KWEICHOW MOUTAI(SH:600519) Xin Lang Cai Jing·2026-01-29 08:48Core Viewpoint - The A-share liquor sector, particularly Guizhou Moutai, has experienced significant price increases and trading activity, driven by market demand and strategic pricing adjustments by the company [1][2][3] Group 1: Stock Performance - The A-share liquor sector saw a rebound, with multiple stocks hitting the daily limit, including Guizhou Moutai, which rose by 8.61% to close at 1437.72 yuan per share, marking its largest single-day increase in nearly a year [1] - Guizhou Moutai's total market capitalization reached 1.8 trillion yuan, with a trading volume exceeding 26.3 billion yuan on the same day [1] Group 2: Price Trends - The wholesale price of 2026 Feitian Moutai increased by 20 yuan to 1610 yuan per bottle, while the 2025 and 2024 versions also saw price hikes [1] - The price of the 2026 Feitian Moutai has been consistently sold out on the iMoutai app, indicating strong demand despite no significant surge in market demand [2] Group 3: Strategic Adjustments - Guizhou Moutai announced a new market operation plan that includes adjustments in product systems, operational models, channel layouts, and pricing mechanisms to better meet consumer demand [3] - The company is shifting from a traditional sales model to a multi-faceted marketing system that includes self-sale, agency sale, and consignment to enhance market reach [3]