## Kweichow Moutai Scrutinized Amidst Scam Alert
Recent reports of fraudulent links offering Feitian Moutai at significantly reduced prices – specifically, 1,499 yuan – have triggered market concerns surrounding Kweichow Moutai (600519.SS), one of China’s most valuable spirits brands. The company swiftly issued a warning, stating that it has not authorized these promotional offers, but the damage is already evident.
## Stock Price Plummets Following Fraudulent Activity
The news has had an immediate impact on the stock market. Shares slipped 0.43% on Tuesday, closing at 1,376 yuan. This decline reflects broader anxieties within the baijiu sector, a trend amplified by reports of widespread fraud. Market observers are closely monitoring baijiu prices as the Lunar New Year, a traditionally high-demand period, approaches.
## Sina Finance Tracker Shows Sector-Wide Price Drops
Data from Sina Finance’s ‘Wine Price Neican’ tracker reveals a concerning trend. On January 19th, eight out of ten key baijiu brands experienced a combined price drop of 35 yuan, with the average price falling to 8,871 yuan. This highlights a potential loss of consumer confidence.
## Weak Consumption and the Need for Value
Experts cite weak consumption as a core issue impacting the baijiu sector. Industry analysts, including Cai Xuefei and Zhu Danpeng, have highlighted this trend. Shandong official Ouyang Qianli further emphasized the need for producers to focus on delivering value-for-money products to counteract declining demand.
## Wholesale Price Drops Raise Further Questions
The wholesale price of Kweichow Moutai at 1,540 yuan per bottle is also raising eyebrows, with Feitian Moutai’s loose-bottle wholesale price down roughly 31% from early 2025. This drop adds to the overall market anxiety surrounding the company’s future trajectory.
## Market Sentiment and Future Outlook
Kweichow Moutai’s stock is often used as a barometer of overall market sentiment within the baijiu sector. New announcements concerning sales contracts, distribution rules, or crackdowns on misleading promotions can rapidly shift demand forecasts, given the limited trading volume. The upcoming Spring Festival, typically a significant sales boost, will undoubtedly play a crucial role in shaping Moutai’s performance.
## Recent Developments
* Kweichow Moutai issued a warning regarding fraudulent links offering Feitian Moutai at 1,499 yuan.
* Analysts point to weak consumer spending as a major factor impacting the baijiu sector.
* Shandong official Ouyang Qianli advocates for producers to prioritize value-for-money offerings.
Note: This article is based on publicly available information and may not reflect the current market situation or future performance of Kweichow Moutai.
