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 Insights - The emergence of new chain brands in the bulk liquor market, such as "Tang Sanliang", "Zebra Hero", and "Panda Liquor", reflects a shift towards diversified and convenient consumption patterns in the liquor industry [1][5] - The bulk liquor market is experiencing rapid growth, with an estimated market size of 800 billion yuan in 2024, projected to exceed 1 trillion yuan, particularly in the mid-to-high-end segment priced between 50-200 yuan per jin, which is growing at 25% [3][5] Group 1: Market Trends - The trend towards value-for-money has become a key factor influencing consumer decisions, prompting many well-known liquor companies to adjust their product structures and focus on affordable offerings [3][5] - New brands are rapidly expanding their presence, with over a thousand stores established by brands like Bailaoquan and Anning Shaojiu, alongside new entrants like "Tang Sanliang" and "Zebra Hero" [7][8] Group 2: New Store Formats - New-style liquor stores are characterized by modern designs and a wide variety of products, including over 120 SKUs that cater to diverse consumer tastes, enhancing the shopping experience [7][8] - These stores are strategically located within three kilometers of communities and utilize digital tools for instant consumer engagement, making purchasing more convenient [7][8] Group 3: Future Prospects and Challenges - The bulk liquor market is predicted to continue its expansion into lower-tier cities, aligning with consumer preferences for quality and price [9] - Challenges include homogenization of products and marketing strategies, which may lead to consumer fatigue and price wars that could compress profit margins [9] - The lack of industry standards poses risks to product quality, with potential reliance on inferior materials affecting consumer experience [9]

Core Viewpoint - A new individual business named "Zhiquan Liquor Business" has been established in Xianshi Town, Yantan District, Zigong City, with a registered capital of 20,000 RMB, focusing on various food and beverage sales, including alcoholic products and online food sales [1] Business Registration Details - The legal representative of the business is Lin Zhiquan [1] - The business scope includes licensed projects such as food sales, liquor operations, online food sales, and tobacco retail [1] - General projects include online sales (excluding licensed goods), food sales (only pre-packaged food), retail of edible agricultural products, cosmetics, health food, and first-class medical devices [1] Operational Activities - The business is permitted to operate independently based on its business license, except for projects that require approval from relevant authorities [1] - Additional services offered include health and wellness services (non-medical), personal business services, business agency services, agricultural product sales, and delivery services [1]

Core Insights - The market for loose liquor, once considered a "cheap alternative," is rapidly growing, with a projected market size exceeding 200 billion yuan by 2025 and a compound annual growth rate (CAGR) of 34.8%, significantly outpacing traditional bottled liquor [1] Young Consumer Market - Consumers aged 25-35 have become the primary demographic for loose liquor, accounting for over 60% of consumption, as they prioritize the intrinsic value of the liquor over excessive packaging [1] - This demographic shows a preference for lower-alcohol, flavored liquor products, with only 15% of young consumers opting for traditional white liquor [2] Low-Alcohol Liquor Market - The low-alcohol liquor market is expected to surpass 74 billion yuan by 2025, with a CAGR of 25%, significantly exceeding the overall growth of the white liquor industry [3] - The shift in consumption scenarios from formal business gatherings to casual settings like home drinking (50%), camping (56% annual growth), and gatherings with friends reflects a change in drinking culture among young consumers [3] - Instant retail platforms indicate a rising trend in low-alcohol liquor sales, with fruit wine accounting for 38% (72% annual growth), tea wine for 25% (65% annual growth), and sparkling wine for 17% (210% annual growth) [3] Untapped Market Potential - The county and town markets contribute 60% of the new growth in the loose liquor market, demonstrating that consumers in these areas value quality over flashy packaging [4] - The mid-to-high-end loose liquor segment (50-200 yuan per jin) is growing at 25%, with some products priced at 300 yuan achieving a 40% repurchase rate, indicating a willingness to pay for quality [4] Instant Retail as a New Channel - Traditional liquor stores struggle to cater to late-night and spontaneous consumption, while instant retail effectively addresses this demand [4] - Data from Meituan Flash Purchase shows that the instant retail transaction volume for white liquor grew over 100% year-on-year in 2024, driven by young consumers engaging in spontaneous drinking and outdoor activities [5] - Many liquor chain brands report that online sales now account for over 50% of their revenue, leading to the emergence of "pure delivery warehouses" that focus solely on online orders [6] Challenges and Opportunities - Despite the promising outlook for the loose liquor market, challenges such as regulatory risks, quality and trust issues, and inconsistent product quality remain [7] - Brands that can effectively address these challenges are reaping the benefits of market growth, with new loose liquor brands expanding from 10 to 100 stores nationwide in less than a year [8] Conclusion - The loose liquor market is evolving from a basic necessity to a cultural symbol, blending traditional craftsmanship with modern digital technology [9] - For entrepreneurs, the competition in the loose liquor market is shifting from price wars to a focus on quality, trust, and consumer experience, with brands that cater to young consumers, explore the low-alcohol segment, leverage instant retail, and penetrate lower-tier markets poised to succeed in this burgeoning market [9]

Core Insights - The tobacco and alcohol retail market is facing significant challenges this year, with many store owners reporting a decline in sales and increased financial pressure due to changing consumer behaviors and market dynamics [1][13]. Consumption Shrinkage - Group purchase orders have decreased by approximately 70% compared to last year, significantly impacting revenue for many tobacco and alcohol retailers [2]. - The demand for traditional banquet scenarios has diminished, leading to a notable drop in alcohol consumption, with many retailers experiencing returns on large orders [4]. - Consumers are increasingly focused on cost-effectiveness, leading to a shift from premium brands to more affordable options, resulting in lower average transaction values [5]. Channel Competition - Traditional tobacco and alcohol retailers are struggling to compete with aggressive pricing from restaurants and online platforms, which have begun to undercut prices significantly [6][8]. - The rise of online sales has disrupted traditional pricing structures, with price discrepancies of tens to hundreds of yuan for the same products across different channels [8]. - Retailers are losing their negotiating power with both consumers and suppliers, as manufacturers are favoring direct sales or larger retail chains, further squeezing profit margins [9]. Industry Adaptation - Some retailers are adjusting their product offerings by reducing high-end and price-sensitive products while increasing the availability of local specialty brands and bulk wines [11]. - There is a growing trend to diversify product lines to include local specialty gift boxes and convenience items, which can provide additional revenue streams [12]. - A few retailers are exploring online marketing strategies to attract customers, utilizing social media platforms to promote their products and engage with local communities [12]. Conclusion - The current market environment poses significant challenges for traditional tobacco and alcohol retailers, but some are finding new growth opportunities through product diversification and online engagement [14].

Core Viewpoint - The year 2025 is seen as a pivotal point for the liquor industry, with significant changes observed in the market, particularly the rapid expansion of scattered liquor shops in Chengdu [1] Industry Trends - There has been a noticeable increase in scattered liquor shops in Chengdu throughout the year, with multiple new brands emerging [3][5] - The new scattered liquor shops are designed to resemble modern tea beverage stores, featuring stylish decor and a wide variety of products [8][10] - The target demographic for these new liquor shops is primarily young adults aged 20 to 35, who prioritize taste over brand recognition [10][14] Company Developments - The brand "Zebra Hero" has rapidly expanded from 10 stores last year to 100 stores nationwide, with 40 located in Chengdu [5][17] - Other brands like "Tang San Liang" have also seen significant growth, although they are reportedly experiencing some contraction recently [7] - The Sichuan Liquor Group is entering the scattered liquor shop market, leveraging its strong raw liquor resources for nationwide expansion [7] Market Dynamics - The expansion of new-style scattered liquor shops is occurring despite the traditional liquor channels facing significant pressure, particularly due to recent regulations [15] - While the rapid growth of scattered liquor shops is notable, their current market share remains small, suggesting limited short-term impact on the overall industry [16] - The goal for new-style scattered liquor shops is to open 200 to 300 stores this year, with a long-term vision of reaching a scale of 10,000 stores [17][19] Future Outlook - The potential for new-style scattered liquor shops is believed to be greater than that of new tea beverage stores, with successful examples already established in the market [18] - The industry is still in its early stages, and the overall impact of this new model on the liquor market remains to be fully assessed [23]

Core Viewpoint - The emergence of "Da Jiu Pu" (打酒铺) in China represents a shift in the liquor retail industry, focusing on a more authentic and consumer-friendly experience amidst a challenging market environment for traditional liquor sales [2][14][17] Industry Overview - The liquor retail industry is experiencing a downturn due to macroeconomic adjustments and policy impacts, leading to high inventory levels and price discrepancies [1][14] - The traditional high-end liquor market, driven by business banquets and gift-giving, is declining, prompting a search for more value-driven consumption [14][17] Company Insights - "Tang San Liang Da Jiu Pu" is a new chain founded by Li Menglong, aiming to redefine the perception of loose liquor sales by providing a clean, stylish environment and a focus on quality [3][4][6] - The store offers a variety of liquors, including white wine, beer, and yellow wine, with a unique selling proposition of free tasting and affordable pricing [4][10] Consumer Demographics - The customer base for "Da Jiu Pu" is notably diverse, with over 60% of patrons under 40 years old, and a nearly equal gender distribution, indicating a successful appeal to younger consumers [9][12] - The innovative retail model has attracted a wide range of customers, from young adults to older individuals, breaking traditional gender barriers in liquor consumption [9][12] Business Model and Strategy - The business model emphasizes high-quality, cost-effective products by eliminating unnecessary middlemen costs and focusing on direct consumer engagement [14][16] - "Da Jiu Pu" operates with a transparent pricing strategy, ensuring that consumers receive high-quality products at lower prices, which has resulted in a high conversion rate of first-time buyers [10][13] Market Potential - The "Da Jiu Pu" model is seen as a significant opportunity in the liquor market, with potential for rapid expansion similar to successful beverage brands in the past [15][17] - The founders believe that the current economic climate may actually increase demand for affordable liquor options, as consumers seek cost-effective ways to enjoy social drinking [14][17]