事件摘要：贵州茅台召开股东大会审议议案《贵州茅台集团财务有限公司 2016-2018 年度向关联方提供金融服务的议案》遭到否决。目前来看该类关联交易对于上市公司本身并不存在较大的危害，反而是好处居多，贵州茅台大股东的此项议案遭到否决或许是因为相关资金在搅局。

板块连续3个季度业绩靓丽；近期龙头轮番提价，行业进入新一轮提价、渠道补库存的繁荣周期；古井贡酒收购黄鹤楼发力区域扩张，以自身管理模式嫁接黄鹤楼品牌和产品，开启白酒供给侧改革序幕；基金配置白酒比例仍处历史低位，龙头估值与历史平均相当，但基本面趋势向上，估值仍有提升空间。

Canned food products refer to food items that are processed, preserved, and packed into airtight metal containers. Canned food products find high demand globally because they require less time to cook, less storage space, and have a longer shelf life than fresh food. With consumer lifestyles becoming increasingly work-oriented and, consequently, hectic, people have less time to cook food. Therefore, they prefer the convenience of canned food products. Various drivers and distribution methods boost the sales of canned food products. The rise in demand for canned fish and seafood and canned meat coupled with the numerous options available in supermarkets is fueling market growth.

Meal replacement products provide 200-250 calories per serving and are fortified with more than 20 vitamins and minerals; they do not contain fat or sugar. They are mainly intended for weight control and act as a substitute for a solid meal containing all the major nutrients. They are designed to replace one or two meals per day. In 2015, the Americas dominated the market, followed by APAC and EMEA. APAC will see rapid growth during the forecast period because of the rise in the obese population.

With the growing population, the demand for fresh food, including fish and seafood, has also increased globally. To meet the burgeoning demand, it is anticipated that the production of fish and seafood needs to increase more than two-fold. The rise in seafood consumption; the growing awareness about the food's various health benefits and nutritional values; and changing lifestyles are driving the global fresh fish and seafood market.

The global milk packaging market is expected to grow at a CAGR of 3.35% by revenue and 5.33% by volume during the forecast period. In 2015, Europe dominates the global milk packaging market, and it is expected to dominate during the forecast period. Many drivers contribute to the growth of the market. One of the main factors that positively affects the market is the increased demand from developing countries. The rate of milk consumption is high in the growing economies in APAC such as India and China, which is driving the growth of the market. Other major drivers propelling the growth of the global milk packaging market are the popularity of biodegradable rigid plastic packaging and the increased adoption of pouch packaging.

Lactose-free foods are designed to cater to individuals who are lactose intolerant. These products are formulated with reduced lactose content or zero lactose content to provide consumers with the nutritional benefits of the product without any negative reactions. Lactose-free food can be segmented into three types: lactose-free dairy, lactose-free milk formula, and lactose-free ice cream. With the increase in awareness among consumers of the health benefits of these products, the sales of lactose-free food have increased.

目前我国王浆出口产品主要包括鲜王浆、王浆冻干粉和制剂。2010 年之前，我国王浆出口价格相对平稳，但价格水平不高，在一定程度上影响了蜂农的生产积极性。 2012 年我国鲜王浆质量明显提高，收购价格呈走高态势，而对应的出口量价也出现一定程度的上涨。受 2012 年蜂王浆价格走高的影响， 2013 年蜂农开始逐步更换蜂王，蜂王浆高产，相关部门也努力推广普及取浆机械化生产设备。但是，受蜂王浆激素宣传误导、蜂王浆质量安全隐患等问题的影响，国内蜂王浆市场整体较为低迷，销售平淡。 2014年我国鲜王浆出口整体下滑。

近日，国家食品药品监管总局在官网发布 2015 年度食品药品监管统计年报。本文对 2011年-2015 年的统计年报进行梳理分析，从相关数据中，看看 “ 十二五规划” 期间医药行业的发展走势。

从产品线来看，酱油市场地位稳固，调味酱、蚝油市场占有率高，食醋和料酒等新品种类不断延伸，公司逐渐成为综合调味品平台公司。用基本面和价值投资的眼光分析，目前海天味业的投资价值被低估，其根源在于目前中国股市的食品企业股参差不齐，存在优胜劣汰的市场空间。同时，也不排除受大盘指数整体偏弱的影响。

德国每年有大量“过期” 但并未变质食品被丢弃。一向把环保当大事的德国政府认为，现行保质期标注方式过于模糊，给消费者正确判断食品质量带来困扰，助长了食品浪费。德国食品与农业部部长克里斯蒂安·施密特提出改革方案：除生鲜食品外，保存期限较长的食品不再标注保质期，只标注生产日期，让消费者自行判断可否食用。然而，民众对此意见不一，反对者认为，避免浪费有很多方式，但取消标注保质期只会让消费者更摸不着头脑。