来源：多彩贵州网 二是优化市场布局。习酒将持续做好产品规划布局，深耕传统渠道，开拓跨界渠道，加快布局各类新零售业态，积极拓展海外市场。同时，将以习酒君品文 化为引领，探索打造系列特色IP活动，推动产品展示向体验升级，积极依托习酒酒谷4A级景区创建，推动酒文旅总体规划项目落地，以文化引领驱动品牌 新跃升，持续推进"卖酒向卖生活方式转变"。 三是延伸产业链价值。习酒将持续联动上下游企业协同发展，推动从酿酒原料种植、仓储物流、文旅融合等全链条协同发展，促进形成资源共享、优势互补 的产业生态；在产业助农、公益慈善、低碳生产等方面主动作为，积极履行社会责任，助力构建贵州白酒产业集群，提升贵州白酒产业整体竞争力与品牌影 响力。 汪地强表示，习酒集团将全面贯彻落实省委、省政府工作要求，紧紧围绕"六大产业集群"战略目标，增强大局观、执行力，稳市场、稳预期，奋力实现今年 和"十五五"的良好开局，在中国式现代化进程中展现贵州新风采贡献习酒新力量。 "今天参加全省推动经营主体高质量发展大会，我倍感振奋、深受启发，贵州高质量发展其时已至、其势已成、其效已显。大会对加快培育壮大经营主体进 行了部署，明确了做强做优做大省管国有企业的方向 ...

21世纪经济报道肖夏综合报道 年末经销商大会密集召开，来年生肖酒也纷纷亮相。 酒企动态 习酒集团党委书记、董事长汪地强称，过去一年大家都很不容易，但我们克服了很多意想不到的困难， 推进了很多务实管用的工作，取得了很多超过预期的突破，稳住了基本盘。 汪地强表示，2026年习酒将坚定不移做强品牌，继续推进"习酒+知交"双品牌战略，同时为顺应当下发 展形势、积极拥抱市场变化，习酒将开启营销2.0改革，重点推进"营""销"适度分离。 习酒2024年度销售额超过200亿元，据了解2025年受行情影响有所下行，不过开瓶表现、库存消化情况 较好。有习酒经销商透露，会上提到2025年开瓶率同比增长33.66%，社会库存降低了13.55%。 五粮液提出2026年目标：市场份额有效提升 五粮液12月18日召开第29届12.18共识共建共享大会在宜宾举行。21世纪经济报道记者在现场了解到， 五粮液集团（股份）党委书记、董事长曾从钦披露，五粮液2026年目标是推动高质量的市场动销、全力 实现市场份额的有效提升。 这一营销工作方针被归纳为"一核心三强化双目标"：持续提升五粮液品牌价值；强化营销变革、强化应 市策略、强化执行能力；推动高 ...

转自：中国质量报 跨界融合赋能产业价值链跃升 这并非简单的商业渠道拓展新闻，其背后折射出的是在构建新发展格局、推动高质量发展的宏观战略指 引下，中国实体经济正通过跨界融合与价值链整合，探索一条提升核心竞争力、实现跨越式发展的新路 径。这场酱酒头部企业与能源巨擘供应链体系的"跨界握手"，为当前产业经济转型升级提供了一个生动 而深刻的样本。 一次"跨界握手"的战略深意 习酒，作为酱香型白酒的杰出代表和贵州白酒产业的支柱之一，其品牌影响力、产品品质与市场规模持 续提升。两者的合作，表面看是习酒产品进入了中国石油的零售网络，拓宽了高端消费触达渠道，实现 了"渠道共享"。但其深层价值远不止于此。 中国石油的供应链体系，不仅意味着数以万计的实体网点，更代表着强大的资金流、信息流、物流整合 能力以及覆盖全国、深入县乡的终端网络控制力。习酒借助这一体系，能够触达更广泛的消费人群，其 中就包括庞大的车主消费群体，实现库存的科学管理与高效配送，降低渠道运营成本。 对中国石油而言，引入习酒产品，丰富了其非油业务的产品矩阵，进一步提升了平台的整体价值与客户 粘性，是实现其供应链价值从"能源供应商"向"综合服务商"转型的关键一步。 这 ...

但这两年他明显感受到了市场温度的剧烈变动。2025年，新加坡飞天茅台终端批发价在300元新币（约 合1650人民币）上下浮动，经销商利润空间缩水。 2025年10月起，云伟龙决定做出改变。他新增代理贵州习酒，重新与剑南春合作，把业务铺得更大，寻 找单一增长点之外的市场机会。 智通财经记者 | 武冰聪 智通财经编辑 | 任雪松 64岁的新加坡人云伟龙回想起做中国白酒生意的21年，心情就像坐上了过山车。 作为新加坡市场老牌的茅台经销商，他在市场冷暖变化中浮沉。市场景气时，飞天茅台在新加坡的零售 价能比国内市场价高出10%-15%。海外经销商需要承担关税、人力、仓储等成本，但仍能获得可观的利 润空间。 加坡经销商云伟龙21年间销售多品牌中国白酒/制图：何苗 在新加坡和东南亚市场专营中国白酒生意21年，云伟龙如同中国白酒在海外市场的"拓荒者"。2004年， 由于没有市场认可度，他把两个货柜的茅台葡萄酒砸在了手里。时任贵州茅台董事长的季克良建议他， 卖真正的"拳头产品"飞天茅台。 2006年，他在新加坡开起了第一家贵州茅台专卖店。之后他陆续把茅台酒生意做到了马来西亚和柬埔 寨，又开始与五粮液、泸州老窖、国台酒、习酒合作 ...

Core Insights - The Chinese liquor industry is undergoing a significant restructuring and bubble clearing as of late 2025, with prices of premium products like Moutai dropping below official guidance and high inventory levels leading to widespread losses among distributors [1][3][5] Price Collapse and Inventory Issues - The price system in the liquor industry is experiencing a comprehensive loosening, with Moutai's wholesale price falling below 1600 yuan and e-commerce platforms offering prices as low as 1299 yuan, representing a decline of over 50% from its peak in 2021 [3][5] - This "benchmark effect" has spread across the industry, with major brands like Wuliangye and Luzhou Laojiao also seeing significant price drops, leading to over 60% of liquor companies facing price inversions [5][7] - The industry is facing severe inventory issues, with turnover days reaching 900 days and a 300% increase in private inventory circulation, indicating a collapse of speculative buying expectations [5][7] Performance Data - The liquor industry reported its worst quarterly performance in nearly a decade in Q3 2025, with 20 listed companies in A-shares generating a total revenue of 3177.79 billion yuan (down 5.90% year-on-year) and a net profit of 1225.71 billion yuan (down 6.93% year-on-year) [7][9] - Over 80% of companies reported a decline in net profit, with Wuliangye's revenue plummeting by 52% and Yanghe's profit dropping by 158% [7] Changing Consumer Logic - The core issue facing the industry is the failure of traditional growth logic, as government and business consumption models have become ineffective due to strict regulations and economic downturns [9][11] - Younger consumers are increasingly rejecting the traditional liquor culture, leading to a significant decline in white liquor consumption at social events [9][11] - Consumer demand is shifting from a focus on social consumption to a balance of social and personal enjoyment, with new consumption scenarios like casual drinking and home consumption emerging as growth areas [11][12] Strategic Adjustments - Shanxi Fenjiu is one of the few companies maintaining growth, with a revenue increase of 5% in the first three quarters of 2025, attributed to its product advantages and market strategies [15][18] - The company plans to adopt a "dual-line" strategy focusing on traditional markets and expanding into younger and international markets, with new product lines aimed at attracting younger consumers [15][18] Industry Transformation - The liquor industry is transitioning from a focus on investment to a focus on quality, with a projected decline in consumption volume over the next decade [19][20] - Companies are expected to prioritize producing better quality liquor and adapting to changing consumer demands, with a notable increase in the storage of high-quality base liquor [20] - The industry is moving towards a new phase characterized by social drinking, personal enjoyment, and investment collection, necessitating higher standards for product innovation and brand management [19][20]

Core Insights - The event "Tian Di Wei Yu" 2025 Chishui River Forum was held to emphasize the ecological and industrial value of the Chishui River, known for producing world-class liquor brands like Moutai and Langjiu [1][3] - The forum aimed to foster international cooperation, innovation in techniques, and resource sharing within the liquor industry, contributing to high-quality global development [3][4] Industry Developments - The forum gathered over 400 participants, including international guests, liquor company representatives, and media, focusing on the "liquor+" concept [3] - The "World Liquor Industry High-Quality Development Promotion Action" was launched, aiming to create a collaborative global liquor community through communication and innovation [3] - A series of reports were set to be released, including the "Cultural Integration and Future Building through Liquor" think tank report and the "International Liquor Development Index Report (2025)" [3][4] Cultural and Economic Impact - The forum highlighted the importance of cultural heritage and green transformation in the liquor industry, providing authoritative references for consumers, investors, and industry professionals [4] - The outcomes of the forum are expected to enhance the industry's quality development while promoting cultural exchange and sustainable growth [4]

Core Insights - Wuliangye has issued a notice identifying 46 unauthorized stores selling its products, highlighting the issue of counterfeit goods in the market [2][3] - Other liquor companies like Moutai and Xijiu are also taking measures against unauthorized sales, indicating a broader industry trend towards protecting brand integrity [4][6] - The rise of instant retail is seen as a double-edged sword, offering rapid sales growth but also leading to price wars that can harm brand value and profit margins [5][9] Group 1: Company Actions - Wuliangye's notice marks its fourth response to online counterfeit issues since November, now including a list of unauthorized sellers [3] - Xijiu has also published a list of authorized stores and is taking a zero-tolerance approach to counterfeiting, emphasizing the protection of consumer rights [4] - Huaren Beer has temporarily halted sales on instant retail platforms due to price disruptions, indicating the challenges faced by companies in maintaining market stability [5][6] Group 2: Industry Trends - Instant retail is projected to grow significantly, with estimates suggesting a market size of 7.8 trillion yuan in 2024, up over 20% year-on-year [9] - Experts predict that the instant retail market could exceed 20 trillion yuan by 2030, highlighting its potential as a new growth avenue for liquor companies [2] - The competitive landscape is evolving, with major players like Huaren Beer and Guotai Wine forming strategic partnerships with instant retail platforms to enhance their market presence [9][10] Group 3: Challenges and Opportunities - The instant retail sector is characterized by intense competition and price wars, which can lead to reduced profit margins and potential quality issues [5][6] - Companies are urged to adapt to the instant retail model, balancing logistics costs with product pricing to ensure sustainability [5][10] - The future of instant retail is expected to involve a shift from low-price competition to service differentiation and brand positioning [9][10]

Core Viewpoint - The upcoming "Double 11" shopping festival is expected to intensify competition in the liquor industry, with companies showing a new level of awareness regarding pricing wars and consumer safety [1] Group 1: Consumer Warnings and Company Responses - Numerous liquor companies have issued "notices to consumers," warning them about the risks associated with unauthorized sales channels, highlighting the industry's internal conflicts amid the rise of e-commerce and instant retail [2][3] - On October 14, Kweichow Moutai emphasized the importance of purchasing through official channels like the "i Moutai" app and major platforms such as Tmall and JD.com [4] - Other companies, including Xiaotuxian and Wuliangye, have also released similar notices detailing the risks of unauthorized purchases, including issues with authenticity, quality assurance, and lack of after-sales service [4][5] Group 2: E-commerce and Instant Retail Challenges - The liquor industry has faced escalating tensions with e-commerce platforms, particularly with the emergence of instant retail, which has intensified competition for pricing and channel control [6][7] - Instant retail has disrupted traditional purchasing patterns, shifting focus from planned purchases to immediate needs, thereby directly impacting offline distributors [8] - Price wars driven by subsidies from instant retail platforms have led to significant challenges for distributors, with many products being sold below cost, undermining manufacturers' pricing strategies [9][10] Group 3: Long-term Implications and Industry Dynamics - While instant retail poses immediate challenges to the existing sales framework, it also offers potential long-term benefits by enhancing consumer shopping experiences and allowing brands to gather valuable consumer data [12] - The recent issuance of consumer notices by liquor companies serves not only to combat counterfeiting but also to signal their commitment to maintaining channel order and price stability, indicating a shift towards a more complex channel negotiation landscape [13]

Core Viewpoint - Guizhou Xijiu Co., Ltd. issued a statement regarding the presence of non-compliant products in the market, including opened bottles and light bottles, emphasizing that the company will not provide inspection services or reports for these products due to compromised packaging and quality assurance [1] Group 1 - The company does not accept any responsibility for the quality of non-compliant products that have damaged packaging [1] - Consumers are urged to purchase Xijiu products through official channels and to verify the integrity of product packaging to protect their rights [1]

Group 1 - The company, Guizhou Xijiu Co., Ltd., issued a statement regarding the presence of non-compliant products in the market, specifically opened bottles, opened caps, and bare bottles [1] - The company will not provide any inspection services or issue inspection reports for the aforementioned non-compliant products [1] - The company emphasized that these non-compliant products compromise packaging integrity, cannot ensure quality safety, and the company does not assume any quality guarantee responsibility or provide after-sales service for them [1] Group 2 - The company urged consumers to purchase Xijiu products through official channels and to carefully check the integrity of product packaging to avoid damage to their rights and interests [1]