消息面上，9月30日9点，贵州茅台旗下数字营销平台"i茅台"正式迎来服务升级——在原有"快递配 送"和"门店自提"两大交付方式基础上，新增"即时配送"。 根据官方介绍，该模式支持消费者在部分门店10公里范围内享受"下单最快30分钟收货"的同城即时达服 务。首批纳入服务的产品为飞天53%vol 1L贵州茅台酒、53%vol 500ml贵州茅台酒（精品）。 有分析指出，此次推出的"即时配送"依托"i茅台"平台上千家线下终端渠道，允许用户预约配送时间， 旨在满足家宴、商务赠礼等场景下对时效性要求较高的消费需求。此次服务升级恰逢茅台秋季市场调研 收官，在战略层面形成连贯。 从估值方面来看，当前，吃喝板块估值仍处低位，当前或为板块较好配置时机。数据显示，截至昨日 （9月29日）收盘，食品ETF（515710）标的指数细分食品指数市盈率为20.49倍，位于近10年来6.65% 分位点的低位，中长期配置性价比凸显。 吃喝板块今日（9月30日）又陷回调。反映吃喝板块整体走势的食品ETF（515710）开盘后震荡下行， 盘中场内价格一度跌近1%，截至发稿，跌0.81%。 成份股方面，白酒跌幅居前。截至发稿，贵州茅台、泸州老窖、 ...

Core Viewpoint - Guizhou Moutai's digital marketing platform "i Moutai" has upgraded its services by introducing "instant delivery," enhancing consumer experience and meeting time-sensitive demands for products like Moutai liquor [2][3]. Group 1: Service Upgrade - The new "instant delivery" service allows consumers within a 10-kilometer radius of select stores to receive orders in as fast as 30 minutes [2]. - This service is part of a broader strategy to optimize the "i Moutai" platform, which has already achieved over 60 billion yuan in sales and has more than 76 million registered users as of May this year [2]. Group 2: Strategic Alignment - The launch of the "instant delivery" service coincides with the conclusion of Moutai's autumn market research, indicating a cohesive strategic approach [2]. - Recent market research across 16 provinces has led to consensus among management and distributors on "customer group transformation, scenario transformation, and service transformation" [2]. Group 3: Product and Channel Synergy - Moutai's product strategy this year has been closely aligned with the capabilities of the "i Moutai" platform, with several new products launched through it [3]. - The implementation of instant delivery is seen as a practical application of the company's strategic direction towards service and terminal transformation, enhancing consumer experience and driving sales [3].

Core Insights - Guizhou Moutai's digital marketing platform "i Moutai" has officially upgraded its services by introducing "instant delivery" alongside existing delivery options [1] - The instant delivery service allows consumers within a 10-kilometer radius of select stores to receive orders in as fast as 30 minutes, initially covering specific Moutai products [1] - The launch of this service is part of a broader strategy to enhance customer experience and operational efficiency, aligning with recent market research conducted by Moutai management [1][2] Group 1 - The "i Moutai" platform is a crucial part of Guizhou Moutai's "4+6" channel ecosystem, achieving over 60 billion yuan in sales and surpassing 76 million registered users by May this year [1] - The instant delivery service is designed to meet the high time sensitivity of consumers in scenarios such as family gatherings and business gifting [1] - Recent market research across 16 provinces has led to a consensus among Moutai management and distributors on the need for customer, scenario, and service transformations [1] Group 2 - Moutai's product strategy has been closely aligned with the capabilities of the "i Moutai" platform, launching several new products through this channel this year [2] - The implementation of instant delivery is seen as a practical application of Moutai's service transformation and terminal innovation strategies, aimed at enhancing consumer experience and driving sales [2] - Future expansion of the instant delivery service to more product categories is expected to strengthen "i Moutai's" market perception and user service capabilities, providing solid support for Moutai's marketing efforts [2]

Core Viewpoint - The digital marketing platform "i Moutai" under Kweichow Moutai has upgraded its service system by introducing an "instant delivery" option, enhancing consumer convenience and responsiveness in the market [1][4]. Group 1: Service Upgrade - The new "instant delivery" service allows consumers to receive orders within 30 minutes from select stores within a 10-kilometer radius [1][3]. - This service initially covers two products: the 1L and 500ml bottles of Kweichow Moutai liquor [3]. Group 2: Market Response and Strategy - The introduction of instant delivery is part of Kweichow Moutai's strategy to deepen channel digitization and refine service quality, coinciding with the completion of its autumn market research [4][5]. - Recent market research indicates that Kweichow Moutai liquor's terminal sales have doubled month-on-month and increased over 20% year-on-year, with a significant improvement in channel inventory levels [5]. Group 3: Consumer Experience Enhancement - The instant delivery service aims to meet the high timeliness demands for occasions such as family gatherings and business gifts, thereby enhancing consumer experience [3][5]. - The service expansion is expected to strengthen the market perception and user service capabilities of the "i Moutai" platform, providing solid support for Kweichow Moutai's marketing efforts [5].

据"小茅i茅台"微信公众号消息，9月30日09:00起，在原有"快递配送"与"门店自提"两种收货方式基础 上，i茅台APP将新推出"即时配送"服务。届时，飞天53%vol 1L贵州茅台酒、53%vol 500ml贵州茅台酒 （精品）将率先开启"即时配送"服务。目前"即时配送"服务覆盖范围为所下单门店10公里内。 ...

人民财讯9月29日电，据小茅i茅台微信公众号消息，9月30日09:00起，在原有"快递配送"与"门店自 提"两种收货方式基础上，i茅台APP将全新推出"即时配送"服务。依托平台上千家线下终端渠道体系， 用户在i茅台APP选购产品将实现"同城即时达"，下单"最快30分钟"收货。届时，飞天53%vol 1L贵州茅 台（600519）酒、53%vol 500ml贵州茅台酒（精品）将率先开启"即时配送"服务。 ...