Mei Ri Jing Ji Xin Wen·2025-11-14 13:28Core Insights - The online retail sector, particularly instant retail, is experiencing significant growth in the Chinese liquor market, with major brands like Moutai and Wuliangye leading the surge in sales during the Double 11 shopping festival [1][5][6] Group 1: Sales Performance - Moutai's transaction volume on Meituan's instant retail platform increased by 612% year-on-year during the Double 11 period [1][4] - JD Supermarket reported a 35% year-on-year increase in self-operated liquor sales and a 30% increase in local specialty liquor sales from October 9 to November 11 [2][5] - The top-selling liquor brands on various platforms include Moutai, Wuliangye, and Jian Nan Chun, with significant sales growth across the board [2][3] Group 2: Market Trends - Instant retail is becoming a new focal point in the online liquor market, with a notable increase in transaction volumes across various categories, including liquor, mobile phones, and baby formula [5][6] - The penetration rate of liquor in instant retail is rapidly increasing, projected to reach 6% by 2027, with a market size exceeding 100 billion [5][6] - Traditional e-commerce is facing challenges as instant retail captures a larger share of consumer spending, driven by the demand for immediate satisfaction [5][6] Group 3: Brand Dynamics - Major liquor brands are driving growth in online channels, with Moutai, Wuliangye, and Jian Nan Chun consistently ranking among the top sellers [2][3] - New product launches, such as Moutai's zodiac-themed gift boxes, have seen substantial sales increases, indicating strong consumer interest in premium offerings [3] - Regional liquor companies are also emerging in niche markets, demonstrating the competitive landscape of the liquor industry [3][6]