“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. The long-term impact on the industry remains to be observed [1][2][3]. Group 1: Price Trends - The wholesale price of 2025 Flying Moutai fell below 1499 yuan per bottle on January 4, down approximately 100 yuan from the previous week [1][2]. - The last time the wholesale price dropped below 1499 yuan was in early December 2025, after a sudden release of Moutai to the market [2]. - As of January 3, the wholesale price for 2025 Flying Moutai was between 1500 and 1510 yuan per bottle, while on January 4, it was reported at around 1499 yuan for scattered bottles and 1505 yuan for boxed bottles [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 industry insiders believe that the buyers are primarily genuine consumers rather than resellers, indicating a real demand for Moutai [3][5]. - However, there are concerns that the overall liquor consumption market is weak, which may not accurately reflect true consumer demand [6]. Group 3: Industry Implications - "i Moutai" is seen as a strategy for Moutai to regain pricing power from middlemen and increase direct sales revenue [6]. - The introduction of "i Moutai" at a lower price point is expected to impact competitors like Wuliangye and Guojiao 1573, as Moutai's price reduction could shift consumer preferences [7]. - The reduction in price and availability of Moutai may lead to increased pressure on middlemen, as their profit margins continue to shrink [6].