直击股东大会 | 回归半年的酒鬼酒总经理 从这两个角度诠释“信心”

Core Viewpoint - The company is facing significant challenges in its operational performance, with a notable decline in revenue and net profit for 2024, attributed to both internal and external factors [4][5][6]. Group 1: Company Performance - In 2024, the company reported a revenue decline of 49.7% and a net profit decline of 97.7% compared to the previous year [4]. - The company is currently undergoing a strategic transformation, focusing on enhancing product appeal through a differentiated product strategy, which includes low-end, low-alcohol, and small-sized products [2][4]. Group 2: External Factors - The external challenges include unfavorable consumer sentiment, intensified competition within the industry, and weakened channel confidence, all contributing to a difficult market environment [5][6]. - The white liquor industry is experiencing a deep adjustment phase, impacting overall market conditions [6]. Group 3: Internal Factors - The company is in a phase of accumulating new momentum during its strategic transformation, transitioning from quantitative growth to qualitative improvement [4][6]. - The company has seen a significant increase in national business unit coverage by 26 percentage points and a doubling of customer numbers in previous years, which had previously driven rapid performance growth [6]. Group 4: Strategic Focus - The company is shifting its focus from national expansion to deepening its presence in its home market, emphasizing the importance of solidifying the foundational market before pursuing broader growth [7]. - The company aims to balance maintaining high-end product pricing stability with market acceptance, while also enhancing the value proposition of low-end products [7].