业绩说明会上，对于市场关心的是否出售水井坊的消息，帝亚吉欧管理层表示，我们不会以低于公允价 值的价格出售品牌。如果有人向我们提出对我们无法拒绝的产品组合资产的报价，而这些资产不属于我 们的战略，那么作为明智的商人，我们显然会倾听并参与。我想明确的是，我们并没有积极在市场上兜 售人们所说的"尾部品牌"系列。 丨2026年2月27日星期五丨 NO.12026年2月26日起，在i茅台购丙午马年茅台酒可自选农历日期 据i茅台官微消息，自2026年2月26日（丙午年正月初十）起，在i茅台APP"i购"板块购买贵州茅台酒 （丙午马年）经典版/礼盒装，在自选生产日期时，除可选阳历生产日期外，还增加了对应的农历生产 日期。此外，自2026年2月17日（丙午年正月初一）起生产的贵州茅台酒（丙午马年）经典版/礼盒装就 已增加了农历生产日期。 点评：i茅台为丙午马年生肖酒新增农历生产日期选购，是茅台文化赋能 + 数字化直营战略的精细化落 地。此举贴合传统消费习惯，强化生肖酒纪念与收藏属性，提升终端吸引力与用户黏性，助力稳定产品 价格体系。 NO.22026上半财年营收、利润双降，帝亚吉欧回应出售水井坊 近日，世界酒业巨头帝亚吉欧公 ...

据i茅台官微消息，自2026年2月26日（丙午年正月初十）起，在i茅台APP"i购"板块购买贵州茅台酒 （丙午马年）经典版/礼盒装，在自选生产日期时，除可选阳历生产日期外，还增加了对应的农历生产 日期。 ...

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 据i茅台官微，自2026年2月26日（丙午年正月初十）起，在i茅台APP"i购"板块购买贵州茅台酒（丙午 马年）经典版/礼盒装，在自选生产日期时，除可选阳历生产日期外，还增加了对应的农历生产日期。 此外，自2026年2月17日（丙午年正月初一）起生产的贵州茅台酒（丙午马年）经典版/礼盒装就已增加 了农历生产日期。 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 据i茅台官微，自2026年2月26日（丙午年正月初十）起，在i茅台APP"i购"板块购买贵州茅台酒（丙午 马年）经典版/礼盒装，在自选生产日期时，除可选阳历生产日期外，还增加了对应的农历生产日期。 此外，自2026年2月17日（丙午年正月初一）起生产的贵州茅台酒（丙午马年）经典版/礼盒装就已增加 了农历生产日期。 责任编辑：李思阳 责任编辑：李思阳 ...

Group 1 - The article announces the launch of a prize-winning questionnaire activity by the company "小茅" on the i茅台 APP, aimed at gathering customer feedback during the Spring Festival [1][3][9] - The questionnaire activity will run from February 16, 09:00 to March 3, 23:59, allowing participants to enter through various prompts on the app [3][9] - Participants who complete the questionnaire will be eligible for a lottery, with results verified by a third-party authority using blockchain technology [3][9] Group 2 - A variety of prizes are offered, including different editions of 贵州茅台酒 (Guizhou Moutai) and other products, with specific quantities allocated for each prize [4][10] - The prize distribution includes 9 bottles of珍享版 (Premium Edition), 1 bottle of 经典版 (Classic Edition), and 666 bottles of 飞天 (Flying Fairy) among others, totaling 66666 items for the smallest prize [4][10] - The company emphasizes the importance of customer feedback for its growth and improvement, highlighting the relationship between the company and its customers [1][7]

Group 1 - Bithumb, a South Korean cryptocurrency exchange, mistakenly issued 620,000 bitcoins worth over $40 billion to 695 customers due to a manual input error during a promotional event [3][5] - The error was identified within 20 minutes, and all transactions and withdrawals were frozen shortly after the mistake was discovered [3] - Bithumb has successfully recovered 618,212 bitcoins, which accounts for 99.7% of the mistakenly issued amount, and 93% of the 1,788 bitcoins sold by users have also been retrieved [3][5] Group 2 - LABUBU, a product from Pop Mart, achieved annual sales exceeding 10 million units, indicating strong market demand [6] - The global average selling price of smartphones is projected to surpass $400 by Q4 2025, driven by a trend towards higher-end models [5] - Several banks have raised deposit rates, with new three-year fixed deposit rates reaching 1.95%, reflecting a competitive banking environment [9]

Group 1 - Bithumb, a South Korean cryptocurrency exchange, mistakenly issued 620,000 bitcoins worth over $40 billion due to a manual input error during a promotional event, with 99.7% of the mistakenly issued bitcoins recovered within 20 minutes [2] - The global average selling price (ASP) of smartphones is projected to exceed $400 for the first time by Q4 2025, reaching $424, driven by a trend towards higher-end devices [2] - Major smartphone brands like Xiaomi, OPPO, and vivo are expected to raise prices for new models starting in the second half of 2025, with Xiaomi's CEO indicating that the Xiaomi 14 will be the last flagship model starting at 3999 yuan [3] Group 2 - LABUBU, a product line from Pop Mart, achieved annual sales exceeding 100 million units, with total product sales across all categories surpassing 400 million units [5] - The 2026 Milan-Cortina Winter Olympics gold medal has reached a record material value of $2,210, driven by fluctuations in precious metal markets [5] - Multiple express delivery companies in China announced they will operate during the Spring Festival, although some will charge a "resource adjustment fee" due to increased operational costs [6] Group 3 - Seris plans to divest significant assets by establishing a new company with the Chongqing government, resulting in a loss of control over its blue electric vehicle assets [6] - The iMaiTai app will undergo maintenance from February 8 to 9 to improve user experience due to high traffic [7] - The first Apple section in a duty-free store at the Zhuhai port has opened, marking Apple's entry into the duty-free market in China [8] Group 4 - OpenAI is reportedly developing a custom version of ChatGPT for the UAE in collaboration with G42, tailored for government use [14] - Apple is preparing to allow third-party AI voice control applications to integrate with its CarPlay system, enabling users to interact with AI chatbots through their vehicle interface [15] - Anthropic is finalizing a funding round expected to exceed $20 billion, potentially doubling its valuation to nearly $350 billion [15]

Macro and Financial - China's foreign exchange reserves increased for the sixth consecutive month, reaching $339.91 billion by the end of January 2026, up $4.12 billion or 1.23% from December 2025. Gold reserves also rose for 15 months, totaling 74.19 million ounces, with a month-on-month increase of 40,000 ounces [2] - The State Council is planning to promote effective investment policies, focusing on major projects in infrastructure, urban renewal, public services, and emerging industries [2] - The People's Bank of China and eight other departments reiterated the ban on virtual currency activities, classifying them as illegal financial activities [2] Capital Market - The China Securities Regulatory Commission (CSRC) announced strict regulations on the issuance of asset-backed securities tokens overseas based on domestic assets [5] - By the end of 2025, China's domestic ETF market reached approximately $860 billion, surpassing Japan to become the largest ETF market in Asia, with a net inflow of over 1.16 trillion yuan [6] - The CSRC and other departments are addressing illegal "agent rights protection" activities on social media platforms, particularly in short videos and live streaming [7] Business and Industry - The Ministry of Commerce is developing a "1+N" policy system to foster new growth points in service consumption, with specific support policies for various sectors [13] - The National Medical Insurance Administration has implemented direct payment of maternity allowances to individuals nationwide [14] - Hainan is launching a "zero tariff" policy for daily consumer goods, with the first five duty-free stores set to open on February 11 [15] - Kuaishou has been fined 119 million yuan for hosting inappropriate content and has committed to rectifying the issues [16] - Elon Musk emphasized the importance of energy production and capacity over traditional currency in future economic models [17] - China's commercial space sector is expected to enter a phase of frequent launches, following the successful test of a reusable spacecraft [18] - Nvidia's CEO expressed optimism about AI development, indicating a significant demand for AI infrastructure and chip products in the coming years [18]

Macro and Financial - China's foreign exchange reserves increased for the sixth consecutive month, reaching $339.91 billion by the end of January 2026, up by $41.2 billion or 1.23% from December 2025. Gold reserves also rose for 15 months, totaling 7.419 million ounces, with a month-on-month increase of 40,000 ounces [2] - The State Council is exploring policies to promote effective investment, focusing on major projects in infrastructure, urban renewal, public services, and emerging industries [3] - The People's Bank of China and eight other departments reiterated the ban on virtual currency activities, classifying them as illegal financial activities within the country [4] - A new document was released to cultivate data circulation service institutions, aiming to enhance the marketization and value of data elements [5] Capital Market - The China Securities Regulatory Commission (CSRC) announced strict regulations on the issuance of asset-backed securities tokens based on domestic assets overseas [10] - The domestic ETF market has become the largest in Asia, with a market size of approximately $860 billion by the end of 2025, surpassing Japan. The net inflow of funds into ETFs exceeded 1.16 trillion yuan, with bond ETFs attracting 552.7 billion yuan [11] - A joint effort by five departments targets illegal "agent rights protection" activities on social media platforms, particularly in short videos and live streaming [12] - Gold and silver prices have shown significant volatility, deviating from stability, with major mining companies experiencing drastic stock price changes [13][14] - The European Commission has initiated an investigation into Chinese company Goldwind Technology under the Foreign Subsidies Regulation, raising concerns about trade barriers [15][16] Business and Industry - The Ministry of Commerce is developing a "1+N" policy system to foster new growth points in service consumption, with specific support policies for various sectors [20] - Nationwide implementation of direct payment of maternity allowances to individuals has been achieved, with efforts to include more workers in the maternity insurance coverage [21] - Hainan province is launching a "zero tariff" policy for daily consumer goods, with the first five duty-free stores set to open [22] - Kuaishou has been fined 119 million yuan for issues related to inappropriate content on its platform and has committed to rectifying the situation [23] - Elon Musk emphasized the importance of energy production and capacity over traditional currency in future economic frameworks [24] - China's commercial space sector is expected to enter a phase of high-frequency launches by 2026, following successful tests of reusable spacecraft technology [24] - Nvidia's CEO expressed optimism about AI development, indicating that demand for AI infrastructure will remain strong in the coming years [25]

Group 1 - The core viewpoint of the article highlights that Guizhou Moutai's self-operated e-commerce platform "i Moutai" is undergoing maintenance and upgrades due to high traffic, which has caused performance issues such as page lagging for users [1] - The maintenance is scheduled to take place from February 8, 2026, 14:00 to February 9, 2026, 07:00, during which some functionalities of the i Moutai APP may experience temporary disruptions [1]

Core Insights - Guizhou Moutai's self-operated e-commerce platform "i Moutai" announced a maintenance upgrade due to high traffic, which may cause temporary issues for users [1] - The market price of Feitian Moutai has been volatile, with significant fluctuations observed recently [1][2] - The stock price of Guizhou Moutai has increased over 14% since January 29, 2023, reaching over 1500 yuan, with a total market capitalization of 1.8972 trillion yuan [3] Pricing and Sales Data - As of February 8, 2023, the price for 2026 Feitian Moutai (original box) is 1710 yuan per bottle, an increase of 120 yuan since February 2 [1][2] - The price for 2026 Feitian Moutai (loose) is 1630 yuan per bottle, up by 60 yuan since February 2 [1][2] - In January 2023, i Moutai reported 6.28 million new users, with over 15.31 million monthly active users and more than 2.12 million transactions [2] Market Dynamics - Analysts suggest that the recovery in Feitian Moutai prices is a key factor driving the recent strength of Guizhou Moutai's stock [4] - The price recovery is attributed to adjustments in both the distribution channels and pricing systems [4]