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“错版马茅”搅动风云 茅台双线狂飙
Mei Ri Shang Bao· 2026-01-29 22:17
Core Viewpoint - The recent surge in the price of Guizhou Moutai's products, particularly the "Horse Moutai" due to a printing error, has created a buying frenzy, leading to significant price increases in both retail and secondary markets [1][2][5]. Price Surge and Market Reaction - The wholesale price of the 24-year Flying Moutai has reached 1750 yuan, while the classic "Horse Moutai" saw a single-day increase of 180 yuan [1]. - Guizhou Moutai's stock price surged over 8%, marking its largest single-day increase in nearly a year, with the stock closing above 1400 yuan and a trading volume exceeding 26.3 billion yuan [1][4]. - The classic version of "Horse Moutai" was officially priced at 1899 yuan, but market prices have surged to 2350 yuan and even 2750 yuan within a few days, reflecting a rapid increase of 400 yuan in just four days [4]. Supply Chain and Consumer Behavior - Following the announcement of the printing error, many consumers reported being unable to pick up their orders at physical stores, leading to a tightening of supply channels [2][3]. - Some stores have indicated that even consumers willing to accept the misprinted packaging cannot complete their pickup, as new stock has not yet arrived [3]. - The announcement of the recall has triggered a psychological response among consumers, driving demand for the misprinted bottles, which are now being marketed as "limited edition" or "rare" [5]. Impact on Related Stocks - The surge in Guizhou Moutai's stock has positively affected other A-share liquor stocks, with nearly 20 related stocks experiencing significant gains [5].