没有一个行业永远向上,多年高速增长之后,白酒进入调整期。 前几年被资本狂热追逐的酱酒赛道,感受尤为深刻。曾经,赤水河畔新项目接连上马,行业内外资本争相涌入,酱酒一度被视作“点石成金”的香饽饽。如今,狂热褪去,行业光环不再,赛道回归理性。今年上半年,白酒龙头贵州茅台营收增速首次降至个位数,珍酒李渡则出现上市两年来首次营收与净利润“双降”。 如何从“资本驱动” 转向 “消费驱动”,如何让产品真正...
Source Link没有一个行业永远向上,多年高速增长之后,白酒进入调整期。 前几年被资本狂热追逐的酱酒赛道,感受尤为深刻。曾经,赤水河畔新项目接连上马,行业内外资本争相涌入,酱酒一度被视作“点石成金”的香饽饽。如今,狂热褪去,行业光环不再,赛道回归理性。今年上半年,白酒龙头贵州茅台营收增速首次降至个位数,珍酒李渡则出现上市两年来首次营收与净利润“双降”。 如何从“资本驱动” 转向 “消费驱动”,如何让产品真正...
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