(以下内容从国金证券《食品饮料行业周报:白酒板块持续筑底,大众品关注景气&成本逻辑》研报附件原文摘录)白酒:近期飞天茅台渠道批价再度回落、原箱批价跌破1600元。当前双十一窗口期已经过去,短期飞天茅台、普五等头部单品批价回落主要系渠道出货诉求提升而接货情绪回落,例如前期五粮液执行普五渠道转码政策,经销商通过收货转码可计入当年销售合同,由于批价倒挂、转码政策激发渠道接货情绪,因此前期普五批价有明显...
Source Link(以下内容从国金证券《食品饮料行业周报:白酒板块持续筑底,大众品关注景气&成本逻辑》研报附件原文摘录)白酒:近期飞天茅台渠道批价再度回落、原箱批价跌破1600元。当前双十一窗口期已经过去,短期飞天茅台、普五等头部单品批价回落主要系渠道出货诉求提升而接货情绪回落,例如前期五粮液执行普五渠道转码政策,经销商通过收货转码可计入当年销售合同,由于批价倒挂、转码政策激发渠道接货情绪,因此前期普五批价有明显...
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