新浪财经"酒价内参"重磅上线 知名白酒真实市场价尽在掌握 | 五粮液普五八代 | 804/瓶 | 5元 - | | --- | --- | --- | | 52度/500ml | | | | 青花汾20 | 374/瓶 | -2元 | | 53度/500ml | | | | 国窖1573 52度/500ml | 876/瓶 | -4元▼ | | 洋河梦之蓝M6+ | 579/瓶 | -4元▼ | | 52度/550ml | | | | 古井贡古20 52度/500ml | 498/瓶 | -9元▼ | | 习酒君品 | 634/瓶 | -13元▼ | | 53度/500ml | | | | 青花郎 | 696/瓶 | -1元▼ | | 53度/500ml | | | | 水晶剑南春 | 388/瓶 | 1元 | | 52度/500ml | | | 新浪财经"酒价内参"过去24小时收集的数据显示，中国白酒市场十大单品的终端零售均价在1月22日迎 来普遍下跌。如果十大单品各取一瓶整体打包售卖，今日总售价为8854元，较昨日下跌12元。市场价格 第五次创下近两个月的新低，高端酒价格中枢持续下移，行业短期调整态势未改 ...

Core Viewpoint - The Chinese liquor market is experiencing a downward trend in retail prices, with the average price of the top ten products reaching a new low, indicating a continued weak market environment [1] Group 1: Market Price Trends - The average retail price of the top ten liquor products on January 10 is 8,979 yuan, down 19 yuan from the previous day, marking a new low since the data was first published [1] - Among the top ten products, six saw price declines, three increased, and one remained stable, reflecting a mixed market adjustment [1] - The most significant price drop was observed in Guojiao 1573, which fell by 12 yuan per bottle, while other notable declines included Moutai and Wuliangye products [1] Group 2: Data Collection and Methodology - The daily data from "Liquor Price Reference" is sourced from approximately 200 collection points across various regions, including designated distributors and retail outlets, aiming to provide objective and traceable pricing information [2] - The introduction of new sales channels for Moutai products is expected to influence market prices, particularly for the recently launched premium Moutai [2] Group 3: Industry Developments - On January 9, a national dealer conference for Moutai was held, focusing on market transformation and consumer-centric strategies [3] - Moutai's online platform, iMoutai, has gained over 2.7 million new users and 400,000 transaction users within nine days of launching the 53% vol 500ml Flying Moutai, indicating strong market engagement [3] - The conference emphasized the importance of market-oriented product positioning and consumer service, aiming to stabilize the market and prevent speculation [3]

Core Viewpoint - The launch of the 2026 53% vol 500ml Flying Moutai at a price of 1499 yuan per bottle on the iMoutai platform has generated significant consumer interest, leading to rapid sellouts and raising questions about its impact on traditional sales channels and pricing strategies in the market [1][10]. Group 1: Sales and Consumer Behavior - The 2026 Flying Moutai was made available on January 1, 2024, and quickly sold out, indicating high demand and consumer excitement [1]. - Over 10,000 users successfully purchased products through the iMoutai app within three days of launch, highlighting the platform's popularity [5]. - A promotional plan by Chengdu Chuantang allowed loyal customers to pre-order the 2026 Flying Moutai at the launch price, with 1000 boxes selling out in just over two hours [2][12]. Group 2: Pricing and Market Dynamics - The market price for the 2025 Flying Moutai (loose) is currently between 1570 yuan and 1680 yuan per bottle, with prices in Shanghai nearing 2000 yuan [12]. - The introduction of the 1499 yuan price point for the 2026 Flying Moutai may pressure traditional distributors to adjust their pricing strategies, as many currently sell at higher prices [10][13]. - There is uncertainty regarding the future pricing of the 2026 Flying Moutai, with some distributors suggesting it will likely be priced above 1499 yuan due to current market conditions [10][12]. Group 3: Impact on Traditional Channels - The launch of the iMoutai platform is expected to disrupt traditional sales channels, as some distributors previously had higher purchase prices than the new official price [13]. - The ongoing demand for Moutai products suggests that traditional sales will continue to be strong, despite the challenges posed by the new online sales model [9][10]. - The market is also observing potential impacts on competitors like Wuliangye and Luzhou Laojiao, as the pricing dynamics shift with the introduction of the official online sales channel [13].

Core Viewpoint - The "iMoutai" app has reduced the daily purchase limit of the 500ml Flying Moutai to 6 bottles per person, down from 12, due to overwhelming demand, indicating a strong market interest and potential supply constraints [1][3][9]. Group 1: Purchase Limit Changes - As of January 4, the maximum purchase limit for the 2026 vintage Flying Moutai on the "iMoutai" app has been halved from 12 bottles to 6 bottles per day [1][3][17]. - The app was launched on January 1, and within three days, it sold out completely, with over 100,000 users successfully purchasing Moutai products [1][9][22]. Group 2: Market Dynamics - The price of the 500ml Flying Moutai is set at ¥1499, and the app's direct sales model is seen as a significant move towards market-oriented transformation for Moutai [5][25]. - The reduction in purchase limits aims to address consumer complaints about availability and to prevent bulk buying by resellers, indicating a shift towards making the product more accessible [12][14][22]. - Industry experts suggest that the purchase limit may be further reduced in the future to meet consumer demand for personal use [12][22]. Group 3: Price Impact on the Market - The introduction of the "iMoutai" app has led to a decrease in the wholesale price of Flying Moutai, with prices dropping below ¥1499 per bottle on various platforms [14][27]. - The return of Flying Moutai to a price point of ¥1499 is expected to impact other premium liquor brands, as it may shift consumer preferences and alter competitive dynamics in the high-end liquor market [14][25][27]. - The app is positioned as a key tool for Moutai to regulate market prices and maintain product integrity, transforming Moutai from a luxury investment item back into a frequently consumed product [12][25][27].

Core Insights - The overall retail price of the top ten Chinese liquor products has decreased, failing to maintain the previous day's rebound, with a total price of 9081 yuan, down 15 yuan from the previous day, marking a five-day low [1][6]. Price Trends - Six out of the top ten liquor products experienced price declines, with 青花郎 dropping 7 yuan per bottle, the largest decrease [2][7]. - Other notable price drops include 水晶剑南春 down 4 yuan, 古井贡古20 down 4 yuan, 飞天茅台 down 3 yuan, 洋河梦之蓝M6+ down 3 yuan, and 习酒君品 down 1 yuan [2][7]. - Conversely, 五粮液普五八代 saw an increase of 3 yuan, while 精品茅台 rose by 2 yuan, indicating a mixed market response [2][7]. Industry Developments - The 五粮液 12·18 conference revealed strategic plans focusing on maintaining price balance and optimizing product structure, aiming to solidify its position in various price segments [2][7]. - Specific strategies include enhancing traditional channel operations, targeting key markets, and launching exclusive products to foster interaction between the collectible market and sales [2][7].

Core Insights - The overall retail price of the top ten Chinese liquor products continues to decline, with a total packaged price of 9,123 yuan, down 15 yuan from the previous day, indicating a weak market trend with notable internal structural differentiation [1][6][7] - Moutai Group's chairman has emphasized the need to consolidate market advantages amidst ongoing industry adjustments, signaling a shift from passive to proactive competition for market share [2][8] Price Trends - The price of Qinghua Lang has significantly decreased by 20 yuan per bottle, leading the market decline after a previous rapid increase [7] - Prices for Feitian Moutai and premium Moutai have continued to decline slightly, down 3 yuan and 5 yuan per bottle, respectively [7][9] - Other brands such as Yanghe Dream Blue M6+ and Wuliangye Pu 58 have also seen price drops of 4 yuan and 2 yuan per bottle, respectively [7][9] - Conversely, some brands have shown price increases, with Xijiu Junpin rising by 7 yuan per bottle and Guojiao 1573 increasing by 6 yuan per bottle [7][9] Data Collection Methodology - The data for "Wine Price Reference" is sourced from approximately 200 collection points across various regions, including designated distributors, social distributors, mainstream e-commerce platforms, and retail outlets, ensuring objective and traceable pricing information [1][6]

Core Insights - The overall retail price of the top ten Chinese liquor products continues to decline, with a total packaged price of 9,123 yuan, down 15 yuan from the previous day, indicating a weak market trend with notable internal structural differentiation [1][6][7] - Moutai Group's chairman, Chen Hua, emphasized the need to consolidate market advantages amidst industry adjustments, signaling a shift from passive pressure to proactive market share competition [2][8] Price Trends - The price of Qinghua Lang dropped significantly by 20 yuan per bottle, leading the market decline after a previous rapid increase [7] - Prices for Feitian Moutai and premium Moutai decreased by 3 yuan and 5 yuan per bottle, respectively [7][9] - Other brands like Yanghe Dream Blue M6+ and Wuliangye Pu 58th generation also saw price drops of 4 yuan and 2 yuan per bottle [7] - Conversely, some brands experienced price increases, with Xijiu Junpin rising by 7 yuan, Guojiao 1573 by 6 yuan, and Shujin Jian Nan Chun and Qinghua Fen 20 by 4 yuan and 2 yuan, respectively [7][10]

Core Insights - The overall retail price of the top ten Chinese liquor products continues to decline, with a total packaged price of 9,123 yuan, down 15 yuan from the previous day, indicating a weak market trend with notable internal structural differentiation [1][6][7] - Data for the "Liquor Price Reference" is collected from approximately 200 sampling points across various regions, ensuring objective and traceable pricing information for well-known liquor brands [1][6] Price Trends - The price of Qinghua Lang has significantly decreased by 20 yuan per bottle, leading the market decline after a previous rapid increase [7] - Prices for Feitian Moutai and Premium Moutai have continued to slightly decline, down 3 yuan and 5 yuan per bottle, respectively [7] - Other brands such as Yanghe Dream Blue M6+ and Wuliangye Pu 58th generation have also seen price drops of 4 yuan and 2 yuan per bottle, respectively [7] - Conversely, some brands have shown price increases, with Xijiu Junpin rising by 7 yuan per bottle, and Guojiao 1573 increasing by 6 yuan [7][8] Strategic Developments - In response to the ongoing industry adjustment and market downturn, Moutai Group's chairman has emphasized the need to "continuously consolidate market advantages," indicating a shift from merely pursuing price benchmarks to actively competing for market share [2][8]

Core Insights - The overall retail price of the top ten Chinese liquor products continues to decline, with a total packaged price of 9,123 yuan, down 15 yuan from the previous day, indicating a weak market trend with notable internal structural differentiation [1][6][7] - Moutai Group's chairman, Chen Hua, emphasized the need to consolidate market advantages amidst industry adjustments, signaling a shift from passive pressure to proactive market share competition [2][8] Price Trends - The price of Qinghua Lang dropped significantly by 20 yuan per bottle, leading the market decline after a previous rapid increase [7] - Prices for Feitian Moutai and Boutique Moutai fell by 3 yuan and 5 yuan per bottle, respectively, while Yanghe Dream Blue M6+ decreased by 4 yuan per bottle [7][9] - Some brands showed resilience, with Xijiu Junpin increasing by 7 yuan per bottle, and Guojiao 1573 rising by 6 yuan per bottle [7][10] - Other brands like Shuijing Jian Nan Chun and Qinghua Fen 20 saw increases of 4 yuan and 2 yuan per bottle, respectively, while Guqingong Gu 20 remained stable [7][10] Data Collection Methodology - The data for "Wine Price Reference" is sourced from approximately 200 collection points across various regions, including designated distributors, social distributors, mainstream e-commerce platforms, and retail outlets, ensuring objective and traceable pricing information [1][6]