全国“喝酒王者省份”出炉！前三让人意外，东北竟然没上榜

Core Insights - The article discusses the evolving landscape of China's liquor consumption, particularly focusing on the white liquor market and the ranking of provinces based on consumption levels [1][11] - It highlights the stability of the market structure, with Shandong and Henan leading in consumption, while also emphasizing the need for innovation and adaptation to changing consumer preferences [1][3] Market Overview - The white liquor market in China is experiencing a slight decline in consumption momentum for 2024, but 2025 is seen as a pivotal year for deep adjustments in the industry [1] - The current consumption landscape is relatively stable, with Shandong and Henan holding the top two positions, followed by Jiangsu and Guizhou [1][3] Consumption Trends - There is a clear trend of consumption upgrading across provinces, with an increase in price points and a growing demand for quality [3][4] - In 2023, Henan's white liquor market sales reached approximately 66.82 billion yuan, nearing the 70 billion yuan mark, with leading brands capturing significant market share [3][5] - Jiangsu's market performance is notable, with a consumption figure of around 56 billion yuan in 2022, indicating a strong consumer base focused on high-quality products [3][8] Digital Transformation - The digital transformation is reshaping the white liquor consumption landscape, with online sales surpassing 50% of total consumption in 2023 and showing a 72% year-on-year growth in the first quarter of 2024 [4][11] Provincial Insights - Shandong, with a population of over 100 million and a GDP of 9.21 trillion yuan, leads the market with a size of approximately 45 billion yuan in 2022, and is expected to grow at a CAGR of 8% from 2022 to 2025 [5][7] - Henan's sales have shown a consistent upward trend from 37.18 billion yuan in 2017 to 66.82 billion yuan in 2023, indicating strong growth potential [7][9] - Jiangsu, despite a smaller population of under 90 million, has a market size close to 60 billion yuan, reflecting high consumer spending power and a preference for premium products [8][9] Regional Challenges - The Northeast provinces have not made it to the top five due to significant population decline and slower economic growth compared to leading provinces [9][11] - The traditional industrial structure in the Northeast, with a heavy reliance on heavy industry and underdeveloped service sectors, has negatively impacted overall consumption activity [11]