茅台的宗教性正在减弱

Core Viewpoint - The belief in Moutai is diminishing, similar to the decline of faith in real estate, as consumers question the sustainability of its high prices and unique value proposition [2][3][5] Group 1: Moutai's Market Perception - Moutai's pricing is not solely determined by production costs but rather by consumer belief in its value, akin to religious faith [3][5] - The perception of Moutai as a luxury item is influenced by its hard currency attributes, investment potential, and social status, rather than just its taste [4][5] - As the religious aspect of Moutai weakens, its consumption attributes are also expected to decline, leading to a potential decrease in demand [5][6] Group 2: Consumption Trends and Market Dynamics - The shrinking consumption scenarios for Moutai indicate a loss of exclusivity and desirability, which could further erode its perceived value [6][7] - The dilemma of increasing production to meet demand could lead to a loss of scarcity, ultimately resulting in a more significant price drop [7] - Moutai's situation mirrors that of real estate, where the balance between supply and demand is critical for maintaining its market value [7]