i茅台开售1499元茅台首日：库存多次秒空，半小时售罄

Core Viewpoint - Guizhou Moutai has launched a significant initiative by making its 53-degree 500ml Flying Moutai available for purchase on the "i Moutai" app starting January 1, 2026, with a daily purchase limit of 12 bottles per person, leading to rapid sellouts of inventory [1] Group 1: Sales and Pricing Strategy - The price for the 2026 Flying Moutai is set at 1499 yuan per bottle, while prices for previous years range from 1909 yuan to 2649 yuan [1] - The i Moutai app, launched in 2022, is a key part of Moutai's online marketing and digital transformation strategy, previously focusing on lottery sales for non-standard products [1] - Moutai aims to regain market pricing power through this initiative, reducing reliance on market speculation and adjusting supply dynamically to influence market prices [1][4] Group 2: Market Dynamics and Consumer Access - Historically, there has been a significant gap between Moutai's official pricing and actual market prices, often exceeding 100% difference due to speculation by distributors [2] - Moutai's management has expressed intentions to stabilize prices and prevent speculation, promoting a balance between supply and demand [4] - The introduction of the i Moutai platform is seen as a move to make genuine Moutai more accessible to ordinary consumers, countering the perception of scarcity driven by speculation [4] Group 3: Financial Implications and Market Reactions - The financial attributes of Moutai have contributed to its popularity, but there are concerns about the potential decline in this aspect as the company shifts focus back to consumer goods [5] - The market is currently cautious regarding the total supply of the 1499 yuan Moutai on the i Moutai platform, with some distributors observing a drop in wholesale prices [5] - Capital markets are worried that the availability of affordable Moutai could slow down the consumption of existing high-priced inventory, leading to potential market volatility [5]