飞天茅台全线上涨

21世纪经济报道02-03

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　记者丨肖夏　　编辑丨高梦阳　　2月3日，第三方平台“今日酒价”数据显示，26、25年飞天茅台全线上涨，2026年飞天茅台原箱报1625元/瓶，较前一日涨35元，2025年飞天茅台原箱报1640元/瓶，较前一日涨20元。　　茅台开展市场化改革满月，“先头兵”i茅台率先交卷。　　2月2日晚间，i茅台官方披露了一组...

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board","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600519":1.5},"content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　记者丨肖夏\n　　编辑丨高梦阳\n　　2月3日，第三方平台“今日酒价”数据显示，26、25年飞天茅台全线上涨，2026年飞天茅台原箱报1625元/瓶，较前一日涨35元，2025年飞天茅台原箱报1640元/瓶，较前一日涨20元。\n\n　　茅台开展市场化改革满月，“先头兵”i茅台率先交卷。\n　　2月2日晚间，i茅台官方披露了一组关键数据：刚过去的1月平台月活用户超过1531万，其中新注册用户628万人，超过145万人购买到了产品，成交订单超过212万笔，其中飞天53%vol 500ml贵州茅台酒（即大众所说的飞天茅台）成交订单超143万笔。\n　　假设月活用户均有参与申购，这意味着在一批茅台酒产品集体上线i茅台的情况下，今年1月i茅台的用户申购成功率不到9.5%。\n\n　　2日晚i茅台披露上述数据后，市场普遍认为超出预期。\n　　飞天茅台1月成交143万笔，消费者在3天元旦假期每次可申购1—12瓶、此后调整为每次可申购1-6瓶，按此推算，飞天茅台成交量大致在670多吨至4400多吨之间（根据申购上下限粗略推算，非实际情况），仅仅一个月便可实现几十亿元至一百多亿元的收入。\n　　这一数据远远超过往年同期。可作对比的是，i茅台2025年前三季度的总共收入是接近127亿元。\n　　在前一日上涨后，2月3日上午开盘后贵州茅台股价再次上涨，开盘后一度涨超3%，位居白酒板块前列，随后涨幅收窄至2%左右。\n\n　　过去一个月，茅台从过去主力面向B端向C端全面转型。最初市场不乏疑虑，但从飞天茅台的价格表现来看，并未造成酒价的下探，反而近期有一定回升。\n　　国泰海通证券认为，本次茅台改革激发了较多的增量需求，相当一部分消费者首次成为茅台客户、开瓶意愿较强，茅台转向卖生活方式的做法切实打开了市场空间。 \n　　为了满足配送需求，茅台增加了物流配送投入。在贵阳之外，茅台近期新增了南京、北京两处发货仓，以缩短物流周期。按照i茅台的说法，以飞天茅台为例，目前75%的订单可在下单后5天内签收，60%在4天内完成。\n　　同时线下交付也在稳步推进，i茅台称已有超过10.63万名消费者在门店完成提货。\n　　知名投资人段永平在个人账号上再次对茅台今年的改革表达了赞许，认为i茅台开售飞天茅台这一决定，实际上商业风险是零。他此前表示，“i茅台这个时机非常好，大家可以看到茅台的真实需求。很多家庭一年消费一瓶茅台是不过分的，i茅台可以解决渠道问题。”\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：高佳","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":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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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