Wuliangye's Core Product Retail Price Surges Toward 800 Yuan, Feitian Moutai Steady, Yanghe Dream Blue M6+ Falls Below 600 Yuan After Four Straight Declines, Xijiu Junpin Drops Sharply

Deep News10-25 09:10

Sina Finance's "Liquor Price Insider" has officially launched, putting the real market prices of well-known baijiu brands at your fingertips.

Data collected by Sina Finance's "Liquor Price Insider" over the past 24 hours shows that on October 25, the average terminal retail prices of 12 major baijiu products saw four rise, seven fall, and one remain flat, with declining products still in the majority. The overall price trend declined for the fourth consecutive day, though the magnitude of the decline narrowed noticeably compared with previous days.

On the rising side, Wuliangye Yibin Co.,Ltd. (SZ: 000858)'s Wuliangye Puwu Eighth Generation surged 7 yuan to 796 yuan, ending its prior low-level sideways trading with a strong rebound and once again approaching the 800-yuan threshold. Qinghua Fen 20 rose 1 yuan to 385 yuan, ending a previous four-day losing streak, with its recent continuous downward trend temporarily easing. Gujing Gong Gu 20 rose 5 yuan to 518 yuan, showing strong low-level rebound momentum and ranking among the top gainers for the day.

On the declining side, Jingpin Moutai fell 3 yuan to 2,452 yuan, under continued pressure from a five-day losing streak and hitting a new recent low. Moutai 1935 edged down 1 yuan to 684 yuan, giving back gains after a slight uptick the previous day. Guojiao 1573 dropped 2 yuan to 883 yuan, declining for a second consecutive day and falling to the lower edge of its recent trading range. Yanghe Dream Blue M6+ fell 3 yuan to 597 yuan, breaking below the 600-yuan round number after four straight declines and hitting a new one-month low. Xijiu Junpin dropped 4 yuan to 633 yuan, failing to sustain the previous day's rebound and once again approaching its recent low. Crystal Jiannanchun declined 2 yuan to 409 yuan, falling back below the 410-yuan threshold after a brief rebound.

On the flat side, Feitian Moutai held steady at 1,790 yuan, taking a breather after two consecutive gains. Wuliangye 1618 remained at 826 yuan, entering sideways consolidation after three straight declines. Qinghua Lang stayed unchanged at 685 yuan, ending a previous long four-day losing streak and temporarily halting its continuous downward momentum.

The total terminal retail price of the 12 major products edged lower today. Although six products saw price declines, Wuliangye Puwu Eighth Generation's sharp 7-yuan increase and Gujing Gong Gu 20's 5-yuan gain provided some support to the overall price trend, significantly narrowing the total price decline. If one bottle of each of the 12 major products were packaged and sold together, today's total price would be 10,658 yuan, down 2 yuan from yesterday, marking the fifth consecutive day of decline and the lowest level in nearly 39 days.

The daily data for "Liquor Price Insider" comes from approximately 200 collection points reasonably distributed across major regions nationwide, including but not limited to liquor companies' designated distributors, social distributors, e-commerce platforms, and retail outlets. The raw sampling data consists of actual transaction terminal retail prices handled at each point over the past 24 hours, striving to provide all sectors with objective, scientific, and fully traceable data on the market prices of major baijiu products.

With the official iMoutai platform launching Feitian Moutai at 1,499 yuan per bottle for the New Year (raised to 1,539 yuan per bottle on March 31, and further raised to 1,639 yuan per bottle on July 18), and Jingpin Moutai at 2,299 yuan per bottle starting January 9 (raised to 2,359 yuan per bottle on May 16), the magnetic influence of this new channel on the average terminal retail prices of both products is gradually emerging. The daily liquor prices published by "Liquor Price Insider" follow a calculation rule weighted by actual transaction volume, and we have incorporated quantifiable prices into the calculation of terminal retail prices for both liquor products. [Click to enter Liquor Price Insider, view real liquor prices, and search the latest and most complete distributor database for Kweichow Moutai and Wuliangye]

In important news for the baijiu industry, Soochow Securities recently released a research report titled "Food and Beverage Industry Weekly Tracking: Review of Food and Beverage Sector, Especially Baijiu Sector, Performance in September-October." The report suggests that the food and beverage sector is currently at a "triple low" position in terms of holdings, valuation, and market expectations. Risks from baijiu companies' interim reports have been largely released, and industry clearing is gradually entering its latter half. Short-term defensive attributes have strengthened somewhat, and the sector's relative performance has been notably evident since September. On the fundamental side, although overall baijiu sales momentum declined during the Mid-Autumn peak season, Kweichow Moutai Co.,Ltd. (SH: 600519) still maintained growth in sales momentum. The market will subsequently focus on whether baijiu wholesale prices can continue to stabilize and whether third-quarter reports further verify fundamental recovery. Soochow believes that as earlier risks are gradually digested, the earnings bottom and operational resilience of some leading liquor companies are attracting more attention. It recommends focusing on Kweichow Moutai, Yingjia Gongjiu, and Jinshiyuan, which have high certainty of fundamental stabilization, as well as Wuliangye, Luzhou Laojiao, Gujing Gongjiu, and Shanxi Fenjiu, which have strong operational adjustment capabilities. [Click to enter Liquor Price Insider, view real liquor prices, and search the latest and most complete distributor database for Kweichow Moutai and Wuliangye]

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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