| 品种 | | 1月10日 6月30日 | 12月 | | --- | --- | --- | --- | | 贵州茅台:2024/2025 飞天茅台散飞53度 | | 2552.77 2327.94 | 1967.4 | | 五粮液:第八代普五 52度 | 991.5 | 977.66 | 895.92 | | 国台:国台国标 53度 | 329.17 | 313.34 | 302.5 | | 869 奥行阳明:职尔 | 864.89 | 776 | 752.33 | | 郎酒:青花郎 53度 | 982.65 | 915.68 | 841.5 | | 洋河:梦之蓝M6+ 52度 | 736.92 | 733 | 736.25 | | 汾酒：青花20 53度 | 408.66 | 423.5 | 433.5 | | 泸州老窖:国窖1573 52度 | 969.34 | 942.5 | 922.83 | | 舍得:智慧舍得 52度 | 554.61 | 536 | 532.5 | | 珍酒:珍三十 53度 | 929.33 | 921.5 | 854.5 | | 剑南春:水晶酒 52度 | 432.08 | ...

人民财讯1月1日电，1月1日，茅台集团发布2026年新年献词表示，新征程上，茅台人将始终以实干守初 心，以创新谋未来，为梦想奋斗，为幸福打拼。坚持以极致匠心铸就品质基石，以文化传承守护精神根 脉，以生态守护筑牢发展根基，以发展担当践行品牌责任，坚定市场化、拥抱年轻化、走向国际化、深 耕数字化、坚持绿色化，塑造与时代同频的新动能新优势。 ...

2025年的白酒市场，在"稳价"与"去库存"的双重压力中艰难前行。 产能过剩、库存高企、价格倒挂等问题成为行业难以回避的痛症。白酒价格走势跌宕起伏，市场竞争格 局也在不断变化。在白酒价格波动中，南都湾财社-酒水新消费指数课题组今年共推出13期《西南酒 价》，追踪主流产品价格走势，揭示市场波动背后的深层逻辑。 从飞天茅台，到五粮液、国窖1573等名酒价格的集体下探，白酒行业正经历一场从"量价齐升"到"稳价 求生"的深度调整。面对即将到来的2026年，酒企如何平衡渠道利润与市场扩张？年轻化、即时零售等 新赛道，能否成为穿越周期的关键抓手？本文将通过年度价格图谱与行业策略解读，勾勒出白酒行业在 挑战中寻找突围之路的年度轨迹。 2025年度关键词："稳价""去库存" "稳定渠道价格体系是工作重中之重，相关举措是为了进一步提振市场信心和产品价值，以支持公司核 心产品的全渠道稳健发展。"2025年7月份，水井坊在《相关声明》中写道。 事实上，这也是2025年整个白酒行业的关键举措——"稳价"。 《西南酒价》数据显示，飞天茅台（53度/500ml）从年初超2500元/瓶的价格一路下挫，跌破2000元/ 瓶；第八代五粮液则从 ...

来源丨凤凰网财经《公司研究院》 有人跟着吐槽，难怪每次买完回家都感觉肉少了、重量不对。 还有人纳闷，这到底是店员个人的小动作，还是店家本来就默许这么干的？ 对此，紫燕食品称，公司第一时间成立专案小组，并连夜开展核查工作，确认具体情况，现经查实，确实有店员存在不当行为。公司已迅速采取涉事 门店停业整顿、涉事店员立即开除、全国门店通报警示、消费者补偿等处理措施。同时，为对涉事门店其他消费者表达歉意，将开启为期10天的补偿 回馈。 12月24日，有网友发视频爆料了件挺膈应人的事儿。 江苏南通启东凯旋路菜市场里的紫燕百味鸡门店，店员给顾客称完牛肉准备打包的时候，居然把餐盒挪到自己背后，偷偷从里头拿走了好几块牛肉。 这位网友还在视频里配了文字说，这已经不是他第一次发现了，之前就总觉得买的牛肉分量不对劲，这次特意拍了视频留下证据。 视频一曝光，网友们直接炸锅了。 有人说看店员这手法多娴熟，明显不是第一次干这事。 01 不止缺斤少两，食品安全问题频发 其实紫燕百味鸡这已经不是第一次栽跟头了，之前没少因为食品安全问题被推到风口浪尖上。 去年 12月有测评博主给好几个卤味品牌做产品检测，结果紫燕百味鸡直接五个产品的微生物指标都 ...

Core Insights - The article emphasizes that the challenges faced by the Chinese liquor industry, particularly the baijiu sector during the "14th Five-Year Plan" (2021-2025), are structural and stem from strategic misalignments in industry transformation, market changes, and consumer trends rather than specific corporate failures [1] Group 1: High-End Strategy and Market Dynamics - Many liquor companies equate growth strategies during the "14th Five-Year Plan" with product premiumization and continuous price increases, leading to price bubbles and inventory accumulation [2] - Some enterprises have strayed from their core consumer base by overly pursuing high-end products, resulting in a disconnect between product structure and actual consumer demand [4] - The industry has been slow to react to potential policy impacts, such as real estate adjustments and strict alcohol bans, leading to over-optimistic production and sales targets based on past growth expectations [5] Group 2: Youth Engagement and Internationalization - While companies recognize the need to attract younger consumers, many efforts remain superficial, failing to address the fundamental consumption experience and cultural narratives that resonate with this demographic [6] - Progress in internationalization has been slow, with Chinese baijiu primarily relying on the Chinese diaspora rather than penetrating mainstream markets in Europe and America, facing significant cultural and regulatory barriers [8] Group 3: Innovation and Competition - Traditional liquor companies, especially in the baijiu, yellow wine, and wine sectors, show conservative and slow innovation in response to competition from diverse alcoholic beverages, leading to a loss of market share [9][10] - The beer industry has seen relative success with a solid high-end strategy, but some regional markets may have overextended their premium offerings, creating gaps for competitors [13] Group 4: Digital Transformation and Channel Conflicts - Many liquor companies have pursued digital transformation, but some have inadvertently created conflicts with traditional distribution channels by bypassing distributors, undermining long-standing channel ecosystems [11] - The baijiu sector has particularly struggled with this issue, as some second-tier brands have blindly followed high-end pricing strategies, leading to market vulnerabilities [11] Group 5: Overall Industry Challenges and Future Outlook - The core issues in the Chinese liquor industry can be attributed to a reliance on successful past strategies, resulting in collective unpreparedness for new environments and trends [13] - As the industry enters the latter half of the "14th Five-Year Plan," adjustments are being made, including inventory reduction, price stabilization, and a focus on mid-range products, indicating a shift towards healthier and more sustainable development [13]

Core Viewpoint - The company Gu Yue Long Shan is committed to the revival of Huangjiu (yellow wine) as both a cultural heritage and a business, focusing on high-end, youthful, global, and digital strategies to expand the market and promote Huangjiu culture [2][6]. Group 1: Business Strategy - Gu Yue Long Shan views its competition not as other Huangjiu brands but as a challenge to promote the category and culture of Huangjiu to a broader audience [2]. - The company has seen significant growth in new business formats, with a 22.64% year-on-year increase in new business sales and a 15.31% increase in online sales [2]. - The introduction of innovative products, such as the "Wu Gao Di" targeting younger consumers, has resulted in over 330,000 bottles sold in its first year, with more than 70% of orders coming from the younger demographic [6]. Group 2: Technological Innovation - Gu Yue Long Shan is investing in smart manufacturing, with a 22 billion yuan project set to be completed by the end of 2024, which will enhance automation and efficiency in production [3]. - The company has maintained the largest capacity for hand-crafted Huangjiu production while addressing challenges such as high costs and low efficiency through technological upgrades [3][4]. - Research and development expenditures reached 17.46 million yuan in the first half of the year, marking a 33.61% increase year-on-year, reflecting the company's commitment to innovation [4]. Group 3: Market Expansion - The company has opened 66 tasting and slow wine bars across the country, with revenue from markets outside Jiangsu, Zhejiang, and Shanghai reaching 40.74% in 2024 [7]. - Gu Yue Long Shan is actively expanding its market presence through initiatives like "Bai Cheng Gong Pin," aiming to enhance brand visibility and consumer engagement nationwide [8]. - The company is also exploring cross-industry collaborations, such as a partnership with China Resources Beer to create a new product that combines Huangjiu and beer [6]. Group 4: Cultural Significance - Gu Yue Long Shan emphasizes the cultural heritage of Huangjiu, viewing it as a living cultural legacy and a historical narrative rather than just a commodity [8]. - The company has a significant inventory of over 11 million jars, approximately 260,000 tons of original wine, which it considers a valuable asset [8]. - The company aims to contribute to the broader Huangjiu industry, with a goal of achieving 10 billion yuan in annual sales by 2027 and capturing over 50% of the national market share [8].

Group 1: Core Trends in the Consumer Market - The current consumer market is characterized by health-consciousness, youthfulness, and emotional engagement [1][2][8] - The health trend is evident in the dairy and beverage sectors, with brands launching products that emphasize "sugar-free," "low-fat," and "added probiotics or dietary fiber" [1][2] - The rise in health awareness is supported by a report indicating a nearly 13% increase in public knowledge of dairy product nutrition compared to the previous year [1] Group 2: Innovations in Dairy and Beverages - The health trend extends to a broader range of beverages, with products like 100% coconut water and "0 additives" soda water attracting young consumers [2] - New categories of drinks, such as plant-based beverages featuring traditional health ingredients, are emerging and gaining popularity among younger demographics [2] Group 3: Youth-Oriented Product Development - Retail products are increasingly targeting the "Z generation," particularly in the alcoholic beverage sector, where brands are focusing on new flavors, packaging, and experiential marketing [2][5] - Interactive experiences, such as on-site cocktail mixing, are drawing significant interest from young consumers [5] Group 4: Emotional Consumption Trends - Products are increasingly seen as vehicles for emotional expression and comfort, reflecting a deeper consumer trend towards "experience-driven" and "self-indulgent" consumption [8] - The retail sector faces challenges such as digital transformation and product homogenization, necessitating a deeper connection with consumer needs for sustainable growth [8]

Core Viewpoint - The "YOUNG生'庙'会" Traditional Chinese Medicine (TCM) market integrates TCM concepts with modern lifestyle, aiming to make TCM more accessible and appealing to the younger generation [1][4]. Group 1: Youthful Expression - A TCM product, a herbal bracelet made from sandalwood and dried tangerine peel, has become popular among young people, showcasing the blend of health benefits and modern aesthetics [2]. - The market features innovative food and drink options, such as herbal milk tea and traditional desserts, tailored to the consumption habits of younger demographics [2]. - High-tech health assessment tools, like tongue and pulse analysis devices, are used to provide personalized wellness recommendations, breaking the stereotype of TCM being outdated [2]. Group 2: Practical Integration - The market emphasizes convenience, offering on-site consultations for common health issues and free health screenings, making professional TCM services easily accessible to residents [3]. - Popular activities include hands-on experiences with TCM techniques like ear acupressure and DIY moxibustion, attracting significant participation from the community [3]. - The event has received positive feedback from attendees, highlighting the practical benefits of TCM in daily health management [3]. Group 3: Localized Development - The market showcases local medical resources and traditional techniques, such as "Five Elements Pastry" and regional acupuncture practices, enhancing community engagement with TCM [3]. - Community health enthusiasts are recruited as "curators" to lead interactive projects, fostering intergenerational transmission of TCM culture [4]. - Future plans include regular and ongoing TCM markets to further integrate TCM culture into modern life, enhancing community health awareness and participation [4].

Core Insights - The launch of the "Qijing" brand at Huawei's QianKun Ecological Conference marks its entry into the high-end smart electric vehicle market, targeting young consumers with a focus on technology and innovation [2][3] - Huawei and GAC's collaboration aims to leverage their strengths in smart driving solutions and automotive manufacturing to create a unique brand that resonates with the needs of younger consumers [4][6] Group 1: Brand Positioning and Strategy - The brand "Qijing" is positioned to appeal to younger consumers, who are currently the main demographic in automotive consumption, emphasizing a youthful and technological identity [3][4] - Huawei's deep understanding of young consumers' demands for new technologies will be integrated into the design and development of the Qijing brand [3][6] Group 2: Technological Integration and Development - Qijing's product development will utilize Huawei's QianKun technology, which has seen significant investment and development, including a team of over 8,000 people and more than 20 billion yuan in R&D [6] - The QianKun smart driving solution has achieved notable milestones, including 1 million units expected to be equipped by August 2025 and significant user engagement metrics [6] Group 3: Collaborative Approach - The partnership between Huawei and GAC employs an "embedded collaboration" model, allowing for seamless integration of technology and manufacturing processes, enhancing product development efficiency [7][8] - This collaboration involves a co-located team from both companies, ensuring that product definition, development, and marketing are closely aligned with consumer needs [7] Group 4: Manufacturing and Production Efficiency - Qijing will adopt an AI-driven manufacturing model to enhance production efficiency and reduce reliance on foreign technologies, aiming for high-quality output [11] - The brand's approach combines smart manufacturing with user insights, positioning it to potentially reshape the competitive landscape of high-end electric vehicles [11]

Core Insights - Sichuan Liquor Group aims to achieve a revenue of 45 billion yuan and a profit tax of 3 billion yuan by 2030, positioning itself among the top players in China's liquor industry [3] - The company reported a revenue of 35.02 billion yuan in 2023, marking an 8.3% year-on-year increase, with a total profit of 609 million yuan [3] Group 1: Strategic Goals - The company has set a target of 38 billion yuan in revenue for 2024 [3] - The strategic focus is on "strengthening fundamentals and increasing efficiency" with a five-ring approach covering raw liquor, staple liquor, customized liquor, bulk liquor, and quality technology [3][5] Group 2: Market Opportunities - The staple liquor market is projected to exceed 150 billion yuan in revenue by 2024, with over 70% of sales coming from this category in the first half of 2025 [5] - The customized liquor market is expected to reach 100 billion yuan, supported by a new "Sichuan Liquor Customization" program that offers low barriers to entry and quick delivery [5][7] Group 3: Consumer Trends - There is a shift towards personalized, youthful, and customized consumption in the liquor market, moving from brand-centric to emotional and shared experiences [7] - The bulk liquor market is anticipated to surpass 80 billion yuan in 2024 and exceed 100 billion yuan in 2025, with a compound annual growth rate of over 15% [7] Group 4: Trust and Quality Assurance - Sichuan Liquor Group aims to become the leading supplier of bulk liquor in China by leveraging its full industry chain advantages and government quality endorsements [8] - The company plans to rebuild consumer trust in bulk liquor through transparency, standardization, and digitalization, ensuring quality and traceability [8]