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]

传统"新质" 作为历史经典产业的黄酒，具有文化和产业的双重内涵。被赋予新时代黄酒复兴重任的古越龙山，不仅 把黄酒看作一项事业，更视之为一份文化家业。 "我们的对手不是其他黄酒品牌，而是坚持长期主义，面向广大消费者，把黄酒品类宣传好，把黄酒文 化传播好，共同把黄酒市场做大。"近日，古越龙山董事长孙爱保接受记者采访时掷地有声。 聚焦"高端化、年轻化、全球化、数字化"四化战略，近年来古越龙山努力让"老酒"焕发新机，年轻单品 层出、高端化战略成效渐显。今年上半年，古越龙山国酿白玉已经售罄，新业态销售同比增长 22.64%，线上销售同比增长15.31%，直播销售达亿元规模，公司新产品、新渠道让人耳目一新。 2500年前，越王勾践卧薪尝胆，以忍耐蓄势，以果敢破局，造就"胆剑精神"的文化原点。如今，在黄酒 复兴的征途中，这家绍兴老牌酒企以此自勉，书写属于自己的"胆剑篇"。 古越龙山是国家非遗绍兴黄酒酿制技艺传承基地，一直坚持手工原酒传统工艺，目前仍保持着黄酒行业 手工酿造最大的产能，但传统工艺也有依赖经验、周期长、效率低、成本高等痛点。 破局之道始于智能化改造。步入古越龙山智能化酿造基地，酒曲香气萦绕鼻尖，高耸的储酒罐整齐 ...

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]

Core Viewpoint - The opening of the Fenjiu (Shanghai) Digital Cultural Museum and the launch of the "Shanghai Blue and White" series mark a significant step for Fenjiu Group in integrating digital technology with traditional culture, aiming for brand internationalization, youth appeal, and modernization [1] Group 1 - The Fenjiu (Shanghai) Digital Cultural Museum represents an important practice of revitalizing traditional culture through digital technology [1] - The "Shanghai Blue and White" series is a result of Fenjiu's deepening engagement in regional markets and embracing contemporary changes [1] - The initiatives are part of Fenjiu's strategy to promote cultural integration and enhance brand image [1]