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 转自：贵州日报 在"十五五"开局之年，茅台集团以数字化手段破解传统治理难题，系统性推动公司治理体系创新。通过 数智赋能、制度筑基与人才强库等一系列扎实举措，在提升治理效能上取得关键突破。 下一步，茅台集团将继续深化治理改革，优化派出外部董事管理机制，夯实子公司法人治理基础，以更 高水平的公司治理，为贵州白酒产业高质量发展和全省经济建设贡献更大力量。 在制度规范方面，茅台集团构建起以《派出外部董事管理办法》为核心的"1+N"全链条制度体系，创新 实施专职外部董事"七式"管理机制。通过清单化监督与每年不少于42学时的常态化培训，持续提升董事 队伍的专业素养与履职规范性。 在人才建设方面，茅台集团重点引进金融、会计、法律等领域专家，推动董事结构向"专职主导、外聘 互补、内控协同"转型。目前，全集团外部董事专职率提升至28%，并聘请了15名跨领域专家学者组成 智库，显著增强了董事会战略决策的专业化支撑。 一系列改革举措有效释放了治理效能。茅台集团推动旗下25家符合条件的子公司全面组建董事会，并落 实董事会职权。在78家子公司全面推行经理层任期制与契约化管理，强 ...

Core Insights - The Chinese liquor industry is undergoing significant adjustments, characterized by rational consumption, price inversion, and high inventory levels, with "data distortion" and "information isolation" being key bottlenecks for industry transformation [2][6][12] - The launch of "JiuJia Neican," a price service system, aims to provide objective, real, scientific, and traceable data to address these challenges and enhance market insights [2][12] Industry Overview - The liquor industry has transitioned from prosperity to adjustment over the past decade, with high-end brands like Moutai experiencing significant growth from 2015 to 2022, followed by a cautious market sentiment post-2022 [6][7] - Leading companies maintain strong risk resistance and market share, while mid-tier companies face substantial declines in performance, highlighting the increasing "Matthew Effect" in market competition [7][12] Product Focus - "JiuJia Neican" targets nine major representative products from leading companies, ensuring strong industry representation based on revenue, market focus, and consumer recognition [7][12] - The service emphasizes terminal transaction prices over wholesale prices, capturing real market demand through data from major e-commerce platforms and offline retail [7][8] Consumer Behavior - Recent trends indicate a shift from ostentatious consumption to self-satisfying emotional consumption, with price-performance ratios becoming critical in consumer decision-making [8][12] - The integration of real transaction prices across channels provides consumers with authoritative guidance, enhancing their purchasing experience and avoiding misleading pricing [8][12] Data Collection and Validation - "JiuJia Neican" employs a comprehensive data collection network across various regions and channels, ensuring representative and reliable pricing data [10][11] - The system integrates data from approximately 200 distributors and retail points, maintaining a balanced data structure across different channels and regions [11] Strategic Implications - For liquor companies, real-time tracking of competitor prices and sales trends allows for better market demand assessment and optimized production and channel strategies [12] - The introduction of "JiuJia Neican" addresses the industry's information asymmetry, establishing a meaningful terminal price system that can serve as a barometer for industry health and support high-quality development [12]

Core Insights - The current pricing model for liquor, primarily based on "wholesale prices," has limitations in adapting to the changing industry environment, necessitating insights into the true market transaction trends from various stakeholders including liquor companies, distributors, and consumers [1] - Sina Finance has launched the first domestic terminal price service system for liquor, named "JiuJia Neican," which adheres to principles of objectivity, authenticity, scientific basis, and traceability [1] - "JiuJia Neican" focuses on nine leading liquor brands, including Feitian Moutai and the eighth generation of Wuliangye, ensuring strong representativeness of the samples based on four dimensions: revenue leadership, main products promoted by companies, market attention, and consumer awareness [1] - The service emphasizes "terminal transaction prices" over "wholesale prices," capturing actual transaction prices from major e-commerce platforms like JD.com and Tmall, as well as offline retail stores, to better reflect the real market demand [1]

Core Viewpoint - The article discusses the launch of "JiuJia Neican," a new pricing service aimed at providing accurate and reliable terminal prices for the Chinese liquor industry, addressing the challenges of insufficient consumer demand and a fluctuating pricing system [6][10]. Group 1: Industry Challenges - The Chinese liquor industry is facing multiple adjustments due to insufficient consumer demand and pressure on pricing systems, leading to increased burdens on distribution channels compared to previous years [6][10]. - The lack of transparency in pricing information has become a pain point for both consumers and distributors, making it difficult to gauge true market conditions [7][10]. Group 2: Introduction of "JiuJia Neican" - "JiuJia Neican" is set to be the first domestic pricing service system for liquor that adheres to principles of objectivity, authenticity, scientific methodology, and traceability [7][10]. - The service will initially focus on nine core products from leading companies in the industry, ensuring that the pricing index is representative and aligns with market positioning and consumer recognition [10][11]. Group 3: Data Collection and Accuracy - The service will lock in real market terminal prices, differentiating between wholesale and retail prices, which are often confused in the industry [11][13]. - "JiuJia Neican" has established a comprehensive data collection network covering around 200 distributors and retail points, ensuring data integrity and accuracy [13][14]. Group 4: Future Developments - The service aims to evolve from a simple pricing tool to a comprehensive industry barometer, helping consumers make informed purchasing decisions and guiding producers based on real market feedback [14]. - Future expansions of "JiuJia Neican" will include additional product functionalities across various platforms, providing detailed insights for investors and users [14].