Core Viewpoint - The controversy surrounding Wahaha's outsourcing of purified water production highlights internal reforms under the new leadership of Zong Fuli, indicating a strategic shift in the company's operational model [2][3]. Group 1: Outsourcing Controversy - Wahaha has engaged in outsourcing its purified water production to various companies, including Jinmailang, starting from May 2024, which has sparked public debate about the brand's production integrity [5][6]. - The pricing discrepancy between Jinmailang's low-cost purified water (1 yuan/bottle) and Wahaha's higher-priced products (1.5-3 yuan/bottle) has led to consumer skepticism regarding the value of Wahaha's brand [5][6]. - Wahaha's response to the outsourcing decision cites a rapid increase in market demand leading to production capacity constraints, prompting the need for external production partnerships [5][6]. Group 2: Production Capacity and Factory Closures - Since the beginning of the year, Wahaha has shut down 18 production lines across various locations, including Shenzhen and Chongqing, despite claiming a need for increased production capacity [8][9]. - The closed factories are not part of the "Hongsheng" group, which has been expanding its purified water production lines during this period [8][9]. - Wahaha's official statement attributes the factory closures to a need for optimizing production and sales structures, indicating a strategic realignment within the company [12]. Group 3: Internal Reforms and Management Changes - Zong Fuli's leadership has seen significant internal changes, with a shift in management practices that appear to favor the operational model of Hongsheng Beverage [14][15]. - There is a noticeable trend of resources and personnel being redirected from Wahaha to Hongsheng, including the transfer of sales contracts and managerial roles [15][16]. - The restructuring has led to the dissolution of certain research departments within Wahaha, indicating a consolidation of operations under Hongsheng's management [16].
娃哈哈,关停了18家工厂!宗馥莉在下一盘什么棋
21世纪经济报道·2025-06-03 14:19