Ge Long Hui·2025-12-15 02:39Core Viewpoint - The A-share market saw a rise in liquor stocks, particularly due to the news of Moutai's new control policy, which led to significant price increases for Moutai products in the market [1] Group 1: Market Performance - On December 15, liquor stocks in the A-share market rose against the trend, with Huangtai Liquor reaching the daily limit, and Jiugui Liquor increasing by 4% [1] - Other notable increases included Jinhuijiu, Shede Liquor, and Gujing Gongjiu, which rose over 2%, while several others, including Guizhou Moutai, saw increases of over 1% [1] - The total market capitalization of Huangtai Liquor is 2.395 billion, with a year-to-date decline of 18.18% [2] Group 2: Price Changes - Following the announcement of Moutai's new control policy, the price of Tianjin's Flying Moutai rose to 1,630 yuan per bottle, an increase of over 150 yuan in two days [1] - On December 14, the price of 25-year Flying Moutai (original box) surged by 70 yuan to 1,590 yuan per bottle, while the price for the same product in loose bottles also increased by 70 yuan to 1,570 yuan [1] Group 3: Strategic Developments - Moutai's provincial distributors recently held a meeting to discuss the sales strategy for 2026, focusing on three core products: Moutai 1935, Flying Moutai, and Premium Moutai, with targeted price ranges of over 600 yuan, 1,500 yuan, and 2,000 yuan respectively [1] - Non-standard Moutai products are expected to be reduced in quantity, with specific adjustments yet to be determined, and will be operated on a market-driven basis [1]