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马爹利人头马等免征反倾销税;酒业高管密集再调整|观酒周报
Group 1: Management Changes in the Alcohol Industry - The alcohol industry has seen a series of high-level management changes since last year, with companies like Yanghe, China Resources Beer, and Jinzhongzi Wine experiencing shifts in leadership, indicating a strong intent from shareholders and investors to boost performance [1] - Jinzhongzi Wine's General Manager He Xiuxia has resigned, and the company is facing significant market share pressure, with 2024 revenue projected to drop to 925 million yuan, a stark contrast to over 2 billion yuan in previous cycles [5] - Yanghe has appointed Gu Yu as the new Party Secretary, replacing Zhang Liandong, who has stepped down amid a challenging period for the white liquor industry [6][7] Group 2: Trade and Regulatory Developments - The Ministry of Commerce has concluded an anti-dumping investigation into EU brandy, determining that dumping margins range from 27.7% to 34.9%, leading to the imposition of anti-dumping duties starting July 5, 2025 [2][3] - A total of 34 EU brandy exporters, including well-known brands like Martell and Hennessy, can avoid these duties by adhering to price commitments approved by Chinese authorities [3] Group 3: Market Trends and Promotions - Taobao Flash Sale has initiated a new subsidy program, investing 50 billion yuan, resulting in a significant increase in orders, particularly in the alcohol sector, with some brands seeing order volumes double [4] - Kuaizi Jiao reported that its high-end "Jian" series products have not performed as expected, with sales and consumer feedback being less favorable compared to older products [10] - Xijiu has launched a promotional campaign offering buy-three-get-one-free deals on various products, indicating a strategy to boost sales through consumer incentives [11]
电商平台促销搅动市场 茅台多地经销商挺价意愿强
Zheng Quan Shi Bao· 2025-06-26 17:49
Core Viewpoint - The recent promotional activities during the "618" shopping festival have raised concerns about the pricing system of high-end liquor, particularly Moutai, but market research indicates that the actual transaction prices remain stable within a reasonable range [2][3]. Pricing Stability - The price of 53-degree 500ml Moutai has shown slight fluctuations but generally remains stable, with current prices reported between 2000 to 2100 yuan per bottle and 2100 to 2200 yuan per box, reflecting a slight decrease compared to the same period last year [3]. - Distributors believe that the recent price fluctuations are normal market adjustments, and the overall market for Moutai remains stable, with expectations for improvement in the second half of the year [3][4]. Consumer Behavior and Market Dynamics - The primary consumer demographic for Moutai has shifted, with private business owners now making up a larger portion of the customer base, and consumption is primarily driven by business and family gatherings [5][6]. - The demand for Moutai remains robust, with high opening rates for bottles, particularly in social settings such as banquets and celebrations [5][6]. Brand Value and Market Position - Moutai's brand value is supported by its strong market presence and consumer loyalty, with distributors emphasizing the importance of quality control and cultural engagement in maintaining brand strength [7][9]. - The company is focusing on expanding its product matrix, including affordable options like Moutai Welcoming Wine and Moutai Prince Wine, to adapt to changing consumer preferences and economic conditions [9][10]. Future Outlook - Analysts predict that Moutai's prices will remain stable in the short term, with potential for slight increases during peak demand seasons [4]. - The company is expected to leverage its strong brand and quality to navigate through industry adjustments, maintaining its pricing power in the high-end liquor market [8][10].
新一波品牌入场抢夺苏超流量,赢家是一家“最小牌”烧烤店?
Xin Lang Cai Jing· 2025-06-25 13:39
Core Insights - The article discusses the rising popularity and marketing opportunities surrounding the Suzhou Super League (苏超), highlighting how local teams and brands are leveraging the event for increased visibility and engagement [1][4][42] Group 1: Marketing Strategies - Brands are increasingly adopting innovative marketing strategies to capitalize on the Suzhou Super League's popularity, with local businesses like a barbecue shop gaining significant attention despite being a small player [4][35] - Major brands such as JD.com and Yili have quickly engaged with the event through timely and relevant marketing campaigns, setting a high standard for audience engagement [5][8] - The competition among sponsors has led to a variety of creative marketing tactics, with some brands focusing on emotional connections and local sentiments to resonate with audiences [20][41] Group 2: Brand Engagement - The involvement of local businesses in the marketing landscape of the Suzhou Super League demonstrates a shift towards grassroots marketing, where authenticity and local culture play a crucial role [40][41] - Brands like Starbucks have launched promotional activities that encourage fan interaction, enhancing the overall spectator experience and driving foot traffic to their locations [26][33] - The article notes that the marketing landscape is evolving, with brands needing to continuously adapt their strategies to maintain audience interest and avoid fatigue from repetitive content [8][42] Group 3: Consumer Behavior - There has been a notable increase in consumer engagement with brands during the Suzhou Super League, as evidenced by significant spikes in search interest for related products and services [25][41] - The article highlights the importance of aligning marketing efforts with consumer behavior trends, particularly in relation to sports events where specific consumption patterns emerge [25][41] - Local sentiment and community involvement are key drivers of consumer engagement, as brands that tap into these elements tend to see better results [20][41]
曲咏佳酿,礼遇知己——聚焦酱香白酒“礼遇”新潮流,赖茅新品“曲咏”正式发布
Sou Hu Cai Jing· 2025-06-22 06:18
Group 1 - The launch event for the new product "Quyong" by Lai Mao took place in Guizhou, China, with notable leaders from China Guizhou Maotai Distillery and Sinopec present [2][4] - Liu Gang, the Chief Accountant of China Guizhou Maotai Distillery, praised Lai Mao's achievements in quality, distribution, and cultural aspects, expressing high expectations for the "Quyong" product [4] - The product was introduced through a detailed presentation covering its design, cultural concepts, quality features, and consumption scenarios, enhancing the understanding of its significance among attendees [6] Group 2 - Sinopec Easy Joy's Vice President, Lu Bin, emphasized that "Quyong" adheres to Maotai's brewing techniques and aims to create significant consumption scenarios with its 375ml small capacity [7] - "Quyong" is designed to be a reliable medium for conveying sentiments in various social settings, such as family gatherings, friendships, and workplace respect [9] - The event also recognized outstanding contributions with awards, further promoting the national development and brand expansion of Lai Mao [9]
被吐槽体验差的易捷便利店,如何坐稳“便利店之王”宝座?
Sou Hu Cai Jing· 2025-06-11 02:25
编辑 | 余溯 出品 | 潮起网「加盟指南」 在全国便利店版图中,一个耐人寻味的现象长期存在:消费者提起便利店,脱口而出的往往是7-11、全家、罗森等品牌,却鲜少有人主动提及门店数量高达 2.86万家、稳居中国连锁经营协会TOP100榜单第二名的易捷便利店。 以媒体报道的上海郊区某高速加油站易捷为例,其通过精准定位长途司机需求(如将乳饮"营养快线"铺满整排货架)、优化商品陈列(易拉罐倒置方便查看 保质期)等细节创新,创下日均坪效超600元/㎡的业绩,达到行业均值69元/㎡的近10倍。但这一案例却反向印证了普通易捷门店的普遍困境:多数门店日 均销售额仅约3960元,远低于罗森的8000元和7-11的2万元。 值得注意的是,这一矛盾的根源在于易捷的"场景依附症"。 其门店高度依赖加油站场景,消费群体被天然限定为车主。当加油站位于偏远地区时,易捷成为"唯一选择",但存在商品结构单一缺陷;当门店位于城市商 圈时,则面临全家、罗森等专业便利店的强力竞争。 更严峻的是,新能源汽车的普及正持续稀释加油站流量——2023年,易捷门店数量同比增速仅0.1%,远低于美宜佳12.8%的扩张速度,显露出品牌在规模扩 张层面的增长疲态 ...
780!端午节之后茅台散飞价格持续下滑三个原因是关键
Sou Hu Cai Jing· 2025-06-08 01:15
今年的高考已经拉开帷幕,随着距离放榜的日子越来越近,升学宴和外出应酬的安排也接踵而至。推杯换盏与应酬的场合上,茅台酒的价格成为了许多朋友 关注的焦点。 百亿补贝 其次,消费群体的变化也在影响市场。中老年人依旧是白酒的主要消费者,但许多人因健康原因不得不减少饮酒,而年轻一代对白酒及其文化的兴趣也并不 高,需求自然降低,从而推动了价格下调。 款式 此外,季节因素也起到了关键作用。如今已是夏季,许多地区气温高企,白酒难以冰镇,消费者更倾向于饮用冰啤酒等替代品。种种因素让茅台在市场上变 得不再坚挺,甚至在今年的股东大会上,茅台也从往年的洒落酒宴,改为了蓝莓汁的替代。 对于想要更便宜体验飞天茅台的消费者,有一种43°的版本,其价格已低于780元/瓶。许多消费者在网络上纷纷呼吁,期待未来能以1499元的价格购得无溢 价的飞天茅台,那时的销量或许会再度回升。对此,大家怎么看呢?欢迎在评论区分享你的看法。 ● 快要抢光 ¥780 即将恢复1199元 品牌 S 茅台 | 100%正品,假- 已选:500mL*1瓶 e 快要抢光 | 预计剩01:10: 0 官方补! 1 + 事实上,高端白酒的价格整体下滑,茅台也未能幸免。以备受 ...
传统渠道之外,藏着 10 倍增长的「特通渠道」(二)
Sou Hu Cai Jing· 2025-06-06 10:33
内容索引 1.如何快速开拓加油站便利店渠道? 2.如何针对"航空+高铁渠道"实施突破? 本文精彩内容 中国快消品市场渠道正发生快速变化,特别是零售渠道,呈现出"多元分化" 与 "精细化运营" 两个显著特征。从传统线下渠道和线上渠道,逐渐分化出即时 零售渠道、会员仓储渠道、折扣零售渠道等,以及为适应特殊化产品而衍生的各类特通渠道。 特通渠道(一)讨论了特通渠道的类型特点、盒马渠道、山姆渠道等内容,本文继续对中国消费品的特通渠道的另外两个小类"加油站便利店渠道、航空 +高铁渠道"进行分析,为消费品品牌企业营销提供建议和参考。 01 如何快速开拓加油站便利店渠道? 国内加油站便利店渠道主要有中石化易捷、中石油昆仑好客等连锁品牌; 中石化易捷在全国范围内开设了超过 2.8 万家便利店,营收保守估计为 600 亿至 700 亿元。据估算,易捷渠道平均一天进账 2 亿元。中石油旗下的昆仑好 客,门店数量和营收相对较低,截至 2024 年底,昆仑好客门店数量为近 2 万家。 加油站便利店作为交通枢纽商圈的重要人流渠道入口,面向的是司机群体(包括商用卡车司机、出租车司机、家庭车司机等)。统计显示,加油站便利店平 均单店每天客 ...
白酒龙头又要在婚宴赛道“拼刺刀”了
以下文章来源于懂酒谛 ,作者懂酒哥 懂酒谛 . 懂酒谛新媒体以财经视角解读酒业新动态新趋势,传播中华酒文化,丰富国人品质生活。 作者 | 懂酒谛 来源 | 懂酒谛 导语 : 抢占宴席市场,能否让茅台1935重回巅峰? 茅台1935作为曾经的传奇,创下了难以复制的战绩。然而,登高摔重,如今的茅台1935价格倒挂严重,早已脱 离千元价格带。5月16日,"今日酒价"公众号名酒批发价信息显示,茅台1935的价格约为750元,相比年初有所 回升,但距离1000元的基准线仍有较大差距。 | 茅台酱香 MOUTA | | | 2025年5月16日 (公众号: 今日酒价) | | --- | --- | --- | --- | | 品名 | 规格 | 昨日行情 | 今日行情 | | 2 茅台1935 | 53度/500ml | 750 | 750 | | 2 汉酱(铂金蓝) | 51度/500ml | 202 | 505 | | 汉酱(匠心传承) | 53度/500ml | 340 | 340 | | 2 汉酱(音) | 51度/500ml | 320 | 320 | | 汉酱(135bc) | 51度/500ml | ર ...
基酒产量近几年首降?茅台回应了……
Guo Ji Jin Rong Bao· 2025-05-12 13:55
值得注意的是,根据生产经营数据,作为营收支柱的茅台酒基酒去年产量约5.63万吨,同比减少约900吨,是近几年首次下降。 有投资者在业绩会上提问,产量减少是否是公司是否有意识控制?王莉表示,贵州茅台酒基酒生产属传统固态开放式发酵,产量波动属正常范围。 对于投资者关注的产能建设问题,王莉指出,公司拟投资约155.16亿元用于"茅台酒十四五技改建设项目",规划建设制酒厂房68栋、制曲厂房10栋、酒库 69栋及其相关配套设施,建成后可新增茅台酒实际产能约1.98万吨/年,储酒能力约8.47万吨。 5月12日,贵州茅台(600519)(600519.SH)召开2024年度及2025年第一季度业绩说明会,公司党委副书记、董事王莉针对基酒产量调整、公司产能设计等 问题作出回应。 2024年,贵州茅台实现营收1708.99亿元,同比增长15.71%,公司产品分为茅台酒和系列酒两个版块。 其中,以飞天茅台为主的茅台酒板块营收约1459亿元;系列酒营业收入约246亿元,包括茅台王子酒、赖茅、茅台1935等产品。 不过在白酒周期性调整的大背景下,飞天茅台的批发价去年持续波动,在中秋、国庆等传统销售旺季的市场价不及同期,贵州茅台库存 ...
茅台,发力这一渠道!
Zheng Quan Shi Bao· 2025-04-16 05:47
在白酒市场竞争日益激烈、线上消费趋势持续升温的背景下,贵州茅台持续发力线上渠道布局。 4月15日,贵州茅台酱香酒营销有限公司官方微信公众号发布公告,面向社会招募主题终端店在美团、饿了么和抖音平 台的运营商。而在去年12月,该公司也曾发布公告,面向社会公开招募茅台酱香酒京东、天猫旗舰店运营商。 业内人士指出,线上渠道在白酒销售中的地位愈发重要,贵州茅台此次招募美团、饿了么和抖音平台运营商将进一步 完善其酱香系列酒在电商平台上的销售、监管等机制。 招募抖音等平台运营商 随着互联网的发展以及电子商务的日益成熟,线上销售渠道已成为白酒企业拓展市场、提升品牌影响力的重要途径。 在此背景下,贵州茅台持续加大线上渠道布局。4月15日,贵州茅台酱香酒营销有限公司发布公告,面向社会招募主题 终端店(约5000—7000家)在美团、饿了么和抖音平台的运营商。 入选的运营商将为茅台酱香酒公司产品在美团、饿了么或者抖音平台提供运营服务,包括但不限于基础搭建一站式服 务(如平台入驻、系统对接等)、产品优化、店铺装修、营销规划、付费流量-广告代投、门店培训、短视频拍摄、直 播、达人带货、售前、售中、售后等。 去年12月,贵州茅台酱香酒营 ...