日前,珍酒李渡(06979.HK)推出首款高端精酿啤酒“牛市”,375ml铝瓶装定价88元,董事长吴向东在直播中强调产品采用加拿大、澳大利亚大麦芽及欧洲酵母。紧随其后,390ml罐装五粮液(000858.SZ)系的“风火轮”精酿也将于8月15日上市,建议零售价19.5元。
此前,泸州老窖(000568.SZ)也入局了啤酒赛道,百调啤酒最高定价198元/瓶,目前仍处试水阶段。
行业数据显示,精酿啤酒市场规模预计从2020年100亿元增至2025年300~400亿元,渗透率将提升至6.3%。除了白酒企业外,盒马鲜生、海底捞(06862.HK)、王老吉等分别推出过“雨橙小麦精酿”“蜂蜜乌龙茶啤酒”“艾尔精酿白啤酒”等。
业内人士分析,白酒企业虽具备渠道和品牌优势,但面临精酿保质期短、消费场景差异等挑战。中国酒业协会预测,未来五年精酿增速将持续领跑行业,但品牌认知冲突与库存模式差异或成主要制约因素。
随着盒马、海底捞等新零售企业入局,精酿啤酒赛道已形成传统酒企、独立品牌与跨界玩家三足鼎立格局。专家认为,即时零售模式正在重塑消费场景,白酒巨头能否将渠道优势转化为市场份额,仍需市场检验。
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