普茅连续五天秒空！贵州茅台再辟谣“1169元飞天直采”

Core Viewpoint - Guizhou Moutai (600519) has made significant moves in the market as it enters the new year, with its stock price experiencing a notable increase due to recent channel adjustments and the launch of its digital sales platform, iMoutai [1][2][4]. Group 1: Stock Performance - On January 5, Guizhou Moutai's stock closed at 1426 CNY per share, marking a 3.54% increase, the highest single-day gain in over nine months [1]. - The surge in stock price is attributed to the company's recent strategic actions and the ongoing buying frenzy for its products [2]. Group 2: iMoutai Platform Launch - The official launch of the 53-degree 500ml Flying Moutai (Pu Moutai) at a price of 1499 CNY on the iMoutai App has led to a rapid sell-out, with over 100,000 users making purchases within three days [2][4]. - iMoutai is recognized for its authenticity and elimination of middlemen, which has contributed to the buying craze [4]. Group 3: Pricing Strategy and Market Impact - Following the launch on iMoutai, the wholesale price of Flying Moutai dropped from 1555 CNY to 1490 CNY, below the suggested retail price of 1499 CNY, indicating a shift in the pricing structure [4]. - The chairman of Guizhou Moutai, Chen Hua, emphasized the company's commitment to preventing price speculation and maintaining a balance between volume and price [4]. Group 4: Industry Context - The high inventory levels in the premium liquor sector have been a significant challenge, leading to a slowdown in sales and increased pressure on stock [4]. - The company aims to enhance the opening rate of its products, addressing the issue of unsold inventory held by distributors and scalpers [4]. Group 5: Regulatory Measures - To combat scalping, iMoutai has reduced the daily purchase limit for consumers from 12 bottles to 6 bottles until the Spring Festival [6]. - Guizhou Moutai has also issued warnings against false advertising related to its products, specifically addressing rumors about a 1169 CNY direct purchase scheme [7][9]. Group 6: Future Outlook - The iMoutai platform is expected to play a crucial role in the company's sales strategy, with projections indicating sales exceeding 20 billion CNY in 2024 [9]. - The establishment of Guizhou Moutai Digital Technology Co., Ltd. with a registered capital of 600 million CNY reflects the company's commitment to enhancing its digital sales capabilities [9].