Distillers and Vintners(IN40161.SH)

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Distillers and Vintners
IN40161.SH
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JD.com exclusively launches Moutai Youmi sparkling wine

According to reports from the JD.com Wine Industry WeChat official account, JD.com has exclusively launched Moutai Youmi Sparkling Wine. The new product is available in a 750ml bottle with an alcohol content of 5% vol, and currently comes in two flavors: Rose Lychee Sparkling Wine and Generational Floral Grapefruit Sparkling Wine. (Beijing Business Today)

Wallstreetcn·
US
JD
-0.17%
HK
09618
-0.69%
SH
600519
-0.65%
Wallstreetcn·
US
JD
-0.17%
HK
09618
-0.69%
SH
600519
-0.65%

Moutai shifts to a multi-dimensional collaborative marketing system and establishes a dynamic adjustment mechanism for self-operated retail prices

Moutai announced that it will shift its operational model from the traditional "self-sale + distribution" to a multi-dimensional collaborative marketing system of "self-sale + distribution + consignment + consignment" to better meet consumer demand. The new model includes self-operated stores and i Moutai selling the full range of products, abolishing the original distribution model, and establishing a dynamically adjustable retail pricing mechanism to ensure the scientific and reasonable calculation of sales contract prices and commissions

AASTOCKS·
SH
600519
-0.65%
AASTOCKS·
SH
600519
-0.65%

To solve the price inversion, Moutai "cuts" the ex-factory price of core products

Market-oriented reforms continue

Wallstreetcn·
SH
600519
-0.65%
Wallstreetcn·
SH
600519
-0.65%

Diageo, the spirits company, is considering various strategic options including divesting its assets in China

Spirits company Diageo is considering strategic options such as divesting its Chinese assets to streamline its product portfolio. The company is working with Goldman Sachs and UBS to review its business, including its stake of over 63% in SCSF. Advisors have reached out to local buyers and private equity firms to gauge acquisition interest. The proposal is still in the preliminary consideration stage, and no final decision has been made yet

AASTOCKS·
SH
600779
-2.39%
US
DEO
+1.60%
AASTOCKS·
SH
600779
-2.39%
US
DEO
+1.60%

In "The Big Banks," Citibank expects that China's consumption will continue to be under pressure this year, with a more optimistic outlook for the liquor and beverage industry

Citi expects that overall consumption in China will continue to be under pressure in 2026, but there are rebound opportunities in the liquor and beverage industry. The bank believes that the liquor sector may rebound in the second quarter, and CR BEVERAGE also has growth opportunities. It prefers liquor with rebound potential and resilient sectors such as beverages, pet food, and education. Preferred stocks include WLY, New Oriental, CR BEVERAGE, and Zhongchong Co., Ltd., with target prices of RMB 141, USD 68.8, HKD 13.7, and RMB 70.3, all rated "Outperform."

AASTOCKS·
HK
02460
+0.78%
SZ
000858
-0.89%
AASTOCKS·
HK
02460
+0.78%
SZ
000858
-0.89%
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Moutai 3Q25 Quick Interpretation: Overall, Moutai's Q3 performance continued to decelerate on the basis of Q2. The weak market demand has been transmitted from consumers to channels and has now finall...

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