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贵州茅台批价、股价同步回升,线下真实调研情况

  • 2026-02-05 22:12:14
贵州茅台批价、股价同步回升,线下真实调研情况
1月底以来，贵州茅台各系产品批价持续上涨，飞天茅台批价一度上涨至1750元附近，稳定在1650元附近。贵州茅台股票从1月29日以来的6个交易日上涨了17.5%。是什么导致了这波批价与股价的共振上涨？贵州茅台线上、线下市场正在发生什么变化？笔者走访了贵州茅台本地经销商和部分烟酒行，还和一些最近在i茅台上抢购过飞天的年轻朋友和一些常年喜欢喝茅台的人士作了交流。
经销商：目前1-2月的配额已经卖完了，正在申请3月份的配额。按往年来看，年前最后一个星期是销售最火爆的事后，争取在年前把3月份的配额拿下来卖完。目前1169元和厂商拿货，不用搭配非标后利润还是客观的。刚开始i茅台上线飞天，我们还是很担心，怕冲击我们线下渠道，感觉批价会往1499元以下走。没想到价格反而上来了，批价最高到了1750元，感觉1750元那天是一天之内涨了100元，应该是有黄牛在炒作。现在店里来询价的人变多了，茅台降价后很多人都来问是不是1499元可以买茅台。这些都是超预期的，我们没想到市场突然火爆起来了。
烟酒行：前两年店里基本上“零库存”，不敢拿货，怕降价亏本。现在茅台降价了，来问价的人多了，特别是最近年关前很多人来问，现在也会在店里备一点货。基本上已经形成1499元底部的共识，应该是不会更低了，现在备点货也不太担心降价和卖不出去。
消费者（调研对象是几个90后）：其中一位表示，网上刷到i茅台买1499元飞天，抢了好几拨，抢到了6瓶飞天。收到的货是发货日前一天生产的。另一位表示，原来还以为茅台还要2000多元，1499元确实降价不少，i茅台上线后才知道。最近想买2瓶送人，但i茅台抢不到，去线下问价，一瓶贵200多块钱，觉得还可以接受，就线下买了。以前2000-3000一瓶的时候，确实有点接受不起。还有一位表示，女儿今年出生了，买了抢了一箱马茅存着给他，自己不喝酒，但是觉得有些意义。
常年喝茅台的企业老板：年轻的时候喝茅台，喝了很多年。不太了解i茅台的事。如果i茅台卖平价飞天，就有些掉价。前些年喝茅台主要喝的是面子，太便宜就感觉拿不出手。我追问他，你觉得最近消费茅台多了还是少了。他回答说，具体也没有多少体感，该喝该用的时候还得用，像和客户喝酒，你摆别的酒也拿不出手，会让人觉得不重视。既然茅台便宜了，喝的人应该会多吧。
经过调研，我总结出几点贵州茅台线下情况：
  1. 经销商反映销售和价格超预期，货卖的很快，现在卖3月份的配额。
  2. 烟酒行觉得1499元是介个底部，时隔三年后，重新销量备货，降价亏本风险较小。
  3. i茅台提高了消费者触达，让很多不知道茅台降价的人都知道了i茅台卖平价茅台，到线下购买发现加价不多，也会付费购买。
  4. 经常喝茅台的人对于最近的情况体感不强，该喝喝该用用。
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  1. CONNECT:[ UseTime:0.000466s ] mysql:host=127.0.0.1;port=3306;dbname=no_mfffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000570s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.010424s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.002746s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000621s ]
  6. SELECT * FROM `set` [ RunTime:0.000214s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000583s ]
  8. SELECT * FROM `article` WHERE `id` = 476268 LIMIT 1 [ RunTime:0.004622s ]
  9. UPDATE `article` SET `lasttime` = 1770366314 WHERE `id` = 476268 [ RunTime:0.008416s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 66 LIMIT 1 [ RunTime:0.001766s ]
  11. SELECT * FROM `article` WHERE `id` < 476268 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.002222s ]
  12. SELECT * FROM `article` WHERE `id` > 476268 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.002728s ]
  13. SELECT * FROM `article` WHERE `id` < 476268 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.084063s ]
  14. SELECT * FROM `article` WHERE `id` < 476268 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.050980s ]
  15. SELECT * FROM `article` WHERE `id` < 476268 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.009557s ]
0.248137s