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重磅会议定调城市工作,如何从中看懂白酒业转型?
Sou Hu Cai Jing·2025-07-18 09:08

Core Viewpoint - The recent high-level urban work conference has set a new direction for the real estate industry, emphasizing "new paths, high quality, and risk control," which reflects the necessary transformation journey for the liquor industry [2][8]. Group 1: Historical Context and Interconnection - From 2004 to 2013, real estate investment grew over 520%, while the liquor industry experienced a golden decade with production increasing by 293%, revenue rising by 719%, and profits soaring by 1272% [3]. - The real estate sector has significantly influenced high-end liquor consumption through various business events and celebrations, establishing a strong foundation for the liquor market [3]. Group 2: Quality Revolution - The urban work conference has shifted the focus of housing demand from mere availability to quality, paralleling the upgrade in liquor consumption where consumers now seek superior quality rather than just availability [5]. - The liquor industry must prioritize product quality, unique flavors, and cultural heritage, similar to the emphasis on green technology and building quality in real estate [5]. Group 3: Scene Renewal - The conference has elevated "urban renewal" to a strategic level, indicating a transformation in lifestyle that will affect social dining venues [6]. - The liquor sales network should adapt to urban renewal opportunities by transitioning from broad distribution to targeted strategies, focusing on community boutique stores and cultural dining areas [6]. Group 4: Stable Development Path - The conference stressed the importance of "guarding the bottom line and controlling risks," which is also relevant for the liquor industry facing challenges in inventory management and pricing stability [7]. - The liquor industry should adopt a balanced supply-demand approach, establish inventory alerts, and maintain a stable pricing system to avoid unhealthy competition [7]. Group 5: Future Outlook - The transformation roadmap for real estate—focusing on quality, reducing scale, and controlling risks—serves as a guide for the liquor industry [8]. - Liquor companies need to understand the essence of "new paths, high quality, and risk control," focusing on quality over scale, adapting to changing scenes, and building a robust channel foundation for sustainable growth [8].