Kweichow Moutai Co., Ltd. – Recent Developments

  • Shareholding Increase On 29 December 2025, Kweichow Moutai announced the outcome of a share‑holding increase plan disclosed on 30 August 2025. The controlling shareholder, China Guizhou Moutai Factory (Group) Co., Ltd., completed the purchase of additional shares in accordance with the plan (announcement number 临 2025‑056). The board confirmed that the announcement contains no false or misleading statements.

  • Pricing Strategy for 2026 Products In a corporate statement issued on 30 December 2025, the company announced a revision to the 2026 product matrix. On 31 December 2025, the new pricing and product details were made live on the i Moutai platform.

  • 1499 CNY per 500 ml bottle of the 2026 “new Fengtian” (53% vol) variant.
  • Daily purchase limit: 12 bottles per user.
  • The platform released the product at 09:00 GMT+8, with subsequent replenishments every five minutes, each of which sold out within minutes.

  • Market Reaction The rapid sell‑out of the 2026 Fengtian variant triggered intense buying pressure. Multiple news outlets reported that within the first half‑hour of launch the product page displayed a “sold out” status. The i Moutai app continued to restock the product at 5‑minute intervals until the end of the day, but all replenishments were also depleted quickly.

  • Financial Context

  • Current closing price (30 December 2025): 1 377.18 CNY.
  • 52‑week high (16 March 2025): 1 657.99 CNY; 52‑week low (30 December 2025): 1 377.17 CNY.
  • Market capitalization: 1 724 601 597 952 CNY.
  • Price‑to‑earnings ratio: 19.22. The company’s strong market position in the consumer staples sector and its status as a leading spirits producer continue to support its valuation.

  • Industry Position Kweichow Moutai remains a dominant player in the Chinese beverage industry. Its flagship product, Moutai, is recognized globally, and the company’s ongoing product launches and pricing strategies reflect its intent to maintain premium positioning while responding to market demand.

  • Outlook The company’s recent share‑holding increase and aggressive product pricing indicate a strategy to consolidate ownership and capitalize on high consumer demand. Continued monitoring of sales velocity, inventory replenishment schedules, and secondary market reactions will be essential for assessing the long‑term impact on the company’s stock performance.