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产业观察|“疯狂”的茅台酒

2017-08-22 17:21:33   中国经济网

“53度飞天茅台不是控价在1299元/瓶吗?”记者问到。一位售货员告诉记者,1299元/瓶我们上货都拿不到,上货的价格都不止1499元/瓶,我们这边的茅台也只有9瓶,并没有过多的存货。

该售货员还告诉记者,2013年的时候,飞天茅台都卖到了2399元,相比那个时候,现在茅台还便宜。不过,再过些日子中秋节就到了,茅台酒的价格还会再涨,那时候价格就更加贵得离谱。我们也不想卖那么贵,没办法,上面控货,进货的价格又高,那么在销售环节,价格就自然而然地跟着上涨。

据相关媒体报道称,一位茅台经销商对记者透露,消费者从其购买茅台,1299元只是限购每人一瓶,要想多买必须加300元左右才能买到,而且存货量也不多,要留下一些备战中秋节。

白酒专家罗高瞻在接受《中国产经新闻》记者采访时认为,一方面,市场需求是基础,白酒行业经过上一轮调整低迷期迎来了消费的增长,加之各类商务政务接待需求离不开白酒,作为高档白酒茅台则是这类需求的首选;另一方面,当前,茅台酒供给有限。当前,茅台酒基酒产能5万吨左右,相对稀奇的市场资源,加之强大的品牌价值,这也使得此轮茅台现象。

通过记者的实地采访及业内人士的分析,茅台集团对于茅台酒的铁腕控价,反而给市场徒增了不少“忧愁”。当前,茅台酒市场“酒荒”及价格飙涨也的确存在,如何能够解决市场上的供应量及控价这一难题,成为摆在了茅台集团面前亟待解决的问题。

是否存在哄抬价格

当前,市场普遍传出两种声音。一种声音持有怀疑观点,认为茅台断货真如外界所想象的购买量太多吗?另外一种声音则认为,茅台酒是人为推动的结果。

罗高瞻认为,渠道及资金的炒作也是“始作俑者”。茅台酒作为我国高端白酒第一品牌,具备较强的保值增值投资属性,加之整个茅台酒市场规模相对有限,属于资金较青睐的炒作产业,渠道商和资金相互囤货拉价,谋取暴利,是茅台酒本轮涨价的重要因素。

有媒体报道称,此前,茅台吹出涨价风后,大经销商们便开始囤货,随之而来的是市场上茅台缺货,价格一路上涨。但从现在这个行情看来,他们肯定还不愿意轻易出手。

据相关资料显示,从今年4月份起,飞天茅台酒将增加每天的市场投放量,从此前的每天40吨,增加到每天70多吨,1个月后,将逐步增加到每天90吨左右,但计划总量保持不变。

另据记者了解,进入2017年,为保证茅台酒的供应,茅台集团在市场上投放量2.7万吨,比2016年增加了15%。

有业内人士透露,茅台在2017年下半年,其供应量在全年计划的2.7万吨中已不足40%,所以供不应求的现象仍将持续并加剧,由此,从常规来说,茅台酒批发价还将继续上涨。

罗高瞻认为,市场经济历来存在“郁金香现象”,即投机活动中混合着人们对财富的狂热追求,“羊群效应”、理性丧失等。本轮茅台酒涨价幅度尚未达到非理性阶段,茅台厂商也及时采取了措施稳定市场,目前存在的限购、囤货经过一段时间的沉淀后,市场的真实供求关系也会得到妥善地解决。

罗高瞻还表示,保持稳定的价格对品牌塑造至关重要,茅台酒定位为高端白酒,出现价格暴涨暴跌的现象,也反映出茅台对渠道商,对市场的掌控还存在需要完善的环节。

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