控量稳价泸州老窖也出手了！

证券时报06-28

在淡季整体需求量不大的情况下，飞天茅台价格的下跌引起市场对白酒行业的担忧。为了稳住白酒价格，多家酒企近期发布措施，控制白酒出货量。市场分析人士指出，酒企推出控量稳价措施，有利于白酒市场价格的稳定。2024年白酒行业的看点仍在于消费信心恢复与经济复苏情况，全年目标完成度的验证时点为中秋国庆的销售旺季。酒企打出“稳价组合拳”6月28日，泸州老窖国窖酒类销售股份有限公司印发《关于停止接收国窖38度经典装...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024062820134195e30d2c&s=b><strong>证券时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在淡季整体需求量不大的情况下，飞天茅台价格的下跌引起市场对白酒行业的担忧。为了稳住白酒价格，多家酒企近期发布措施，控制白酒出货量。市场分析人士指出，酒企推出控量稳价措施，有利于白酒市场价格的稳定。2024年白酒行业的看点仍在于消费信心恢复与经济复苏情况，全年目标完成度的验证时点为中秋国庆的销售旺季。酒企打出“稳价组合拳”6月28日，泸州老窖国窖酒类销售股份有限公司印发《关于停止接收国窖38度经典装...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024062820134195e30d2c&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0140636845.USD","symbol_name":"施罗德大中华区股票A 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prices!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600519":0.9,"000568":1},"content_text":"在淡季整体需求量不大的情况下，飞天茅台价格的下跌引起市场对白酒行业的担忧。为了稳住白酒价格，多家酒企近期发布措施，控制白酒出货量。市场分析人士指出，酒企推出控量稳价措施，有利于白酒市场价格的稳定。2024年白酒行业的看点仍在于消费信心恢复与经济复苏情况，全年目标完成度的验证时点为中秋国庆的销售旺季。酒企打出“稳价组合拳”6月28日，泸州老窖国窖酒类销售股份有限公司印发《关于停止接收国窖38度经典装订单及货运发运的通知》，通知称，经公司研究决定，即日起停止接收国窖38度经典装订单及货物发运。国窖1573是泸州老窖核心产品。据泸州老窖2023年年报介绍，公司以专业化白酒产品设计、生产、销售为主要经营模式，主营“国窖1573”“泸州老窖”等系列白酒。2023年公司实现营业收入302.33亿元，同比增长20.34%；实现归属于上市公司股东的净利润132.46亿元，同比增长27.79%。除了泸州老窖外，贵州茅台、五粮液等头部酒企近期也在出手稳价。“12瓶装飞天茅台将取消投放、飞天茅台开箱政策将取消、15年陈年茅台以及精品茅台暂停发货。”近日，部分茅台经销商收到了上述消息。在此之前，贵州茅台还暂停巽风375ml茅台酒的数字藏品合成行权、收紧部分省份1499元直营团购供应。此外，茅台集团董事长张德芹也频赴多地召开经销商座谈会，还带领团队前往香港调研，稳定市场信心。在6月28日召开的五粮液2023年度股东大会上，五粮液集团董事长曾从钦表示，第八代五粮液将遵循量价平衡原则，持续优化投放节奏和商家结构，投放不盲目求增，降低在主品牌中的市场投放比例，新增计划量向其他主销产品倾斜。39度、1618五粮液方面，将开展深度打造，加快打造新的增长点。45度、68度五粮液方面，积极做好商家布局和市场运营工作，加大空白市场、潜力市场的拓展力度。酒企纷纷“稳价”背后，是随着618收官，在“取消预售”、主打低价、“百亿补贴”等平台政策下，高端白酒整体价格体系受到冲击。飞天茅台酒散瓶价格一度下跌至2000元附近，第八代五粮液、国窖1573、君品习酒等多款千元价格带白酒受到影响。白酒价格下跌，让酒企不得不重新审视白酒投放情况以及渠道管控情况。对于近期白酒价格调整，中国酒业协会认为，从市场层面来看，近期白酒市场的调整主要体现在价格波动、库存增加、品牌竞争分化等方面。这些调整是市场自然发展的结果，也是行业发展的必然趋势。中国酒业协会的观点称，在消费升级和市场竞争的双重压力下，一些酒企出现了产能过剩、库存积压的问题。然而，这也为行业调整提供了契机。通过消化库存、优化产能结构，酒企可以更加专注于品质提升和品牌塑造，为长期发展奠定基础。市场价格逐步企稳在一系列“稳价组合拳”下，近期飞天茅台的价格有所企稳。记者从今日酒价平台看到，目前2024年产飞天茅台散瓶价格已回升至2200元以上。在电商平台上，记者也看到，飞天茅台散瓶价格已有所回升。东方证券认为，此次飞天茅台批价波动主要系整体消费环境疲软，恰逢淡季价格波动，同时黄牛、炒家资金链紧张出货、电商引流破价竞争，叠加“散飞”与“原箱”多年价格“剪刀差”遗留问题爆发等原因。随着茅台稳价措施不断加码，东方证券预计后续政策效果将逐渐显现，茅台批价将逐步企稳。中国酒业协会近期发布了《2024中国白酒市场中期研究报告》，2024年上半年，中国白酒市场仍然表现出坚实的抗风险能力与持续的发展韧劲。价格波动、价格提升与库存增加、品牌竞争分化、消费主力与产品需求调整、市场策略更加谨慎是2024年1—6月白酒市场变化的五个方面。开源证券表示，在新的消费形势与环境下，渠道秩序的健康运行可能更多依靠传统经销商的力量，未来批价会更加稳健。当前弱复苏的消费环境已成为市场共识，行业增速放缓也在预期之中，龙头酒厂一直重视渠道秩序建设，报表端仍具有韧性。（文章来源：证券时报）","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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控量稳价 泸州老窖也出手了！

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控量稳价泸州老窖也出手了！