文|风车车排版|小西白酒的寒冬大概率只能用“剧冷”来形容。“难看的业绩、跌破的价格、高压的库存”成了三季度行业的真实写照。一边是酒企利润的集体“失血”,一边是价格体系的持续崩塌,白酒行业正深陷困局难以自拔。冰冻三尺非一日之寒,产业周期调整与消费结构变革的双重绞杀,背后是行业长期结构性矛盾的集中爆发。多数观察者把企业业绩变差归于大环境和产业周期调整,透过现象看本质,企业在过去多年应对变局所体现出来的...
Source Link文|风车车排版|小西白酒的寒冬大概率只能用“剧冷”来形容。“难看的业绩、跌破的价格、高压的库存”成了三季度行业的真实写照。一边是酒企利润的集体“失血”,一边是价格体系的持续崩塌,白酒行业正深陷困局难以自拔。冰冻三尺非一日之寒,产业周期调整与消费结构变革的双重绞杀,背后是行业长期结构性矛盾的集中爆发。多数观察者把企业业绩变差归于大环境和产业周期调整,透过现象看本质,企业在过去多年应对变局所体现出来的...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.