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珍酒李渡集團董事長吳向東應邀出席摩根大通全球中國峯會併發言

5月23日,摩根大通第二十屆全球中國峯會在上海舉行,吸引來自全球33個國家和地區、1300家企業的超過2500名嘉賓參會,就中國宏觀經濟、投資趨勢、白酒行業、人工智能、醫療健康、新能源等熱點話題,進行深刻洞見分享和深入交流對話。珍酒李渡集團董事長、華致酒行董事長吳向東應邀參加,並作為中國白酒行業唯一代表就"白酒行業展望"話題進行分享。

峯會上,吳向東分享了對中國白酒價值投資的獨到見解,還針對行業普遍關心的產能過剩、飲用人羣結構變化及行業未來趨勢等關鍵問題,提出自己的觀察與分析,看好行業持續增長的同時,提振了投資者信心。吳向東還以珍酒李渡為例,對品牌塑造、團隊建設、品質把控、產能擴張及渠道佈局等方面實戰經驗進行分享。

摩根大通全球中國峯會是中國規模最大、最具影響力的商業領袖年度會議之一,至今已成功舉辦二十屆,是連接全球投資界與中國市場的重要橋樑。峯會匯聚全球投資精英與行業領袖,受邀參加併發言,體現了全球頂尖投資者對企業實力和行業影響力的高度認可。

參加今年峯會的嘉賓還包括摩根大通董事長兼首席執行官傑米·戴蒙,比爾及梅琳達·蓋茨基金會聯席主席比爾·蓋茨,英特爾公司首席執行官帕特·基辛格,阿里巴巴集團聯合創始人及主席蔡崇信,寧德時代創始人、董事長及首席執行官曾毓羣等。

摩根大通亞太區首席執行官李盛德表示,隨着中國經濟的快速發展和市場的不斷開放,中國的經濟活動對全球每一個行業都有着深遠的影響,中國已經成為國際投資者不可忽視的重要市場,投資者"必須在那裏做生意"。

作為A股投資的"價值信仰",白酒板塊是投資者關注焦點。吳向東在峯會上表示,白酒行業在經歷波折後,正隨經濟回暖迎來新的發展機遇,一季度多數上市白酒企業保持20%以上增長便是明證,預計端午、中秋、國慶還將進一步加速。他特別指出,白酒行業尤其是醬酒行業,具有投資大、週期長、見效慢特徵,護城河效應明顯,高品質好酒始終是市場稀缺資源。同時,無論是企業端還是流通端,行業向頭部企業集中趨勢明顯,伴隨着中國經濟的持續繁榮和中華文化的廣泛傳播,吃中國菜喝中國酒將成為標配,中國白酒也將成為國際消費者餐桌上的新寵,看好中國白酒長期發展。

此外,吳向東還強調,除了在核心競爭力上持續發力,企業還需緊跟體驗經濟的潮流,積極適應市場變化,注重提升消費者的全方位體驗感受。

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