一周新闻速递行业新闻:1)6 月酒饮茶制造业增加值同比增长3.4%;2)1-6 月白酒产量191.6 万千升;3)中国连锁经营协会发布抵制即时零售“内卷式”竞争倡议书。公司新闻:1)贵州茅台:茅台酱香酒首次抖音直播;2)水井坊:集团调整董事长;3)郎酒:红运郎上半年出货同比增长超10%。投资观点白酒板块:酒企端延续库存调整。本周部分酒企公布半年度业绩预告,水井坊2025H1 总营收14.98 亿元...
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