7亿瓶库存积压！茅台酒跌破2000元，黄牛：昨天收的今天就赔了

Core Viewpoint - The price of Moutai, once considered a "hard currency," has seen a significant decline, with retail prices dropping to as low as 1,840 yuan per bottle, causing distress among resellers who had stockpiled the product [1][3][32] Group 1: Price Decline - Moutai's wholesale price has fallen from 2,500 yuan per bottle at the beginning of the year to 2,050 yuan by mid-June, with retail prices dropping below 2,000 yuan [3][10] - The current market is characterized by rapid price fluctuations, with prices changing multiple times a day, creating a sense of urgency among distributors to clear their inventory [10][19] - The decline in prices is attributed to a staggering inventory of approximately 700 million bottles, leading to a loss of scarcity and subsequent price drops [15][21] Group 2: Changing Consumer Behavior - The traditional consumer base for Moutai, primarily business professionals over 40, is being replaced by younger generations who prefer lower-alcohol beverages and have different consumption habits [17][21] - A recent regulation prohibiting alcohol consumption at official events has severely impacted Moutai's sales, particularly in the business gifting sector [19][21] Group 3: Market Dynamics - The market is experiencing a shift from individual resellers to professional teams with substantial resources and logistics capabilities, indicating a transformation in the resale landscape [23][29] - Despite the turmoil in the resale market, the production in Moutai's hometown, Renhuai, remains stable, with local businesses continuing to thrive [25][27] Group 4: Future Outlook - The current price drop raises questions about whether this is a temporary setback or a long-term trend, particularly affecting resellers who are facing significant financial losses [32][33]