飞天茅台批发价首次跌至1500元

Core Viewpoint - The price of 2025 53-degree 500ml Feitian Moutai has reached a historical low of 1500 yuan per bottle, reflecting a significant decline of over 30% from its initial launch prices of 2220 yuan and 2255 yuan [1][2]. Price Trends - The wholesale price of Feitian Moutai has shown a consistent downward trend since June 2025, with the price first dropping below 2000 yuan on June 11, followed by further declines to below 1900 yuan, 1800 yuan, and eventually breaking the 1600 yuan mark by the end of November [2][3]. - As of December 10, 2025, the original box product price remains stable at 1520 yuan, while the scattered bottle price has decreased to 1500 yuan, down from 1515 yuan the previous day [1][2]. E-commerce Impact - E-commerce platforms have played a significant role in the price decline, with promotional activities leading to prices dropping below 1600 yuan, and some platforms offering prices as low as 1399 yuan per bottle [3]. - Notable investors have expressed confusion over the low prices, suggesting that they may be subsidized by the platforms as a marketing strategy [3]. Market Demand and Consumer Behavior - The decrease in Feitian Moutai prices is expected to lower the consumption threshold, potentially expanding the consumer base and increasing market demand [3]. - Despite the price drop, the product's status as a gift and necessity for banquets remains unchanged, indicating that the social value of Moutai is still strong [3]. Industry Challenges - The white liquor industry is currently facing challenges of high inventory and weak demand, with distributors experiencing financial pressure and low willingness to purchase [4]. - Traditional consumption scenarios, such as government and high-end business events, have contracted, leading to insufficient actual consumption [4]. Company Measures - Moutai Group is implementing various strategies to stabilize the market, including collaboration with major e-commerce platforms to combat unfair competition and establish a green channel for handling counterfeit information [5].