Core Viewpoint - The introduction of a new quantity control policy by Kweichow Moutai has led to an immediate increase in market prices for its products, particularly the Flying Moutai, with significant price hikes reported by distributors and retailers [1][2]. Group 1: Price Reactions - Following the announcement of the new control policy, the price of Flying Moutai in Tianjin has surged to 1,630 yuan per bottle, reflecting an increase of over 150 yuan per bottle within two days [1]. - The wholesale price of Flying Moutai has risen to 1,570 yuan per bottle for loose bottles and 1,590 yuan per box, marking a 70 yuan increase from the previous day [1]. - Retail prices in some Beijing stores have also increased, with Moutai being sold at 1,680 yuan per bottle [1]. Group 2: Policy Details - Kweichow Moutai's new policy includes a temporary halt in product supply until January 1, 2026, and aims to significantly reduce the quota for non-standard products, thereby decreasing the supply of products that diminish distributor profits [1]. - The policy encompasses both short-term relief measures and long-term structural reforms [1]. Group 3: Market Sentiment - Some distributors and industry insiders are cautious about the sharp increase in Moutai prices, noting that the decision to temporarily halt supply does not equate to a systematic reduction in production, and the specifics of the measures remain unclear [2]. - There is uncertainty regarding whether Moutai will resume supply after January 1, 2026, and the overall market environment for alcoholic beverages at year-end is not favorable [2].
控量消息传开后黄牛坐地起价,有区域飞天茅台批价跳涨150元