Core Viewpoint - The recent price increases of Moutai products are driven by a combination of seasonal demand and the company's market-oriented reforms, which include a shift from a fixed pricing system to a dynamic pricing mechanism [5][11]. Group 1: Price Trends - The price of 2026 Moutai original boxes has reached 1590 yuan per bottle, an increase of 35 yuan from the previous day, while the 2025 Moutai original boxes are priced at 1600 yuan, also up by 35 yuan [3]. - The price of non-standard products, such as the Year of the Horse Moutai classic version, has seen significant increases, with a daily rise of 120 yuan, totaling a 400 yuan increase over three days [3]. - The retail price of Moutai at the terminal has stabilized around 1700 yuan per bottle, with the demand for gifts during the Spring Festival being a key factor in this price increase [13]. Group 2: Market Reforms - Moutai is implementing a market-oriented reform that alters its pricing strategy, moving away from the fixed guidance price of 1499 yuan established in 2017 to a flexible pricing model based on market supply and demand [5]. - The company is transitioning its operational model from traditional self-sale and distribution to a multi-dimensional collaboration involving self-sale, distribution, consignment, and agency sales [7]. - Moutai's new model changes the role of distributors, who will now earn fixed commissions rather than holding product ownership, thus altering their profit structure [7]. Group 3: Product Structure and Distribution - Moutai is adjusting its product structure to return to a "pyramid" product system, focusing on the flagship Moutai, with additional offerings like kilogram Moutai and 100ml small Moutai [9]. - The iMoutai platform has increased its product offerings ahead of the Spring Festival, allowing for a daily purchase limit of six bottles of Moutai per person [9]. - The company has expanded its distribution capabilities by adding new shipping warehouses in Nanjing and Beijing to address logistics challenges and improve delivery times [14].
飞天茅台价格全线上涨,单日涨幅最高35元!经销商:出货量太大,仓库快空了