白酒行业周期性调整

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茅台集团与五粮液集团交流座谈
news flash· 2025-05-17 07:05
Core Viewpoint - The meeting between Moutai Group and Wuliangye Group emphasizes the need for collaboration and resilience in response to the cyclical adjustments in the liquor industry [1] Group 1: Company Collaboration - Moutai Group's General Manager Wang Li and Wuliangye Group's Chairman Zeng Congqin discussed the importance of unity and cooperation to tackle current industry challenges [1] - Both companies agreed to enhance their regular communication and cooperation mechanisms for better collaboration at higher levels and broader scopes [1] Group 2: Industry Context - The liquor industry is currently experiencing a cyclical adjustment, necessitating a collective effort from leading companies to navigate the challenges [1]
泸州老窖全品系、全国范围停货,“保价护盘”新常态?
Sou Hu Cai Jing· 2025-04-26 07:39
文丨酒食汇团队 4月24日,有市场消息称:今天起,泸州老窖公司全国全品系停止订单接收,停止发货,至端午节前全国各公司(国窖、特曲、怀旧丶窖龄、大成浓香) 全面清理价格、渠道和政策,保证消费者体验感,保护渠道服务者利益。 全品系、全国范围停货,泸州老窖挺价决心 在白酒行业淡季停货属于"常规操作",而在行业TOP5酒企中,泸州老窖更是以停货频率高而被行业熟知,但如这次全品系产品停货操作并不多见,上一 次泸州老窖全品系停货还是在2023年。此举也彰显出泸州老窖对渠道问题进行系统性治理的坚定决心。 白酒的价格动荡会动摇市场的信心,泸州老窖此次停货,正是以"休克疗法"阻断低价倾销,为渠道库存去化争取时间,更为后续价格体系重塑铺路。对于 今年面临挑战的酒商和终端而言,厂家主动停货控量,可以较好的缓解资金压力,更主动地去与厂家配合维护产品的价格体系。 值得注意的是,泸州老窖此次停货选择在端午节消费旺季前夕完成调整,既是对"淡季控货、旺季放量"行业规律的精准把握,亦是对市场信心的强势宣 示。正如其经销商大会上所言:要深刻认识"无利润无渠道",坚决实施厂商一体行动。此次全国范围、全品系停货,由此也被解读为泸州老窖用实际行动 去 ...