跌破1499元后回血！茅台双规格涨价，企稳信号来了？

Core Viewpoint - Moutai has experienced a price drop due to aggressive discounting on e-commerce platforms, nearly falling below the factory price of 1499 yuan, but recent actions, including price stabilization efforts on Douyin, indicate a recovery trend [1][3]. Price Trends - The price of 25-year Moutai (original) increased from 1580 yuan to 1595 yuan, and the price of 25-year Moutai (scattered) rose from 1565 yuan to 1580 yuan [2]. - Other Moutai products, such as the 24-year and 23-year variants, have remained stable in price, indicating a potential stabilization in the market [2]. Market Dynamics - The current market situation is characterized by a "price safety cushion" around the 1500-1600 yuan range, where buyers are willing to enter the market, preventing further price declines [5]. - The new leadership at Moutai acknowledges the challenges of high inventory and price discrepancies, indicating a shift towards managing existing stock rather than expanding production [5][8]. Strategic Actions - Moutai's strategy includes reducing production capacity to manage inventory levels and focusing on maintaining product quality rather than catering to trends like "younger consumers" [8][10]. - The company is also actively combating counterfeit products, enhancing brand integrity and consumer trust [10]. Future Outlook - The recovery of Moutai's market position is contingent on the successful digestion of inventory and a rebound in consumer spending, with the company adopting a cautious and steady approach to growth [12][14]. - The expectation is that Moutai will stabilize prices in the short term while laying a solid foundation for long-term recovery, positioning itself as a resilient player in the liquor industry [12][14].