EPISODE · May 22, 2025 · 10 MIN
只有茅台能留在牌桌上？
from 虎嗅·商业有味道
白酒业仍处于寒冬中，动销疲软、价格倒挂、库存高企仿佛成了三大顽疾。上市的20家酒企2024年营收合计为4390亿元，虽然同比增长7.27%，但主要由头部酒企带动，排名前三的茅台、五粮液、汾酒，市占率总和突破65.4%，利润集中度高达73.92%。这仿佛再次印证了，在下行周期，只有行业龙头才具备更强的承压性。但另一方面，山西汾酒与古井贡酒增长表现亮眼。在茅台降维打击态势越发明显时，为何它们能打破颓势？未来白酒业的格局又会发生哪些改变？【时间轴】00:20 上市酒企营收增长，全靠行业头部拉动？03:21 “强者恒强”的茅台，也不可能一家独大06:48 从五粮液到汾酒，新格局正在形成中
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只有茅台能留在牌桌上？
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This episode is 10 minutes long.
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This episode was published on May 22, 2025.
What is this episode about?
白酒业仍处于寒冬中，动销疲软、价格倒挂、库存高企仿佛成了三大顽疾。上市的20家酒企2024年营收合计为4390亿元，虽然同比增长7.27%，但主要由头部酒企带动，排名前三的茅台、五粮液、汾酒，市占率总和突破65.4%，利润集中度高达73.92%。这仿佛再次印证了，在下行周期，只有行业龙头才具备更强的承压性。但另一方面，山西汾酒与古井贡酒增长表现亮眼。在茅台降维打击态势越发明显时，为何它们能打破颓势？未来白酒业的格局又会发生哪些改变？【时间轴】00:20...
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