KWEICHOW MOUTAI(SH:600519) Sou Hu Cai Jing·2025-06-13 21:33Group 1 - The core viewpoint is that the recent decline in the Moutai price below 2000 yuan signifies a psychological breakdown among investors, leading to panic selling [1][2] - The white liquor sector is facing challenges such as inventory reduction, shrinking demand, and external policy pressures, which contribute to investor anxiety [2][5] - The stark contrast between the struggling white liquor market and the thriving new consumption sector indicates a significant shift in market dynamics and capital flow [2][4] Group 2 - Understanding the true movements of institutional funds is crucial for investors to avoid becoming "bag holders" and to identify real opportunities [4][5] - Data analysis can reveal the underlying market truths, helping to eliminate subjective biases and confirm the essence of trading behaviors [6][9] - The use of quantitative data tools can track institutional participation, highlighting the performance of stocks based on their trading activity [11][12]