“i茅台”APP冲上苹果应用商店购物榜第一名

Core Viewpoint - Guizhou Moutai's brand effect and market appeal continue to shine, with its "i Moutai" app reaching the top of the Apple App Store's shopping free list and ranking fourth overall [1] Group 1: Sales and Market Performance - On January 1, 2026 Moutai liquor was launched on the i Moutai platform at a price of 1499 yuan per bottle, with initial purchase limits set at 12 bottles per person per day [4] - As of January 4, the 2026 Moutai has sold out within seconds for four consecutive days, indicating a "phenomenal" demand [4] - The purchase limit was later adjusted to 6 bottles per person per day starting January 4, with over 100,000 users successfully purchasing products through the platform [4] Group 2: Pricing and Wholesale Trends - The wholesale price of Moutai has dropped below the 1499 yuan guidance price, with the 2025 Moutai reported at 1490 yuan per bottle, down 5 yuan from the previous day [5] - Financial analysis indicates that the i Moutai platform's pricing at 1499 yuan per bottle is higher than the wholesale channel price of 1169 yuan per bottle, which may contribute positively to the company's profits [6] Group 3: Financial Projections - Revenue projections for Guizhou Moutai are estimated at 179.5 billion yuan, 189.1 billion yuan, and 201.9 billion yuan for 2025 to 2027, reflecting year-on-year growth of 5%, 5.4%, and 6.7% respectively [6] - Net profit attributable to shareholders is projected to be 90.7 billion yuan, 95.6 billion yuan, and 102.1 billion yuan for the same period, with corresponding growth rates of 5.2%, 5.4%, and 6.8% [6] - The company maintains a "buy" rating with a projected dividend yield of approximately 3.9% based on a 75% payout ratio [6] Group 4: Market Capitalization - As of December 31, 2025, Guizhou Moutai's stock price was 1377.18 yuan per share, with a market capitalization of 1.7246 trillion yuan [7]