茅台近期情况更新 2026-2-2 根据部分经销商反馈，#茅台节前即将发货1*4整箱茅台，占用经销商3月份配额。 根据部分经销商反馈，#茅台节前即将发货1*4整箱茅台，占用经销商3月份配额。 本次提前发货，主要系近期价格上涨，市场供需格局有所错配，公司灵活调整发货节奏，将少部分3月配额提前配 发货，预计将有助于稳定市场批价和黄牛炒作。 考虑目前茅台供需状况，我们#预计节前茅台价格将维持相对稳定。 根据新闻报道，李强清已于近日正式出任贵州茅台酒销售有限公司总经理（曾担任贵州茅台酱香酒营销有限公司 总经理），谢钦卿出任茅台酱香酒董事长。 i茅台APP自今年1月上线1499元/瓶飞天茅台(53度、500ml)后，活跃用户数明显增长。 目前，i茅台APP月活跃用户(MAU)已突破1000万。 本次提前发货，主要系近期价格上涨，市场供需格局有所错配，公司灵活调整发货节奏，将少部分3月配额提前配 发货，预计将有助于稳定市场批价和黄牛炒作。 考虑目前茅台供需状况，我们#预计节前茅台价格将维持相对稳定。 根据新闻报道，李强清已于近日 茅台近期情况更新 2026-2-2 ...

Core Insights - The article discusses the launch of "Wine Price Reference" by Sina Finance, which provides real-time data on the retail prices of major Chinese liquor brands, highlighting a structural price differentiation in the market as of February 3rd [1][7]. Price Trends - The average retail price of the top ten liquor products in China was reported at 9013 yuan, a slight decrease of 7 yuan from the previous day, primarily driven by price corrections in high-end products [1][7]. - Among the ten products, seven saw price increases while three experienced declines, indicating a continued structural differentiation in pricing [1][7]. Notable Price Changes - The price of Xijiu Junpin increased by 10 yuan, while Qinghua Lang rose by 8 yuan, reflecting a stronger pricing strategy in the market [1][7]. - Other products like Yanghe Dream Blue M6+ and Guojiao 1573 each saw a price increase of 5 yuan, indicating a positive market sentiment [1][7]. - Conversely, the price of premium Moutai dropped by 22 yuan, marking the largest decline, following a previous strong price increase [1][7]. Data Collection Methodology - The "Wine Price Reference" collects data from approximately 200 sampling points across various regions, including designated distributors, social distributors, e-commerce platforms, and retail outlets, ensuring a comprehensive and objective price tracking system [2][8]. - The data aims to provide a scientifically accurate and traceable representation of the market prices for well-known liquor brands [2][8]. iMoutai Platform Insights - The iMoutai platform reported an increase of 6.28 million new users in the past month, with active users exceeding 15.31 million [2][8]. - The platform successfully processed over 2.12 million orders, with more than 1.43 million orders for the 500ml Moutai product, indicating strong consumer demand [2][8]. - iMoutai has enhanced its risk management capabilities, successfully intercepting 540 million instances of abnormal behavior in January, aiming to create a fair and orderly consumption environment [2][8].

Core Insights - The Chinese white liquor market is experiencing structural price differentiation among its top ten products, with a slight overall price decline observed on February 3, where the total retail price for a bundled sale of these products was 9013 yuan, down by 7 yuan from the previous day [1] Price Movements - Among the top ten products, seven saw price increases while three experienced declines, indicating a continuation of structural differentiation in terminal prices [1] - The most significant price increases were noted for: - Xijiu Junpin, which rose by 10 yuan - Qinghua Lang, which increased by 8 yuan - Yanghe Dream Blue M6+ and Guojiao 1573, both up by 5 yuan, reflecting stronger channel pricing intentions [1] - Conversely, the largest declines were recorded for: - Boutique Moutai, which fell by 22 yuan after a previous strong increase - Feitian Moutai, down by 16 yuan following a substantial rise at the end of January - Qinghua Fen, which decreased by 3 yuan, indicating slight market price easing [1] Specific Product Pricing - The current prices for notable products are as follows: - Feitian Moutai: 1699 yuan, down by 16 yuan - Boutique Moutai: 2395 yuan, down by 22 yuan - Wuliangye Pu 58: 803 yuan, up by 2 yuan - Yanghe Dream Blue M6+: 590 yuan, up by 5 yuan - Xijiu Junpin: 635 yuan, up by 10 yuan - Qinghua Lang: 715 yuan, up by 8 yuan - Gujing Gong: 521 yuan, up by 1 yuan - Shujian Jian Nan Chun: 392 yuan, up by 3 yuan [3][4]

茅台"少壮派"代表 据茅台融媒体中心消息，2025年6月17日至19日，茅台集团党委副书记、总经理王莉率队赴北京、 浙江拜访京东集团和阿里巴巴集团，并组织召开部分省区贵州茅台酒传统经销商座谈会。在北京召开的 贵州茅台酒传统经销商座谈会上，来自全国部分省区的40位经销商代表与茅台展开深入沟通交流，全面 分析当前茅台酒市场营销现状，系统谋划应对措施。 值得注意的是，茅台酱香酒营销公司在贵州茅台内部地位不一般。茅台酱香酒营销公司主要负责茅 台1935等茅台酱香系列酒的市场运营与销售工作。2024年和2025年前三季度，茅台酱香系列酒销售额分 别超246.8亿元和178.8亿元。 当时茅台集团党委委员张贵超曾现身参加。 至于张贵超未来职位，目前暂不明确。 【中国白酒网】茅台集团最年轻党委委员或再获提拔，"少壮派"代表张贵超拟职务晋升！ 张贵超被视为茅台"少壮派"代表，出生于1982年6月，今年43岁，是茅台集团最年轻的党委委员。 简历显示，从2000年4月起，他在茅台体系内多岗位历练，涉及制酒车间酒库、勾贮、营销、市场管理 等部门，历任车间副主任、主任、销售公司董事长、总经理助理等职，2024年8月他被提拔为贵州茅台 ...

2月2日，A股遭遇重挫，午后跌幅进一步扩大，沪指、创业板指均跌逾2%。市场呈现普跌格局，4652只个股收跌，有色、煤炭、石油、化工等资源类板 块成为下跌"重灾区"，科技板块亦集体走弱，仅白酒、银行等少数板块逆势护盘。 今日盘面板块大面积下挫，仅白酒饮料、输变电设备、特高压、银行等少数板块逆市护盘。相比之下，小金属概念、稀缺资源、黄金概念、化工原料、汽 车芯片、钢铁等板块跌幅居前。 | 东财概念指数 | | | | | 东财行业指数 | | | A股市场核心指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 跨境支付 0.41% | | 超级品牌 0.55% | | | | | | 国证1000 -2.72% | | 沪深300 -2.13% | | | | | | | 银行 0.57% | | | 饮料 1.67% | | | | | | 小金属概念 | 白酒 | 智能电网 | | | | | | 中证A100 -2.68% | 深证成指 | FIFFSO -2.07% | | | -7. ...

据了解，过去一个月，i茅台新增用户628万，月活用户超1531万。随着飞天53%vol 500ml贵州茅台酒及 其往年酒、53%vol 500ml贵州茅台酒（丙午马年）、53%vol 500ml贵州茅台酒（鼓乐飞天）、53%vol 500ml陈年贵州茅台酒（15）等产品陆续上架，超过145万位消费者购买到了相关产品，成交订单超212 万笔。 其中，飞天53%vol 500ml贵州茅台酒的成交订单超143万笔。根据前3天每人每日限购1-12瓶、后28天1- 6瓶的规则（注：1月4日后调整购买规则，每人每日购买上限由12瓶调整为6瓶），可粗略推算出该产品 单月销量约在143万瓶至942万瓶之间。若按1吨茅台酒约合2124瓶进行换算，对应成交量约为670吨至 4400吨。 同日，贵州爱茅台数字科技有限公司正式揭牌。茅台集团董事长陈华、总经理王莉、副总经理张贵超， 贵州茅台副总经理张旭等出席仪式。 今日（2月2日）晚间，"小茅i茅台"微信公众号对平台自1月1日上线飞天茅台以来的运营情况作出复 盘，并公布了一系列关键数据。 另一方面，近期，有商家在网络平台公开销售所谓i茅台"抢购外挂"软件，引发广泛关注。i茅台随后回 ...

Core Viewpoint - The recent personnel change at Moutai Sauce Fragrance Wine Marketing Co., Ltd. is significant, with the appointment of Xie Qinqing as the new chairperson, replacing Zhang Guichao, who is moving to a higher position within the group. This transition occurs amid challenges in the company's performance and pricing issues in the market [1][5]. Group 1: Personnel Changes - Xie Qinqing, born in September 1982, has a long history within the Moutai Group, having held various positions since January 2021, including roles in the company's governance and development [3]. - Zhang Guichao's tenure as chairman lasted less than a year and a half, which is notably shorter than his predecessors. His leadership saw both opportunities and challenges for the company [4]. Group 2: Company Performance - Before Zhang Guichao took over, the revenue growth rate for the Moutai Sauce series was approximately 30%, but it fell to about 9.4% under his leadership, leading to a decline in growth by the end of the year [5]. - For the first three quarters of 2025, the Moutai Sauce series reported revenue of 17.884 billion yuan, a year-on-year decline of 7.78%, significantly lower than the main Moutai liquor's growth rate of 9.28% [6]. - The Moutai 1935 product, initially priced at 1,188 yuan, has seen its market price drop to between 660 and 700 yuan, indicating a significant price reduction of nearly 38% [7]. Group 3: Market Challenges - The company faces critical issues such as price inversion and declining performance, which will be key challenges for Xie Qinqing in her new role [7][8]. - Analysts predict that Moutai Sauce's total revenue for 2025 may reach around 20 billion yuan, potentially reverting to levels seen before 2023 [7].

每经AI快讯，2月2日，"小茅i茅台"公布了2026年第一个月的成绩单。有超过145万位用户成交订单超 212万笔，其中飞天53%vol500ml贵州茅台（600519）酒的成交订单超143万笔。 ...

有超过145万位用户成交订单超212万笔，其中飞天53%vol 500ml贵州茅台酒的成交订单超143万笔。 （第一财经记者 栾立） i茅台平台开始销售1499元飞天茅台，2月2日晚间，i茅台公布了头一个月的成绩单。 ...

有超过145万位用户成交订单超212万笔，其中飞天53%vol 500ml贵州茅台酒的成交订单超143万笔。 （文章来源：第一财经） i茅台平台开始销售1499元飞天茅台，2月2日晚间，i茅台公布了头一个月的成绩单。 ...