2月27日，古越龙山官方公众号发布黄酒集团（古越龙山）召开新春第一会的消息。当中披露，回顾 2025年，"越酒行天下"步伐不断加快，"百城共品古越龙山"主题营销活动走进全球101个城市和地区， 公司在江浙沪以外市场销售占比超40%，京津冀、山东、河南等外围市场销量逆势增长，海外新填补4 个空白国际市场。 （企业官方公众号） (编辑：林辰)关键字： 古越龙山 白酒 ...

编辑丨一凡 编审丨云顶 据古越龙山消息，2月26日，黄酒集团（古越龙山）召开新春第一会——"以变化见成效 以实绩论英雄"大会。会上透露，2025年公司在江浙沪以外市场销 售占比超40%，京津冀、山东、河南等外围市场销量逆势增长，海外新填补4个空白国际市场。 编辑丨一凡 编审丨云顶 据古越龙山消息，2月26日，黄酒集团（古越龙山）召开新春第一会——"以变化见成效 以实绩论英雄"大会。会上透露，2025年公司在江浙沪以外市场销 售占比超40%，京津冀、山东、河南等外围市场销量逆势增长，海外新填补4个空白国际市场。 ...

证券研究报告·行业跟踪周报·食品饮料 食品饮料行业跟踪周报 从"历史经典产业"到"传统优势民生产业" ， 新五年酿酒产业提质发展 增持（维持） [Table_Tag] [投资要点 Table_Summary] 2026 年 02 月 22 日 证券分析师 苏铖 执业证书：S0600524120010 such@dwzq.com.cn 证券分析师 孙瑜 执业证书：S0600523120002 suny@dwzq.com.cn 行业走势 -10% -7% -4% -1% 2% 5% 8% 11% 14% 17% 20% 2025/2/24 2025/6/22 2025/10/18 2026/2/13 食品饮料 沪深300 2026-02-10 东吴证券研究所 1 / 9 请务必阅读正文之后的免责声明部分 ◼ 从"历史经典"到"优势民生"产业，再度定调酿酒产业重要地位，鼓 励高质量发展。继 2025 年 10 月工信部发布《关于推动历史经典产业高 质量发展的指导意见（2026—2030 年）（征求意见稿）》，近期工信部、 人社部、市场监管总局再度印发《酿酒产业提质升级指导意见（2026— 2030 年）》，明确定调 ...

证券日报网讯2月13日，古越龙山（600059）在互动平台回答投资者提问时表示，建城2500年封坛典藏 酒、百年辛亥纪念酒及60年份老酒均为公司极具历史与文化价值的核心藏品，其市场价值受年份稀缺 性、市场环境、收藏趋势等多重因素影响，暂无统一的市场预估价。公司始终将此类珍贵酒品作为核心 文化资产妥善保管，关于重启拍卖或公开展示事宜，将结合品牌高端化战略、黄酒文化传播及资产保护 规划审慎研究、统筹推进，同时也会对高年份酒做好保护与价值挖掘工作。 ...

证券日报网讯2月13日，古越龙山（600059）在互动平台回答投资者提问时表示，公司高度重视近期相 关事件带来的品牌热度与市场机遇，将积极把握契机提升品牌影响力与产品市场渗透率。后续公司将依 托充足的老酒储备与成熟产能布局，全力保障青花醉二十年的市场供应，春节期间国酿系列、青花醉系 列等中高端产品在京东、天猫超市等平台将持续发货；并持续优化全渠道布局，严格维护产品市场价格 体系；最后也将进一步强化品牌推广与圈层拓展，深耕线上线下（300959）多元场景，稳步推进高端化 战略落地。 ...

Core Viewpoint - The company has received positive market feedback for its innovative product launches, indicating that cross-industry integration and innovation align with the consumption needs of younger demographics [2] Group 1: Product Innovation - The company’s glutinous rice whiskey, which is aged in wine barrels, showcases a successful attempt at flavor fusion, incorporating wine characteristics into the spirit [2] - The company plans to continue exploring flavor and scenario innovations while maintaining the core culture and quality of yellow wine [2] Group 2: Market Strategy - The company aims to optimize its product matrix based on consumer demand, leveraging its heritage in yellow wine brewing and the unique characteristics of its products [2]

Core Insights - The company Gu Yue Long Shan's product "Qing Hua Zui" 20-year aged liquor achieved a record-breaking sales performance during a live-stream event, generating over 3 million yuan in gross merchandise value (GMV) within ten minutes [1] Group 1 - The live-stream event took place on February 8, featuring a well-known actor, which significantly boosted the product's visibility and sales [1] - The product's popularity was further enhanced by a viral photo of Jensen Huang dining at a Michelin restaurant in Shanghai on January 24, where "Qing Hua Zui" was prominently displayed, leading to a notable increase in product search volume and sales [1]

Group 1 - The company, Guyue Longshan, acknowledges the importance of normalizing and prolonging shareholder care activities, planning to incorporate such activities into a long-term shareholder service system [2] - The company intends to upgrade and optimize the format and content of these activities in conjunction with traditional Chinese festivals, aiming to offer more distinctive and shareholder-focused benefits related to Huangjiu [2] - The company is committed to continuously improving its shareholder return and care mechanisms, expressing a sincere approach to rewarding long-term investors who support the company [2]

Core Viewpoint - Guyue Longshan has a significant advantage in the production of high-end yellow wine due to its unique storage conditions and research collaborations, which enhance the quality and consistency of its products [1]. Group 1: Company Overview - The central wine cellar, built in the 1950s, is currently the largest yellow wine cellar in the world, storing approximately 260,000 kiloliters of high-quality original wine from different years [1]. - The company collaborates with Jiangnan University to conduct research aimed at ensuring the stable inheritance of microorganisms and flavor consistency in its products [1]. Group 2: Industry Insights - The unique microbial environment of Jian Lake, along with the traditional brewing methods and suitable aging conditions of the wine cellar, contributes to the distinctive quality of yellow wine, which improves with age [1]. - The combination of rich collections of original wine and cutting-edge research technology forms a solid foundation for the development of high-end yellow wine [1].

Core Viewpoint - The company emphasizes the health value and craftsmanship of its "active wine" products, which are based on the natural fermentation process of yellow wine and scientific research [1] Group 1: Company Strategy - The company will strictly adhere to regulatory requirements while focusing on core business operations and value transmission [1] - The company aims to enhance investment recognition through its research advantages and industry barriers [1] Group 2: Market Promotion - The company plans to promote the relationship between yellow wine and health through compliant and orderly market education, leveraging scientific research [1] - The company seeks to convey rational health concepts and strengthen category differentiation advantages in its marketing efforts [1]