古井贡酒年份原浆系列
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徽酒“巷战”新打法:一周内古井贡酒、口子窖争开直营酒铺,散酒会是第二增长曲线吗?
Mei Ri Jing Ji Xin Wen· 2025-12-13 03:52
新浪财经"酒价内参"重磅上线 知名白酒真实市场价尽在掌握 每经记者|张宝莲 每经编辑|赵云 在白酒行业进入存量竞争的当下,一向稳健的徽酒企业开始寻找新的突破口。最新的答案,似乎回归到了最原始的"打酒"模式。 12月12日,古井贡酒(000596.SZ)首家"古井打酒铺"在安徽亳州桐乡路开业,采用"前店后坊、现打现卖"模式 。而就在一周前的12月5日,口子窖 (603589.SH)首家"口子酒坊"在淮北一社区启幕,主打纯粮散酒与社区化体验。更早之前,迎驾贡酒(603198.SH)以非直营模式悄然做起了散酒生意。 其中一款42度500毫升白酒"浓香窖藏·1号"单瓶秒杀价25元,在"轻养社·古井打酒铺"抖音官方直播间,双瓶装线上销售量已经超过2000单。 当日下午,记者又来到合肥古井罍小馆,店铺门口海报上写道"打一壶好酒,交天下朋友"。店铺入口挂牌了一列待售散酒,价格从2.9元/50毫升到29.9元/50 毫升不等,香型覆盖浓香、清香、明绿香等,度数为42度或50度,还有一款名为"金桂柚香酒"的12度低度酒,面向微醺场景。店员称,店铺也是古井贡酒直 营店,目前散装酒仅有部分支持瓶装,1斤起售。散酒为单独产线生产,( ...
“王健林们”退场,万亿房地产消费遇冷,中国白酒未来增量在哪?
Sou Hu Cai Jing· 2025-09-29 07:49
Core Viewpoint - The decline of the real estate industry in China has significantly impacted the high-end liquor market, leading to a need for transformation and new consumption drivers in the liquor sector [1][4][7]. Group 1: Real Estate and Liquor Industry Interconnection - The real estate sector's growth has historically driven the high-end liquor market, with a notable increase in business-related consumption [2][4]. - From 2004 to 2013, real estate investment surged over 520%, while the liquor industry experienced a "golden decade" with production up 293%, revenue up 719%, and profits soaring 1272% [5]. - The collapse of major real estate companies like Evergrande and the subsequent economic downturn have led to a significant decline in the liquor industry, which is now facing intense competition and adjustment [7][8]. Group 2: Current State of the Liquor Industry - As of early 2025, the number of large-scale liquor enterprises has decreased to 887, with a slight revenue increase of 0.19% but a significant profit drop of 10.93% [8]. - Major liquor companies have initiated strategic transformations, focusing on new consumer demographics, international markets, and affordable product lines to adapt to changing market conditions [10][11][12]. Group 3: Strategic Transformations in the Liquor Industry - Companies like Moutai are targeting new consumer groups in emerging industries and enhancing personalized service offerings [10]. - The liquor industry is also expanding its international presence, with initiatives aimed at promoting Chinese liquor globally [10]. - There is a growing emphasis on affordable products, with several brands launching new offerings to capture the mass market [11][12]. Group 4: Future Outlook and Challenges - Despite initial successes in transformation, the liquor industry faces ongoing challenges, including the need to find new consumption drivers to replace the real estate sector [14]. - The export market for Chinese liquor is still in its infancy, and the profitability of mass-market products lags behind that of premium offerings [14].