KWEICHOW MOUTAI(SH:600519) Mei Ri Jing Ji Xin Wen·2025-08-08 07:21Core Viewpoint - The launch of the limited edition "Guizhou Moutai Wine (Five-Star Trademark 70th Anniversary Commemorative)" has generated significant consumer interest despite its high price of 7,000 yuan per bottle, with sales reaching approximately 1.79 billion yuan shortly after its release [4][16]. Group 1: Product Details - The commemorative product is limited to 25,568 bottles, each with a unique identity code, reflecting the 25,568 days since the brand's inception in 1954 [4][15]. - The design of the bottle pays homage to the original 1954 Moutai bottle, showcasing craftsmanship and historical significance [4][15]. Group 2: Market Dynamics - The product has attracted attention from "scalpers," indicating a strong demand despite a general downturn in the market for other Moutai products [4][14]. - The overall market for Moutai products, including Flying Moutai and Zodiac Moutai, has seen price declines, leading to increased competition for "quality-price ratio" [4][16]. Group 3: Consumer Engagement - The unique "one bottle per day" concept enhances the product's appeal, similar to personalized items like "birthday Moutai," which maintains consumer interest despite broader market challenges [5][15]. - Consumers can select specific identity codes during purchase, with many popular years selling out quickly, indicating high demand and engagement [5][14]. Group 4: Strategic Intent - The launch aligns with Moutai's strategy to reinforce its brand narrative by monetizing its historical significance and maintaining pricing control through direct sales channels like "i Moutai" [16][17]. - Moutai aims to address supply-demand mismatches and enhance market reach through various new product launches this year, including zodiac-themed and event-specific offerings [17].