“i茅台”连续4天秒空，茅台批发价再度跌破1499元

Core Viewpoint - The wholesale price of 2025 Flying Moutai has dropped below 1499 yuan per bottle, indicating a downward trend in the market following the release of "i Moutai" at the same price, which has been quickly sold out [1][2][3] Group 1: Price Trends - The wholesale price of 2025 Flying Moutai fell approximately 100 yuan per bottle compared to the previous week, now below 1499 yuan [1][2] - The last time the wholesale price dropped below 1499 yuan was in early December 2025, after a sudden market release by Moutai [2] - As of January 4, 2026, the wholesale price for scattered bottles of Flying Moutai is reported to be around 1499 yuan, while original box prices remain around 1505 yuan [2] Group 2: Market Demand and Consumer Behavior - The rapid sell-out of "i Moutai" suggests strong consumer demand, with over 100,000 users purchasing the product in the first three days [2][6] - Some market participants believe that the current demand may not fully reflect genuine consumer interest, as there are speculators involved in the purchasing process [6][3] - The customer base for "i Moutai" is large, and while initial demand may be high, it is expected to stabilize as not all consumers will purchase Moutai regularly [3] Group 3: Industry Implications - "i Moutai" is seen as a strategic move by Moutai to regain pricing power from middlemen and increase direct sales revenue [7] - The introduction of "i Moutai" at a lower price point is expected to impact the pricing dynamics of other premium liquor brands, such as Wuliangye and Guojiao 1573, by increasing competition in the market [7] - The reduction in non-standard product supply by Moutai necessitates finding alternative revenue sources, which "i Moutai" aims to fulfill [7]