Moutai has collapsed, and the myth has been shattered.
Here we refer to Moutai as the 53-degree Flying Fairy Moutai. Other types like Moutai Prince liquor, Moutai Welcoming liquor, and Lai Moutai can only be considered as ordinary liquor.
As for the 53-degree Flying Fairy Moutai, it has been a super-preserved investment product for a long time, in the past decade or two, and can be regarded as hard currency, enjoying the same status as gold and other precious metals.
However, recently Moutai has collapsed. Both stock price and liquor price have dropped. In terms of liquor price, the decline is the most apparent. Today, looking at Pinduoduo's billions in subsidies, the bulk price of Flying Fairy Moutai once exceeded 2100 yuan per bottle, while the original box price was about 2300 yuan per bottle. It has dropped nearly a thousand from around 3000 at the beginning of the year, losing a third; next year you will see Moutai at 1499 yuan.
Here’s a fun fact: there are often many fake Moutai bottles on the market, but they usually appear in single-bottle forms. Why is that?
Because a full box of Moutai comes with shipping batch invoices, making its source traceable and easy to verify.
So, if you buy a bottle of Moutai, you might encounter a fake one, as they directly recycle empty bottles and fill them with other cheap alcohol for you. Unless you often drink Moutai, you won't be able to tell the difference.
However, a full box of Moutai is definitely genuine, which makes it even more sought after by consumers and investors. Therefore, the price of a full box of Moutai is one-fifth more expensive than the total price of six single bottles; that’s the reason.
The collapse of Moutai faith has three factors:
The first factor is the collapse of the real estate market. Everyone knows that Moutai is a symbol of status. There’s an old saying: cigarettes build bridges, liquor paves roads. In the past, the real estate sector has always been an important field consuming Moutai. Real estate affects the development of hundreds of industries; if fewer houses are built, Moutai consumption will cease.
The second factor is the game between Moutai Group and distributors. In the past, the major profits went to the distributors. The factory price of Moutai is 969 yuan, while the suggested retail price is 1499 yuan per bottle. At 1499 yuan, it's extremely difficult to grab a bottle; you really need an extraordinary amount of luck to get one. So, most people end up buying Moutai from distributors at prices above 2500 yuan, which can be even higher during holidays. Now Moutai is establishing its channels and seeing a significant increase in profits, but this is essentially killing the goose that lays the golden eggs. The distributor channels are Moutai's moat and foundation; once the channels are destroyed, Moutai will undoubtedly collapse.
Thirdly, it is difficult to distinguish between genuine and fake Moutai. The incident of three sheep selling fake liquor only served as a catalyst, revealing to the public that the market is filled with various fake liquors like needle-hole liquor and head-pulling liquor. Moreover, the official appraisal institutions cannot detect them, making it very difficult for the public to defend their rights—hard to imagine. As a high-end luxury liquor in China, it is shocking that even the official sources are unreliable, with ninety percent of the circulated products being fake, and platforms like Douyin are filled with mixed products for sale. It's unbelievable.
During the market downturn, previously stable investments like Prado, Rolex, Moutai, and Pian Zai Huang will not retain their value. The additional value added to these prices is just a bubble. When various reasons cause the bubble to burst, the myth of Moutai will naturally be shattered.
In contrast to the cryptocurrency world, the same principle applies: the deity of the last cycle, Ethereum (ETH), will not go to zero. Ten or twenty years from now, will there still be Ethereum? It's hard to say. In my understanding, there are only two types of coins in the world: Bitcoin and altcoins. Bitcoin is the only true god in the cryptocurrency world. Other coins, including what you consider valuable coins like ETH and Sol, will disappear in the long river of history. Please protect your Bitcoin well and don't let it be taken away.
over. Follow Maishen and you won't get lost, embrace the meme and reside in the palace.
#市场波动，加仓还是观望？ #美国GDP数据即将公布 #币安HODLerTHE #
