Core Viewpoint - The recent launch of the 1499 yuan Flying Moutai 53% vol 500ml on the iMoutai platform sold out rapidly, indicating strong demand and consumer interest in Moutai products [1][6]. Group 1: Sales Performance - The 1499 yuan Flying Moutai was sold out within minutes of its release on January 2, 2026, with reports of high traffic on the iMoutai platform causing delays in purchasing [5][6]. - The iMoutai platform implemented a restocking strategy, replenishing stock every five minutes, but each batch sold out almost instantly [6]. Group 2: Product Strategy - In 2026, Moutai plans to adjust its product matrix, introducing six major series including classic, premium, zodiac, aged, cultural, and low-alcohol products, with various price points for different years of Flying Moutai [5][6]. - The prices for different years of Flying Moutai have been announced, ranging from 1909 yuan to 2649 yuan for 500ml bottles [5]. Group 3: Digital Transformation - The iMoutai app, launched in 2022, has become a key tool for Moutai's online marketing and digital transformation, with over 76 million registered users by May 2025 [6]. - The recent sales strategy aims to increase user engagement on the iMoutai platform, attracting more consumers to register as members and enhancing the activity of the member base [7]. Group 4: Corporate Developments - On January 1, 2026, Moutai announced the establishment of a wholly-owned subsidiary with a registered capital of 600 million yuan, aimed at furthering its business operations [6].

跌跌不休的茅台，在2026年第一天，迎来了大结局。 1日，i茅台正式上架飞天53%vol 500ml贵州茅台酒，售价1499元。 本次主要上架的是2026年的新飞天茅台，2019-2024年的次新飞天仍未展开销售。 据《酒业内参》报道，本次投放从9点开始，每五分钟投放一次，每次仅不到30s便被清空。 媒体报道称，每日投放量会综合考虑防止炒作、供需适配和市场稳定确定，当日售完即止。此后，每日上午9时都将准点开售。业内分析认为，此举意味 着茅台营销体系正向市场化转型。 12月31日晚间，i茅台官微发布消息称，2026年1月1日起，53%vol 500ml飞天贵州茅台酒将正式在"i茅台"APP上架销售。 用户每日09:00可进入APP首页或"i购"频道购买，每人每日限购12瓶（两箱）。 "普通人根本抢不到！"社交平台上，许多网友发出遗憾的感慨。 长期以来，贵州茅台一直沿袭着计划经济和短缺经济下的"价格双轨制"模式来定价和销售，官方指导价与实际成交价经常存在价差。 在茅台专卖店，普通消费者很难买到正常价格的茅台酒产品。 而在二手交易平台，往往要花高溢价购买，最多时价差甚至一度高达2000元。这也导致茅台经销商囤货惜售 ...

Core Insights - The successful hosting of the "Shanghai and Inner Mongolia Together for Prosperity" investment promotion conference highlights the economic complementarity and cooperation potential between Shanghai and Inner Mongolia [9] Group 1: Event Overview - The event was organized by Shanghai Zhongai Technology Co., Ltd. and attracted local government representatives, businesses, and distributors from all twelve leagues of Inner Mongolia [1] - The conference resulted in a lively atmosphere with many companies reaching regional agency cooperation agreements, indicating a positive outlook for high-quality products in the Inner Mongolia market [5] Group 2: Product Promotion - Shanghai Zhongai Technology promoted four core product lines: French imported red wine, 100% non-concentrated fruit juice, traditional liquor brewed using ancient methods, and high-quality seafood sourced directly from Fujian [3] - The diverse product matrix reflects the company's brand philosophy of "quality life, global selection," injecting new vitality and choices into the Inner Mongolia consumer market [3] Group 3: Strategic Implications - The event not only facilitated product circulation but also fostered in-depth exchanges in brand building, channel management, and supply chain optimization, injecting new momentum into the local commercial ecosystem of Inner Mongolia [13] - This cross-regional cooperation aligns with the national strategy for domestic circulation development, promoting efficient flow of resources and elements [16] - Shanghai Zhongai Technology plans to gradually establish a comprehensive distribution network and after-sales service system in Inner Mongolia, exploring paths for integration with local特色产业 [16]

公司四季度整体销售额增长 15%-20%，主要由鸡尾酒个位数增长和威 士忌近 10%的增长驱动。其中，12 月销售额贡献接近 60%，远超 11 月的 30%。 鸡尾酒产品线中，强爽系列占比 35%-40%，微醺系列占比 34%- 35%，清爽系列占比 5%-6%，轻享系列接近 10%。微醺系列保持良好 增长，强爽系列在低基数下缓慢增长。 威士忌业务四季度实现近 6,000 万元销售额，百利得系列通过推广活动 实现近 2000 万元，莱州系列备货充足实现 3,000 多万元，桶装酒销售 额达几百万元。 2026 年公司计划鸡尾酒业务增长 15%，通过新产品果冻酒和轻享系列 带动 7%-10%的业绩提升，并拓展华中区域奶茶店等新渠道，以及与小 象超市合作带来至少 1%的存量级增长。 公司已与近 40 家海外贸易公司建立合作，通过威士忌和锐澳产品出口， 并拓展广东省和河南省的出海渠道，为增长带来新机遇。 果冻酒今年销售额约 9,000 万元，轻享销售额达 1.78 亿元，预计明年 这两个新产品有望实现 4-5 亿元的销售额。威士忌业务集中在广东和福 建，通过市场投入推动渠道下沉，预计明年 OTO 平台可带来至少 ...

Group 1 - Yiyuan Wine Industry (08146.HK) saw its stock price surge by 160% after resuming trading, closing at HKD 0.385, with a market capitalization of HKD 308 million [2] - Yang Lingjiang acquired 73.63% of Yiyuan Wine Industry, becoming the largest shareholder and actual controller, paying approximately HKD 73.63 million, equivalent to HKD 0.12491 per share [2] - Yang Lingjiang is the founder of 1919 Group, a leader in the domestic liquor instant retail sector, and views this investment as a recognition of Yiyuan Wine Industry's growth potential and the long-term value of the liquor industry [2] Group 2 - 1919 Group reported a transaction scale increase from RMB 11.579 billion in 2023 to RMB 12.089 billion in 2024, with a projected scale of RMB 14 billion for 2025 due to strategic adjustments and partnerships [3] - The net profit for 1919 Group was RMB 51.35 million in 2023 and RMB 48.12 million in 2024, indicating stable earnings from core operations [3] - Yang Lingjiang significantly optimized 1919 Group's equity structure, increasing his stake to 92.87% and reducing the debt ratio from a peak of 92% to below 20% [3] Group 3 - Yang Lingjiang aims to create an open ecological platform for the liquor industry, connecting upstream brands, channels, and consumers through a unified operational system [4] - Industry experts highlight the need for a "new infrastructure" to address challenges such as channel fragmentation and changing consumer scenarios in the liquor industry [4] - Yang Lingjiang's investment in Yiyuan Wine Industry represents a critical exploration of this open "F2B2C liquor business operating system," promoting collaboration among various industry participants [4] Group 4 - 1919 Group plans to establish 500 flagship restaurants, 5,000 direct supply stores, and 100,000 restaurant liquor front warehouses to create strong channel barriers [5] - Experts suggest that Yang Lingjiang's leadership of Yiyuan Wine Industry positions it as a key player in the entire production, distribution, retail, and experience chain, with potential for significant growth in the liquor market [5] - The 160% surge in the Hong Kong stock market reflects early pricing of this strategic logic [5]

✅ 12 万名香槟葡萄采摘季节工中，多数为外籍无证件移民劳工。 ✅ 人口贩卖、劳工虐待的相关报道，甚至数起劳工死亡事件，引发业界用工方式的重大丑闻。 核心要点 ✅ 香槟行业近年深陷丑闻，多份调查报告揭露香槟葡萄采摘工遭剥削与虐待的现状。 2025 年 8 月 26 日，法 国中东部勃艮第产区默尔索市，保加利亚葡萄采摘工在默尔索酒庄的葡萄园劳作。 香槟销量在圣诞与新年前夕迎来峰值不足为奇，这款法国起泡酒早已成为众多家庭节日欢庆的首选饮 品。 每年，约12 万名季节工赴法务工，在总面积达 3.4 万公顷的葡萄园里采摘葡萄。采摘季仅持续两周左 右，这段时间也成为香槟行业全年最忙碌的窗口期。 然而，这份劳作背后却暗藏行业阴暗面。近期多项调查曝光，香槟葡萄采摘工长期遭受剥削与虐待，而 这些劳工大多是外籍无证件移民。 2023 年夏末遭遇极端热浪期间，至少四名移民葡萄采摘工（当地称 "葡萄采收工"）不幸身亡，这一事 件也被外界冠以 "耻辱采收季" 的称号。 该事件揭露了采摘工普遍面临的恶劣工作与居住环境：超长工时、薪资微薄、缺乏安全防护设备与基本 作业规范，甚至连充足的饮用水补给和休息时间都无法保障。 此次用工条件与劳工 ...

Group 1 - The core trend for New Year's consumption is the pursuit of self-indulgence and ritual among young consumers, with various products catering to these desires becoming popular [1] - Sales of alcoholic beverages surged, with craft beer and white wine seeing over 100% year-on-year growth, while brandy sales increased by over 230% and fruit-flavored beer by over 70% [1] - Innovative alcoholic products, such as low-alcohol options, gained traction, exemplified by the launch of a 29-degree Five Grains Liquor, which quickly became a hot item [1] Group 2 - Young consumers are the main force in New Year's spending, prompting multiple platforms to offer consumer incentives [2] - Meituan Flash Purchase plans to distribute a maximum of 2026 yuan in New Year's flash purchase vouchers from December 31, 2025, to January 1, 2026, enhancing the shopping experience [2]

Group 1 - The core trend in New Year's consumption is the pursuit of self-indulgence and ritual among young consumers, with various products catering to this demand [1] - On December 31, data from Meituan Flash Purchase indicated that various alcoholic beverages, including craft beer and white wine, saw significant sales increases, with white brandy sales up over 230% and fruit-flavored beer sales up over 70% year-on-year [1] - New and trendy fruit and flower products are also popular among young consumers for creating a New Year's atmosphere, with certain items like yogurt apples seeing a search volume increase of 13 times compared to the previous week [1] Group 2 - Young consumers are the main force in New Year's spending, prompting multiple platforms to offer consumption incentives, including Meituan Flash Purchase, which plans to distribute up to 2026 yuan in New Year's vouchers [2]

美团闪购数据显示：新年前夕，多类满足年轻人对"悦己"和仪式感追求的商品热销，"跨年夜喝什么 酒""新年给自己送份礼""买花布置跨年夜""普通水果的花式吃法"等成为平台热搜话题。 "今年刚工作，第一次自己住，打算邀请朋友宅家跨年。"生活在上海的00后宋文静(化名)是朋友中的"跨 年主理人"，她早早预订了鲜花，准备把房间好好布置一番。"朋友们都喜欢'小酌微醺'，我已经备好了 煮热红酒、自调鸡尾酒的材料。31号晚上还可以闪购一些精酿啤酒，让大家开开心心跨年。"宋文静 说。 崇尚"爱你老己"的年轻人成为跨年消费的主力人群，各大平台纷纷发放消费福利。据了解，美团闪购将 在2025年12月31日至2026年1月1日，发放最高2026元的跨年闪购券包，全国消费者可领券后闪购酒类、 鲜花、水果等商品开心跨年，也可以闪购数码、美妆等商品，给自己或亲朋好友送一份新年好礼。 今年跨年，追求"悦己"的年轻人争相化身"跨年主理人"，"微醺悦己""给辛苦一年的自己送份礼物"等成 为跨年消费热门趋势。 "宅家跨年，微醺悦己"成为跨年主流消费趋势。元旦前一周，平台上多类新潮酒饮受到年轻人热捧：精 酿啤酒、白葡萄酒销量同比增长超100%；白兰 ...

酒类营销专家肖竹青认为，i茅台平台每天限量供应1499元500毫升普通飞天茅台，不仅为激活i茅台平 台会员体系活跃度，也为吸引更消费者去i茅台注册会员，成为茅粉的增量。注册i茅台的会员越多，i茅 台的私域流量会员更加活跃，才会带动全线i茅台上的茅台系列产品矩阵的动销。 据了解，此次i茅台新调整的产品矩阵符合了此前茅台在经销商联谊会上提出打造"金字塔"型产品体系 的战略构想。其中，以经典系列为塔基，精品系列和生肖酒系列为塔腰，陈年系列和文化系列为塔尖， 同时，低度酒系列作为"金字塔"型产品体系的补充。 此外，从渠道层面来看，贵州茅台提出，将根据不同产品的受众定位和市场特性，建立"自售+经销+代 售+寄售"的多维协同销售模式，向批发、线下零售、线上零售、餐饮、私域等多渠道全面布局协同发 力转变。作为茅台自营渠道，i茅台承担着构建多维协同销售模式、推动线上线下（300959）融合的关 键作用，通过构建形成线上线下协同的营销格局，促进"大单品"市场基本盘稳定。 北京商报讯(记者刘一博冯若男)12月30日晚，北京商报记者从i茅台公众号获悉，2026年将调整贵州茅台 （600519）酒上架产品矩阵，主要有经典、精品、生肖 ...