“i茅台”APP冲上苹果应用商店购物榜第一名

21世纪经济报道01-04

作为白酒龙头，贵州茅台的品牌效应与市场号召力正持续凸显。1月4日，21财经·南财快讯记者注意到，贵州茅台（600519.SH）旗下“i茅台”APP已冲上苹果应用商店购物免费榜第一名，并在免费总榜单中位列第四。此前，1月1日，53%vol 500mL贵州茅台酒（2026）正式在i茅台平台开售，定价为每瓶1499元。平台初始规则显示，每人每日限购12瓶，单笔订单每6瓶按整箱发出。而后在1月3日，“小茅...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104195843a49ad68e&s=b><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为白酒龙头，贵州茅台的品牌效应与市场号召力正持续凸显。1月4日，21财经·南财快讯记者注意到，贵州茅台（600519.SH）旗下“i茅台”APP已冲上苹果应用商店购物免费榜第一名，并在免费总榜单中位列第四。此前，1月1日，53%vol 500mL贵州茅台酒（2026）正式在i茅台平台开售，定价为每瓶1499元。平台初始规则显示，每人每日限购12瓶，单笔订单每6瓶按整箱发出。而后在1月3日，“小茅...</p>\n\n<a 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500mL贵州茅台酒（2026）正式在i茅台平台开售，定价为每瓶1499元。平台初始规则显示，每人每日限购12瓶，单笔订单每6瓶按整箱发出。而后在1月3日，“小茅i茅台”微信公众号发布通知，宣布自1月4日起至春节前，每日每人的购买上限调整为6瓶。同时透露，已有超10万名用户通过平台成功购得心仪产品。截至今天早上，2026年飞天茅台已连续4天开售即“秒罄”，火爆场面堪称“现象级”。此外，茅台经销商也“跟进”促销1499元飞天。1月4日，茅台酒经销商成都川糖供应链管理有限公司发布通知，推出新年购酒促销活动，称每位客户可订1-5件（整件预订）1499元/瓶的2026年飞天茅台酒，数量有限先到先得；因1月酒厂尚未发货，本次活动将从1月10日起按付款顺序发货。据该公司负责人透露，公司已签订2026年贵州茅台经销合同，计划量与2025年一致，但精品茅台的合同暂未签订；2026年相关产品售价与i茅台上相应产品价格同步，500ml飞天茅台1499元/瓶、精品茅台2299元/瓶、公斤茅台3998元/瓶。值得注意的是，1499元的飞天茅台（2026）在受到市场热捧之际，飞天茅台的批发价再次跌破1499元的指导价。第三方平台“今日酒价”披露的各大名酒批发参考价显示，1月4日，2025年飞天茅台（53度/500ml，下同）散瓶报1490元/瓶，较上一日跌5元，连续4天回落；原箱与上一日持平，报1505元/瓶；分别均较2025年12月31日下跌60元和65元。财通证券认为，“普飞”上架i茅台本质上是增加了核心主品的出货渠道，有利于做大塔基。同时公司以消费者为中心，通过i茅台提升消费者购买和保真的便利性，将进一步扩大茅台的群众基础，为塔腰和塔尖的高端茅台产品培育更多潜在消费者。对传统的经销商渠道影响方面，财通证券表示，考虑到普飞投放遵循“防止炒作、供需适配、市场稳定”原则，同时当前经销渠道批价低位，即使在总需求不变的假设下，i茅台作为零售渠道对经销渠道影响或有限。同时也应进一步关注i茅台直销是否带来增量需求。从价格方面看，财通证券分析，i茅台平台上，普飞申购价格为1499元/瓶，高于经销渠道出货价1169元/瓶，因此有望为公司贡献增利。预计该公司2025至2027年营收分别为1795亿元、1891亿元、2019亿元，分别同比增长5%、5.4%、6.7%；归母净利润分别为907亿元、956亿元、1021亿元，分别同比增长5.2%、5.4%、6.8%；对应PE分别为19倍、18倍、17倍；以75%分红率测算，股息率约为3.9%，维持“买入”评级。截至2025年12月31日收盘，贵州茅台报1377.18元/股，跌0.9%，总市值为17246亿元。（声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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