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华润系高管“三连走” 金种子酒的亏损泥潭谁来破局?
Guo Ji Jin Rong Bao· 2025-12-05 15:36
金种子酒又走了一员"大将"。 近日,金种子披露公告,称董事会收到公司副总经理何武勇的书面辞职报告,其因个人原因申请离职, 辞职后不再担任公司任何职务。 何武勇是当年"华润系"收购金种子酒后派驻的首批高管,今年下半年,这批高管相继离开,留下仍未扭 亏的金种子酒在行业激流中摇摆。 高管出走 根据公开信息,何武勇出生于1978年,1998年10月至2004年5月期间担任安徽龙津集团董事会办公室主 管。 此后,其进入华润啤酒,从华润雪花啤酒安徽区域公司人力资源部经理一步步晋升为区域副总经理,先 后任职于山西区域公司、晋陕区域公司、江苏区域公司以及苏沪区域公司。 2022年,"华润系"完成了对金种子酒的收购,在这个背景下,何武勇来到金种子酒。 该年7月,经过第六届董事会审议,金种子酒聘任何武勇担任公司副总经理。与之一同就位的还有另外 两位出自华润雪花啤酒的高管,即何秀侠、金昊,此二人分别担任总经理、财务总监。 由于布局过于分散,不同业务之间难以形成协同效应,金种子酒开始持续亏损,并一度出现退市风险。 于是公司及时调整战略,聚焦白酒主业,凭借单品柔和种子酒的成功推广重回徽酒第一梯队。数据显 示,2006—2012年间,该 ...
白酒行情,突围了吗?
Sou Hu Cai Jing· 2025-09-01 14:56
Core Viewpoint - The overall performance of the liquor industry has declined in the first half of the year, with many companies reporting lower earnings, although leading firms have managed to maintain growth albeit at a slower pace [1][20]. Price Trends - In Guangzhou, over half of the sampled products saw a decline in average retail prices, including high-end brands like Moutai and Wuliangye, with price drops generally under 30 yuan [2][3]. - The average price of Moutai is approximately 2106 yuan, down by about 28 yuan from the previous period, while Wuliangye's average price is around 921 yuan, down by 23 yuan [3]. - In Shenzhen, the retail prices are primarily influenced by online platforms, with significant price differences between online and offline channels [4][8]. Channel Analysis - Online platforms generally offer lower prices compared to offline channels, with Meituan's prices being the lowest across the board [4]. - The price dynamics in Shenzhen reflect the growing impact of online retail on liquor pricing, especially during the pre-festival period [8]. Regional Price Variations - In Foshan, the average price of Moutai has decreased to 2256 yuan, influenced by online pricing strategies [12][14]. - East Dongguan shows a mixed trend with 9 out of 18 sampled products experiencing price declines, while some products like Jinsha saw price increases [15][17]. Industry Challenges - The liquor industry faces significant challenges, including high inventory levels and pressure to reduce prices, with total revenue for 20 A-share listed liquor companies at 241.5 billion yuan, a slight decrease from the previous year [20]. - Companies are exploring transformation strategies, such as introducing lower-alcohol products and optimizing channels to adapt to changing consumer preferences [20].