Core Viewpoint - The major price adjustment of Wuliangye's core product, the 52-degree Eighth Generation Wuliangye, has sparked significant market attention, with reports suggesting a price drop to 900 yuan per bottle, although the company clarifies that the factory price remains unchanged at 1019 yuan per bottle, and the perceived price drop is due to subsidy policies [1][4][10] Pricing and Policy Changes - Wuliangye is reportedly offering a discount of 119 yuan on the factory price, leading to a potential dealer cost as low as 800 yuan per bottle when factoring in additional support and rebates [1][3][5] - The current market prices for the Eighth Generation Wuliangye on platforms like Tmall and JD are between 820 yuan and 850 yuan per bottle, indicating a price inversion phenomenon in the industry [5] Industry Context - The white liquor industry is undergoing structural adjustments, and the pricing strategies of leading companies like Wuliangye can significantly influence the entire sector [3][8] - Other major liquor companies have recently raised their product prices, indicating a trend of price increases across the industry, contrasting with Wuliangye's current strategy [8] Strategic Implications - The pricing and subsidy strategy is viewed as a "structural benefit" aimed at supporting dealers who effectively serve consumers, thereby enhancing the overall consumer experience [8][10] - Historical context shows that previous price adjustments by Wuliangye led to significant revenue declines, but the current market dynamics and company fundamentals differ from a decade ago [9][10]
第八代五粮液突然降到800多元?公司回应了:是补贴,不是调低出厂价!有酒商称“让消费者喝掉,才是最终目的”