# iMaotai

Moutai’s Comeback: How Direct Sales and Dynamic Pricing Re‑centred China’s Consumer Rally

Kweichow Moutai’s stock rallied after the company expanded direct sales of its flagship Feitian product and implemented more flexible pricing, pushing its market value to about ¥1.94 trillion and lifting consumer sectors. The move has sharpened investor perceptions of Moutai as a consumption bellwether, even as precious metals saw a sharp, leverage‑driven pullback.

SoBiz2026年2月5日 10:20

#Kweichow Moutai#iMaotai#Chinese consumer

A colorful array of luxurious, embroidered fabrics displayed in a marketplace, showcasing intricate patterns.

Business

Maotai's Rally Reignites Talk of a Baijiu Bottom — But Seasonal Bounce or Structural Turn?

Kweichow Moutai’s shares and wholesale prices have both climbed in early February, rekindling speculation that China’s premium baijiu sector may be emerging from a multiyear trough. The move is supported by stronger seasonal demand, Moutai’s digital sales channel and modestly improved policy sentiment, but significant structural headwinds and divergent analyst valuations counsel caution.

SoBiz2026年2月5日 04:30

#Kweichow Moutai#baijiu#China consumption