“不许补贴” 抖音通知酒商：卖茅台低于市场行情价将被处罚

Core Insights - The promotional efforts for "Double Eleven" in the e-commerce sector, particularly for Moutai, are weakening, with platforms like Douyin imposing penalties on sellers offering prices below market rates [2] - There is uncertainty among sellers regarding the specific "market price" that will be used for enforcement, as it is expected to be determined based on offline market fluctuations [2] - Recent statements from several liquor companies, including Moutai, have criticized e-commerce platforms for unauthorized sales and issues related to product authenticity [2] - Despite initial price drops due to promotions, the prices of Moutai have recently rebounded, with various platforms reporting prices around 1640 yuan per bottle [2] Industry Summary - The industry is concerned that increased promotional activities during "Double Eleven" could destabilize the white liquor market towards the end of the year, potentially affecting the pricing of Moutai and other brands [3] - The recent price fluctuations and promotional strategies may lead to a competitive pressure on other white liquor brands, raising concerns about the overall market outlook [3]