舍得下滑,金徽疲软,复星白酒大局的梦醒时分- DoNews专栏

iDoNews
29 Apr

一向被认为是好生意的白酒行业,正逐渐褪去光环。2024年,全国规模以上企业白酒产量实现414.5万千升,同比下降了1.8%,白酒行业仍处于存量竞争阶段。库存高企、动销疲软、价格倒挂……在面临共性问题之下,白酒行业加速洗牌,头部企业保持增长,二三线酒企的生存空间却越来越小,例如舍得酒业和金徽酒这两家复星系布局的酒企。2020年,“复星系郭广昌”大摆酒局,先以25.54亿拿下了“甘肃酒王”金徽酒38%...

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