别再等便宜茅台了,抖音“飞天”重回1700元

Core Viewpoint - The confrontation between the liquor giant Moutai and the e-commerce platform Douyin has intensified, particularly regarding the unauthorized sale of Moutai products on the platform [3][4]. Group 1: Douyin's Actions - On November 15, Douyin announced the shutdown of unauthorized Moutai stores, leading to the removal of numerous third-party product links, with only official flagship store products remaining visible [4]. - Following the initial shutdown, some affected liquor specialty stores began to restore their links, although the popular 53-degree Flying Moutai remained sold out [4]. - Douyin's crackdown on low-priced Moutai sales was prompted by complaints from consumers about false advertising and the sale of suspiciously low-priced products [6][7]. Group 2: Pricing Dynamics - During the "Double 11" shopping festival, some merchants on Douyin sold Flying Moutai at prices as low as 1288 yuan, significantly below the market wholesale price [7]. - The price of 53-degree Flying Moutai on Douyin stabilized at around 1700 yuan after the platform's intervention, halting a previous trend of declining prices [4][10]. - The overall market price for Flying Moutai has fluctuated, with wholesale prices dropping below 2000 yuan earlier in the year, and recent data showing a price of 1655 yuan per bottle [11]. Group 3: Moutai's Strategic Response - Moutai's new chairman, Chen Hua, emphasized the importance of maintaining a stable channel ecosystem and price system during his recent meetings [11]. - The company has been actively tightening control over its distribution channels, with a significant increase in authorized online stores, while also cleaning up unauthorized ones [12]. - Moutai has postponed its November release plan and reduced offline quotas, indicating a strategy to tighten supply ahead of the upcoming Spring Festival, which may lead to price increases [12].