刚刚！史上最严“禁酒令”满月，烟酒店渠道遭遇80%断崖式下滑！

Core Viewpoint - The implementation of the strict "ban on alcohol" has led to a dramatic decline in sales for liquor stores, with an 80% drop in sales reported nationwide, indicating a significant shift in the Chinese consumption market and exposing the unsustainable reliance on public funds for the liquor industry [1][3][14] Group 1: Impact on Liquor Stores - Liquor store owners have experienced a drastic change in their business, with some reporting daily losses after the new regulations took effect, leading to a 90% drop in sales for many [3][6] - The reliance on government and corporate orders for high-end liquor has been highlighted, with 60% of high-end liquor sales previously depending on public funds, which has now been severely impacted [6][7] - Some liquor store owners are pivoting to selling lower-priced items like bottled water and beer, as high-end liquor sales have plummeted [3][8] Group 2: Industry Dynamics - The liquor industry has been characterized by a reliance on relationships and public procurement, creating a distorted market where prices were inflated due to artificial demand [7][10] - Major liquor companies are now struggling to maintain sales, with reports of a 70% drop in high-end liquor sales and excess inventory piling up [10][11] - Smaller regional liquor companies are adapting more quickly by eliminating sales targets and allowing flexibility for distributors, indicating a shift in strategy to survive the current market conditions [10][11] Group 3: Adaptation Strategies - Liquor store owners are employing various strategies to survive, including live streaming sales and focusing on community-based retail to cater to individual consumers rather than corporate clients [11][12] - Some owners are innovating by selling gift cards for high-end liquor, allowing customers to purchase discreetly without violating the new regulations [12] - The overall sentiment is that the industry will undergo a significant transformation, with predictions that 50% of liquor stores may close, and those that survive will need to adapt to a consumer-driven market [13][14]