While Coca-Cola’s new products have been well received by the market, a reporter from Beijing Business Daily discovered that beverage companies have already targeted the alcohol track. The beer category appears in the new trademark of Wanglaoji, a leading domestic herbal tea company, and another member may be added to the liquor market.

For many beverage companies involved in alcohol, industry insiders analyzed that beverage companies’ cross-border layout of alcohol is mainly because their category growth is restricted, and they hope to seek new increments through cross-border.

Cross-border wine sales

When the new Coca-Cola sparkling wine products were launched, heated debates arose. Beverage companies are very attractive to be a wine seller. When it comes to the sales market, beverage companies’ wine selling dividends begin to appear.

A reporter from Beijing Business Daily entered the official flagship store of Coca-Cola and found that from the first day of June to today, the new sparkling wine has three product links. According to incomplete statistics, the total sales volume is nearly 8,000 and the number of evaluations totals nearly 1,000. Compared with Rui’ao Zero Sugar Sparkling Wine, which was launched on JD.com on the same day, with only 100+ ratings, Coca-Cola’s new products are more popular in the consumer market.

It is not surprising that “Happy Water” is involved in wine, as the interaction between herbal tea and beer has also attracted attention. It is reported that Wanglaoji, a leading Chinese herbal tea company, has classified beer categories among the 100 newly applied trademarks. In this regard, the person in charge of Wang Laoji said that the company registered the trademark only to protect intellectual property rights, and there is currently no plan to market beer products.

However, a reporter from Beijing Commercial Daily found in the official flagship store of Guangyao Baiyunshan that Wanglaoji already had craft beer, Jibei, but the sales of this product were bleak, with monthly sales of only 3.

Yin Kai, the founder of Chaoyinhui (Shanghai) Brand Management Co., Ltd., believes that although Wanglaoji has had a dispute over management rights, he has always done a good job in trademark protection. Regarding the 32 categories of beer, Guangzhou Pharmaceutical Group applied for and was approved for registration in 1992 and 1995. Since then, it has continued to apply for a large number of trademarks in 32 categories. Therefore, Wang Lo Kat’s response does not rule out the possibility of his involvement in beer.

The company that loves liquor trademarks is also Genki Forest. In April this year, Yuanqi Forest registered “Liquor Gas Forest” and other liquor trademarks. The reporter further learned through Tianyan Check that in the international classification of Yuanqi Forest’s trademark information, there are a total of 1,365 “32 categories-beer and beverages” and a total of 474 “33 categories-alcohol”. Prior to this, Yuanqi Forest invested in Shanghai Bishan Beer Co., Ltd. and Beijing Guanyun Technology Co., Ltd. in February and March this year, respectively, and entered the beer and liquor double track.

Break the circle for profit

From Coca-Cola to Genki Forest, the enthusiasm of various beverage companies to sell alcohol is unabated. The main reason is to find new profit growth points outside of its own category.

Regarding Coca-Cola, some people in the industry believe that, in addition to improving the strategy of all-category beverages, beverage companies’ selling alcohol is more likely to seek to increase the company’s business under conditions of unsatisfactory performance. According to the 2020 financial report, Coca-Cola’s revenue last year was 33 billion U.S. dollars, a year-on-year decline of 11%. In addition, according to Coca-Cola’s 2021 quarterly report, the company achieved a net profit of US$2.25 billion in the first quarter of this year, a year-on-year decrease of 19%.

With the decline in the performance of beverage companies, the temperature of the beverage market remains unchanged. According to Tmall data in 2020, the search volume of product keywords such as “micro-drinking” and “fruit wine” has increased by about 70% year-on-year. Tmall liquor turnover data in 2020 shows that the overall year-on-year growth rate of wine is 40%, the growth rate of fruit wine is 70%, and the growth rate of pre-mixed wine is 60%.

Yin Kai believes that the alcohol products and self-owned beverage products of beverage companies have a considerable degree of overlap in the three dimensions of target groups, channels and consumption scenarios. At the same time, in terms of supply chain management and quality control, beverage companies have a crushing advantage over new startups. Compared with traditional wine companies, beverage companies have obvious advantages in consumer taste trend research and brand promotion.

Do consumers pay?

Beverage companies have set off a craze for selling alcohol, but what is concerned is whether these “foreign wines” can last and whether consumers will pay for it.

Industry insiders believe that from the beginning of Wahaha’s entry into the wine track in 2013, and now that young talents such as Yuanqi Forest hit the wine market, the layout of beverage companies in the wine industry tends to have a rapid momentum at the beginning, but the wine market needs long-term layout and deep cultivation , The alcohol products of beverage companies can arouse the curiosity of consumers, but they may not be able to retain consumers.

In the comment section of Coca-Cola sparkling wine new products, consumers have mixed feelings about the product. Some consumers say that the new product has a refreshing taste, low sugar and low fat, and another part of the consumer believes that the new product is “nothing but nothing” and “just passed.”

In addition, a person in charge of the supermarket beverage area told reporters that cross-border products such as new Coca-Cola sparkling wines will be considered when purchasing. Because this type of product will attract more curiosity to consumers, it can also be called a “traffic product”, but the product has not yet been launched in the supermarket, and its offline sales are difficult to predict, because the increase in online sales is not It means that offline is still popular.

Regarding the impact of beverage companies’ entry into the wine track on traditional wine companies, Yin Kai believes that most beverage companies are optimistic about low-alcohol wines and have little interest in high-grade wines. The low-alcohol body weight accounts for a very low proportion of the entire wine industry, so it will not have an impact on traditional liquor companies, but it will pose a certain threat to the beer industry. For pre-mixed and newly created low-alcohol wine companies, although they have taken root on the low-alcohol wine track, they still face pressure from many new entrants.

In the view of beer marketing expert Fang Gang, the future trend of beverage companies’ wine making is still difficult to see. After all, the boundary between wine and beverages is blurring.

Beijing Commercial Daily reporter Zhao Shuping, intern reporter Zhao Dan, intern Wang Ao

In early trading today, A-shares fluctuated slightly. The ChiNext index rose by more than 2%, and hit a new high since the rebound. On the disk, sectors such as health care, beer, electrical equipment, and polysilicon were active, with aquatic products, medical beauty concepts, and digital currencies leading the decline in early-stage popular sectors. The net inflow of funds to the north was over 5.5 billion yuan.

Health care frequent performance surge

Benefiting from the surge in demand from the epidemic, the healthcare industry has ushered in a peak period of performance. After the 2021 quarterly report of Hotview Biotechnology increased by more than a thousand times, last night, a number of blockbuster listed companies in the health care sector announced their excellent quarterly reports at the same time.

Ingram Medical released its report for the first quarter of 2021 last night, achieving operating income of 6.735 billion yuan, a year-on-year increase of 770.86%, net profit of 3.736 billion yuan, a year-on-year increase of 2791.66%, and net cash flow from operating activities of 3.075 billion yuan, a year-on-year increase An increase of 1013.67%. Ingram Medical said that benefiting from the strong demand for disposable gloves at home and abroad, and the company’s new annual production capacity of 9 billion nitrile gloves in the company’s Anhui production base, the company’s profit in the first quarter increased by 41.80% from the previous quarter, and its single-quarter performance reached a new high.

Although Ingram Medical has risen by more than 30 times in recent years, the surging performance growth has made Ingram Medical’s dynamic price-earnings ratio still only over 4 times, even lower than most bank stock-earnings ratios. Stimulated by the surge in the quarterly report, Intech Medical opened higher in the morning and rose by more than 10% during the session. Or they may have some expectations for the performance of Ingram Medical’s first quarterly report. Financing customers reversed the previous five consecutive weeks of net sales this Monday and bought 30.5 million yuan.

Aier Ophthalmology also announced that it achieved operating income of 3.511 billion yuan in the first quarter, an increase of 113.9% year-on-year, and a net profit of 484 million yuan, an increase of 509.88% year-on-year. Aier Ophthalmology also opened high volume in early trading, rose by more than 15% at one time, and the half-day turnover exceeded the full-day turnover of the previous trading day by more than double. Similarly, financing customers this week raised a net purchase of 222 million yuan in advance, waiting for the good performance to be realized.

Driven by the surge in Ingram Medical and Aier Ophthalmology, the entire health care sector surged. The sector index once soared by more than 4% during the intraday session, setting a new high in 2 months. This is the index’s sixth consecutive trading day. rise. Hotview Biotech once again reached a 20% daily limit in the intraday trading, and its stock price also hit a record high. Since the announcement of the first quarterly report, it has risen by more than 200% in just 9 trading days; Yihua Health, Gongdong Medical, Dabo Medical and other daily limit.

The surge in the healthcare sector also led to a surge in medical ETFs. In early trading, Fortune CSI Medical Open-end Index Securities Investment Fund rose 3.64%; Cathay Pacific CSI Medical Open-end Index Securities Investment Fund rose 3.53%; Tianhong Zhong The Securities Index Securities Investment Fund rose 3.28% and hit a record high.

The consumption peak season is coming, the beer sector is active

The beer sector also released a quarterly report last night. The first quarterly report of Lanzhou Yellow River showed that it turned losses into profits, with a net profit of 8.3165 million yuan. Lanzhou Huanghe stated that in the first quarter of 2020, due to the impact of the new crown pneumonia epidemic, the company’s operating income fell sharply and its performance suffered a loss. Since 2021, as the domestic epidemic prevention and control situation continues to improve, the company’s beer and malt production and sales in the first quarter have increased significantly compared with the same period last year, and securities investment disposal and holding income that are non-recurring gains and losses have also increased significantly compared with the same period last year. , The two superimposed, the company’s performance realized a turnaround. After the Lanzhou Yellow River opened slightly higher in the morning, it only took about 5 minutes to pull the daily limit straight.

Although Huiquan Beer reported a quarterly loss of 3,968,500 yuan, it was significantly narrower than the loss of 7,077,600 yuan in the same period last year, and its operating income was 121 million yuan, a year-on-year increase of 10.54%. In the morning, Huiquan Beer opened low and moved high and soared by nearly 7%.

Zhujiang Beer is scheduled to disclose the 2021 quarterly report this evening. Driven by the surge of Lanzhou Yellow River and Huiquan beer, and the advent of the superimposed peak summer consumption season, Zhujiang Beer once hit the daily limit in early trading, and its share price hit a new high during the year. Zhujiang Beer’s 2020 annual report showed that it achieved a net profit of 569 million yuan, a year-on-year increase of 14.43%; Chongqing Beer and other companies also strengthened in the market.

Minsheng Securities pointed out that looking forward to the whole year of 2021, it is expected that the production and sales of the beer industry will achieve recovery growth under the low base last year. The industry TOP5 has formed a firm consensus on high-end and profit demands, and the overall competition in the industry has slowed down and the certainty is high. Recommended ranking: Yanjing Beer + Tsingtao Beer + Chongqing Beer + Zhujiang Beer combination, and pay attention to H shares of China Resources Beer, Budweiser Asia Pacific.

In early trading today, A-shares fluctuated slightly. The ChiNext index rose by more than 2%, and hit a new high since the rebound. On the disk, sectors such as health care, beer, electrical equipment, and polysilicon were active, with aquatic products, medical beauty concepts, and digital currencies leading the decline in early-stage popular sectors. The net inflow of funds to the north was over 5.5 billion yuan.

Health care frequent performance surge

Benefiting from the surge in demand from the epidemic, the healthcare industry has ushered in a peak period of performance. After the 2021 quarterly report of Hotview Biotechnology increased by more than a thousand times, last night, a number of blockbuster listed companies in the health care sector announced their excellent quarterly reports at the same time.

Ingram Medical released its report for the first quarter of 2021 last night, achieving operating income of 6.735 billion yuan, a year-on-year increase of 770.86%, net profit of 3.736 billion yuan, a year-on-year increase of 2791.66%, and net cash flow from operating activities of 3.075 billion yuan, a year-on-year increase An increase of 1013.67%. Ingram Medical said that benefiting from the strong demand for disposable gloves at home and abroad, and the company’s new annual production capacity of 9 billion nitrile gloves in the company’s Anhui production base, the company’s profit in the first quarter increased by 41.80% from the previous quarter, and its single-quarter performance reached a new high.

Although Ingram Medical has risen by more than 30 times in recent years, the surging performance growth has made Ingram Medical’s dynamic price-earnings ratio still only over 4 times, even lower than most bank stock-earnings ratios. Stimulated by the surge in the quarterly report, Intech Medical opened higher in the morning and rose by more than 10% during the session. Or they may have some expectations for the performance of Ingram Medical’s first quarterly report. Financing customers reversed the previous five consecutive weeks of net sales this Monday and bought 30.5 million yuan.

Aier Ophthalmology also announced that it achieved operating income of 3.511 billion yuan in the first quarter, an increase of 113.9% year-on-year, and a net profit of 484 million yuan, an increase of 509.88% year-on-year. Aier Ophthalmology also opened high volume in early trading, rose by more than 15% at one time, and the half-day turnover exceeded the full-day turnover of the previous trading day by more than double. Similarly, financing customers this week raised a net purchase of 222 million yuan in advance, waiting for the good performance to be realized.

Driven by the surge in Ingram Medical and Aier Ophthalmology, the entire health care sector surged. The sector index once soared by more than 4% during the intraday session, setting a new high in 2 months. This is the index’s sixth consecutive trading day. rise. Hotview Biotech once again reached a 20% daily limit in the intraday trading, and its stock price also hit a record high. Since the announcement of the first quarterly report, it has risen by more than 200% in just 9 trading days; Yihua Health, Gongdong Medical, Dabo Medical and other daily limit.

The surge in the healthcare sector also led to a surge in medical ETFs. In early trading, Fortune CSI Medical Open-end Index Securities Investment Fund rose 3.64%; Cathay Pacific CSI Medical Open-end Index Securities Investment Fund rose 3.53%; Tianhong Zhong The Securities Index Securities Investment Fund rose 3.28% and hit a record high.

The consumption peak season is coming, the beer sector is active

The beer sector also released a quarterly report last night. The first quarterly report of Lanzhou Yellow River showed that it turned losses into profits, with a net profit of 8.3165 million yuan. Lanzhou Huanghe stated that in the first quarter of 2020, due to the impact of the new crown pneumonia epidemic, the company’s operating income fell sharply and its performance suffered a loss. Since 2021, as the domestic epidemic prevention and control situation continues to improve, the company’s beer and malt production and sales in the first quarter have increased significantly compared with the same period last year, and securities investment disposal and holding income that are non-recurring gains and losses have also increased significantly compared with the same period last year. , The two superimposed, the company’s performance realized a turnaround. After the Lanzhou Yellow River opened slightly higher in the morning, it only took about 5 minutes to pull the daily limit straight.

Although Huiquan Beer reported a quarterly loss of 3,968,500 yuan, it was significantly narrower than the loss of 7,077,600 yuan in the same period last year, and its operating income was 121 million yuan, a year-on-year increase of 10.54%. In the morning, Huiquan Beer opened low and moved high and soared by nearly 7%.

Zhujiang Beer is scheduled to disclose the 2021 quarterly report this evening. Driven by the surge of Lanzhou Yellow River and Huiquan beer, and the advent of the superimposed peak summer consumption season, Zhujiang Beer once hit the daily limit in early trading, and its share price hit a new high during the year. Zhujiang Beer’s 2020 annual report showed that it achieved a net profit of 569 million yuan, a year-on-year increase of 14.43%; Chongqing Beer and other companies also strengthened in the market.

Minsheng Securities pointed out that looking forward to the whole year of 2021, it is expected that the production and sales of the beer industry will achieve recovery growth under the low base last year. The industry TOP5 has formed a firm consensus on high-end and profit demands, and the overall competition in the industry has slowed down and the certainty is high. Recommended ranking: Yanjing Beer + Tsingtao Beer + Chongqing Beer + Zhujiang Beer combination, and pay attention to H shares of China Resources Beer, Budweiser Asia Pacific.

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Nadal 2-0 Dimitrov (6-1/6-1)

The Spanish king Nadal won the French Open for the 14th time last season, and the number of career Grand Slam titles reached 20 for the first time to tie Federer. Nadal stopped in the quarterfinals of the Australian Open this season. Nadal is the most successful player in Monte Carlo, winning 11 times in 2005-2012 and achieving eight consecutive horror titles. In the first game, Nadal defeated Delpones in two straight sets. In the second game, they encountered old rival Bulgarian star Dimitrov. The two had only lost one match against Nadal in the previous 14 matches and remained unbeaten in 5 matches on clay courts. , Nadal’s track record has a huge advantage.

In the first set, Nadal, who took the lead in the first game, quickly entered the first game. Lovegame guaranteed the first game under continuous high-quality serve. In the second game, Dimmi sent two consecutive double errors on his first serve, and then he shot out of bounds and sent a break point. , Under pressure, Dimmi issued a third double error to miss the game, and Nadal took advantage of the situation to secure a 3-0 lead. In the fifth game, Dimmi’s serve was still poor, and another break point was sent after two double errors. Nadal was hitting the winning points to complete a 4-0 lead. Dimi then finally secured the serve to avoid swallowing the egg in the first set. Nadal secured the first set 6-1 victory, leading 1-0 with a total score.

In the second set, Dimmi gave a break point in the first serve. Nadal had a 40-15 advantage and then a fore shot. Dimmi was forced to go out of bounds with a backhand and then missed the serve. Nadal was still easy to keep serve. Leading 2-0. In the third game, Dimi was still trying to find his state. After saving two break points, he changed the line and lost the game. The furious Dimi threw the racket to vent his emotions. Since then, they have secured a 5-1 lead by Nadal, and then Dimmi has to serve in this match. The 0-40 break point is also the match point. Nadal then finished with a fore-shot victory. Break serve and win the second set 6-1.

In the end, the Spanish king Nadal continued his strong performance, defeating Dimitrov 6-1/6-1 and won seven consecutive victories against the latter. The whole game took only 55 minutes. In the game, Nadal completed 3 ACES balls and 1 double fault, Dimitrov had 3 ACES balls and 5 double faults. Dimi’s first serve rate was only 57%. The scoring rate of 48% is far behind Nadal. The winning points Dimitrov led 17-11, Nadal had only 5 unforced errors, and Dimitrov had 32. In the break point, Dimmi failed to get a break point, while Nadal cashed out 9 break points 5 times.

Lublev 2-1 Agut (7-6/5-7/6-3)

Russian star Lublev broke out last season and won 5 championships in all competitions. This season, he won the ATP Cup champion Australian Open and broke into the quarterfinals. Since then he won the Rotterdam Championship. The ATP500 series won 23 consecutive victories second only to Federer. . Rublev played as the No. 6 seed in the tournament. In the first game, he defeated Caruso 6-3. In the third round, his opponent was Spanish expert Agut. The latter won two runner-ups in Doha and Montpellier this season. The first two rounds of winning streak Fritz and Paul. The two have played against each other 5 times before, and Agut has a slight advantage with 3 wins and 2 losses.

In the first set, Agut, who took the lead in serving the first game, secured the first game. In the second game, Lublev’s poor serving state sent 15-40 consecutive break points. Agut continuously suppressed the opponent’s backhand, and Lublev backhanded the ball back to the net. After losing this round, Agut continued to hold a 3-0 lead. The state of Lublev started to rebound under their respective guarantees. After saving the break point in the sixth game, Lublev finished the break point. In the seventh game, Lublev counterattacked and forced the break point. Agut suppressed the backhand and returned the ball to go out of bounds and lost the game. Make a 4-4 tie. In the eleventh game of the end of the game, Lublev won the game with 40-0 consecutive break points, and then Agut broke the opponent’s serve to win the game and tied the game 6-6. In the tie-break, Lublev started 4-0 and won the tie-break 7-2. The total score was 1-0.

In the second set, Lublev took the lead to serve and still had a sluggish start. In the first game, he sent 15-40 consecutive break points after being pulled off. Lublev made a straight shot and pulled the ball out of bounds before he served the net and lost the game. After each defending serve, Agut launched another attack in the fifth game and got a 40-0 consecutive break point. Lublev was shooting out of bounds to lose this game 1-4 behind. Lublev then launched a counterattack, breaking the band to keep the 3-4 to narrow the point difference. In the eighth game, Agut made a cross ball and sent a break point after a 30-30 tie. After that, Lublev won a 30-odd stalemate and broke again. 4 levels. After each guaranteed a 5-5 tie, in the eleventh game, Agut scored a short scoring and got a break point. Under pressure from Lublev, he was out of bounds and lost the game. Next, Agut served to win the game and successfully secured the serve. He won the second set 7-5 and the total score was tied 1-1.

In the deciding set, Lublev took the lead in securing the serve, and Agut’s physical fitness declined. In the second game, he sent a break point opportunity. Lublev then stalemately changed the bottom line and blasted out the winning points to break, and Lublev took the opportunity to keep the serve 3 -0 lead. After passing the physical limit, Agut’s condition improved slightly. In the fifth game, Lublev was out of bounds and sent a break point. After that, the quality of Lublev’s volleys in front of the net was not high. . In the sixth game, Lublev broke serve again, and then kept the break advantage to the end, winning the second set 6-3.

The whole game took 2 hours and 44 minutes. During the game, Lublev completed 7 ACES balls, while Agut had 3 ACES balls and 4 double errors. The first serve success rate was 55%, and Lubrev lags behind his opponents. The first serve scored rate. 68% has a slight advantage. On the winning points, Lublev blasted 50 times and led the way, and the unforced errors 39-38 were almost the same. On the break, Lublev had 12 break points and 6 breaks, and Agut had 9 break points and 6 breaks. .