Core Viewpoint - Kweichow Moutai has launched an instant delivery service through its digital marketing platform "i Moutai," allowing consumers to receive orders within 30 minutes, enhancing customer experience and convenience during the peak consumption season of the National Day and Mid-Autumn Festival [1][3]. Group 1: Instant Delivery Service - The instant delivery service allows consumers to select delivery times and is currently available for two products: 1L Flying Moutai priced at 3799 yuan and 500ml premium Flying Moutai at 3299 yuan [1]. - This service is seen as a strategic move into the instant retail market, responding to the growing demand for convenience in alcohol purchases [4]. Group 2: Market Trends and Sales Data - The white liquor market is experiencing a surge in sales, with Meituan's flash purchase data indicating an approximately 8-fold year-on-year increase in white liquor sales during the last weekend before the holidays [3]. - Major brands like Moutai, Wuliangye, and Luzhou Laojiao have seen daily transaction amounts exceed 10 million yuan [3]. Group 3: Price Fluctuations of Flying Moutai - The wholesale price of Flying Moutai has shown volatility, with prices fluctuating below 1800 yuan per bottle before the holidays, raising investor concerns [6][7]. - As of September 30, the wholesale price for 500ml Flying Moutai was reported at 1760 yuan, indicating ongoing price instability [7]. Group 4: Company Performance - Kweichow Moutai reported a revenue of 91.094 billion yuan for the first half of the year, a year-on-year increase of 9.16%, and a net profit of 45.403 billion yuan, up 8.89% [8]. - The company maintains its annual performance target of 9% growth, despite market pressures and rumors of potential downward adjustments [8].

节前最后一个工作日，茅台推出即时配送服务。 "下单最快30分钟收货。"9月30日，贵州茅台（600519）（600519.SH）旗下数字营销平台"i茅台"官 宣，即时配送服务正式上线。 记者注意到，选择该服务并填写收货地址后下单，消费者可自行选择预约配送时间（今日或次日），系 统会自动推荐就近的专卖店予以发货。目前此服务仅支持两款产品，即1L装飞天茅台和精品版500ml飞 天茅台，售价分别为3799元/瓶、3299元/瓶。 布局即时零售 国庆中秋双节将至，白酒迎来消费旺季。 美团闪购数据显示，节前最后一个周末，平台白酒品类销量同比增长约8倍。茅台、五粮液 （000858）、泸州老窖（000568）、汾酒、剑南春等头部品牌单日成交额均突破千万元级别。 飞天茅台价格波动 作为贵州茅台的支柱单品，飞天茅台价格持续波动是今年市场及投资者关注的重点。 今年京东、美团、淘宝三大互联网平台轰轰烈烈"外卖大战"的背后，是对即时零售市场的争夺，各大平 台相继出台的大手笔补贴，正在重新培育消费者的购买习惯，也改变着酒水消费的市场环境。 第三方平台"今日酒价"数据显示，双节前夕飞天茅台批发价呈现"下探—回升—再下探"的波动走势。 ...