Core Viewpoint - The price of Moutai in Shenzhen has significantly decreased, contrary to the usual trend of price increases during the Mid-Autumn and National Day holidays, leading to confusion among consumers and merchants [1] Group 1: Price Trends - The retail price of 2025 Moutai has dropped below 1900, with wholesale prices hitting 1790 and original box prices down to 1815, marking a substantial decline from earlier this year when retail prices were around 2200 and box prices reached 2300 [3] - The decline in prices is attributed to various factors, including reduced government and business demand due to stricter regulations on alcohol consumption during official events [3][4] Group 2: Market Dynamics - The speculative nature of Moutai as a financial asset has diminished, leading to losses for those who hoarded stock, with some individuals reportedly losing over 200 million [3][4] - E-commerce platforms like Pinduoduo and Meituan have introduced significant discounts, with Moutai being sold for as low as 1499, creating competitive pressure on traditional sales channels [3] Group 3: Impact on Stakeholders - Distributors and scalpers are facing the most significant impact, with many forced to sell at a loss, leading to a broader price decline affecting other brands like Wuliangye and Guojiao 1573 [4] - While lower prices may benefit consumers, the actual price reduction felt at retail may not be as significant due to the gap between wholesale and retail prices, with scalpers reluctant to sell [4] Group 4: Future Outlook - As the Mid-Autumn and National Day holidays approach, manufacturers are likely to implement measures to stabilize prices, but overall demand remains low, indicating continued price pressure in the short term [4] - Moutai aims to refocus on its core product rather than its financial investment appeal, with plans to enhance direct sales channels and explore international markets [5]
深圳飞天茅台价格骤降,酒商亏损清仓,终端购酒为何仍难捡到实惠