摘要:春节长假落幕,消费行业的成色究竟几何?高盛近期组织了一场针对湖南省大型经销商的专家会议,揭示了白酒、乳品及饮料在2026年开春的真实动销与库存现状。在宏观环境与需求分化的当下,这份来自一线的调研报告清晰地传递了一个信号:强者的复苏是“带刺”的。~~白酒板块:茅五转向复苏,腰部品牌“承压”~~2026年春节期间,白酒市场呈现出极强的“马太效应”。贵州茅台:高端需求的压舱石动销超预期:湖南地区...
Source Link摘要:春节长假落幕,消费行业的成色究竟几何?高盛近期组织了一场针对湖南省大型经销商的专家会议,揭示了白酒、乳品及饮料在2026年开春的真实动销与库存现状。在宏观环境与需求分化的当下,这份来自一线的调研报告清晰地传递了一个信号:强者的复苏是“带刺”的。~~白酒板块:茅五转向复苏,腰部品牌“承压”~~2026年春节期间,白酒市场呈现出极强的“马太效应”。贵州茅台:高端需求的压舱石动销超预期:湖南地区...
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