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牵手胖东来,酒鬼酒卖爆了
21世纪经济报道· 2025-07-28 03:26
Core Viewpoint - The article discusses the successful launch of "Jiu Gui · Zi You Ai," a new product from Jiu Gui Jiu in collaboration with the popular supermarket chain Pang Dong Lai, highlighting its strong sales performance despite the off-season for liquor consumption [1][2][4]. Group 1: Product Launch and Sales Performance - "Jiu Gui · Zi You Ai" was launched on July 19 and quickly sold out across various platforms, including Pang Dong Lai's official mini-program and Douyin Mall [1]. - The product's popularity led to a tightening of purchase limits at Pang Dong Lai stores, reducing the maximum purchase from 5 boxes to 2 boxes per customer [1]. - The stock price of Jiu Gui Jiu increased by over 20% from mid-June to mid-July, reflecting market optimism regarding the new product's potential to generate significant sales [2]. Group 2: Market Expectations and Financial Projections - Industry experts predict that "Jiu Gui · Zi You Ai" could contribute several hundred million yuan in annual sales, with expectations of reaching around 1 billion yuan by 2025 [2][5]. - The product is priced at 200 yuan, which is considered mid-range in the liquor market, and is expected to perform better than previous collaborations due to its higher price point and brand recognition [5][8]. Group 3: Strategic Implications for Jiu Gui Jiu - The collaboration with Pang Dong Lai provides Jiu Gui Jiu with access to new retail channels, particularly in Henan, a significant liquor consumption province [6]. - The company faces a strategic choice between maintaining price integrity or sacrificing it for volume, which could impact long-term brand positioning [17][18]. - The introduction of "Jiu Gui · Zi You Ai" may allow Jiu Gui Jiu to diversify its product offerings and reduce reliance on traditional distribution channels [20][21].