酒业早参丨茅台高管调研市场一线：需求端旺盛；金徽酒回应二季度增速放缓

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丨 2024年8月21日星期三丨NO.1茅台高管调研市场一线：需求端旺盛近日，为进一步落实好2024年茅台酒半年市场工作会议精神，深入了解各省区市场情况，继在新疆、广东开展市场调研后，茅台集团党委副书记、总经理王莉率队赴四川成都开展市场调研，召开全国商超百货渠道市场工作会、云贵川渝藏五省区经销和自营体系市场工作会。会议集中听取了云贵川渝藏各省区市场工作汇报，认真聆听了商超百货、经销商代表及自营...

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丨NO.1茅台高管调研市场一线：需求端旺盛近日，为进一步落实好2024年茅台酒半年市场工作会议精神，深入了解各省区市场情况，继在新疆、广东开展市场调研后，茅台集团党委副书记、总经理王莉率队赴四川成都开展市场调研，召开全国商超百货渠道市场工作会、云贵川渝藏五省区经销和自营体系市场工作会。会议集中听取了云贵川渝藏各省区市场工作汇报，认真聆听了商超百货、经销商代表及自营体系省区负责人的意见建议。从市场反馈情况来看，白酒消费整体趋势稳定，40岁以下消费群体明显增加。于茅台酒销售而言，客户数量整体在增加，客群结构在变化，需求端旺盛。点评：茅台高管频繁调研市场，倾听渠道和经销商声音，并根据市场情况做出调整，有利于公司整体的稳健发展。NO.2金徽酒回应第二季度业绩增速放缓：系因主动控量8月19日，金徽酒发布了2024年半年度财报。其中，第二季度单季实现营收6.78亿元，同比增长7.73%，归母净利润0.74亿元，同比增长1.88%。对此，公司相关人士8月20日对《每日经济新闻•将进酒》记者表示，第二季度增速放缓是公司核心产品上调价格，主动做的控量，没有做促销活动，依靠自然动销。点评：在行业调整期，酒企主动控量，将为销售渠道特别是经销商群体缓解压力。NO.3永顺泰上半年营收21.68亿元8月19日，永顺泰发布2024年半年报。报告期内，公司实现营业收入21.68亿元，同比下降12.43%；净利润1.68亿元，同比增长165.93%。永顺泰方面表示，营收下降主要系受销售单价下降影响。永顺泰是国内产销规模最大的麦芽制造商，麦芽奠定啤酒的基础风味，是啤酒生产环节中最主要的原料之一。点评：永顺泰作为众多啤酒巨头的麦芽供应商，营收下滑主要因为产品销售价格的下滑。NO.4天佑德酒拟在美国推白酒、威士忌产品8月19日，天佑德酒召开投资者交流会。针对7月对美国子公司增资的问题，天佑德酒表示，增资是分期进行的，主要是为了满足美国子公司自身经营需要，以及公司白酒、威士忌的“出海”尝试，公司计划下半年或明年出口白酒、威士忌各一款进入美国市场。预计本次出海对公司的收入、净利润影响非常小。关于未来是否尝试外省市场，天佑德酒表示，公司青稞白酒青海省外在甘肃、西藏、山西市场的销售态势较好。在巩固青海大本营的同时，公司以甘肃、山西、陕西、河南为战略核心，辅以华东、华南、华北重点城市的布局，为长期发展奠定坚实基础。此外，“出海”计划正推动美国市场开发布局工作。点评：天佑德酒拟扩大白酒及其近年新布局的威士忌产品在国外的销售，但实际市场推广尚面临不小挑战。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"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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