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舍得酒业:大众酒动销相对良好,沱牌特级T68动销较快增长
Cai Jing Wang· 2025-11-13 00:19
公司持续推进"互联网再出发",夯实传统电商、发力直播和即时零售等新兴渠道,以提升电商渠道 销售占比。今年前三季度电商渠道销售同比增长39.62%。未来,公司将继续推进"互联网再出发",以推 动渠道结构持续优化。 (上证路演) 舍得酒业:大众酒动销相对良好,沱牌特级T68动销和开瓶均获得较快增长 公司战略大单品沱牌特级T68动销和开瓶均获得较快增长,带动普通酒销售收入同比增长16.46%至 6.25亿元。当前环境下,大众酒的动销情况相对良好。 【中国白酒网】11月12日,舍得酒业举办2025年度第三季度业绩说明会。其中,管理层提到,前三 季度,公司聚焦川冀鲁豫及东北等传统优势市场,继续推进品牌的全国化布局。同时,公司聚焦资源于 重点城市,通过渠道下沉与C端运营,着力打造成"小区域、高占有"的基地市场,持续提升区域市场的 渗透率。华南、华东地区持续开拓中,有望为公司贡献新的增长点。 公司舍得自在产品在上市初期以线上渠道为主,采用传统快消品的种草链路,从而快速验证目标人 群、定价及消费者沟通效果。该产品定位于"悦己""自在"情绪和松弛社交氛围,满足商务轻社交、好友 小聚,居家独酌、冰饮等多元场景消费需求;线上在京东 ...
舍得酒业:大众酒动销相对良好,沱牌特级T68动销和开瓶均获得较快增长
Cai Jing Wang· 2025-11-12 09:55
Core Insights - The company is focusing on traditional advantageous markets such as Sichuan, Hebei, Shandong, Henan, and Northeast China while continuing to promote national brand expansion [1] - The company aims to enhance market penetration in key cities through channel deepening and C-end operations, targeting "small regions with high market share" [1] - E-commerce sales have seen a significant increase of 39.62% year-on-year in the first three quarters of this year, driven by the company's "Internet Re-Launch" strategy [1] Market Strategy - The company is actively expanding in South China and East China, which are expected to contribute new growth points [1] - The strategic focus on the flagship product, T68, has resulted in a 16.46% year-on-year increase in ordinary liquor sales revenue, reaching 625 million [1] - The company is leveraging online channels for the launch of its new product, "Shede Zizai," which targets various consumption scenarios and aims to explore new consumer bases [1]