KWEICHOW MOUTAI(SH:600519) Huan Qiu Wang·2026-01-04 01:23Group 1 - The core point of the article is that Kweichow Moutai has adjusted the maximum purchase limit for its popular product, the Feitian Moutai 53% vol 500ml, from 12 bottles to 6 bottles per person per day to prevent speculation and meet user demand [1] - The adjustment will take effect from January 4 until the Spring Festival, indicating a strategic move by the company to manage supply and demand effectively [1] - The Feitian Moutai is being sold through the "i Moutai" app, marking the first time the core product has been available on this platform since its launch in 2022 [1] Group 2 - Chinese high-end liquor companies are increasingly using their apps to sell main products directly to consumers at factory prices, with the Feitian Moutai being well-received at a price of 1499 yuan, which is significantly lower than the typical market price exceeding 2000 yuan [5] - The direct sales through the company's app eliminate concerns about counterfeit products, enhancing consumer trust [5] - Analysts believe that selling at a "reasonable price" through the app will aid in the recovery of Moutai's performance, with the price difference of 330 yuan per bottle expected to positively impact the company's revenue and operating profit [5]