2025H1经济&政策双重影响下白酒行业迎5大变化,目前仍处深度调整阶段。白酒行业为强β行业,2025H1受经济/消费仍偏弱&廉洁教育/限制饮酒相关文件出台影响,春节后淡季动销表现持续走弱,在新环境下,行业迎5大新变化:① 产品矩阵变化:在低度化/年轻化/高性价比趋势下,酒企相继重视低度产品序列化&中档价位序列化布局工作&产品品质升级;② 渠道持续升级:酒企通过组建平台公司加强渠道掌控,拥抱新渠道...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.