第八代五粮液批价上行：整箱两天涨近百元，终端价格同步走高

澎湃新闻08-07

新浪财经“酒价内参”重磅上线知名白酒真实市场价尽在掌握　　传统销售旺季还未至，第八代五粮液批价已开始上行。　　近日，市场上传出五粮液涨价的消息，引发广泛关注。8月6日，澎湃新闻记者从多位五粮液（000858.SZ）经销商处获悉，其核心大单品第八代五粮液的批价（在业内被看作同行调货价）已上调，整箱两日上涨近100元，在个别货源紧张地区整箱上涨高达150元。平均每瓶则上涨15元-30元。与此同时...

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知名白酒真实市场价尽在掌握\n　　传统销售旺季还未至，第八代五粮液批价已开始上行。\n　　近日，市场上传出五粮液涨价的消息，引发广泛关注。8月6日，澎湃新闻记者从多位五粮液（000858.SZ）经销商处获悉，其核心大单品第八代五粮液的批价（在业内被看作同行调货价）已上调，整箱两日上涨近100元，在个别货源紧张地区整箱上涨高达150元。平均每瓶则上涨15元-30元。与此同时，有酒商在市场上高价求货。\n　　而在终端市场，第八代五粮液的零售价也已上调，但幅度并不算大。记者了解到，当前，上海地区多家五粮液经销商授权专卖店的零售价均已站上800元/瓶，还有专卖店报价840元/瓶，整体相较本周初每瓶上涨了10元左右。\n　　6日当天，有上海地区的五粮液经销商发布朋友圈称，“八代五粮液涨价了，以当天时价为准，之前报价作废。”其中提到，“因市场与成本因素，价格已完成调整，购买前请以实际门店价格为准。”\n　　据记者了解，就在上周，在多家授权专卖店，第八代五粮液的终端零售价还低于800元/瓶。与此同时，其批价也持续低迷了较长一段时间。\n　　对于五粮液批价上行，一位河南地区的经销商表示，“此次五粮液价格回暖，主要是因为7月底开始酒厂大幅缩减经销商各类渠道扶持政策，收紧了渠道补贴，这直接导致经销商拿货成本每瓶上涨近50元。”\n　　今年年初，记者从五粮液和经销商处确认，从2026年起，五粮液将经销商开票价从1019元/瓶下调至900元/瓶，而并非直接降低出厂价（市场也称“打款价”）。彼时，五粮液方面称，这是公司采取的阶段性营销激励政策，其中包含即时折扣、消费者开瓶扫码反向积分等政策，从而使得经销商每瓶到手价格有所下降，“最终还是在于提升商家信心”。\n　　有经销商表示，五粮液近日收紧的补贴政策主要包含阶段性批量打款激励和无明确考核模糊奖励等普惠性补贴。\n　　另据一位上海地区的经销商称，“一方面，明显感觉到是酒厂在控货挺价；另一方面，中秋、国庆销售旺季快来了，现在涨价是在为旺季销售做准备。”\n　　还有酒商感慨，“五粮液现在又是‘香饽饽’了。目前很多同行都在求货，不过发现越是价格上涨，反而很多经销商不出货了。”\n　　而对于后续行情，五粮液经销商的判断存在分歧。上述河南地区的经销商表示，“当前处于白酒销售淡季已出现成本上涨、行情回弹，等到中秋、国庆这样的传统销售旺季来临，随着需求集中释放，价格大概率会稳步上行。”\n　　也有经销商表示，“不好判断，前段时间还跟客户说不急用再看看行情，结果这周就涨价了。”\n　　从批价来看，郑州百荣商场是全国最大的酒水批发市场，根据其发布的名酒批发参考价，8月6日，第八代五粮液批价为745元/瓶，此前将近一个月基本维持在730元/瓶，这意味着标准原箱（6瓶装）整箱上涨90元。而据第三方平台“今日酒价”（该平台收录了全国共1692家五粮液授权专卖店的数据）披露的价格显示，第八代五粮液的批价近期稳定在830元/瓶。在采访中，有授权专卖店对记者表示，不同于普通经销商，本身也会配合酒厂控价。\n　　当前仍处在白酒销售淡季。此前，飞天茅台年内二度提价，引发热议。有业内人士分析称，茅台的提价或为白酒行业注入信心。然而，不同于飞天茅台自营体系价格的上调，五粮液出厂价目前并未调整，此次主要是渠道价上涨。\n　　如今，邓敏掌舵五粮液已近两个月。\n　　面对白酒行业的深度调整，五粮液如何保持战略定力？在6月26日召开的五粮液2025年度股东会上，邓敏表示，五粮液将在公司目标制定、战略决策、产品规划、市场投放、生产经营等各个方面遵循“五个坚守”基本原则。一是坚守品牌兴企，不追求短视逐利；二是坚守品质立企，不透支基业底蕴；三是坚守主业深耕，不盲目跨界冒进；四是坚守人才强企，不放松队伍建设；五是坚守共生共赢，不换取短期功利。邓敏提出，以“只争朝夕的长期主义和系统思考的精细管理”作为公司聚焦目标、穿越周期、行稳致远的经营方针。\n　　邓敏还提到，将按照既定的市值管理方案，严格兑现分红承诺，推进股份回购、股票增持计划。\n　　根据五粮液最新公告，五粮液集团已累计增持公司股份241.13万股，占公司总股本的0.06%，增持金额为1.99亿元。此外，截至7月31日，五粮液已斥资10.02亿元累计回购1331.66万股公司股份。\n　　据大智慧VIP，截至8月6日收盘，五粮液报74.48元/股，跌1.35%，总市值2891亿元；今年以来累计跌27.24%。\n　　澎湃新闻记者 郭莎莎","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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