21世纪经济报道记者肖夏 成都报道 八年入账两千亿后，全国最大原酒商率先宣布了下一个五年规划。 11月18日下午，川酒集团"十五五"战略发布暨2025品牌大会上，川酒集团党委书记、董事长曹勇透露 了"十五五"目标：集团力争到2030年实现营收450亿元、利税30亿元，迈入中国白酒第一方阵。 明年将迎来"十五五"规划第一年，目前大部分酒企尚未披露未来五年的经营规划。摆在当前大多数酒企 面前的首要问题，是如何应对需求端的下行压力。 川酒集团则在上述大会上披露了未来规划，并高调总结了成立八年来的成绩单——实现产能60万吨、储 能100万吨，年营收从0增长至380亿元、资产规模增长26倍。 "过去八年，川酒集团累计营收近2000亿元，已经发展成在全国有一定影响力的酒业大集团。"曹勇总 结。 川酒集团2024年收入超过380亿元，就体量而言已跻身酒业前列，但在经营效益如盈利能力等方面，依 然还有提升空间。 21世纪经济报道记者了解到，除了巩固中国最大原酒生产商和供应商的地位，川酒集团接下来将重点聚 焦口粮酒、定制酒、散酒业务，向C端要增量。 依靠与名酒差异化发展走到今天，面对下一个行业周期，川酒集团再次选择了新路径。 ...

口粮酒方面，曹勇表示，白酒行业结构性调整持续深化，口粮酒迎来历史性发展机遇。2024年口粮酒市场规模突破1500亿元，2025年上半年口粮酒在动销产 品中占比超70%。在高性价比成为主流需求的背景下，口粮酒已成为白酒行业最具活力的赛道。 同时，据川酒集团数据，2024年散酒市场规模已突破800亿元，2025年预计将突破1000亿元，年复合增长率超15%。川酒集团的目标是打造中国散酒品牌化 标杆。 红星资本局11月18日消息，今日，川酒集团在四川成都举办战略规划发布暨2025品牌大会。川酒集团党委书记、董事长曹勇提出，争取到2030年营收突破 450亿元，利税达30亿元，迈入"中国白酒第一方阵"。 图源：受访者 对于这个营收目标，曹勇提出了口粮酒、散酒和定制酒三个发展方向。 定制酒市场，川酒集团表示市场规模将达到1000亿元。此前，其已经开发了"川酒定制"小程序，实现"瓶起定、最快3天发货"的定制模式。 曹勇介绍，川酒集团将继续聚焦白酒主业，巩固川酒核心产区地位。 红星新闻记者 程璐洋 ...

Core Viewpoint - Yili Te's financial performance has significantly deteriorated, marking its first net loss in 11 years and raising concerns about its operational viability and market strategy [2][4][5]. Financial Performance - In Q3 2025, Yili Te reported a revenue of 1.37 billion yuan, a year-on-year decline of 21.46%, with a net profit loss of 25.29 million yuan, a drastic drop of 158.5% compared to the previous year [6][7]. - The company's operating cash flow turned negative, with a net outflow of 274 million yuan, a staggering decline of 1241.37% year-on-year [7][8]. - Yili Te's inventory reached 2.395 billion yuan, accounting for 41.19% of total assets, while accounts receivable surged to 368 million yuan, a 73% increase from the previous year [8][13]. Market Challenges - Yili Te's high-end product line, "Yili Wang," saw a revenue drop of 39.5% in Q3, attributed to channel payment pressures and intensified market competition [12][10]. - The company's efforts to penetrate markets outside Xinjiang have been largely unsuccessful, with revenue from these regions plummeting nearly 50% [13][15]. - The overall gross margin for Yili Te fell to 49%, a decrease of 3 percentage points compared to the previous year, indicating widespread challenges across all product lines [10][12]. Strategic Adjustments - Yili Te is focusing on a "customized liquor + co-creation with distributors" model to enhance market responsiveness and boost sales [17][18]. - The company aims to solidify its presence in Xinjiang before expanding further, with a three-phase strategy for national market penetration [18][19]. - Yili Te is implementing a "price advantage" strategy to ensure distributor profitability, which includes significant marketing support from the brand [18][19].

Core Insights - The Chinese liquor industry is undergoing significant adjustments and transformations, shifting from scale expansion to quality efficiency, from traditional channels to digital and experiential marketing, and from single product competition to comprehensive industry chain competition [1] Group 1: Company Development - Since its establishment in 2017, the Sichuan Liquor Group has achieved remarkable growth, with annual revenue increasing from 0 to 38 billion yuan and assets expanding 17 times [2] - The company has focused on integrating multiple excellent liquor enterprises and quality raw liquor production capacity within Sichuan, creating a large industrial base covering key liquor production areas [4] Group 2: Industry Positioning - Sichuan Liquor Group has become the largest raw liquor producer and supplier in China, developing a diversified product system that includes staple liquor and customized liquor [4] - The company operates a "百城百品百亿" (Hundred Cities, Hundred Products, Hundred Billion) initiative, which supports regional brands and helps them expand beyond Sichuan [5] Group 3: Quality and Innovation - Quality control is a fundamental aspect of the liquor industry, and Sichuan Liquor Group has established a comprehensive quality traceability system from production to consumption [7] - The company has created a strong talent pool by gathering industry experts, which supports continuous innovation and enhances its competitive edge [7] Group 4: Future Strategy - A strategic conference is scheduled to unveil the company's development goals and strategies for the next five years, focusing on brand value and innovative operational models [8] - The upcoming "川酒集团·潮饮生活节" (Sichuan Liquor Group Trendy Drinking Festival) aims to engage consumers and promote the brand's youthful and trendy image [10]

来源：市场资讯 （来源：云酒头条） "心酒时代"的入场券是关系。从交易到关系、从规模到价值、从孤立到共生的转变，并非遥不可及的理论，而是从 150 个超级客户开始的实践。 以关系为核心的品牌遗产，是"深度分销"模式无法实现的，也是特色酒庄对抗名酒垄断、实现"百年传承"的最佳路径之一。 文｜孟跃 作者系云酒·中国酒业品牌研究院高级研究员 孟跃营销咨询创始人 编者按：白酒行业进入存量博弈的良币时代，"拼品质"难破同质化困局，"建关系"成为中小酒庄生存关键。 专注酒庄闭环增长的孟跃咨询，日前发布《关系营销：中国酒庄营销范式革命——酒庄DTC模式实战指南》。其从行业痛点切入，拆解DTC（Direct-To- Consumer，直达消费者）模式本质，提供"150超级客户"实操路径，再到战术与组织配套，层层递进破解增长难题。 云酒头条特将指南梳理并发布，助力更多酒庄以关系为锚，在变革中找到可持续增长方向。 酒庄DTC模式的核心是"关系营销"，其底层逻辑可浓缩为一句话：良币时代，品质好是入场券，关系好才是护城河。 指南以"150个超级客户"为最小可行性模型（MVP），从"时代背景→范式本质→战略构建→战术落地→组织适配→未 ...

Core Viewpoint - The company aims to support the development of the liquor industry by establishing itself as the "global first brand of fragrant liquor" through innovative operational strategies and a focus on both online and offline channels [1][10]. Group 1: Business Strategy - The company focuses on three main strategies: expanding store presence, gathering members, and building the brand [1][10]. - The "4+1" operational model is designed to enhance channel vitality by integrating product offerings with experiential consumption [5][10]. Group 2: Store Expansion and Consumer Experience - The company has established over 800 specialty stores and nearly 10,000 community stores, creating a network that covers multiple provinces and cities, thus enhancing local consumer engagement [3][11]. - Each store is designed as a "cultural experience center" for fragrant liquor, offering various consumption scenarios such as tasting, customization, and collection [3][5]. Group 3: Online and Offline Integration - The company leverages both online platforms and offline stores to create a seamless consumer experience, collaborating with major e-commerce platforms for promotions and live events [7][8]. - This dual approach not only drives traffic to physical stores but also builds consumer trust in online purchases, fostering a positive cycle of demand and sales [8][10]. Group 4: Future Plans - The company plans to continue expanding its store network and optimizing digital services, aiming to enhance membership management and marketing strategies [10][11]. - The commitment to supporting the liquor industry's development is reflected in the company's ongoing efforts to innovate and provide a replicable model for channel innovation and revitalization [11].

Core Viewpoint - The transformation from "selling liquor" to "selling lifestyle" is being emphasized in Guizhou, with a focus on enhancing consumer experiences through innovative offerings and cultural integration [1][10]. Group 1: Industry Transformation - Guizhou is prioritizing the shift from traditional liquor sales to lifestyle-oriented experiences, creating new consumption scenarios in the cultural and tourism sectors [1][9]. - The establishment of the "Pray Wine House" in Multi-colored Guizhou City represents a strategic move to integrate liquor with local culture and tourism, aiming to create a unique consumption space that reflects Guizhou's ethnic characteristics [3][5]. Group 2: Innovative Offerings - The "Pray Wine House" features a variety of creative cocktails inspired by local flavors, such as "Ginger Good" and "Sour Soup Without Fish," showcasing Guizhou's rich liquor culture [3][5]. - The introduction of an AI customization feature allows customers to personalize their liquor bottles, enhancing the product's sentimental value and branding opportunities for businesses [5][9]. Group 3: Expansion Plans - The company plans to establish 16 high-quality liquor experience stores in Guizhou's scenic areas by 2025, focusing on immersive experiences and cultural displays to attract consumers [7][9]. - The "Beautiful Wine Street" has successfully attracted over 10 well-known domestic and international brands, creating a diverse ecosystem that combines local and international liquor offerings [9][10]. Group 4: Cultural Events and Engagement - Multi-colored Guizhou City has hosted various cultural events, such as the "Colorful Starry Show," to enhance consumer engagement and promote the integration of music, dining, and liquor experiences [9][10]. - The company aims to deepen emotional connections with consumers by designing experiences that resonate with social attributes and cultural themes [10].