8月26日，"中国郎品牌盛典暨环太湖·郎酒献礼风暴"在江苏太湖举办，百辆汽车、千商汇聚、万店共 享、多重礼遇……郎酒掀起一场高规格、强声势、广渗透的整合营销风暴，吹响其引爆江苏市场的号 角： 据悉，从即日起至2026年3月31日，郎酒将以百辆汽车献礼江苏，全面覆盖江苏13地市，通过百县免 品、万店共享、开瓶赠饮、专属品鉴会、嘉年华等多重惊喜活动回馈江苏消费者，扎实赋能市场终端， 激发消费热情。 在行业看来，这不只是一次常规的营销、推广活动，更是郎酒重振江苏市场、开启深度攻坚的战略宣 言。在行业调整深水期，郎酒以真金白银的投入和肉眼可见的诚意，向江苏市场传递出一个强烈信号： 郎酒要以全新姿态，重做一遍江苏市场。 百车献礼，千商共聚：郎酒以"超级事件"引爆江苏市场 此次环太湖·郎酒献礼风暴活动，以其空前的规模和力度，在江苏市场引发了强烈反响。活动现场，经 销商们亲眼见证江苏百辆汽车1号和2号中奖车主的诞生，把氛围推至高潮。 来自苏州吴江的陈静，开着一家规模不小的义乌小商品市场百货店，听说郎酒在搞活动，就购买了20件 郎酒，没想到"一炮而红"，成为了抽中了汽车大奖的一号车主，对此，她十分激动： "真的没想到这份幸运 ...

今天分享的是：荣续ESG智库：2025年白酒行业ESG白皮书 报告共计：35页 《2025年白酒行业ESG白皮书》核心内容总结 《2025年白酒行业ESG白皮书》由上海现代服务业联合会、红星ESG研究院与荣续ESG智库联合发布，聚焦白酒行业发展与ESG实践，为从业者和研究者呈 现行业全景与未来方向。 白皮书先对白酒行业进行概览。白酒作为中国传统文化与经济生活的独特符号，历经千年传承，从作坊式酿造发展到工业化生产，从区域消费拓展至全国 化、全球化布局，在国民经济与社会文化中地位特殊。书中还展示了粮食生产相关数据，全年粮食播种面积119319.1千公顷、总产量70649.9万吨、单位面积 产量5921.1公斤/公顷，且分季节、分品种呈现具体数据，为理解白酒行业原材料供应基础提供参考，同时分析了行业价值链、市场格局及发展趋势。 在白酒行业ESG发展部分，白皮书指出，在双碳目标推进、ESG理念深入人心的当下，ESG理念为白酒产业发展注入新维度。书中深入探讨ESG信息披露的 实践意义，拆解核心议题解决路径，研究白酒企业如何在生态环境保护、社会责任履行、公司治理完善的要求下，平衡经济效益与社会价值，通过ESG实践 提升长 ...

文 | 王越梅 在当前的白酒市场中，唯一不变的就是变化本身。2025年随着新"禁酒令"出台，白酒行情加速下滑。为了应对市场变化，实现周期穿越，不少白酒企业在 战略、产品、组织结构等方面开展了一系列的动作。郎酒上半年动作频频，是其中比较有代表性的企业之一。从庄园酱酒价值输出，到组织升级与产品升 级同步驱动；从宴会场景多维培育，到全国市场深耕突破，郎酒在今年展开了一系列兼顾当下发展与未来布局的行动，致力于实现增量市场与存量市场双 轨渗透。 伴随着旅游业的发展，酒旅融合为白酒企业带来了新的发展机遇，白酒酒庄也在行业的转型过程中逐渐兴起。 另一方面，在市场拓展中，加速推进郎酒庄园价值输出。 显然，郎酒在婚宴活动中，借助郎酒庄园价值魅力，创造了差异化竞争点，切中婚宴新人对"仪式感"和"难忘体验"的情感需求。 此外，今年郎酒庄园还推出了首款现场定制产品"华夏百家姓系列酒"。 郎酒庄园是中国白酒的标杆性酒庄，耗资逾百亿，历时十余年方才建成，成就了"除非亲临 无法言说"的独家体验，也让郎酒成为独树一帜的存在。 作为郎酒品牌的核心资产，"郎酒庄园"是企业立足于酒业的超级符号，蕴藏着郎酒极致品质的奥秘也成为中国庄园白酒产业发展的 ...

Core Insights - The white liquor market is experiencing a price decline across various brands, with significant adjustments in retail pricing due to the introduction of new sales channels and promotional strategies [5][15][17] - Instant retail platforms are contributing to lower average prices, with many high-end products being sold at prices significantly below traditional retail channels [6][9][10] Price Trends - The average price of Feitian Moutai has dropped to approximately 2134.43 yuan, down from 2367 yuan in the previous period, with online prices as low as 1890 yuan on certain platforms [6][7] - The average price of Wuliangye's eighth generation has decreased to 953.1 yuan, down from 1054 yuan, reflecting a decline of 9.57% [16] - The average price of Guojiao 1573 has also seen a reduction, with current prices around 982.61 yuan, indicating a downward trend in the high-end liquor segment [10][12] Market Adjustments - The introduction of new retail channels, particularly instant retail platforms, has led to a more accurate reflection of market prices, with many products seeing a significant drop in their average prices [5][17] - The inclusion of Foshan in the pricing statistics has highlighted its status as a key market for liquor consumption, with average prices for high-end products like Feitian Moutai reaching around 2320.94 yuan [12][13] Product-Specific Changes - The average price of Dream Blue M6+ is reported at 708.46 yuan, with online prices being lower than offline prices, indicating a shift in consumer purchasing behavior [10][11] - The average price of the ancient well liquor, Gu 20, has decreased to 597 yuan, down from 660 yuan, showing a notable price adjustment in the mid-range segment [7][16] Consumer Behavior - The shift towards instant retail platforms is changing consumer purchasing patterns, with many consumers opting for lower-priced options available online [6][17] - The overall market dynamics are being influenced by promotional activities and discounts offered by instant retail platforms, leading to a more competitive pricing environment [5][15]

前提是说你跟着合作的几年每年都能完成任务而且你没有违约另外股票这一块它的翻翻股票价格翻翻以后再开始进行返还返还也不是一次性翻翻翻也是分几年陆续翻个翻翻以后就是必须得 对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对对 呃合作的去的经销商合作的意向都还是比较强的啊因为如果他没有意向他不会去提前呢因为销售人员做工作啊大家对于这个模式还是比较看重的然后他们去贵多的大多数经销商看到的还是产品本身就是说真正说比如说大家因为股票去合作这个的相对占比少主要还是因为就是对这个产品和这个产品的模式 相对来说比较认可啊所以大多数人百分之七八十的人吧都是因为这选择了这个这个产品啊明白哎就是这个就针对这个产品上的给你请教一下第一个就是呃这个产 ...

Core Insights - The white liquor sales are in a seasonal downturn, yet major brands are actively launching new products and adjusting pricing strategies to adapt to market conditions [1][19] - The introduction of instant retail platforms has significantly influenced the pricing dynamics of white liquor, leading to lower average prices across various products [2][19] Pricing Adjustments - The latest adjustments show a decline in average prices for most products compared to the previous period, with instant retail platforms offering prices significantly lower than traditional channels [2][19] - For example, the average price of Feitian Moutai online is 2110.02 yuan, while offline it is 2199.5 yuan, resulting in an overall average of 2134.43 yuan, down from 2367 yuan [3][7] Product-Specific Price Changes - Feitian Moutai's price has dropped to below 2000 yuan on some instant retail platforms, with prices as low as 1890 yuan on Meituan [3][4] - Other high-end products like Wuliangye and Guojiao 1573 have also seen significant price reductions, with Wuliangye priced at 917.12 yuan online and 998.48 yuan offline [7][11] Market Dynamics in Different Regions - The inclusion of Foshan in the pricing index reflects its status as a major consumption hub, with Feitian Moutai's average price in Foshan reaching approximately 2320 yuan [12][15] - In Shenzhen, the average price of Feitian Moutai is reported at 2137.95 yuan, closely aligning with market performance after the removal of high-priced channels [8][9] Overall Market Trends - The overall market for white liquor is experiencing a transformation due to the entry of instant retail channels, which have become significant contributors to sales during promotional periods [19] - The adjustments in pricing and the introduction of new sales channels indicate a shift towards more competitive pricing strategies among brands [19]

Core Insights - The article discusses the strategic focus of Langjiu on the sinking market, highlighting its efforts to engage with consumers in lower-tier cities through events and localized marketing strategies [3][12][22] - Langjiu is leveraging cultural events, such as concerts and local festivals, to enhance brand visibility and emotional connection with consumers in these markets [4][6][8] - The company is implementing a comprehensive approach that includes product diversification, community engagement, and innovative marketing to capture market share in the sinking market [13][15][19] Group 1: Market Strategy - Langjiu is actively targeting the sinking market, where per capita disposable income growth has outpaced urban areas for five consecutive years [3] - The company is organizing high-profile events, such as concerts featuring popular artists, to create excitement and brand awareness in key regions like Sichuan [4][6] - Langjiu's approach emphasizes understanding local culture and consumer preferences, ensuring that marketing efforts resonate with the target audience [8][12] Group 2: Product and Organizational Alignment - Langjiu has developed a diverse product portfolio that caters to various consumer needs, including business banquets and family gatherings, achieving full coverage across different price ranges [13][15] - The company is restructuring its organizational model to enhance collaboration between departments and improve efficiency in responding to market demands [15][16] - Langjiu's commitment to building a "community of shared destiny" with its distributors is evident in its initiatives to stabilize profits and support partners during challenging market conditions [18][19] Group 3: Innovation and Brand Value - The company is focused on expanding its market presence by tapping into previously overlooked consumer segments and needs [22] - Langjiu has invested in its production capabilities, achieving a significant increase in its annual output and storage capacity for high-quality liquor [23][27] - The brand aims to redefine the value of Chinese liquor by enhancing consumer experiences and establishing a strong cultural narrative around its products [25][28][29]

Core Insights - The white liquor market has experienced a collective price decline since 2025, affecting both high-end and mid-range products due to a cooling consumption environment and high inventory pressures [1][15][16] - The South China region, particularly the Guangdong-Hong Kong-Macao Greater Bay Area, has shown significant price differentiation and a notable decline in retail prices for various white liquor products [1][2][3] Market Performance - More than half of the monitored products have seen a price drop since the beginning of the year, with high-end products being the most affected [2][15] - Among 21 monitored products, 15 experienced a decline in average retail prices, with only 4 showing slight increases and 2 remaining stable [2][3] - The most significant price drop was observed in Feitian Moutai, which fell from approximately 2624 CNY to 2368 CNY, a decrease of 256 CNY [2][3] Price Trends by Product - Feitian Moutai's market price has dropped significantly, with current prices ranging from 2100 to 2400 CNY per bottle, marking a decline of over 15% from its peak [3][15] - Other products in the thousand CNY price range, such as the eighth generation Wuliangye and Guojiao 1573, also saw price reductions, with the eighth generation Wuliangye dropping by 110 CNY [10][15] - Mid-range products like Yanghe Dream Blue M6+ and Guotai Guobiao also experienced price declines, although to a lesser extent compared to high-end products [4][10] Regional Price Dynamics - In Guangzhou, 17 out of 21 products saw price declines, with Feitian Moutai dropping from 2648 CNY to 2305 CNY [7][8] - Shenzhen's market showed a downward trend in retail prices, although some products had inflated prices due to high-end retail channels [9][10] - Dongguan's market exhibited significant price fluctuations influenced by seasonal demand and promotional activities, with Feitian Moutai's price dropping to 2299 CNY during peak sales periods [12][13] Inventory and Market Conditions - The white liquor industry is currently in a deep adjustment phase, with high inventory levels leading to price pressures across all product categories [15][16] - Approximately 60% of companies are facing price inversion, particularly in the 800 to 1500 CNY price range, which is experiencing the most significant downward pressure [15][16] - The average inventory turnover days have increased to 900 days, indicating a challenging market environment for producers [15][16] Future Outlook - The market is expected to continue facing challenges as companies balance between maintaining prices and expanding market share [17][18] - The introduction of new statistical methods and the inclusion of additional cities like Foshan in price monitoring may provide a clearer picture of market dynamics moving forward [20][21]

Group 1 - The core viewpoint of the news highlights the challenges faced by the liquor industry, particularly the decline in sales revenue for companies like Huangtai Liquor due to market environment changes and intensified competition [1] - Huangtai Liquor expects a net profit loss of 4.5 million to 6.5 million yuan for the first half of 2025, compared to a loss of 3.97 million yuan in the same period last year [1] - The company needs to reassess its market positioning, optimize product structure, and explore new markets to reverse the declining performance [1] Group 2 - JD Group's liquor business experienced a 24% overall growth in the first half of 2025, with self-operated segments growing over 41%, solidifying its position as the largest retail platform in the liquor industry [2] - The partnership between JD and Xijiu has surpassed 1 billion yuan in 2023, with expectations for double-digit growth in 2024 and continued rapid development in 2025 [2] - This collaboration is expected to enhance market expansion and brand influence for Xijiu while strengthening JD's advantages in the liquor sector, contributing to the industry's digital transformation [2] Group 3 - Langjiu announced a comprehensive upgrade of the Langjiu Manor Membership Festival for 2025, featuring "three main venues + hundreds of city sub-venues," which will significantly expand brand reach and consumer interaction [3] - The chairman of Langjiu Group indicated that the quality storage of premium sauce liquor will reach 300,000 tons this year, providing a solid foundation for the brand's quality [3] - The opening of Longma Winery in 2026 is expected to enhance Langjiu's product matrix and expand its market presence in the strong aroma and sauce aroma segments, improving overall competitiveness [3]

Core Viewpoint - Sichuan Langjiu Co., Ltd. has committed to maintaining price stability and avoiding price wars, but actual market conditions show significant price fluctuations, indicating a disconnect between the company's promises and market realities [1][3][6]. Group 1: Company Commitments - Chairman Wang Junlin proposed "Four Guarantees" and "Eight Persistences" to stabilize market confidence and protect brand value, emphasizing a long-term strategy over short-term price competition [1][2]. - The commitment to not engage in price wars is seen as a responsible move to protect the interests of distributors and maintain the high-end value of the brand [1][3]. Group 2: Market Reality - From January 1, 2024, to December 31, 2024, the price of Honghua Lang 15 dropped from 490 yuan to 415 yuan per bottle, and Honghua Lang 10 fell from 290 yuan to 265 yuan [2]. - Distributors report significant price volatility, with some stating that prices change daily, leading to concerns about profitability and inventory management [3][6]. Group 3: Price Decline and Challenges - The high-end product Qinghua Lang has seen a drastic price drop, with its suggested retail price of 1499 yuan per bottle falling to 710 yuan by July 9, 2025, indicating a severe decline in market value [4][5]. - The price inversion phenomenon, where retail prices are significantly lower than the official prices, has been attributed to excessive inventory and pressure from the company on distributors [6][8]. Group 4: Historical Context and IPO Aspirations - Langjiu's IPO journey has been fraught with challenges, having attempted to go public multiple times since 2007 without success, often due to market conditions and internal issues [9][10]. - The ongoing price inversion and market management issues are seen as potential obstacles to Langjiu's future IPO plans, as they may undermine investor confidence [10].