Core Insights - The Chinese liquor market has seen a significant increase in the retail prices of the top ten products, indicating a strong festive consumption atmosphere [1][2] - The overall price for a bundled sale of these ten products reached 9131 yuan, marking a daily increase of 56 yuan, the highest single-day rise recently [1] - The market is experiencing a broad upward trend driven by holiday demand, with premium products like Moutai leading the price increases [1][2] Price Movements - Moutai's premium product price rose by 32 yuan per bottle, reflecting strong demand for high-end gifts and banquet needs ahead of the holidays [1][2] - Other notable price increases include: - Yanghe Dream Blue M6+: up 11 yuan per bottle - Gujing Gonggu 20: up 7 yuan per bottle - Qinghua Lang: up 6 yuan per bottle - Xijiu Junpin: up 5 yuan per bottle - Guojiao 1573 and Shuijing Jian'nan Chun: both up 2 yuan per bottle [1][2] - Some products experienced minor price adjustments, such as Wuliangye Pu 58th generation down 5 yuan and Feitian Moutai down 3 yuan [1] Market Dynamics - The price surge for Moutai is linked to recent news about "quantity control" measures, which have led to a reduction in the supply of non-standard products by 30%-50% [2] - There is a noted shortage of certain Moutai products, leading to increased purchasing behavior among consumers and a sentiment of withholding among distributors [2]

Core Insights - The Chinese liquor market has seen a significant increase in the retail prices of the top ten products, indicating a strong festive consumption atmosphere, with the total price for a packaged set reaching 9131 yuan, up 56 yuan from the previous day, marking a recent single-day high in price increase [1][6][7] Price Movements - The price of premium Moutai increased by 32 yuan per bottle, leading the market surge, reflecting strong demand for high-end gifts and banquet needs ahead of the holidays [7] - Other notable price increases include: - Yanghe Dream Blue M6+: up 11 yuan per bottle - Gujing Gong 20: up 7 yuan per bottle - Qinghua Lang: up 6 yuan per bottle - Xijiu Junpin: up 5 yuan per bottle - Guojiao 1573 and Shuijing Jian Nan Chun: both up 2 yuan per bottle [7][9] - Some products experienced minor price adjustments, with Wuliangye Pu 58th generation down 5 yuan, Feitian Moutai down 3 yuan, and Qinghua Fen 20 down 1 yuan, which are considered normal fluctuations [7] Market Dynamics - The data for the "Liquor Price Reference" is sourced from approximately 200 collection points across various regions, including designated distributors, social distributors, mainstream e-commerce platforms, and retail outlets, aiming to provide objective and traceable market price data [2][7] - The recent price surge for premium Moutai is linked to supply control measures announced by the company, which have led to a reduction in the availability of non-standard products by 30%-50%, creating a sense of scarcity and driving up prices as demand increases during the holiday season [2][7]

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 新浪财经"酒价内参"过去24小时中收集到的数据显示，中国白酒市场十大单品的终端零售均价在周三迎 来强劲上涨，市场交易活跃度显著提升。如果十大单品各取一瓶整体打包售卖，今日总售价为9131元， 较昨日大幅上扬56元，创下近期单日涨幅新高，或指示浓厚的节日消费氛围。 今日市场在节日效应驱动下表现活跃，呈普涨格局。精品茅台价格单日大幅上涨32元/瓶，领涨全场， 反映出高端礼品与宴请需求在节前得到强劲释放。洋河梦之蓝M6+价格环比上涨11元/瓶。古井贡古20 价格上涨7元/瓶。青花郎与习酒君品价格分别上涨6元/瓶和5元/瓶，走势稳健，其中青花郎已实现三连 阳。国窖1573与水晶剑南春价格也分别上涨2元/瓶。少数产品价格微调，五粮液普五八代价格回落5元/ 瓶，飞天茅台价格回落3元/瓶，青花汾20价格微跌1元/瓶，属正常波动。 "酒价内参"的每日数据源自全国各大区均有合理分布的约200个采集点，包括但不限于酒企的指定经销 商、社会经销商、主流电商平台和零售网点等，原始取样数据为过去24个小时中各点位经手的真实成交 终端零售价格，力求为社会各界提供一份关于知名白酒市 ...

Core Viewpoint - The recent data from Sina Finance's "Wine Price Reference" indicates a significant increase in the retail prices of China's top ten liquor products, driven by a strong holiday consumption atmosphere, with the total price for a packaged set reaching 9131 yuan, up 56 yuan from the previous day, marking a new high for single-day price increases [1][6][7]. Price Trends - The market showed a broad upward trend, with premium Moutai prices rising by 32 yuan per bottle, leading the market, reflecting strong demand for high-end gifts and banquets ahead of the holidays [7]. - Other notable price increases include: - Yanghe Dream Blue M6+ up 11 yuan per bottle - Gujing Gonggu 20 up 7 yuan per bottle - Qinghua Lang and Xijiu Junpin up 6 yuan and 5 yuan per bottle respectively, with Qinghua Lang achieving three consecutive days of price increases [7]. - Some products experienced minor price adjustments, such as: - Wuliangye Pu 58th generation down 5 yuan per bottle - Flying Moutai down 3 yuan per bottle - Qinghua Fen 20 down 1 yuan per bottle, which is considered normal fluctuation [7]. Data Collection Methodology - The daily 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, aiming to provide an objective and traceable overview of the market prices for well-known liquors [2][7]. Market Dynamics - The significant rise in premium Moutai prices is believed to be linked to recent news regarding Moutai's "quantity control" measures, with reports indicating a reduction in the supply of non-standard products by 30%-50% due to increasing year-end consumption demand [2][7]. - There are reports of shortages for certain non-standard Moutai products, leading to a shift in market expectations and resulting in a rush to purchase among consumers and distributors, further driving up prices as the double festival approaches [2][7].

今日市场涨多跌少，十大单品中八种的价格出现回升。国窖1573价格环比显著回升10元/瓶，领涨市 场。五粮液普五八代与习酒君品价格分别上涨5元/瓶。水晶剑南春价格上涨4元/瓶。精品茅台与古井贡 古20价格分别上涨3元/瓶。飞天茅台与青花汾20价格均微升1元/瓶。下跌产品方面，青花郎价格回调11 元/瓶，调整幅度较大。洋河梦之蓝M6+价格回落5元/瓶。市场在连续波动后于周末企稳回升，多数主 流品牌价格上行，反映出渠道情绪有所修复，但部分产品仍面临调整压力，市场结构性特征持续。 【点击进入酒价内参，查看真实酒价】 近期茅台酒"控量"的消息被市场普遍关注，一份茅台产品供应及结构改革的"文件"更是在酒圈传得沸沸 扬扬。茅台方面在回应文件为"假"的同时，明确表示市场工作以需求驱动、渠道韧性保护为主，各产品 都以终端动销情况科学、精准把握投放节奏，不会进行"一刀切"的决策。证券日报报道称，多家经销商 反馈，茅台当前的投放策略是针对不同产品进行精准调节。其核心大单品500ml飞天茅台没有减量，且 正常发货；调整主要集中于非标产品，如陈年茅台（15）、1000ml飞天茅台、生肖茅台等配额削减 30%-50%，彩釉珍品则完全停止 ...

Core Viewpoint - The introduction of a new quantity control policy by Kweichow Moutai has led to an immediate increase in market prices for its products, particularly the Flying Moutai, with significant price hikes reported by distributors and retailers [1][2]. Group 1: Price Reactions - Following the announcement of the new control policy, the price of Flying Moutai in Tianjin has surged to 1,630 yuan per bottle, reflecting an increase of over 150 yuan per bottle within two days [1]. - The wholesale price of Flying Moutai has risen to 1,570 yuan per bottle for loose bottles and 1,590 yuan per box, marking a 70 yuan increase from the previous day [1]. - Retail prices in some Beijing stores have also increased, with Moutai being sold at 1,680 yuan per bottle [1]. Group 2: Policy Details - Kweichow Moutai's new policy includes a temporary halt in product supply until January 1, 2026, and aims to significantly reduce the quota for non-standard products, thereby decreasing the supply of products that diminish distributor profits [1]. - The policy encompasses both short-term relief measures and long-term structural reforms [1]. Group 3: Market Sentiment - Some distributors and industry insiders are cautious about the sharp increase in Moutai prices, noting that the decision to temporarily halt supply does not equate to a systematic reduction in production, and the specifics of the measures remain unclear [2]. - There is uncertainty regarding whether Moutai will resume supply after January 1, 2026, and the overall market environment for alcoholic beverages at year-end is not favorable [2].