酒厂与电商之争再起，但今时已不同往日？

Core Viewpoint - The upcoming "Double 11" shopping festival is expected to intensify competition in the liquor industry, with companies showing a new level of awareness regarding pricing wars and consumer safety [1] Group 1: Consumer Warnings and Company Responses - Numerous liquor companies have issued "notices to consumers," warning them about the risks associated with unauthorized sales channels, highlighting the industry's internal conflicts amid the rise of e-commerce and instant retail [2][3] - On October 14, Kweichow Moutai emphasized the importance of purchasing through official channels like the "i Moutai" app and major platforms such as Tmall and JD.com [4] - Other companies, including Xiaotuxian and Wuliangye, have also released similar notices detailing the risks of unauthorized purchases, including issues with authenticity, quality assurance, and lack of after-sales service [4][5] Group 2: E-commerce and Instant Retail Challenges - The liquor industry has faced escalating tensions with e-commerce platforms, particularly with the emergence of instant retail, which has intensified competition for pricing and channel control [6][7] - Instant retail has disrupted traditional purchasing patterns, shifting focus from planned purchases to immediate needs, thereby directly impacting offline distributors [8] - Price wars driven by subsidies from instant retail platforms have led to significant challenges for distributors, with many products being sold below cost, undermining manufacturers' pricing strategies [9][10] Group 3: Long-term Implications and Industry Dynamics - While instant retail poses immediate challenges to the existing sales framework, it also offers potential long-term benefits by enhancing consumer shopping experiences and allowing brands to gather valuable consumer data [12] - The recent issuance of consumer notices by liquor companies serves not only to combat counterfeiting but also to signal their commitment to maintaining channel order and price stability, indicating a shift towards a more complex channel negotiation landscape [13]