茅台重磅千元新品——茅台1935,自1月18日发布后便供不应求。

  中国证券报记者在走访过程中了解到,在发布会当天,指导价1188元的茅台1935已经“未卖先火”,有人高价求购,市场价已达1800元。上市后,有经销商拿到的第一批现货“半小时就被抢购一空,自己都来不及留一点”。在某电商平台上,有几十万人预约抢购,到货秒光。

  业内人士表示,新品稀缺性叠加春节旺季消费效应,使得茅台1935遭热炒,等新的投放供应后,价格将有所回落。

经销商:

  首批现货半小时就被抢空

  上市不到一周的茅台1935,热度仍在持续升温。指导价为1188元,目前已炒到1800元左右,涨幅超50%。

  某大型经销商李明(化名)告诉中国证券报记者,自己拿到的首批现货,开售后半小时就被抢购一空,“太火了,我自己都还来不及留一点。目前茅台1935没有现货了。”中国证券报记走访多家茅台经销商,大部分都没有茅台1935现货。

  北京某中小型规模经销商告诉中国证券报记者,自己店里目前有少量现货:“市场价1800元,订购量大的话可以每瓶优惠50元。先预付定金,我们从仓库调货。”

  有消息称,1月22日起,茅台酱香酒公司再次向市场配发茅台1935,尽可能满足消费者在春节前的购酒需求。对此,多位经销商向记者确认这一消息,但拿到现货还需要时间。

  有业内人士告诉记者,大经销商手里普遍没有现货,可能是他们的配额被二批经销商或者客户分配掉,也有可能是主动停货或者吸收行为。小经销商的抗压能力相对较弱,需要在春节前出货回笼资金,因此出货动机强,有现货的可能性大。

  数十万人预约抢购

  茅台1935正式发布后,据中国证券报记者不完全统计,已有京东、1919等电商平台以1188元/瓶的官方建议价开启预售。

  记者在1919平台发现,该平台能够预约平价茅台1935,但仅限于1919注册会员、仅限川渝地区,预约时间与抢购时间分段进行,同一用户月度限购2瓶。

  JD.com has also opened an appointment port for Moutai 1935 before. After logging in to your personal JD account, you can make an appointment.

According to media reports, the Moutai 1935 rush on the Jingdong platform was officially launched at 0:00 on January 20. Before the start of the rush, more than 420,000 people had made reservations.

  Baijiu analyst and general manager of Zhiqu Consulting, Cai Xuefei, told the China Securities Journal that for individuals, it is not recommended to stockpile and invest in large quantities. Because the price of liquor fluctuates greatly. Although Maotai sauce wine has been in an upward cycle in recent years, it has also experienced a cyclical decline in the past, so there are still risks.”

Industry insiders: It is expected that after the fifteenth day of the first month

  price will drop

  Moutai 1935 is the third blockbuster new product released by Moutai Liquor Co., Ltd. in a short period of time after the release of the rare Moutai liquor and the Year of the Tiger zodiac liquor.

  On December 29, 2021, the new rare Maotai wine was released, with a retail guide price of 4,599 yuan per bottle.

On January 5, 2022, Maotai Renyin Year of the Tiger Zodiac Liquor was released. There are five new products. Among them, the most popular 53% 500ml Kweichow Moutai (Renyin Tiger Year), the market guide price is 2499 yuan/bottle.

Moutai 1935, released on January 18, has a market guide price of 1,188 yuan, becoming the first thousand-yuan high-end new product in the Maotai sauce-flavored series, and is regarded as a "pillar product".

  After the new product was launched, the market was enthusiastic. When the Chinese Zodiac Moutai was not in stock in the market, the market price had already been fired to 6,000 yuan/bottle, more than double the guide price.

Although the supply is still in short supply, the price has dropped significantly. According to the data of the "Today's Liquor Price" public account on January 23, the market price of the Chinese Zodiac Moutai in the Year of the Tiger has dropped to 4,600 yuan.

  Food industry analyst Zhu Danpeng told reporters that from the perspective of product positioning, quality and other aspects, the market price of Moutai 1935 is within 2,000 yuan, which is more in line with market laws, and the price should not fluctuate much in the short term.

  "Moutai 1935 is hotly hyped, mainly because the product is not on the market in a large area, and there is a lot of room for middlemen to hype. Once the product is listed in normal circulation, with the increase in circulation, the price may drop further. After all, it is a series of wine products, and it is difficult to long-term. Support such a high price." Cai Xuefei said that the price of zodiac wine in the Year of the Tiger is expected to drop after the fifteenth day of the first lunar month.