文丨酒食汇团队 近水楼台，金裕皖携主线产品亮相秋糖 伴随着消费者意识的觉醒，光瓶酒成为行业的新风口，据中国酒业协会公布的数据显示，预计2025年光瓶酒市场规模将突破2000亿元。如此巨大的市场蛋 糕，也吸引了众多酒企的布局，竞争愈发激烈。 作为安徽区域酒企，金裕皖酒业逆势而上，在牛栏山、玻汾等全国性品牌和光良酒、一担粮等新兴光瓶酒的进攻之下，拼品质、拼渠道、拼创新、拼颜 值、拼口碑……一步步成长为安徽简装酒的领导品牌。 安徽和江苏同为黄淮名酒带两大省份，人缘相近、地缘相亲，本届秋糖选择在南京举办对于安徽酒企来说是"近水楼台"，金裕皖酒业也抓住机会，携精品 系列、金裕甘酝、金裕馥香等主线产品重装亮相。 精品系列是金裕皖酒业当下的主力销售担当，精准把握"聚饮尽兴、低度舒适、价位亲民"三大市场需求，在安徽市场十余年畅销不衰。本届秋糖，精品系 列再次迎来升级，颜值上更加符合现代审美需求，品质上增加了更多老酒。 一颗秋糖两头甜，今年嘴甜是南京。 10月11日，秋糖酒店展在六朝古都南京正式启幕，在当前酒业深度调整与转型的背景下，经销商们正迫切寻找一款既能快速动销又能带来可观利润的产 品，以打破当前的市场困境。作为安徽简装 ...

Core Viewpoint - The price of Moutai, once considered a "myth of only rising," has experienced a significant decline, leading to substantial losses for investors and a panic sell-off in the market [1][3]. Price Movement - On July 15, 2023, the price of 2025 Flying Moutai dropped from 1940 yuan to 1930 yuan, while the price of scattered bottles fell from 1880 yuan to 1870 yuan. The 2024 Flying Moutai also saw a decline, with original box prices dropping from 1960 yuan to 1950 yuan and scattered bottle prices falling below 1850 yuan [1][8]. - The price of Moutai 1935 plummeted to 590 yuan per bottle on e-commerce platforms, only 30% of the official guide price. Compared to the peak price of over 4000 yuan in 2021, Moutai prices have shrunk by more than 30% [1][3]. Market Dynamics - The decline in Moutai prices is attributed to three main factors: the implementation of the strictest "ban on alcohol," a downturn in the real estate sector affecting business banquets, and an oversupply in the market with social inventory reaching 120 million bottles [3][4]. - The demand for Moutai in business settings has significantly decreased, leading to a loss of a crucial consumer base [4]. Inventory Pressure - The total inventory, including Moutai's own stock, amounts to 560 million bottles, indicating an average of nearly 2 bottles per Chinese household. Approximately 60% of unopened Moutai is being liquidated by speculators, exacerbating the market's downward pressure [4][5]. Channel Transformation - The rise of e-commerce platforms like Pinduoduo has driven down the price of Flying Moutai to the range of 1700-1800 yuan, below many distributors' costs. Moutai is also increasing its direct sales through the iMoutai app, raising the direct sales ratio to 45% [5][6]. Industry Impact - Moutai's price collapse has affected the entire liquor industry, with the price range of 1000 yuan being breached. Other liquor companies, such as Wuliangye, are also under pressure to maintain their price points [6][7]. Consumer Trends - The consumption of liquor has been declining, with the industry experiencing an 8-year consecutive drop in production. The younger generation shows a decreasing interest in liquor, with only 9% of Gen Z consuming it, and 73% reducing their alcohol intake for health reasons [7][10]. - Moutai's attempts to attract younger consumers through new products have not yielded positive results, indicating a struggle to connect with this demographic [10].