“半个月亏掉一辆豪车”!飞天茅台价格“触底”,刚需客趁机“捡漏”

Core Viewpoint - The price expectations for Feitian Moutai have significantly fluctuated, with recent market dynamics causing concern among industry players and investors [3][4]. Price Fluctuations - The wholesale price of 53-degree Feitian Moutai in Zhengzhou experienced notable volatility, briefly dipping below the official guidance price of 1499 yuan before recovering slightly [3][4]. - As of December 16, the price stabilized at 1560 yuan per bottle, reflecting a recovery from earlier lows but still indicating a lack of market confidence [3][4][19]. Market Sentiment - Many merchants who previously stockpiled Moutai at higher prices are now facing significant losses, with some reporting losses exceeding 300,000 yuan on single batches due to price declines [3][8]. - The market sentiment is cautious, with a shift from a "buying is earning" mentality to a more defensive stance among traders [6][8]. Consumer Behavior - Despite the cautious sentiment among wholesalers, end consumers are taking advantage of lower prices, with increased purchases for personal use, especially as the Chinese New Year approaches [18][19]. - The price drop has led to a rise in inquiries from regular customers, indicating a shift in demand dynamics towards more casual consumption rather than high-end corporate purchases [19]. E-commerce Impact - Online platforms have shown relatively stable pricing compared to offline channels, with notable price discrepancies observed, such as Pinduoduo's previous promotional price of 1399 yuan per bottle [13][19]. - The influence of e-commerce pricing strategies and year-end cash flow needs are contributing factors to the observed fluctuations in offline market prices [13].