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今世缘谋划全国化“前夜” 基酒之问被“旧事重提”
2 1 Shi Ji Jing Ji Bao Dao·2025-07-28 10:41

Core Viewpoint - The recent marketing controversy surrounding Jiangsu Jinshiyuan has sparked significant discussion in the liquor industry, particularly regarding its competition with Yanghe and the implications of their marketing strategies [2][3]. Group 1: Marketing Controversy - A widely circulated poster questioned the value of original and vintage liquors, seemingly targeting competitors like Gujing Gongjiu and Yanghe, which have strong associations with family gatherings and vintage concepts [2]. - Jinshiyuan denied that the controversial poster was officially released, attributing its spread to distributors [2]. - The marketing strategy has been interpreted as an attempt to undermine Yanghe's reputation, leading to public backlash [3]. Group 2: Production Capacity and Inventory - Jinshiyuan's actual production capacity is 60,000 tons per year, with an additional 20,000 tons of original liquor capacity under construction, while its semi-finished liquor inventory stands at 161,768 kiloliters [6][7]. - In contrast, Yanghe's production capacity exceeds 140,000 tons, with a semi-finished liquor inventory nearing 700,000 tons, highlighting a significant competitive advantage in terms of scale and storage [8][9]. Group 3: Market Position and Strategy - Jinshiyuan's revenue growth has primarily come from within Jiangsu, with only 8% of its 2024 revenue generated from outside the province, indicating a need for expansion beyond its home market [10][12]. - The company aims to penetrate surrounding markets such as Shanghai, Zhejiang, and Anhui, as it seeks to establish a national presence [12]. - Jinshiyuan's product strategy has focused on premium offerings, with over 90% of its main revenue coming from products priced above 100 yuan, while Yanghe has introduced more affordable options to compete in the mass market [13][14]. Group 4: Product Comparison - Jinshiyuan's flagship product, Guoyuan Danya, is positioned in the 100-300 yuan price range, competing directly with Yanghe's Hai Zhi Lan, which is priced similarly but emphasizes its three-year aging certification [14][16]. - The lack of clear aging information for Guoyuan Danya compared to Yanghe's transparent aging claims may affect consumer perception and loyalty in a highly competitive market [16][17].