21世纪经济报道记者肖夏重庆报道 飞天茅台只要一千九，剑南春只要三百六，雪花百威乐堡只要两三元？ 今年618酒水怎么这么"卷"？ 618大促已经进入后半程，但你可能不知道，最近各种白酒、啤酒、葡萄酒已经被打到地板价了。 线下要卖2200元、2300元的茅台，最近在某电商闪购只要1900多元。剑南春水晶剑，在某平台闪购补贴 后只要369元，接近全网最低价。有朋友在某电商旗舰店买了一箱黄盖玻汾才200块钱，一瓶才三十多 元，只有市场价的一半。 所以前段时间平台发布的战报，酒水类目都是一路飘红。 而正在进入旺季的啤酒，也面临着阶段性调整。 啤酒的主要消费场景是餐饮、夜场这类现饮渠道，但是这两年现饮渠道低迷，很多人将外出的餐饮消费 转移到了家里。 一罐乐堡、雪花勇闯天涯SuperX不到2元，高端的青岛啤酒（600600）白啤、百威啤酒通通4元。 为什么今年618酒水这么便宜？ 首先，今年几大电商竞争即时零售赛道，补贴力度进一步加大。 有做电商酒水业务的行业人士告诉我们，今年有头部电商增加了酒水类目的补贴投入，部分白酒品牌今 年的官方补贴力度达到10%。 分品类来看，先说白酒。夏天一向是白酒消费淡季，这个时候市场价格本 ...

Core Insights - The article highlights the successful brand rejuvenation of Fenjiu in the Chinese liquor market, particularly among younger consumers, as evidenced by its ranking in the CBI500 list [2][5][17] - The white liquor industry is currently facing challenges such as oversupply and high inventory, leading to a competitive landscape where only a few brands thrive [5][7][28] - Fenjiu's strategy focuses on appealing to younger consumers by emphasizing product value and innovative marketing approaches [17][21][30] Group 1: Brand Performance - Fenjiu ranks 163rd in the CBI500 list, with a significant lead among new customers aged 18-24, reflecting its successful youth-oriented strategy [2][5] - The overall white liquor industry is struggling, with only eight brands making it to the CBI500 list, indicating a stark contrast to other sectors like 3C and apparel [5][6] - Fenjiu's revenue reached 319 billion in 2023, with a projected growth to 360.11 billion in 2024, showcasing its resilience in a challenging market [17][20] Group 2: Consumer Trends - The main consumer demographic for white liquor is shifting, with younger generations increasingly becoming the primary market, accounting for 34% of consumers born between 1985-1994 and 18% for those born after 1995 [11][13] - Young consumers prioritize taste and value over brand prestige, indicating a shift in purchasing criteria [13][18] - The demand for lower-alcohol options is rising, prompting brands to expand their product lines to cater to this preference [14][20] Group 3: Marketing and Distribution Strategies - Fenjiu employs a multi-faceted marketing approach, utilizing social media and e-commerce platforms to engage younger consumers and create a complete consumption loop [21][22] - The brand has successfully launched campaigns that resonate with younger audiences, such as the "white liquor innovation" initiatives, which have garnered significant attention online [21][24] - Fenjiu's collaboration with platforms like Tmall has resulted in substantial growth, with a 76% increase in brand performance during promotional events [24][26] Group 4: Industry Challenges and Future Directions - The white liquor industry is entering a new cycle characterized by market segmentation and consumption upgrades, necessitating a comprehensive value redefinition [28][30] - Companies must adapt to changing consumer preferences and enhance their product offerings to remain competitive in the evolving market landscape [30][31] - The future competition will focus on flavor innovation, channel diversification, cultural relevance, and international expansion [30][31]

第一 青年消费新趋势：为情绪价值和兴趣买单 现在的白酒消费市场流传这样一句话："得青年者得天下"。因为第七次全国人口普查数据显示，我国14～35岁青年人口占比为28.35%，规模将近4亿人。如 果按照2024年全国居民人均消费支出28227元的标准估算，这一群体能够带动11.29万亿元的消费量。 青年群体是提振消费的"主力军"。根据生命周期消费理论，在全部消费者中，青年的群体规模大，消费能力强，消费倾向高，消费意愿最强烈，消费品种也 最丰富。因此，采取多种措施努力提升青年群体的白酒消费能力，让青年群体对中国白酒"能消费、敢消费、愿消费"，是中国白酒稳增长扩内需的重要途 径。 当今的年轻人更愿意为情绪价值支付溢价。在青年消费者心目中，"心价比""情价比"常常超越"性价比"，"悦己"成为很多青年人的核心消费动机。为情绪价 值和兴趣买单，已经成为年轻人消费的重要理由，占比超过40%。"只买对的，不买贵的""该省省该花花"等理念，现在越来越成为年轻人的消费原则。年轻 人还能够带动更多中老年人尝试并习惯新型消费，产生消费的"乘数效应"。 青年群体消费的社交属性正在不断强化，他们的购买行为常与社交行为深度绑定。线上和线下 ...

在行业调整周期下，汾阳王还是区域酒企，想要坐稳老二的位置，更多的还是要在山西省外 市场积极的发展根据地市场，进一步完善产品结构，培育自身的消费人群，从而构建具有自 身特色的差异化竞争优势，这样才能获得可持续的发展驱动力。 对标"汾老大"，汾阳王能否如愿成为"清香第二"？ 二是工艺上的"借鉴学习"。董事长王再武曾介绍，汾阳王酒完全按照汾酒十诀工艺酿酒，并学习了其三 曲提升产品风味。 三是地理上的"借鉴学习"，汾阳王不断向汾酒靠近。2011年汾阳王进入杏花村镇的杏花村酒业集中发展 区，出资参与成立了山西杏花华樽酒业；到了2022年，杏花华樽酒业又在汾阳杏花村经济技术开发区拿 下1000亩地，启动技改扩产，厂区与中国汾酒城仅有一墙之隔。 对于汾阳王的"照搬式学习"策略，市场上存在这样的声音：汾阳王在对"汾老大"的学习上很用心也很认 真，但可能忽略了汾酒的崛起是有许多窗口期，随着市场竞争趋势的变化，汾酒过去的模式方法肯定要 有所调整创新，否则汾阳王的学习就是刻舟求剑。 在汾阳王的发展中，跟随山西汾酒的战略经常被业内议论。此前，汾阳王董事长王再武几次喊出"学 习'汾老大'，做好'汾老二'""要做就做'两清'之一"的口号 ...