Yanghe Dream Blue M6+ Drops 2 Yuan, Matching the 30-Day Low Record

Deep News10-12

Sina Finance's "Liquor Price Insider" is now live, bringing you the real market prices of well-known baijiu. Data collected by Sina Finance's "Liquor Price Insider" over the past 24 hours shows that on October 12, the average terminal retail prices of 12 major baijiu products in China's liquor industry saw seven rise, three fall, and two remain flat. The number of gainers was clearly dominant, and their cumulative gains far exceeded the declines, with the overall price floor continuing its recovery trend.

Among the winners, Fine Moutai rose 4 yuan to 2,468 yuan, strongly recapturing yesterday's lost ground and returning to a recent high; Wuliangye Puwu Eighth Generation rose 1 yuan to 806 yuan, extending its rebound with a second consecutive gain and continuing to hold steady above the 800 yuan mark; Wuliangye 1618 rose 1 yuan to 830 yuan, recovering yesterday's decline and keeping its price floor in a narrow oscillation; Qinghua Fen 20 rose 2 yuan to 397 yuan, ending its previous four-day losing streak with a modest recovery at a low level; Guojiao 1573 surged 6 yuan to 882 yuan, with its three-day winning streak accelerating notably and its price floor returning to a recent high; Gujing Gong Gu 20 surged 6 yuan to 538 yuan, with its two-day rebound picking up pace; Qinghua Lang surged 6 yuan to 699 yuan, rising for the third consecutive day and just one step away from the 700 yuan round-number threshold.

Among the losers, Flying Fairy Moutai fell 2 yuan to 1,795 yuan, remaining below the 1,800 yuan mark for the sixth consecutive day; Moutai 1935 fell 1 yuan to 683 yuan, with its price continuing to drift slightly lower over the past week; Yanghe Dream Blue M6+ fell 2 yuan to 602 yuan, retreating again after yesterday's rebound and matching the 30-day low record. On the flat side, Xijiu Junpin remained unchanged at 636 yuan, consolidating for a second consecutive day; Crystal Jian Nan Chun held steady at 411 yuan, temporarily pausing after three consecutive declines.

Today, the total terminal retail price of the 12 major products rose for the second consecutive day, with seven products increasing in price. The gainers were clearly dominant, driving further recovery in the overall price floor. If one bottle of each of the 12 major products were packaged and sold together, today's total price would be 10,747 yuan, up sharply by 21 yuan from yesterday and reaching a new high in four days.

The daily data of "Liquor Price Insider" comes from approximately 200 collection points reasonably distributed across all major regions nationwide, including but not limited to designated distributors of liquor enterprises, social distributors, e-commerce platforms, and retail outlets. The raw sample data consists of the 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 i-Moutai platform launching 1,499 yuan/bottle Flying Fairy Moutai on New Year's Day (raised to 1,539 yuan/bottle on March 31, and further raised to 1,639 yuan/bottle on July 18), as well as 2,299 yuan/bottle Fine Moutai on January 9 (raised to 2,359 yuan/bottle on May 16), the magnetic influence of this new channel on the average terminal retail prices of both products has gradually emerged. 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 the terminal retail prices of the two liquor products. [Click to enter Liquor Price Insider, view real liquor prices, and search the latest and most complete database of distribution outlets for Kweichow Moutai and Wuliangye]

On important news in the baijiu industry, Guohai Securities recently released a research report titled "2026 Baijiu Dual-Festival Survey Feedback on Sell-Through: Price Before Volume, Prioritizing Pressure Relief." The report believes that current baijiu demand remains in a bottoming phase, with overall sell-through during the dual festivals appearing relatively subdued. By region, according to channel feedback, Henan declined by a single-digit percentage year-on-year, Anhui declined by about 10%, Shandong declined by double digits, and Jiangsu declined by more than 15%. By price band, the industry still shows a "strong at both ends" characteristic, with mid-to-low-end products recovering somewhat during the National Day holiday compared with the Mid-Autumn Festival. In terms of brands, Kweichow Moutai Co.,Ltd. (600519) performed relatively prominently, with Flying Fairy Moutai achieving double-digit year-on-year sell-through growth in many regions; Wuliangye accelerated destocking during the dual festivals, and historical inventory may be gradually being digested; some leading regional liquor companies showed strong resilience, with Jinshiyuan and Yingjia Gongjiu seeing sell-through close to flat. Regarding investment recommendations, Guohai believes the industry is still in a clearing phase and gives priority to high-quality leaders with strong operational certainty, with Kweichow Moutai as the top pick, followed by Yingjia Gongjiu, Jinshiyuan, and Jinhui Liquor, as well as the relatively stable Gujing Gongjiu, Luzhou Laojiao, and Shanxi Fenjiu, while also paying attention to Yanghe Shares amid its organizational reform, and maintaining an overall "Recommended" rating for the baijiu industry. [Click to enter Liquor Price Insider, view real liquor prices, and search the latest and most complete database of distribution outlets 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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