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节前停货节后涨价 泸州老窖核心产品欲“紧跟”五粮液

2017-10-13 07:27:53   

每经记者 陈星 每经编辑 赵桥

泸州老窖(000568,SZ)打响了节后涨价“第一枪”。

近日,泸州老窖旗下国窖1573及特曲60版双双提价。其中,国窖1573的零售价提升至969元/瓶,与五粮液的超级单品“普五”零售价一致。

北京正一堂营销咨询有限公司董事长杨光对《每日经济新闻》记者表示,在国窖1573已实现放量和高端占位的当下,其下一步目标重在稳价扩量。

国窖1573今年来数次调价

10月11日,一则来自泸州老窖国窖酒类销售股份有限公司(以下简称国窖酒类销售公司)的涨价通知文件显示,即日起,52度国窖1573经典装商超及酒行渠道新零售价格调整至969元/瓶。

据《每日经济新闻》记者了解,调价前,国窖1573建议零售价格为899元/瓶,此番涨价幅度为每瓶70元。

作为泸州老窖的高端线核心产品,国窖1573今年已数度调价。公开资料显示,今年3月,国窖1573出厂价由620元上涨60元至680元;7月22日,国窖酒类销售公司调整国窖1573经典装价格体系,52度500ml经典装计划内配额确定为740元,计划外为810元。

今年中秋、国庆之前,国窖酒类销售公司曾下发关于停止接收国窖1573经典装订单的通知,称鉴于国窖1573呈现产能饱和,同时为保障广大经销商和客户利益,即日起停止接收前述产品订单。此举被市场视作泸州老窖释放出在两节期间消耗库存、为节后调价做准备的信号。

除停止发货、直接提价外,泸州老窖还通过促销策略为全年业绩及挺价调整保驾护航。国泰君安研报指出,泸州老窖曾于8月底于四川进行针对经销商的促销活动,终端进货积极性高,预计节后库存可于11月前消化完毕,现时740元的进货价有望直接增厚公司四季度及来年业绩,设定820元回购底线,并将在年底费用上处罚终端违反规定者,亦加强了终端挺价决心。

中档产品谋发力

此次与国窖1573经典装一起涨价的,还有泸州老窖特曲60版。相应销售公司的通知中称,系根据市场发展情况及品牌战略发展需要,60版各产品团购价与零售价均有所上扬。从零售价格来看,该产品的价格段主要在300元~500元/瓶这一区间。

此前,中原证券分析师刘冉在点评泸州老窖中报业绩时曾表示,今年上半年,泸州老窖实现收入51.16亿元,同比增长19.41%。各档白酒中,高档白酒的收入增长最大,中档白酒收入增长欠佳。

对于调价背后的考虑,《每日经济新闻》记者联系泸州老窖酒类销售公司相关负责人,其表示,由于公司实行新闻发言人制度,不便作出回应。

杨光认为,此次60版提价一方面可消耗库存,提升销量和价格,“特曲将成为泸州老窖战略突破的另一个突破点”。但杨光补充道,由于特曲系列产品既有洋河股份天之蓝为代表的全国性对手,又有对该产品带必争必保的区域性酒企龙头,因此泸州老窖想要在此有所突破仍需一定时间。

某机构分析师对记者表示,泸州老窖提出自身战略目标为重回行业三甲,但目前来看,其营收与净利规模距离竞争对手洋河股份仍有一定差距。从泸州老窖上半年表现来看,其中低端白酒业务有增长放缓趋势,单凭高端白酒实现业绩翻倍增长存在较大困难,其此时对特曲产品进行提价,是为自身拓展整体增长谋取空间。

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