越涨越抢？ 飞天茅台“站稳”1750元！经销商：三月首批配额已售罄 | 酒业内参

Core Viewpoint - Moutai is experiencing a surge in demand leading to shortages among distributors, with sales exceeding planned allocations for the year [2][8][27] Group 1: Supply and Demand Dynamics - Distributors report low or no inventory of Feitian Moutai, with January and February allocations sold out by the end of January [2][22] - The first batch of March allocations has already been fully sold, indicating that supply is unable to meet the high market demand [2][8] - The total volume of Moutai released has exceeded 30% of the annual plan due to the combination of January-February allocations and early March requests from distributors [8][22] Group 2: Pricing Trends - The recent average transaction price for Feitian Moutai has stabilized above 1750 yuan, with the latest average at 1757 yuan [3][20] - Prices have shown a steady increase, rising from 1665 yuan on January 30 to 1755 yuan in early February, and maintaining above 1750 yuan since then [20][16] Group 3: Market Performance and Consumer Behavior - The demand for Moutai is particularly strong during the pre-Spring Festival period, with significant online sales activity reported [4][19] - The iMoutai platform saw 6.28 million new users in January, with 2.12 million orders, highlighting the brand's popularity [18][4] - Moutai's status as a high-end gift and its perceived value as an investment contribute to its strong market position, especially during festive seasons [27][12] Group 4: Corporate Changes and Market Response - Recent leadership changes at Moutai have led to strategic reforms, including a focus on consumer-centric approaches and pricing adjustments [23][25] - The stock price of Moutai has risen from 1416.3 yuan to 1504.33 yuan since the new leadership took over, reflecting positive market sentiment [25][11]