茅台再次辟谣加盟骗局；今年白酒产量两位数下滑｜观酒周报

Core Viewpoint - The article highlights the ongoing issues in the liquor industry, particularly focusing on the fraudulent activities surrounding well-known brands like Moutai and Guotai, as well as the overall decline in liquor production and market value. Group 1: Fraudulent Activities - Moutai has recently refuted rumors about opening 850 direct sales stores and associated scams involving low-priced Moutai offers and fake promotional calls [2][3][4] - The fraudulent schemes often involve impersonating Moutai officials and creating a sense of urgency to deceive consumers into paying deposits or fees [3][4] - Guotai has also reported instances of trademark infringement and counterfeit products being marketed under its name, emphasizing that it has not authorized any such products [5] Group 2: Market Trends - The production of liquor has seen a significant decline, with October's output down 18.3% year-on-year, marking the fifth instance of double-digit declines this year [10][11] - For the first ten months of the year, the cumulative production of liquor has decreased by 11.5%, indicating a troubling trend for the industry [11] - The global liquor industry has lost approximately $830 billion in market value over the past four years, reflecting a structural change in consumer behavior [13] Group 3: Strategic Developments - China Resources Wine has entered a strategic partnership with China Resources Vientiane Life to develop a new sales channel for liquor products, targeting various customer segments [6][7] - Suntory has announced price increases for 187 of its products, effective April 1, 2026, due to rising costs of materials and production [8] - Guizhou Wuyou Wine has faced significant financial challenges, with a court order for over 62 million yuan in liabilities, leading to a reconsideration of potential partnerships [9]