Core Insights - The iMoutai platform is transforming high-end liquor consumption from "passive supply" to "active customization" by introducing a "date selection" digital value-added service, allowing consumers to choose specific production dates for their purchases [1][3]. Group 1: Service Innovation - The "date selection" service enables consumers to link significant life events with their purchases, turning the liquor into a sentimental keepsake [2]. - This service breaks away from rigid supply models, catering to personalized needs for special occasions such as gifting and collecting [2]. - The initiative is seen as a way to package time as a high-end consumer product, enhancing brand value and creating new market opportunities [2]. Group 2: Digital Infrastructure - The "date selection" service is supported by a comprehensive digital technology framework, ensuring traceability from production to delivery [3]. - Technologies such as supply chain digitization, IoT, and blockchain are utilized to provide consumers with a transparent and reliable purchasing experience [3]. - The service complements existing offerings like "instant delivery," catering to both immediate consumption and long-term emotional needs [3]. Group 3: Brand and Consumer Connection - The high-end liquor market is shifting towards emotional and cultural values, with consumers seeking deeper connections beyond mere consumption [4]. - The introduction of the "date selection" service aligns with the company's commitment to quality, cultural heritage, and corporate responsibility [4]. - The initiative aims to create a virtuous cycle where cultural empowerment enhances consumer trust and loyalty [5]. Group 4: Future Directions - The company is transitioning from merely selling liquor to offering a lifestyle experience, focusing on personalized services driven by data [5]. - The "threefold value" approach—functional, experiential, and emotional—aims to redefine competitive advantage and build a more engaging digital consumption ecosystem [5].

Core Insights - Guizhou Moutai has launched a digital value-added service through its "i Moutai" app, allowing consumers to select production dates for their purchases of Moutai liquor, enhancing consumer choice and engagement [2][3] - The "date selection" service is a significant innovation in the high-end liquor market, providing a personalized purchasing experience that aligns with consumers' emotional connections to special dates [3][6] - The integration of traditional cultural elements, such as zodiac themes, with digital innovation enhances the emotional and cultural value of Moutai products, creating a unique market differentiation [4][6] Digital Innovation - The "i Moutai" app enables consumers to purchase Moutai liquor with the option to choose production dates from January 1, 2025, to the sales date, or to pre-order upcoming batches [2][3] - This service represents a shift from passive selection to active choice, allowing consumers to match their purchases with personal milestones and gifting occasions [3][6] - Moutai is exploring further applications of digital technology in areas like precision marketing and user rights systems to enhance consumer experience [3][8] Cultural Value - Moutai's zodiac-themed products, such as the "Snake Year" liquor, combine traditional cultural elements with modern marketing strategies, appealing to consumers' emotional needs [4][6] - The limited production of zodiac liquors creates a sense of scarcity, enhancing their collectible and sentimental value [6] - The cultural symbolism associated with these products strengthens brand loyalty and recognition in a competitive market [6][8] Market Strategy - Moutai's previous limited edition releases, such as the "70th Anniversary Commemorative Liquor," demonstrate the company's strategy of leveraging unique product attributes to achieve high market premiums [7] - The company maintains a user-centric service philosophy, focusing on optimizing product supply and service processes through digital innovation [8] - By ensuring product authenticity and channel credibility, Moutai aims to provide consumers with a seamless and trustworthy purchasing experience [8]

Group 1 - The Tianhong Food and Beverage ETF (159736) has seen significant capital inflow, with 17 out of the last 20 trading days recording net inflows, totaling over 27 million yuan last week [1] - The ETF closely tracks the CSI Food and Beverage Index, which includes major companies in the beverage, packaged food, and meat sectors, with top holdings including Kweichow Moutai, Yili, and Wuliangye [2] - The Tianhong A500 ETF (159360) has also performed well, with a 0.58% increase and a trading volume exceeding 44 million yuan, indicating strong market interest [2] Group 2 - Kweichow Moutai is launching a new digital service for consumers to select production dates for their purchases of the Snake Year Moutai, enhancing customer engagement [3] - Various provinces, including Hunan, are distributing consumption vouchers totaling 100 million yuan to stimulate consumer spending in key sectors such as dining and fuel [3] - The upcoming Double 11 shopping festival on Tmall has shown promising early results, with significant sales figures indicating strong consumer interest [3] Group 3 - The food and beverage index has experienced a recovery in early October, with snacks, beer, and health products leading the gains, suggesting a potential continuation of this trend [4] - The market is expected to focus on Q3 earnings reports, with companies in the new consumption sector likely to show strong performance [4] - Looking ahead to Q4 2025, there are two key areas of focus: the year-end valuation shift and the potential for cyclical recovery as PPI improvements begin to affect CPI [4]

Core Points - The company has launched a date selection service for the Year of the Snake commemorative liquor starting from October 20, allowing consumers to choose specific production dates for their purchases [1] - This service offers two options: purchasing products with production dates from January 1, 2025, onwards, or pre-ordering products with production dates from the current date to the end of the next month [1] - The commemorative liquor has been popular in both the collectible and gift markets, and the new service provides more options for consumers who value the significance of the date [1] - Previous limited edition products, such as the 70th anniversary commemorative liquor, saw significant price increases in the secondary market due to their limited availability [1]

Core Viewpoint - Moutai is launching a new "date wine" product to meet consumer demand for commemorative purchases, allowing customers to select their preferred production date without a lottery system, starting from October 20 [1][3]. Group 1: Product Launch - Moutai's new "date wine" will be available for purchase through the i Moutai app, specifically the 53% vol 500ml Guizhou Moutai (Year of the Snake) [1]. - This initiative follows the previous release of the ultra-premium "one bottle a day" product, indicating a strategic move to enhance consumer engagement [1]. Group 2: Market Context - The introduction of the "date wine" comes amid a broader trend of declining prices for premium liquors on various e-commerce platforms, with some brands seeing prices drop below wholesale levels [3]. - Reports indicate that the price of 53-degree Flying Moutai has fallen below 1700 yuan per bottle, while other brands like Fenjiu have also seen significant price reductions [3].

Core Insights - Moutai is launching its first "date wine" product, allowing consumers to choose the production date for their purchase, enhancing customer satisfaction and commemorative needs [1][2] Group 1: Product Launch - Moutai's "date wine" will be available starting October 20, allowing consumers to select their preferred production date without the need for a lottery system [1] - The product is part of the Moutai Zodiac series, specifically the 53% vol 500ml Guizhou Moutai (Year of the Snake) [1] Group 2: Market Context - The introduction of the "date wine" comes amid a decline in prices for premium liquors on various e-commerce platforms, with some prices dropping below market wholesale rates [2] - For instance, the price of 53-degree Flying Moutai has fallen below 1700 yuan per bottle, while the price of Fenjiu Qinghua 30 has dropped below 700 yuan per bottle [2]

Core Viewpoint - The article highlights the three-year anniversary of the iMoutai digital marketing platform, emphasizing customer engagement and a series of promotional activities to celebrate this milestone [1][4][20]. Group 1: Anniversary Celebration - The iMoutai platform was launched on May 19, 2022, and has since built a strong connection with millions of users through sincere interactions and quality service [1]. - A series of exciting activities will be held from May 19 to May 31 to celebrate the anniversary, encouraging user participation [1][4]. Group 2: Promotional Activities - Users can participate in a lottery by sharing the "Time Gift" activity page and engaging with content on the iMoutai App, with prizes including various Moutai products and a DJI Mini3 drone [4][6]. - Special offers include discounts on Moutai products, such as a 200 yuan discount for purchases over 500 yuan, and various gift promotions for specific purchase quantities [13][14]. - The "iMoutai" platform will also feature limited-time offers and exclusive products, enhancing user experience and engagement [20]. Group 3: Product Offerings - New products, including the Moutai Gemstone Flowing Red Dry Red Wine, will be launched at promotional prices during the anniversary period [18]. - Users can redeem rewards and participate in exclusive events by purchasing specific Moutai products, further incentivizing customer loyalty [9][16].