“符合预期,无惊无喜。”假期复工第一天,有券商分析师对元旦和春节期间的白酒销售情况进行了评价。这是对市场趋势的冷静观察、对行业稳定性的肯定,似乎更是在行业调整期,产业各方从追求高速增长到注重稳健发展的心态转变。 截至农历新年前夕,10家上市白酒企业披露了2024年业绩预告,其中仅4家预计实现稳定增长,其余6家业绩均出现下滑,个别企业甚至预亏。在说明业绩变动原因时,酒企高频次提到“动销、库存去化...
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