Core Viewpoint - The article emphasizes the emotional connection that the "Gu Jing Gong Jiu · Nian Fen Yuan Jiang" brand has established with consumers, particularly during the Chinese New Year, by integrating its branding with the high-speed rail experience, transforming it into a medium for emotional expression and family reunion [5][10]. Group 1: Emotional Connection and Branding - The high-speed rail experience serves as a significant emotional trigger for travelers, linking the journey home with feelings of family reunion and nostalgia [4][5]. - "Gu Jing Gong Jiu" has successfully positioned itself as part of the Chinese New Year culture, associating its brand with family gatherings and celebrations, which has become a new tradition for consumers [5][9]. - The brand's long-term strategy focuses on creating emotional bonds with consumers by emphasizing themes of homecoming and reunion, making the product a part of their cherished memories [5][9]. Group 2: Industry Trends and Consumer Behavior - The domestic liquor industry is currently facing significant challenges, including sluggish sales, high inventory, and changing consumer demographics [7]. - The shift in consumer demographics from older generations to younger ones (80s and 90s) is leading to a fundamental change in drinking habits and brand perceptions, with a growing emphasis on emotional and experiential value over mere social status [8][9]. - The industry is transitioning from a focus on product sales to creating emotional and cultural value, necessitating a shift in how brands engage with consumers [9]. Group 3: Future Outlook - As the 2026 Spring Festival approaches, the brand will continue to resonate with consumers during their journeys, reinforcing its role in significant life moments and emotional connections [10]. - The integration of the brand into everyday life and important occasions is seen as a way to build deeper psychological connections with consumers, which is crucial in a competitive market [9][10].

眼下，安徽上市公司成色如何？ 此次发布的2025安徽上市公司系列榜单从综合发展能力、总投资规模、创新能力、营运能力、ESG绩效等维度来进行排位。 | 公司名称 | 得分 | 公司名称 | 得分 | | --- | --- | --- | --- | | 科大讯飞 | 0.2712 | 龙讯股份 | 0.1519 | | 晶合集成 | 0.2532 | 三只松鼠 | 0.1504 | | 埃科 光电 | 0.2469 | 中鼎股份 | 0.1499 | | 古井贡酒 | 0.2438 | 安科生物 | 0.1481 | | ロ子響 | 0.2374 | 迎驾贡酒 | 0.1478 | | 皖通高速 | 0.2233 | 设计总院 | 0.1464 | | 香农芯创 | 0.2195 | 壹有通 | 0.1462 | | 阳光电源 | 0.2114 | 长信科技 | 0.1457 | | 国盾量子 | 0.2077 | 科大国创 | 0.1447 | | 中科美装 | 0.2047 | 伯特利 | 0.1442 | | 科威尔 | 0.1981 | 欧普康视 | 0.1427 | | 瑞纳智能 | 0.1978 ...

Core Viewpoint - The Chinese liquor market is experiencing a decline in retail prices for major products, ending a brief stabilization period, with the average price of the top ten products dropping to 9148 yuan, a decrease of 12 yuan from the previous day, marking a new low in five days [1]. Price Trends - The market shows significant structural differentiation, with some high-end brands experiencing notable price adjustments. For instance, the price of Wuliangye's Pu Wuliangye 58th generation dropped by 26 yuan per bottle, falling from 1019 yuan to 900 yuan, marking the first decline in ten years [2]. - Other brands such as Guojiao 1573 and Moutai also saw price decreases of 10 yuan and 7 yuan per bottle, respectively. Conversely, Qinghualang's price increased by 14 yuan per bottle, indicating a strong performance [2]. Market Sentiment - Despite a 3.6% decline in the food and beverage sector index since December, which underperformed the CSI 300 index by approximately 5 percentage points, institutional investors remain optimistic. In December, 49 institutions conducted 222 "buy" ratings, covering 185 stocks, with a net inflow of 12.09 billion yuan into the food and beverage sector [2].

《贵州省促进白酒销售若干措施（征求意见稿）》公开征求意见。其中提到，支持各级工会组织会员参 加优惠购酒活动，面向全省工会会员提供购酒服务；实施白酒出口战略。加快推动白酒出口，制定相关 支持政策，培育出口企业梯队，利用好我省国际友城和友好地区及侨务资源和市场，发展出口伙伴，拓 展海外销售渠道，支持白酒产品进入海外华人社区、超市、餐馆和中资企业在外职工食堂。 国金证券认为，考虑到此轮周期的动销底逐步探明，表观业绩压力正加速释放，动销反馈环比持续改善 确定性强、当下正值自上而下政策窗口期，叠加年末资金端有配置再平衡的诉求，看好白酒板块的配置 价值，短期批价回落等利空消息的影响已经相对较低，市场相对已从更中长期的视角来看待板块的底部 价值。 配置方向，该机构建议：1）品牌力突出、护城河深厚的高端酒（贵州茅台（600519）、五粮液 （000858）），渠道势能仍处于上行期的山西汾酒（600809），受益于大众需求强韧性和乡镇消费提质 升级趋势的稳健区域龙头。2）顺周期潜在催化的弹性标的（如泛全国化名酒古井贡酒（000596）、泸 州老窖（000568）），有新产品、新渠道、新范式催化的弹性酒企（如珍酒李渡、舍得酒业 ...

"酒价内参"的每日数据源自全国各个大区均有合理分布的约200个采集点，包括但不限于酒企的指定经 销商、社会经销商、主流电商平台和零售网点等，原始取样数据为过去24个小时中各点位经手的真实成 交终端零售价格，确保为社会各界提供一份关于知名白酒市场价格的客观、真实、科学、全程可追溯的 数据。 今日市场结构性分化显著，核心高端酒品走势不一。上涨产品中，国窖1573价格环比上涨10元/瓶，涨 幅领先。贵州茅台飞天价格环比回升9元/瓶，展现出较强韧性。洋河梦之蓝M6+价格上涨8元/瓶。青花 郎与水晶剑南春价格则与昨日持平。下跌产品中，古井贡古20价格下跌12元/瓶，调整幅度较大。精品 茅台价格回落5元/瓶。习酒君品与五粮液普五八代价格均下跌4元/瓶。青花汾20价格微跌2元/瓶。 来源：酒业内参 新浪财经"酒价内参"在过去24小时收集的数据显示，中国白酒市场十大单品的终端零售均价周二呈现企 稳整理态势。如果十大单品各取一瓶整体打包售卖，今日总售价为9160元，与昨日持平，市场在连续回 调后初现止跌迹象。 【点击进入酒价内参，查看真实酒价】 【点击进入酒价内参，查看真实酒价】 白酒业的重要新闻方面，"酒价内参"的姊妹栏目酒 ...

新浪财经"酒价内参"重磅上线 知名白酒真实市场价尽在掌握 新浪财经"酒价内参"在过去24小时收集的数据显示，中国白酒市场十大单品的终端零售均价周二呈现企 稳整理态势。如果十大单品各取一瓶整体打包售卖，今日总售价为9160元，与昨日持平，市场在连续回 调后初现止跌迹象。 "酒价内参"的每日数据源自全国各个大区均有合理分布的约200个采集点，包括但不限于酒企的指定经 销商、社会经销商、主流电商平台和零售网点等，原始取样数据为过去24个小时中各点位经手的真实成 交终端零售价格，确保为社会各界提供一份关于知名白酒市场价格的客观、真实、科学、全程可追溯的 数据。 今日市场结构性分化显著，核心高端酒品走势不一。上涨产品中，国窖1573价格环比上涨10元/瓶，涨 幅领先。贵州茅台飞天价格环比回升9元/瓶，展现出较强韧性。洋河梦之蓝M6+价格上涨8元/瓶。青花 郎与水晶剑南春价格则与昨日持平。下跌产品中，古井贡古20价格下跌12元/瓶，调整幅度较大。精品 茅台价格回落5元/瓶。习酒君品与五粮液普五八代价格均下跌4元/瓶。青花汾20价格微跌2元/瓶。 【点击进入酒价内参，查看真实酒价】 白酒业的重要新闻方面，"酒价内参"的姊妹 ...

新浪财经"酒价内参"重磅上线 知名白酒真实市场价尽在掌握 今日市场结构性分化显著，核心高端酒品走势不一。上涨产品中，国窖1573价格环比上涨10元/瓶，涨 幅领先。贵州茅台飞天价格环比回升9元/瓶，展现出较强韧性。洋河梦之蓝M6+价格上涨8元/瓶。青花 郎与水晶剑南春价格则与昨日持平。下跌产品中，古井贡古20价格下跌12元/瓶，调整幅度较大。精品 茅台价格回落5元/瓶。习酒君品与五粮液普五八代价格均下跌4元/瓶。青花汾20价格微跌2元/瓶。 【点击进入酒价内参，查看真实酒价】 白酒业的重要新闻方面，"酒价内参"的姊妹栏目酒业内参报道，正值各白酒企业探讨如何年轻化时，著 名唱作人邓紫棋已经给五粮液调上酒了。网络近日流传的一段视频显示，邓紫棋利用五粮液·一见倾心 调至出了一杯特饮。"生活中的每一个倾心瞬间，都藏着一段未完待续的旋律，我把这份心动旋律，调 制成一杯可以品尝的歌"，邓紫棋说。 今年8月，29°五粮液·一见倾心正式推出，官宣由邓紫棋担任产品全球代言人。五粮液相关负责人表 示，29°五粮液·一见倾心作为品牌年轻化、低度化战略新突破的开创性产品，是五粮液面向年轻消费群 体打造的高端低度白酒，主打"自我犒赏" ...

| 2 | 52度/550ml | 573/瓶 | 8元 | | --- | --- | --- | --- | | | 古井贡古20 52度/500ml | 502/瓶 | -12元 | | 2) | 习酒君品 53度/500ml | 662/瓶 | -4元 | | | 青花郎 53度/500ml | 766/瓶 | 学本 | | | 水晶剑南春 52度/500ml | 409/瓶 | 特本 | 数据来源:全国各大区合理分布的约200个采集点,包括但不限于 酒企指定经销商、社会经销商、主流电商平台和零售网点等 原始数据:过去24个小时中各点位经手的真实成交终端零售价 sma 打开新浪财经APP 搜索 酒价内参 Q 新浪财经客户端 Sina Finance Mobile Version | 中国知名白酒大单品 | 市场真实成交终端价 | | | --- | --- | --- | | 品名/规格 | 今日价格(元) | 较昨日(元) | | 贵州茅台酒(飞天) 53度/500ml | 1820/瓶 | 9元 | | 贵州茅台酒(精品) 53度/500ml | 2307/瓶 | -570 | | 五粮液普五八代 ...

Core Insights - The liquor sector experienced a decline of 1.0% on December 8, with Luzhou Laojiao leading the drop [1][2] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] Liquor Sector Performance - Luzhou Laojiao's stock price fell by 2.31% to 125.38, with a trading volume of 117,400 shares and a transaction value of 1.482 billion yuan [2] - Wuliangye and Gujing Gongjiu also saw declines of 1.47% and 1.35%, respectively, with transaction values of 3.157 billion yuan and 279 million yuan [2] - The overall net outflow of main funds from the liquor sector was 1.788 billion yuan, while retail investors saw a net inflow of 926 million yuan [2][3] Fund Flow Analysis - Main funds showed a negative net inflow for several companies, including ST Yanshi and Jinhui Liquor, with net outflows of 1.29 million yuan and 3.21 million yuan, respectively [3] - Retail investors contributed positively to the net inflow for companies like Yilite and Tianyoude Liquor, with net inflows of 3.97 million yuan and 3.42 million yuan, respectively [3] - The overall trend indicates a shift in investor sentiment, with retail investors more active in the market compared to institutional investors [2][3]

白酒渠道跟踪 20251205 摘要 2025 年白酒市场普遍面临动销下滑和库存积压问题，茅台、五粮液等 高端品牌虽回款尚可，但价格出现松动，库存压力增加，线上平台甚至 出现低于成本价销售现象。 五粮液预计 2026 年销量增长 10%，主要因新任董事长上任及对 2025 年减量补偿，但具体打款价格和补贴政策尚未确定，经销商面临毛利甚 至负毛利挑战。 汾酒在山东市场表现相对稳定，部分区域略有增长，但 20 年汾酒价格 降至历史低点，经销商利润主要依赖返利，2026 年计划增长 10%。 江苏市场高端白酒需求下降，宴会用酒减少，价格下调，库存增加，五 粮液专卖店打款积极性不高，整体销量同比下降 25%-30%。 古井贡酒 2025 年任务完成率预计 80%左右，库存较高，古 20 等产品 价格有所松动，公司加大了渠道下沉力度，但高端产品销量不理想。 山东地区白酒动销整体下滑，水井坊和舍得下滑明显，汾酒持平或略增， 经销商库存偏大，各品牌面临一定压力。 河南地区 2025 年白酒销售额同比减少约 20%，部分酒厂下发减少指令， 导致销量减少，但最终完成了任务，没有再增加销量。 Q&A 最近白酒市场的动销情况如何？ ...