白酒库存周期逐步转 向需求周期的变化往往是决定白酒行业调整的较为重要的因素,但这一周期的变化往往不由行业自身决定。行业自身能决定的是批价和库存的变化。整体来看,酒厂自身战略调整决定了批价库存周期发展的方向,而宏观经济周期则决定了批价库存周期波动的幅度和调整的长度。从当前位置来看,白酒行业自身的库存批价周期已经出现较为明确的转向,头部企业开始主动寻求降速来保护批价和渠道库存的健康,企业在战略层面已经...
Source Link白酒库存周期逐步转 向需求周期的变化往往是决定白酒行业调整的较为重要的因素,但这一周期的变化往往不由行业自身决定。行业自身能决定的是批价和库存的变化。整体来看,酒厂自身战略调整决定了批价库存周期发展的方向,而宏观经济周期则决定了批价库存周期波动的幅度和调整的长度。从当前位置来看,白酒行业自身的库存批价周期已经出现较为明确的转向,头部企业开始主动寻求降速来保护批价和渠道库存的健康,企业在战略层面已经...
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