仅过3天,i茅台飞天每日购酒上限砍半

Core Viewpoint - The article discusses the recent changes in the sales policy of Moutai's iMoutai platform, highlighting the shift towards consumer-centric marketing and the implications for the market dynamics of Moutai products [5][8]. Group 1: Sales Policy Changes - Moutai announced that starting January 1, 2026, the 500ml 53% vol Moutai (2026) will be available for purchase on the iMoutai app, with a price set at 1499 yuan per bottle, allowing each user to buy up to 12 bottles daily [6][7]. - Just three days after the launch, the purchase limit was reduced to 6 bottles per day per user to accommodate more consumers, indicating a rapid adjustment in response to high demand [8]. Group 2: Market Dynamics - The article notes that over 100,000 users purchased Moutai products within the first three days, raising concerns about the potential impact on the market value of Moutai as it shifts from a financial asset to a more accessible consumer product [8]. - Analysts express concern that the easy availability of Moutai at a fixed price could slow down the consumption of existing stock held by distributors, potentially leading to a decline in market prices if the value drops below 1499 yuan [8]. Group 3: Price Trends - As of January 3, 2026, the wholesale price for the 2025 500ml 53% vol Moutai was reported at 1505 yuan per bottle, down 60 yuan from the previous price, indicating a downward trend in market prices [9].