Group 1 - The food and beverage sector is experiencing a pullback, with the Food ETF (515710) showing a decline of 0.81% as of the latest report [1][2] - Major liquor stocks such as Kweichow Moutai, Luzhou Laojiao, and Gujing Gongjiu have seen declines exceeding 1%, contributing to the overall downturn of the sector [1][3] - Recent data indicates that the Food ETF has attracted significant capital inflow, with a net subscription amounting to 32.27 million yuan over the last five trading days [1][3] Group 2 - Kweichow Moutai has upgraded its digital marketing platform "i Moutai" to include instant delivery services, aiming to meet high-demand scenarios for timely delivery [3][4] - The current valuation of the food and beverage sector is at a low point, with the food index's price-to-earnings ratio at 20.49, suggesting a favorable time for investment [3][4] - Analysts predict a potential recovery in the liquor sector as policy pressures ease, with Kweichow Moutai's sales showing signs of improvement [4][5] Group 3 - The Food ETF (515710) is designed to track the sub-index of the food and beverage industry, with approximately 60% of its holdings in leading high-end liquor stocks [5][6] - The ETF's top ten weighted stocks include major brands such as Moutai, Wuliangye, and Yili, indicating a strong focus on premium products [5][6]

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].

Core Viewpoint - The company iMoutai is launching a new "instant delivery" service on its iMoutai APP starting from September 30, 09:00, expanding its delivery options beyond the existing "express delivery" and "store pickup" methods [1] Group 1 - The "instant delivery" service will initially cover the flagship products, including the 53% vol 1L Guizhou Moutai and the 53% vol 500ml Guizhou Moutai (premium) [1] - The service will be available within a 10-kilometer radius of the selected store for order fulfillment [1]

Core Viewpoint - The introduction of "instant delivery" service by iMoutai APP aims to enhance customer experience by providing faster delivery options for Moutai products, leveraging a vast network of offline channels [1] Group 1: Service Launch - Starting from September 30 at 09:00, iMoutai APP will launch a new "instant delivery" service in addition to existing "express delivery" and "store pickup" options [1] - The new service will allow users to receive products within "the fastest 30 minutes" after placing an order [1] Group 2: Product Offering - The initial products available for "instant delivery" will include the 53% vol 1L Guizhou Moutai and the 53% vol 500ml Guizhou Moutai (premium) [1] Group 3: Operational Strategy - The service will utilize the platform's extensive network of thousands of offline terminal channels to facilitate same-city delivery [1]