茅台抢购潮遇冷,黄牛要亏麻了,原价出手都无人问津

Core Viewpoint - The Chinese liquor market, particularly the Moutai segment, is undergoing a significant transformation as official sales channels become more accessible, leading to a decline in the speculative practices of scalpers [1][4][10]. Group 1: Market Changes - Starting January 1, 2026, Moutai has normalized the sale of its 53-degree 500ml Flying Moutai through its official app "i Moutai" at a price of 1499 yuan per bottle, igniting consumer demand despite limited stock [4][11]. - Scalpers, who previously profited from price markups, are now struggling to sell their high-priced Moutai, as consumers prefer purchasing directly from official channels for authenticity and price transparency [7][13]. Group 2: Impact on Scalpers - The shift in Moutai's sales strategy has led to a "unemployment crisis" for scalpers, as their profit-making model based on price differentials has collapsed [13][15]. - Scalpers report significant losses, with one stating that the profit from reselling a bottle of Moutai is no longer sufficient to cover their efforts, indicating a drastic change in market dynamics [15]. Group 3: Industry Implications - Moutai's strategic shift signals a broader change in the high-end liquor market, moving away from channel-driven and speculative pricing towards a consumer-driven approach focused on value [10][17]. - This transformation is expected to enhance Moutai's market position and brand image while promoting healthier development across the entire liquor industry [17].

茅台抢购潮遇冷,黄牛要亏麻了,原价出手都无人问津 - Reportify