| | /4 | 579/瓶 | -3元 | | --- | --- | --- | --- | | | 52度/550ml | | | | | 古井贡古20 | 506/瓶 | 7元 | | | 52度/500ml | | | | 2 | 习酒君品 | 642/瓶 | 1元 | | | 53度/500ml | | | | | 青花郎 | 737/瓶 | 14元 | | | 53度/500ml | | | | | 水晶剑南春 | 388/瓶 | | | | 52度/500ml | | | 数据来源：全国各大区合理分布的约200个采集点，包括但不限于 酒企指定经销商、社会经销商、主流电商平台和零售网点等 原始数据： 过去24个小时中各点位经手的真实成交终端零售价 sma 打开新浪财经APP 搜索 酒价内参 Q 新浪财经客户端 Sina Finance Mobile Version | 中国知名白酒大单品 圈 | 市场真实成交终端价 | | | --- | --- | --- | | 品名/规格 | 今日价格(元) | 较昨日(元) | | 贵州茅台酒 (飞天) 53度/500ml | 1640/瓶 | -7元 ...

【点击进入酒价内参，查看真实酒价】 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小时收集的数据显示，中国白酒市场十大单品的终端零售均价在1月21日迎 来普遍下跌。如果十大单品各取一瓶整体打包售卖，今日总售价为8866元，较昨日下跌49元。市场价格 第四次创下近两个月来新低，高端酒价格支撑力度减弱，行业下行调整节奏有所加快。 今日市场呈普跌态势，十大单品八跌两涨，行业短期调整压力凸显。下跌产品中，精品茅台领跌，环比 降低13元/瓶，主因系其终端货源补给增加，经销商适度让利促流通；青花郎与习酒君品紧随其后，分 别环比下跌11元/瓶与9元/瓶；飞天茅台环比下跌8元/瓶，"i茅台"平台平价货源持续入市分流需求，终端 零售价承压下行；古井贡古20与五粮液普五八代同步下跌4元/瓶；国窖1573与水晶剑南春微跌1元/瓶。 上涨产品中，洋河梦之蓝M6+与青花汾20涨势微弱，均环比上升1元/瓶。 "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、电商平台和零售网点等，原始取样数据为过去24个小时各点位经手的真实成交终端零 售 ...

Core Insights - The Chinese white liquor market has seen a general price rebound for the top ten products as of January 20, marking a five-day high after a period of low prices. The total retail price for a bundled package of these products is 8,915 yuan, an increase of 44 yuan from the previous day [1]. Price Movements - The market experienced a broad increase today, with eight products rising in price and two declining, reversing the trend from the previous day. However, trading volumes remain low [1]. - Leading the price increases, Qinghua Lang rose by 12 yuan, followed by Xijiu Junpin with an 11 yuan increase, and Gujing Gonggu with a 9 yuan increase. Other notable increases include Yanghe Dream Blue M6+ and Premium Moutai, both up by 5 yuan, and Guojiao 1573, which increased by 4 yuan. Qinghua Fen 20 and Shuijing Jian'nan Chun saw minor increases of 2 yuan and 1 yuan, respectively [1][4]. Price Table Summary - The following table summarizes the current prices and changes for major products: - Moutai (Feitian): 1,672 yuan, down 3 yuan [3] - Moutai (Premium): 2,339 yuan, up 5 yuan [3] - Wuliangye (Pu Wubai): 803 yuan, down 2 yuan [3] - Qinghua Fen 20: 375 yuan, unchanged [3] - Guojiao 1573: 881 yuan, up 4 yuan [3] - Yanghe Dream Blue M6+: 582 yuan, up 5 yuan [4] - Gujing Gonggu: 511 yuan, up 9 yuan [4] - Xijiu Junpin: 656 yuan, up 11 yuan [4] - Qinghua Lang: 708 yuan, up 12 yuan [4] - Shuijing Jian'nan Chun: 388 yuan, up 1 yuan [4]

Core Viewpoint - The article discusses the recent developments and marketing strategies of Kweichow Moutai, particularly focusing on the launch of new products through the i Moutai app and the implications for consumer engagement and market transformation [2][12]. Product Launch and Sales Strategy - On January 1, 2026, Kweichow Moutai launched the 53% vol 500ml Flying Moutai on the i Moutai app, marking the beginning of a series of new product releases [2]. - The maximum purchase limit for the 53% vol 500ml Flying Moutai was set to 6 bottles per person per day starting January 4, 2026 [3]. - Additional product offerings included the classic version and gift box of Moutai, available for selection by production date from January 6, 2026 [3]. - On January 9, 2026, the app sold the 53% vol 500ml Moutai (Premium), maintaining the same purchase limit [5]. - The app also introduced 1L and 100ml gift box sets of Flying Moutai on January 10, 2026 [6]. Consumer Engagement and Market Impact - By January 9, 2026, the i Moutai app had attracted over 2.7 million new users and more than 400,000 transaction users within just nine days of launching the 53% vol 500ml Moutai [7]. - The chairman of Kweichow Moutai, Chen Hua, noted that the app's reach has enabled the company to connect with a significant number of consumers who were previously untapped by traditional channels [9]. - A dealer reported a threefold increase in inquiries and a 10% rise in foot traffic at physical stores following the app's launch [9]. Marketing Transformation Goals - The company aims to restructure its product system into a "pyramid" structure, categorizing products from basic to premium offerings [11]. - A dynamic pricing strategy will be implemented to align product availability with market demand, avoiding a one-size-fits-all approach [11]. - The focus will shift from channel-centric strategies to consumer service, enhancing the integration of online and offline experiences to convert new consumers into long-term customers [10][11]. Future Outlook - The ongoing reforms are intended to realign Kweichow Moutai with genuine consumer demand and long-term value creation [12]. - The company emphasizes a dual-channel approach, combining direct sales and social channels to create a synergistic ecosystem for better market performance [12].

Core Insights - The article highlights a growing consumer demand for deep, meaningful content in a fast-paced, uncertain environment, contrasting with the fatigue from short video formats [1] - It emphasizes the importance of cultural identity in brand communication, suggesting that high-quality humanistic content can create profound connections with consumers [2] Group 1: Content Consumption Trends - Consumers are experiencing a "spiritual hunger" for deep, warm, and authentic humanistic content as superficial short videos lose their appeal [1] - The shift in content consumption is reshaping brand communication strategies, with top brands focusing on cultural resonance rather than mere functionality [2] Group 2: Brand Engagement and Value Creation - Youku Humanistic has established itself as a leading platform for high-income, high-education consumers, providing brands with opportunities for value co-creation through quality content [3] - The platform's commercial revenue has shown consistent growth over the past three years, creating a sustainable loop of high-quality content attracting valuable users and brands [3] Group 3: Successful Content Examples - Programs like "Round Table" and "Moon Landing: In Progress" have successfully engaged audiences and brands, achieving high ratings and significant social media presence [4][7] - "Round Table" has maintained a high average rating of 9 across eight seasons, demonstrating the stability of content quality that encourages brand investment [4] Group 4: Audience Engagement and Brand Loyalty - Youku Humanistic's audience consists of high-value users who are willing to pay for quality content and are also inclined to spend on brands that resonate with their values [12] - The platform's strategy focuses on long-term content engagement, fostering a loyal audience that values emotional connection and quality over transient views [12] Group 5: Innovative Brand Collaborations - The article outlines various innovative collaborations between brands and Youku Humanistic, such as the integration of brand narratives into content, enhancing both brand visibility and audience engagement [15][18] - Examples include the partnership with Hong Kong International Airport, which resulted in a threefold increase in brand favorability and over 400 million online exposures [18] Group 6: Cultural and Emotional Resonance - Youku Humanistic's content often ties brands to significant cultural narratives, enhancing brand identity and consumer trust [22][25] - The collaboration with Guizhou Moutai in "The Palace Museum Guardians" exemplifies how cultural storytelling can elevate brand perception and emotional connection [25] Group 7: Ecosystem and Market Strategy - Youku's strategy involves creating a comprehensive ecosystem that connects content, users, and consumption scenarios, facilitating a seamless monetization process [28] - The platform leverages its resources within the Alibaba ecosystem to enhance brand exposure and conversion rates through targeted marketing initiatives [31][33]

Group 1 - Hou Xiaohai has officially joined Charoen Pokphand Group as COO for China, responsible for daily operations [1] - Guizhou Moutai's premium liquor is set to launch for sale starting January 9, with a limit of 6 bottles per user per day [2] - The China Alcohol Circulation Association is conducting a study tour in Northeast China to explore innovations in the liquor industry [3] Group 2 - The "Shede 24 Solar Terms Series" new product has been launched, featuring 100ml bottles of 52° fragrant liquor with illustrations related to the solar terms [3] - Guyue Longshan has been recognized as a "Leading Enterprise in the Happy Community" for its contributions to the workforce [5] - Shanghai Sugar and Wine Group has signed a strategic cooperation agreement with Nanjing University of Technology to integrate resources and research in the sugar industry [5] Group 3 - Moutai's high-end fruit wine brand UMEET was awarded for its brand influence at the Forbes event, highlighting its innovative approach [6] - The national white liquor price index showed a slight decline of 0.19% in December, with notable changes in various categories of liquor [7]

Group 1 - The core viewpoint of the article highlights the launch of three new products by Kweichow Moutai, which aims to enhance its product pyramid structure and meet consumer demand for fair and convenient purchasing options [1] - The new products include the Guizhou Moutai (Premium) priced at 2299 yuan per bottle, the 1L Flying Moutai at 2989 yuan per bottle, and the 100ml Flying Moutai gift set at 299 yuan per bottle, all reflecting market prices [1] - The pricing strategy is part of Moutai's commitment to a market-oriented approach, ensuring a balance between supply and demand while leveraging its digital platform, iMoutai, to create a win-win ecosystem for consumers, platforms, and channels [1]

Group 1 - The food and beverage sector showed a positive trend today, with the ETF Huabao (515710) rising by 0.51% as of the report time [1] - Key stocks in the sector, including liquor and consumer goods, performed well, with Lianhua Holdings up over 2% and Guizhou Moutai, Wuliangye, and others showing slight gains [1] - The recent launch of premium Moutai products has seen strong demand, with products selling out quickly [1][3] Group 2 - Guizhou Moutai is the largest holding in the Huabao ETF, accounting for 14.89% of the portfolio as of Q3 2025 [3] - The valuation of the food and beverage sector is at a historical low, with the ETF's underlying index PE ratio at 20.16, indicating a potential opportunity for investment [3] - Historical analysis suggests that the current phase of the high-end liquor market may present a bottoming opportunity for capital market investments, especially with the upcoming Spring Festival [3] Group 3 - The Huabao ETF primarily invests in leading high-end and mid-range liquor stocks, with significant allocations to beverage, dairy, and seasoning sectors [4] - Investors can also access the core assets of the food and beverage sector through the Huabao ETF linked funds [4] - The redemption fee structure for the Huabao ETF linked funds is outlined, with varying rates based on the investment amount and holding period [5]

Group 1 - The food and beverage sector showed an upward trend on January 9, with the food and beverage ETF Huabao (515710) increasing by 0.51% [1][10] - Key stocks in the sector, including liquor and consumer goods, performed well, with Lianhua Holdings rising over 2%, and Gujing Gongjiu and Yangyuan Beverage increasing over 1% [1][10] - Notable stocks such as Kweichow Moutai, Wuliangye, Luzhou Laojiao, and Yanghe also saw slight gains [1][10] Group 2 - Kweichow Moutai is the largest holding in the food and beverage ETF Huabao, accounting for 14.89% of the fund's assets as of Q3 2025 [3][12] - The fund's top holdings also include Wuliangye and Yili, with respective asset values of approximately 188.37 million and 160.59 million yuan [4][13] Group 3 - The valuation of the food and beverage sector is currently at a historical low, with the food and beverage ETF Huabao's index PE ratio at 20.16, placing it in the 5.88% percentile over the past decade, indicating a favorable long-term investment opportunity [4][12] - Analysts suggest that the current market conditions may present a good entry point for investments in the sector [4][14] Group 4 - Recent market strategies from Kweichow Moutai, Wuliangye, and Luzhou Laojiao are expected to coincide with the upcoming Spring Festival, potentially marking a turning point for the liquor industry [5][14] - The food and beverage ETF Huabao tracks the CSI segmented food and beverage industry index, with approximately 60% of its portfolio in high-end and mid-range liquor stocks [6][14]

Core Viewpoint - The Chinese liquor market is experiencing a rebound in retail prices for major products after a period of decline, indicating a stabilization in market sentiment [1]. Price Trends - The average retail price of the top ten Chinese liquor products increased to 8998 yuan, up by 16 yuan from the previous day [1]. - Major products showing price increases include: - Wuliangye Pu Wuyi 8th generation: up 8 yuan per bottle - Guojiao 1573: up 7 yuan per bottle - Gujing Gong 20 and Xijiu Junpin: up 6 yuan per bottle each - Qinghua Fen 20: up 3 yuan per bottle - Yanghe Dream Blue M6+: up 1 yuan per bottle, marking five consecutive days of increases - Shuijing Jiananshun: price remained stable [1][5]. Price Declines - Products experiencing price declines include: - Feitian Moutai: down 7 yuan per bottle - Boutique Moutai: down 6 yuan per bottle - Qinghua Lang: down 2 yuan per bottle [1][4]. Market Dynamics - The market is showing signs of recovery with most brands experiencing price increases and moderate volume growth, leading to a more positive market sentiment compared to previous days [1]. - The introduction of new sales channels for Moutai products, including the iMoutai platform, is expected to influence retail prices positively [2][3].