【环球网消费综合报道】中秋与十一"双节"历来是白酒消费的传统旺季，也是酒企冲刺业绩、清理库存的关 键时期。然而，今年的"双节"行情却呈现出"旺季不旺"的复杂局面。尽管终端市场普遍采取"以价换量"的策 略，降价促销力度空前，但整体消费氛围依旧清淡。在行业整体承压的背景下，高端白酒龙头贵州茅台的 动销却出现显著回暖，成为市场中的一抹亮色。 终端市场普遍呈现"以价换量" 记者近日走访了多家白酒经销商、大型商超及连锁酒行发现，今年的白酒市场并未迎来预期的销售热潮。 多位经销商和销售人员坦言，尽管促销力度很大，但"旺季不旺"的感受明显，整体销售情况与去年基本持平 甚至略有下滑。 行业承压仍处于筑底阶段 对于今年白酒"双节"行情，多家券商机构研报普遍认为，市场呈现出"环比温和回暖，但同比仍显疲软"的特 点。 酒类分析师蔡学飞分析称，名酒库存经过上半年消化已明显降低，头部名酒需求回升，这受到了双节备货 刚需、酒企渠道补贴及电商促销等多重因素刺激。但目前，市场整体销量预期小幅下降，行业价格倒挂和 库存压力问题尚未根本解决。 价格层面的"内卷"尤为激烈。作为行业"风向标"的飞天茅台，其批发价在近期跌破1800元关口后仍持续走 ...

Core Viewpoint - The resignation of Zhang Liandong as chairman of Yanghe Co., Ltd. marks a significant leadership change amid the company's recent performance challenges, with the new leadership expected to navigate a critical period for the company and the industry [1][3][29]. Group 1: Leadership Changes - Zhang Liandong submitted his resignation from the board and various leadership roles due to work adjustments, effective immediately upon delivery to the board [1][3]. - The board confirmed that Zhang's departure would not affect the minimum number of board members required by law and would not disrupt normal operations [3]. - Gu Yu has been appointed as the new party secretary of Jiangsu Yanghe Distillery Co., Ltd., indicating a shift in leadership dynamics within the company [3][5]. Group 2: Company Performance - During Zhang's tenure from 2021 to 2023, Yanghe's revenue grew from 212.02 billion to 278.57 billion yuan, with a notable increase in net profit, reaching over 100 billion yuan for the first time in 2023 [11][13]. - However, the company faced a significant downturn in 2024, with revenue dropping to 288.8 billion yuan, falling below the 300 billion yuan threshold and trailing behind competitors [17][19]. - The decline continued into 2025, with Q1 revenue reported at 110.66 billion yuan, a 31.92% decrease year-on-year, and net profit down 39.93% [24][25]. Group 3: Strategic Challenges - Zhang acknowledged that the company's past success may have hindered its ability to adapt to current market demands, emphasizing the need for new strategies and management approaches [26][28]. - The company has been criticized for not effectively upgrading its brand and marketing strategies to engage younger consumers, leading to a loss of competitive edge [28][30]. - The leadership transition is seen as an opportunity for a "reset," with the new board expected to make critical decisions regarding the company's future direction and operational strategies [29][30]. Group 4: Recommendations for New Leadership - Industry experts suggest that the new chairman should focus on revitalizing the "Double Canal" brand to enhance market presence and drive growth [31]. - Recommendations include optimizing marketing strategies, enhancing talent acquisition, and improving operational efficiency to respond to competitive pressures in the industry [32][33].