">子公司亚盛绿鑫集团年产啤酒花原料2800余吨，市场份额占国内50%</td>
|
||
<td class="py-3 px-4">百度百科</td>
|
||
<td class="py-3 px-4">啤酒花原料生产，属于啤酒产业链上游核心环节</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">峨眉山A</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">峨眉雪芽中式精酿啤酒使用峨眉雪芽出品谷雨前茶叶酿制茶叶与酒液融合</td>
|
||
<td class="py-3 px-4">公开资料</td>
|
||
<td class="py-3 px-4">茶叶原料创新应用，拓展啤酒风味原料边界</td>
|
||
</tr>
|
||
<tr class="bg-amber-50">
|
||
<td class="py-3 px-4 font-medium">麦趣尔</td>
|
||
<td class="py-3 px-4">风味啤酒</td>
|
||
<td class="py-3 px-4">公司推出新疆特色奶啤</td>
|
||
<td class="py-3 px-4">公开资料</td>
|
||
<td class="py-3 px-4">特色风味产品开发，符合年轻消费群体需求</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">皇氏集团</td>
|
||
<td class="py-3 px-4">风味啤酒</td>
|
||
<td class="py-3 px-4">部分奶啤产品已在市场上市，顺应年轻消费群体对新型饮品的需求</td>
|
||
<td class="py-3 px-4">公司互动</td>
|
||
<td class="py-3 px-4">跨界开发奶啤产品，拓展风味啤酒市场</td>
|
||
</tr>
|
||
<tr class="bg-amber-50">
|
||
<td class="py-3 px-4 font-medium">红锦股份</td>
|
||
<td class="py-3 px-4">风味啤酒</td>
|
||
<td class="py-3 px-4">2018年9月拟收购华糖食品，其主营业务为精制糖和果味啤酒饮料的生产及销售</td>
|
||
<td class="py-3 px-4">公司公告</td>
|
||
<td class="py-3 px-4">通过并购布局果味啤酒饮料领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">莱茵生物</td>
|
||
<td class="py-3 px-4">风味啤酒</td>
|
||
<td class="py-3 px-4">公司已开发了一款零界精酿白啤产品，属于"零蔗糖"啤酒</td>
|
||
<td class="py-3 px-4">公司互动</td>
|
||
<td class="py-3 px-4">创新零蔗糖啤酒产品，符合健康消费趋势</td>
|
||
</tr>
|
||
<tr class="bg-amber-50">
|
||
<td class="py-3 px-4 font-medium">天润乳业</td>
|
||
<td class="py-3 px-4">风味啤酒</td>
|
||
<td class="py-3 px-4">天润奶啤是国内规模最大的已上市、自然发酵、无需添加食品添加剂的奶啤产品</td>
|
||
<td class="py-3 px-4">公开资料</td>
|
||
<td class="py-3 px-4">奶啤细分品类龙头，具备技术领先优势</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">香飘飘</td>
|
||
<td class="py-3 px-4">风味啤酒</td>
|
||
<td class="py-3 px-4">公司与青岛啤酒跨界推出了酒风味果味茶啤酒桃桃</td>
|
||
<td class="py-3 px-4">公开资料</td>
|
||
<td class="py-3 px-4">跨界合作开发果味茶啤酒，拓展风味创新</td>
|
||
</tr>
|
||
<tr class="bg-amber-50">
|
||
<td class="py-3 px-4 font-medium">奥瑞金</td>
|
||
<td class="py-3 px-4">精酿/鲜啤</td>
|
||
<td class="py-3 px-4">公司已推出自有啤酒品牌乐K精酿</td>
|
||
<td class="py-3 px-4">公司官网</td>
|
||
<td class="py-3 px-4">布局精酿啤酒领域，完善产品矩阵</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">嘉美包装</td>
|
||
<td class="py-3 px-4">精酿/鲜啤</td>
|
||
<td class="py-3 px-4">自主品牌"喝吧"精酿啤酒从配方、制造、到销售等各环节由公司自主经营</td>
|
||
<td class="py-3 px-4">公开资料</td>
|
||
<td class="py-3 px-4">全产业链自主运营精酿啤酒品牌</td>
|
||
</tr>
|
||
<tr class="bg-amber-50">
|
||
<td class="py-3 px-4 font-medium">品渥食品</td>
|
||
<td class="py-3 px-4">精酿/鲜啤</td>
|
||
<td class="py-3 px-4">2013年推出"瓦伦丁"品牌进口啤酒，2022年上半年推出爱士堡典藏系列</td>
|
||
<td class="py-3 px-4">公开资料</td>
|
||
<td class="py-3 px-4">持续拓展精酿啤酒产品线</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">中国海诚</td>
|
||
<td class="py-3 px-4">精酿/鲜啤</td>
|
||
<td class="py-3 px-4">"轻骑士"精酿啤酒是公司研发的先进小型精酿啤酒生产设备酿造而成</td>
|
||
<td class="py-3 px-4">公司互动</td>
|
||
<td class="py-3 px-4">自主研发精酿啤酒设备，技术驱动产品创新</td>
|
||
</tr>
|
||
<tr class="bg-amber-50">
|
||
<td class="py-3 px-4 font-medium">三只松鼠</td>
|
||
<td class="py-3 px-4">精酿/鲜啤</td>
|
||
<td class="py-3 px-4">2025年5月20日推出孙猴王（精酿啤酒）</td>
|
||
<td class="py-3 px-4">公开资料</td>
|
||
<td class="py-3 px-4">跨界进入精酿啤酒市场，IP化产品开发</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">重药控股</td>
|
||
<td class="py-3 px-4">精酿/鲜啤</td>
|
||
<td class="py-3 px-4">大健康品牌莱斯推出老鹰茶精酿啤酒</td>
|
||
<td class="py-3 px-4">网传纪要</td>
|
||
<td class="py-3 px-4">健康概念啤酒产品开发</td>
|
||
</tr>
|
||
<tr class="bg-amber-50">
|
||
<td class="py-3 px-4 font-medium">怡亚通</td>
|
||
<td class="py-3 px-4">小酒馆</td>
|
||
<td class="py-3 px-4">怡亚通于2020年1月获得国米品牌的啤酒品类独家运营权</td>
|
||
<td class="py-3 px-4">公司互动</td>
|
||
<td class="py-3 px-4">通过品牌授权布局小酒馆啤酒市场</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">乐惠国际</td>
|
||
<td class="py-3 px-4">小酒馆</td>
|
||
<td class="py-3 px-4">创立鲜啤30公里，截至2023年12月，全国累计开设小酒馆161家</td>
|
||
<td class="py-3 px-4">公开资料</td>
|
||
<td class="py-3 px-4">小酒馆连锁模式拓展精酿啤酒消费场景</td>
|
||
</tr>
|
||
<tr class="bg-amber-50">
|
||
<td class="py-3 px-4 font-medium">珠海中富</td>
|
||
<td class="py-3 px-4">小酒馆</td>
|
||
<td class="py-3 px-4">目前主要从事碳酸饮料、热灌装饮料、饮用水和啤酒包装用PET瓶</td>
|
||
<td class="py-3 px-4">公司公告</td>
|
||
<td class="py-3 px-4">提供啤酒包装材料，服务小酒馆供应链</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">合百集团</td>
|
||
<td class="py-3 px-4">其它</td>
|
||
<td class="py-3 px-4">公司推出的爆品啤酒目前热销突破2万件，近13万瓶</td>
|
||
<td class="py-3 px-4">公司互动</td>
|
||
<td class="py-3 px-4">爆款啤酒产品销售表现突出</td>
|
||
</tr>
|
||
<tr class="bg-amber-50">
|
||
<td class="py-3 px-4 font-medium">金种子酒</td>
|
||
<td class="py-3 px-4">其它</td>
|
||
<td class="py-3 px-4">安徽颍上县金种子酒业主要从事白酒、啤酒的销售等业务</td>
|
||
<td class="py-3 px-4">公司年报</td>
|
||
<td class="py-3 px-4">跨品类经营啤酒业务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">金徽酒</td>
|
||
<td class="py-3 px-4">其它</td>
|
||
<td class="py-3 px-4">金徽酒兰州销售有限公司经营范围包括白酒、啤酒、果露酒等</td>
|
||
<td class="py-3 px-4">爱企查</td>
|
||
<td class="py-3 px-4">多品类酒类销售布局</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
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</div>
|
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|
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<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
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<script>
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``` |