季为民：传承与创新并举 以国家战略引领白酒行业高质量发展

Core Viewpoint - The Chinese liquor industry is at a pivotal moment, facing both opportunities and challenges, with a focus on high-quality development driven by national strategies and consumer demand [1][2][5]. Group 1: Industry Trends - The liquor industry is experiencing a strong concentration and differentiation trend, entering a new phase of structural adjustment and growth rate change [2]. - Leading liquor companies are leveraging brand accumulation and diversification strategies to maintain their competitive edge, resulting in increased industry concentration [2]. - Issues such as price inversion and high social inventory are affecting distributor profit margins and disrupting channel order, impacting brand image [2]. Group 2: Policy Impact - The implementation of the "Consumption Promotion Special Action Plan" by the central government introduces 30 key tasks aimed at boosting domestic demand, which presents new opportunities for the liquor industry [2][3]. - Enhancing consumer capacity and improving the consumption environment are expected to stimulate liquor consumption, particularly in the mid-to-low-end market [3][4]. Group 3: Consumer Behavior - The focus on increasing residents' income and supporting middle-to-low-income groups is anticipated to release further potential in the liquor consumption market [3]. - The integration of liquor with service consumption, such as health and family gatherings, is expected to expand consumption scenarios [3][4]. Group 4: Internationalization and Innovation - Accelerating internationalization is identified as a crucial direction for industry development, with companies participating in global events and expanding overseas sales channels [5][6]. - The changing consumer demands for quality, health, and culture necessitate product innovation and diversification within the liquor sector [5][6]. Group 5: Brand and Technology - Strengthening brand construction and enhancing market competitiveness are essential for liquor companies, with a focus on brand innovation to adapt to market changes [6]. - The industry is encouraged to embrace technological advancements, such as AI and digitalization, to improve operational efficiency and market responsiveness [6]. Group 6: Sustainable Development - Building a complete ESG management system across the liquor industry is vital for achieving sustainable development, from raw material supply to production and sales [6].