KWEICHOW MOUTAI(SH:600519) Huan Qiu Wang·2025-10-21 04:00Core Insights - Guizhou Moutai has launched a "date selection" digital value-added service for its 53% vol 500ml Moutai liquor, allowing consumers to choose production dates, marking a shift from "buy what is available" to "choose what is desired" in high-end liquor consumption [1][3] Group 1: Consumer Empowerment - The "date selection" service allows consumers to purchase Moutai liquor produced between January 1, 2025, and the sales date, including pre-ordering future products without the need for a lottery system, addressing previous purchasing pain points [3] - This service enhances emotional value for consumers, allowing them to select production dates that hold personal significance, catering to various occasions such as gifting and celebrations [3][4] Group 2: Business Model and Market Strategy - The success of Moutai's business model relies on precise control of pre-order volumes to maintain a sense of urgency while preventing oversupply that could affect pricing [4] - The launch of the "date selection" service is a significant implementation of Moutai's digital strategy, optimizing the product supply system and ensuring authenticity through direct sales [5] Group 3: Digital Innovation - The service is supported by advanced digital technology, enabling full-process visibility for date selection and instant purchasing, utilizing supply chain digitization, IoT, and blockchain for product traceability [5] - Moutai aims to lead the industry transformation from a product-oriented approach to a user value-oriented approach, continuously exploring innovative applications of digital technology for personalized services [5]