第三，名酒价格倒挂正在趋稳，供需关系决定价格，主动调整供需是保持价格稳定永远的法宝。 第四，消费场景正在恢复之中，促消费是从中央到地方的重要经济振兴策略，场景持续恢复是不可逆转 的趋势。 宋书玉进一步指出，产业长周期发展的底层逻辑、产业结构性繁荣趋势、美好生活对美酒的需求没有改 变，资本市场投资者依然对白酒保有信心和预期。当前环境下，白酒的营销策略、市场供给策略、传统 消费场景必须变，下行压力下，主动调整预期才是理性选择。 采写：南都·湾财社记者 张海霞 五粮液股份公司党委副书记、副董事长、总经理华涛介绍了五粮液1618深耕宴席市场的情况：开瓶扫码 率提升至59%，宴席活动同比增长20%以上；五粮液·一见倾心上市两个月销售强势破亿，五粮液浓香酒 日均开瓶扫码量、宴席场次同比分别增长25%、109%。 "消费场景持续恢复是不可逆转的趋势" 中国酒业协会理事长宋书玉在谈到目前白酒产业发展中的问题时说，首先，产能正在实现高度优化，表 现在优质产能增长，劣质产能下降，业外蹭热度资本退出，小企业停产，名酒企业贮存能力提升。 其次是库存高企正在缓解，名酒企业调整市场投放节奏，主动纾解库存压力，消化库存成效明显。 12月1 ...

在线下，贵州计划为白酒产品打造更多元化的消费场景。根据文件，贵州将推动白酒产品加速进入 大型连锁商超，并重点提高其在高速服务区、加油站便利店等交通枢纽的覆盖率，将白酒消费融入人们 的出行场景。更具创新性的是，政策还支持白酒产品进入通信运营商的积分商城，探索"通讯+消费"的 跨界合作新模式，进一步拓宽销售边界。 为巩固和提升贵州白酒在全国乃至全球市场的领先地位，贵州省正酝酿一揽子强有力的促进措施。 12月9日，贵州省商务厅官网发布《贵州省促进白酒销售若干措施（征求意见稿）》，从线上促销、线 下场景构建、跨界融合到海外扩张，打出了一套全方位的政策"组合拳"，为贵州白酒产业的高质量发展 注入新动能。 征求意见稿的核心举措之一，是加大对白酒线上销售的扶持力度。文件明确提出，将通过发放消费 券等优惠方式，精准刺激线上消费，从而扩大贵州白酒在全国市场的销售规模。在数字经济蓬勃发展的 当下，此举被视为顺应消费趋势、精准触达年轻消费群体的关键一步，有望为贵州白酒的线上渠道增长 提供强劲动力。 与此同时，政策着力点也放在了激发市场主体活力和提升产业协同效率上。征求意见稿提出，将对 白酒生产企业关联的批发和零售企业，在2025年 ...

Core Insights - The mayor of Luliang, Xiong Yizhi, announced that the Luliang liquor industry achieved a revenue exceeding 60 billion yuan in 2024 [1] Industry Overview - The Luliang liquor industry has established a production capacity of 500,000 tons and an output of 450,000 tons [1] - The Xinghuacun Fenjiu professional town has become the largest provincial-level specialty town in Shanxi Province [1]

Core Insights - The meeting held by Xifeng Co. focused on summarizing the marketing work for the first half of 2025 and planning for the second half, emphasizing the importance of adapting to market changes and leveraging existing advantages for high-quality development [1][3][11] Industry Overview - The liquor industry is characterized as a long-cycle, value-driven sector with a continuous development history spanning thousands of years, indicating a stable growth trend [1][3] - The industry is experiencing a concentration trend towards advantageous production areas, enterprises, and brands, which is expected to continue [1] Company Strategy - Xifeng Co. has undertaken foundational and strategic work in capacity building, quality enhancement, market expansion, brand development, and talent cultivation, establishing a solid foundation for sustainable growth [1][3] - The company aims to transform existing advantages into cohesion, combativeness, and action, while maintaining confidence and determination to face market challenges [3][4] Marketing Focus - The marketing strategy for the second half of 2025 will involve a detailed analysis of the competitive landscape and a systematic planning of marketing pathways, adhering to the "1257" development strategy [6] - Key initiatives include deepening market penetration, enhancing collaboration between manufacturers and distributors, innovating marketing models, and improving e-commerce operations [6][11] Performance Recognition - The meeting included a recognition segment for outstanding individuals in marketing work, highlighting the importance of motivation and acknowledgment in driving performance [8][9]

Group 1: Market Developments - Jiang Jia led a team to investigate the UAE market, emphasizing the importance of the region for Wuliangye's strategic layout and future efforts in channel construction and brand promotion [1] - Xifeng Wine held a business meeting to deploy strategies for the Jiangsu market, highlighting its strong development foundation [1] - Yunmen Wine established a liaison office in Japan and an Osaka tasting center, marking a significant step in its internationalization strategy [1] Group 2: Financial Performance - Shanxi Fenjiu reported a revenue of 36.011 billion in 2024, a year-on-year increase of 12.79%, with a net profit of 12.243 billion, up 17.29% [1] - Yanghe Co. achieved a revenue of 28.876 billion in 2024, with a net profit of 6.673 billion [1] - Yingjia Gongjiu's revenue for 2024 was 7.344 billion, up 8.46%, with a net profit increase of 13.45% to 2.589 billion [1] - Kouzi Jiao reported a revenue of 6.015 billion in 2024, a slight increase of 0.89%, but a net profit decrease of 3.83% to 1.655 billion [1] - Yilite's revenue for 2024 was 2.203 billion, down 1.27%, with a net profit decline of 15.91% to 0.286 billion [1] - Jiugui Wine's revenue fell to 1.423 billion in 2024, a decrease of 49.70%, with a net profit drop of 97.72% to 0.012 billion [1][2] - Jinzongzi Wine reported a revenue of 0.925 billion in 2024, down 37.04%, resulting in a net loss of 0.258 billion [2] Group 3: Industry Standards and Sustainability - The national standard for "Rice Aroma Type Baijiu" was released, indicating regulatory developments in the industry [3] - New Zealand's wine industry reported significant sustainability achievements, with 68% of wineries implementing carbon reduction measures, reflecting a growing trend towards environmental responsibility [4]