The colder baijiu sell-through gets, the more aggressively platforms fight for alcohol. That sounds harsh, but this Spring Festival's data speaks for itself. In Chengdu, someone ordered a bottle of Wuliangye on Chinese New Year's Eve and had it delivered in twenty minutes. Meituan reported that from New Year's Eve through the seventh day of the Lunar New Year, county-level alcohol instant retail orders grew 30% year-over-year, with baijiu and Western spirits doubling outright. You might think the trend has arrived. The more I watch, the more this looks like a reshuffling—not an expansion.
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