飞天茅台失守2000元大关,酒商“咬牙”坚守

Price Trends - The price of Feitian Moutai has continued to decline, with the original box price dropping from 2000 RMB to 1980 RMB per bottle, and scattered bottle prices decreasing from 1950 RMB to 1930 RMB per bottle [2] - In Jinan, the price of Feitian Moutai scattered bottles is reported between 2000 RMB and 2100 RMB, while original boxes range from 2030 RMB to 2130 RMB [3] - The price of the "Snake Moutai" has also decreased from the factory price of 2499 RMB to 2300 RMB per bottle [2] Market Conditions - Sales volume in the liquor store has dropped by over 50% compared to the same period last year, leading to high inventory levels of over 40 million RMB [2] - Many liquor merchants have reported a significant decline in sales, with some stating that they can only sell a few bottles at a time [5] - The overall market sentiment is weak, with some merchants indicating that they expect a price increase before the Mid-Autumn Festival [3] Recovery and Production Adjustments - Several liquor recovery merchants have suspended operations due to falling prices, with recovery prices dropping below 2000 RMB per bottle [4] - In Moutai Town, many small to medium-sized enterprises are reducing or halting production due to poor sales [5] - Guizhou Moutai has announced a production reduction for 2024, with an expected output of approximately 56,300 tons, down from 57,200 tons in 2023 [6] Industry Response - Moutai distributors have formed a coalition to stabilize market prices, agreeing to limit supply to certain channels and increase market inspections [6] - The industry is facing a significant transformation due to overcapacity and changing consumer demand, leading to a more cautious approach among producers and distributors [5][6]