Nan Fang Du Shi Bao·2025-12-30 06:46Core Insights - The Chinese liquor industry is showing signs of recovery as the promotional seasons like "Double Eleven" and "Double Twelve" have passed, with upcoming peak seasons for New Year and Spring Festival [1] - Prices of premium liquors such as Feitian Moutai and Wuliangye have increased compared to mid-December, indicating a positive market trend [1][2] Price Recovery - As of December 30, the market average price for Feitian Moutai (500ml/53 degrees) in Southwest China rose to 1967.4 RMB per bottle, an increase of 42 RMB from December 12 [2] - The price of Feitian Moutai has reportedly increased by 80 RMB per bottle since the "Double Twelve" event, driven by changes in supply policies [2] Policy Changes - Guizhou Moutai has implemented a control policy to alleviate financial pressure on distributors during the year-end, which includes halting product distribution until January 1, 2026 [3] - The company aims to stabilize the market by balancing supply and demand, and will not use a distribution model in 2026 [3] Market Dynamics - Wuliangye's market average price also showed an upward trend, reaching 895.92 RMB per bottle, an increase of over 32.5 RMB from December 12 [4] - The company is focusing on optimizing its market strategy and enhancing service quality to maintain its position in the premium segment [4][5] Industry Outlook - Major liquor brands are actively addressing challenges posed by e-commerce platforms and price competition, with Wuliangye emphasizing the need for a systematic approach to manage market order and combat counterfeit products [5] - The overall sentiment in the liquor industry remains optimistic, with leading companies reinforcing their competitive strategies and anticipating a gradual return to healthy growth as consumer demand stabilizes [6][7]