2022 年10 月，白酒行业线上(京东+天猫)销售额18.07 亿元，同比+2.14%，环比-21.91%。拆分量价来看，白酒线上(京东+天猫)销量350.93 万件，同比+13.50%，环比-11.23%；销售均价514.98 元/件，同比-10.01%，环比-12.03%。分公司看，贵州茅台/五粮液/泸州
老窖销售额3.09/2.65/0.65 亿元，同比-8.63%/+5.26%/-43.90%，销量分别为17.24/20.85/14.75 万件，同比-6.9%/+18.6%/-43.9%，销售均价分别为1791.12/1269.14/437.88 元/件，同比-1.9%/-11.3%/-18.4%，线上市占率分别为19.44%/15.34%/8.46%。

1 酒类 .............................................................................................................................................................................. 6
1.1 白酒 ....................................................................................................................................................................... 6
1.2 啤酒 ....................................................................................................................................................................... 8
2 乳制品 ........................................................................................................................................................................ 11
3 休闲零食 ..................................................................................................................................................................... 14
4 调味品 ........................................................................................................................................................................ 17
5 风险提示 ..................................................................................................................................................................... 21