一、矛盾的烟酒店 王城经营的那家开了十年的烟酒店，正告别一个黄金时代。 这家位于河北某个成熟社区的街角小店，其商业模式曾如时钟般精准，以卷烟的高频销售覆盖固定成 本，靠酒类的高毛利实现最终盈利。这个被无数从业者奉为圭臬的公式，在过去十年里，让王城安稳地 度过了市场各种不确定的波动。 然而，现在，这个曾经指引他方向的罗盘，彻底失灵了。 "中秋节？早就不指望了。"对王城而言，这个曾经意味着全年最重要销售战役的节日，如今只剩下库存 的焦虑。 一个现实正在上演，上游的烟草公司为完成年度指标，仍在加大马力向市场压货；而处于渠道末梢的百 万个"王城"们，却用弃订和降档进行着无声的抵抗。 他告诉"灵兽"，"过去，我们提前两个月就得开始备货，尤其是高端白酒和硬通货香烟。现在？备货量 连过去的三分之一都不到，每进一批货都得反复盘算。" 这种极致的保守，是市场给出的最残酷的反馈，利润正在被快速抽干。 变化首先体现在卷烟上。部分高端品类的价格体系正在崩塌。"比如，一款官方指导价近千元的烟，前 几年是硬通货，同行间调货都得加价。现在卖800块都未必有人接盘，而且出货慢得惊人。"王城说。 这直接击穿了他的盈利模型。"烟养店，酒赚钱"的 ...

Core Viewpoint - The article discusses the significant impact of the newly implemented "strictest alcohol ban" on the liquor retail industry, particularly focusing on the survival crisis faced by smoke shops, which are heavily reliant on B2B sales to government and enterprise clients [5][6][22]. Group 1: Impact of the Alcohol Ban - The "strictest alcohol ban" has led to a drastic decline in sales for smoke shops, with some regions reporting a year-on-year drop of up to 80% in white liquor sales [8][20]. - Smoke shops, which previously relied on government and enterprise orders for about 50% of their sales, are now facing a collapse in this segment due to the ban on alcohol at work-related meals [10][34]. - The overall revenue of the liquor industry in Shandong decreased by 18.7% in the first month of the ban, which is significantly better than the 40%-80% drop experienced by smoke shops [23]. Group 2: Business Model of Smoke Shops - Smoke shops operate under a unique business model that is heavily dependent on B2B sales, with government and enterprise orders constituting a large portion of their revenue [10][29]. - The article highlights that the commercial logic of smoke shops is fundamentally different from traditional retail, as they rely more on client relationships and less on retail sales [26][30]. - The shift in the market dynamics due to the ban has forced smoke shops to transition from a client-resource-based model to a market-competitive model, leading to a significant transformation in their operations [38][41]. Group 3: Future of Smoke Shops - The future of smoke shops is uncertain, with many facing the possibility of closure or a shift to different business models as they adapt to the new market conditions [45]. - Some smoke shops are exploring new avenues such as instant retail and gift card sales to mitigate the impact of the ban on their traditional business [41][42]. - Despite efforts to adapt, smoke shops face stiff competition from larger retail chains and convenience stores, which have advantages in pricing and product variety [43].