1399元抄底茅台？跌超43%后，这组数据才是关键！

Group 1 - The price of Feitian Moutai, once considered "liquid gold," has plummeted to a new low of 1399 yuan, which is 100 yuan lower than the official guidance price of 1499 yuan [1] - The price has dropped dramatically from 2678 yuan in 2023, representing a 43% decline over two years, with projections indicating further decreases to 2200 yuan in early 2025, below 2000 yuan by June, and potentially under 1700 yuan by October [3] - The core reasons for this price decline include a staggering inventory of 150 million bottles, equivalent to 2-3 years of sales, and a contraction in business banquet and gift consumption scenarios, compounded by aggressive e-commerce subsidies disrupting the pricing structure [4] Group 2 - Despite the current low prices, the company is taking measures to control supply and rectify low-price channels, with the upcoming Spring Festival season expected to influence demand [4] - The inventory of 150 million bottles is projected to take approximately three years to deplete, raising questions about whether the price has truly bottomed out or is merely at an interim low [4]