前言：近期华创研究&金鼎资本联合举办新消费主题会议，食品饮料组邀请数家上市公司及行业专家，以下交流分享汇总反馈：洋酒专家：洋酒处在周期底部，预计未来三年销量止跌趋稳。22Q4 以来洋酒整体处于下滑态势，其中高端威士忌价格跌幅约50%、白兰地价格跌幅10-20%相对较小，分析原因一是需求下行，二是早年洋酒品牌溢价较高、目前回归合理所致。分品类来看，国内白兰地竞争格局相对稳定，三大洋（马爹利、轩尼诗、...
Source Link前言：近期华创研究&金鼎资本联合举办新消费主题会议，食品饮料组邀请数家上市公司及行业专家，以下交流分享汇总反馈：洋酒专家：洋酒处在周期底部，预计未来三年销量止跌趋稳。22Q4 以来洋酒整体处于下滑态势，其中高端威士忌价格跌幅约50%、白兰地价格跌幅10-20%相对较小，分析原因一是需求下行，二是早年洋酒品牌溢价较高、目前回归合理所致。分品类来看，国内白兰地竞争格局相对稳定，三大洋（马爹利、轩尼诗、...
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