事实上，根本就没人知道如何统计每年消耗掉的茅台酒！收起 @从容的股市小收音机：大道您好，我对茅台一直有个疑惑： ...

段永平今天交易了什么03-21

事实上，根本就没人知道如何统计每年消耗掉的茅台酒！

收起

@从容的股市小收音机

：

大道您好，我对茅台一直有个疑惑：

茅台每年卖多少市场都能接住，看着供不应求。可实际上，市场上每年真正被喝掉的新酒、老酒，再加上自然损耗，全部加起来，其实明显少于当年新投放的量，多余的部分就不断被存起来，社会库存一年比一年多。

只有消耗超过新出货，库存才会降，现在明显做不到。

很多人说酒越放越值钱，可如果库存一直这么累积，稀缺性没了，这个逻辑还成立吗？

这样的需求结构，真能一直持续吗？还能放心拿十年吗？@大道无形我有型

昨天 02:58 · 转发 62 · 讨论 285 · 赞

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事实上，根本就没人知道如何统计每年消耗掉的茅台酒！ 收起 @从容的股市小收音机 ： 大道您好，我对茅台一直有个疑惑： ...

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事实上，根本就没人知道如何统计每年消耗掉的茅台酒！收起 @从容的股市小收音机：大道您好，我对茅台一直有个疑惑： ...