白酒行业发展战略
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A股白酒股逆势上涨,贵州茅台涨超1%,控量消息刺激飞天茅台价格跳涨!皇台酒业涨停,酒鬼酒涨4%,金徽酒、舍得酒业、古井贡酒涨超2%
Ge Long Hui· 2025-12-15 01:57
Core Insights - The A-share market saw a rise in liquor stocks, with Huangtai Liquor hitting the daily limit, and other brands like Jiu Gui Jiu and Jin Hui Jiu also experiencing significant gains [1] Group 1: Stock Performance - Huangtai Liquor increased by 10.02%, with a total market value of 2.395 billion [2] - Jiu Gui Jiu rose by 4.05%, with a market capitalization of 18.8 billion [2] - Jin Hui Jiu and Guo Jing Gong Jiu both saw increases of over 2%, with market values of 10.2 billion and 78.5 billion respectively [2] Group 2: Market Reactions - Following the news of Moutai's new control policy, the market reacted quickly, with prices for Tianjin Flying Moutai reaching 1,630 yuan per bottle, an increase of over 150 yuan in two days [2] - On December 14, the price of 25-year Flying Moutai (original box) surged by 70 yuan to 1,590 yuan per bottle, while the price for scattered bottles also increased by 70 yuan to 1,570 yuan [2] Group 3: Strategic Developments - Moutai's provincial distributors recently held a meeting to discuss the sales strategy for 2026, focusing on three core products: Moutai 1935, Flying Moutai, and premium Moutai, targeting price bands of over 600 yuan, 1,500 yuan, and 2,000 yuan respectively [3] - Non-standard Moutai products are expected to be reduced, with market-driven operations for those that remain, while unfulfilled quotas for 2025 will be halted to stabilize the market [3]