酒业家编者按:2025年的中国酒业,正行驶在明暗交替的产业激变之中。“激变”之下,是消费习惯的深刻变迁、是渠道结构的剧烈重构、是资本市场的谨慎观望。“激变”的阵痛:高企的库存、下修的业绩、以及弥漫在空气中对周期拐点的集体追问,正在深刻影响和重塑着产业的发展。但“激变”造就的混沌格局之下,“新生”的力量正破土而出。我们无意于重复那些众所周知的焦虑,而是致力于解构焦虑背后正在发生的结构性变迁。酒业家...
Source Link酒业家编者按:2025年的中国酒业,正行驶在明暗交替的产业激变之中。“激变”之下,是消费习惯的深刻变迁、是渠道结构的剧烈重构、是资本市场的谨慎观望。“激变”的阵痛:高企的库存、下修的业绩、以及弥漫在空气中对周期拐点的集体追问,正在深刻影响和重塑着产业的发展。但“激变”造就的混沌格局之下,“新生”的力量正破土而出。我们无意于重复那些众所周知的焦虑,而是致力于解构焦虑背后正在发生的结构性变迁。酒业家...
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