11月25日，A股三大股指午后集体拉升，沪指7连阳；北证50指数一度涨超1%，市场整体活跃，全A股 市场近3800股飘红，近百股涨停。 具体来看，沪指盘中震荡上扬，午后再度攀升，创业板指等均走高。截至收盘，沪指涨0.47%报3959.62 点，深证成指涨0.33%，创业板指涨0.3%，北证50指数涨0.86%，沪深北三市合计成交19440亿元，较此 前一日增加467亿元。 保险板块拉升，中国太保创历史新高，中国平安创逾4年新高；酒类股迎来久违的反弹，水井坊 （600779）午后直线拉升涨停；军工板块强势，商业航天概念热度不减，神剑股份斩获6连板；中国卫 星连续两日涨停；人形机器人概念崛起，昊志机电、超捷股份双双涨停创出新高。值得注意的是，多只 强势股继续封板，胜通能源（001331）、嘉美包装（002969）分别斩获10连板和7连板。 机器人概念爆发 人形机器人概念盘中强势拉升，截至收盘，昊志机电、超捷股份20%涨停，均创出新高；埃夫特、强瑞 技术、拓斯达涨超13%，瑞可达涨近10%。 | 代码 | 名称 | | 涨幅% | 现价 | 涨跌 | 头价 | 卖价 | 总量 | | --- | --- | --- ...

12月25日，水井坊（600779.SH）股价出现异动，午后快速拉升涨停。市场随即传出"剑南春拟收购水井坊"的传闻，引发广泛关注。 12月25日，白酒板块普涨。除水井坊涨停外，"茅五泸洋汾"齐齐上涨，其中，五粮液、山西汾酒、古井贡酒等头部酒企涨超1%。此外，皇台酒业涨超4%， 酒鬼酒、金徽酒等二线白酒品牌均实现约3%的涨幅。分析人士指出，白酒板块今日的集体上涨可能与年末资金轮动有关。临近年底，部分资金可能从前期 涨幅较大的板块撤出，转而关注调整相对充分的消费板块。 对于市场流传的收购传闻，当事双方迅速做出回应。每日经济新闻分别采访了水井坊与剑南春的相关人士，双方均明确表示未收到相关收购信息。水井坊进 一步回应称，目前生产经营一切正常，对市场传闻并不了解。 白酒行业经历了一段时间的调整后，近期出现积极信号。中金公司分析，白酒行业历经3年深度调整，预计2026年将迎来报表端实质性改善。从需求端看， 商务宴请、婚宴等核心消费场景的需求有望逐步恢复。供给端方面，行业经过主动去库存，当前渠道库存已降至相对安全水平。 剑南春作为中国白酒行业的知名品牌，尽管尚未上市，但在行业内具有相当影响力。而水井坊是A股上市公司，两者的 ...

12月25日，有消息称，剑南春拟收购水井坊。截至收盘前，水井坊股价涨停，报39.80元/股。对于该情 况新浪财经问询了剑南春方面，截至发稿前暂无回应。 有报道称，剑南春和水井坊相关人士均表示未收到收购信息。水井坊投资者关系部门也称，对传闻并不 了解，公司目前生产经营一切正常。 12月25日，有消息称，剑南春拟收购水井坊。截至收盘前，水井坊股价涨停，报39.80元/股。对于该情 况新浪财经问询了剑南春方面，截至发稿前暂无回应。 有报道称，剑南春和水井坊相关人士均表示未收到收购信息。水井坊投资者关系部门也称，对传闻并不 了解，公司目前生产经营一切正常。 ...

Core Viewpoint - The rumor of Jian Nan Chun acquiring Shui Jing Fang led to a significant surge in Shui Jing Fang's stock price, causing a ripple effect across the entire A-share liquor sector, with all 20 listed liquor companies experiencing gains [1][3]. Group 1: Stock Market Reaction - Shui Jing Fang's stock price jumped 10% to 39.8 yuan per share, adding over 1.7 billion yuan to its market capitalization within half an hour [1]. - Other liquor stocks also saw substantial increases, with Huangtai Liquor rising over 7%, Jiu Gui Liquor up more than 5%, and Jin Hui Liquor increasing by over 4% [1]. Group 2: Company Responses - Representatives from Shui Jing Fang and Jian Nan Chun stated that they had not received any acquisition information, and Shui Jing Fang has not made any official announcements regarding the rumor [3]. - This is not the first time rumors of Shui Jing Fang being acquired have surfaced; previous claims regarding Xi Jiu acquiring shares were denied by Shui Jing Fang's management [4]. Group 3: Shareholding Structure - Diageo holds a 63.27% stake in Shui Jing Fang, having gradually increased its share since acquiring 43% of the controlling shareholder in 2006 [5]. - Shui Jing Fang's historical performance has been volatile, with periods of significant challenges, including being labeled as a "ST" (special treatment) stock [5]. Group 4: Jian Nan Chun Developments - Jian Nan Chun has been active, with a recent change in shareholding where the local state-owned asset management center acquired approximately 14.51% of the company, becoming its second-largest shareholder [6]. - The acquisition was made through a debt investment, which has led to speculation regarding potential trademark disputes [7]. Group 5: Industry Outlook - Some brokerages believe that the liquor sector is showing clear signs of bottoming out, with expectations of a gradual recovery in the coming years [9]. - The industry is currently undergoing a deep adjustment, with only a few top brands like Moutai and Fenjiu showing positive growth [9].

机器人概念爆发 人形机器人概念盘中强势拉升，截至收盘，昊志机电、超捷股份20%涨停，均创出新高；埃夫特、强瑞 技术、拓斯达涨超13%，瑞可达涨近10%。 | 代码 | 名称 | . | 涨幅% | 现价 | 张氏 | 采价 | 卖价 | 总量 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 300203 | 吴志机电 | | 20.01 | 43.42 | 7.24 | 43.42 | | 524466 | | 301005 超捷股份 | | R | 20.00 | 134.93 | 22.49 | 134.93 | | 294689 | | 688165 埃夫特-U | | K | 13.55 | 22.88 | 2.73 | 22.87 | 22.88 | 303187 | | 301128 强瑞技术 | | R | 13.05 | 107.75 | 12.44 | 107.75 | 107.76 | 125339 | | 300607 拓斯达 | | R | 13.01 | 31.96 | 3.68 | 31.95 | 31.96 ...

Market Overview - On the 25th, A-shares saw a collective rise in the three major indices, with the Shanghai Composite Index achieving a seven-day winning streak, closing up 0.47% at 3959.62 points. The Shenzhen Component Index rose 0.33%, and the ChiNext Index increased by 0.3%. The North Star 50 Index gained 0.86%, with total trading volume across the three markets reaching 19,440 billion yuan, an increase of 467 billion yuan from the previous day [1]. Robotics Sector - The humanoid robot concept experienced a strong surge, with stocks like Haoshi Electromechanical and Chaojie Co., both hitting the 20% limit up and reaching new highs. Other notable performers included Aifute and Qiangrui Technology, which rose over 13%, and Ruikeda, which increased nearly 10% [3][4]. - UBTECH, a leading humanoid robot company, announced plans to acquire approximately 43% of the shares of Fenglong Co. through a combination of agreement transfer and tender offer. This move aims to enhance its industrial chain layout and strengthen its core competitiveness. UBTECH has secured nearly 1.4 billion yuan in humanoid robot orders this year, with plans for mass production of the Walker S2 model starting in November 2025 [5][6]. Military Industry - The military sector showed strong performance, with stocks like Guanglian Aviation hitting the 20% limit up and Zhenlei Technology rising nearly 17%. Other stocks such as Xinwei Communication and Shenjian Co. also saw significant gains [8][9]. - The "14th Five-Year Plan" highlights various industries related to military technology, including commercial aerospace and low-altitude economy, which are expected to become trillion-yuan markets. Military companies are encouraged to expand in these areas to sustain growth [10]. Alcohol Sector - The alcohol sector rebounded, with Shuijingfang hitting the limit up, reflecting a broader recovery in the industry. Other companies like Sanlian and Qianmin Wine also saw gains [11][12]. - Analysts indicate that the current valuation of the liquor sector is at historical lows, presenting strong bottom-fishing opportunities. The focus is on companies that can adapt to real consumer demands and optimize supply-demand structures [14][15].

据每日经济新闻，A股白酒板块今日震荡走高，其中水井坊涨停，报39.80元/股，引发投资者广泛关注。 市场还传出"剑南春拟收购水井坊"的消息。 记者就此事分别采访水井坊与剑南春相关人士，双方均回应未收到相关收购信息。记者亦以投资者身份致电水井坊公开电话，对方表示对传闻并不 了解，公司目前生产经营一切正常。 ...

Core Viewpoint - The liquor sector experienced a rise of 1.13% on December 25, with Shui Jing Fang leading the gains, while the Shanghai Composite Index rose by 0.47% and the Shenzhen Component Index increased by 0.33% [1] Group 1: Liquor Sector Performance - Shui Jing Fang (600779) closed at 39.80, up 10.01% with a trading volume of 111,100 shares [1] - Other notable performers include Sanlong Jibei (000995) with a 4.37% increase, and Quan Wei Jiu (616809) rising by 3.08% [1] - The total net inflow of funds into the liquor sector was 874 million yuan, while retail investors saw a net outflow of 325 million yuan [1] Group 2: Fund Flow Analysis - Major net inflows were observed in Kweichow Moutai (600519) with 319 million yuan, accounting for 9.67% of the total [2] - Shui Jing Fang (600779) had a net inflow of 154 million yuan, representing 35.78% of its trading volume [2] - The retail investor net outflow for Shui Jing Fang was 93.49 million yuan, indicating a significant withdrawal from this stock [2]

【中国白酒网】12月25日电，A股白酒板块今日震荡走高，其中水井坊涨停，报39.80元/股，引发 投资者广泛关注。市场还传出"剑南春拟收购水井坊"的消息。记者就此事分别采访水井坊与剑南春相关 人士，双方均回应未收到相关收购信息。记者亦以投资者身份致电水井坊公开电话，对方表示对传闻并 不了解，公司目前生产经营一切正常。 ...

《每日经济新闻·将进酒》记者就此事分别采访水井坊与剑南春相关人士，双方均回应未收到相关收购 信息。记者亦以投资者身份致电水井坊公开电话，对方表示对传闻并不了解，公司目前生产经营一切正 常。 除水井坊外，今日白酒板块普涨，"茅五泸洋汾"齐齐上涨，其中，五粮液、山西汾酒、古井贡酒等头部 酒企涨超1%。此外皇台酒业涨超4%，酒鬼酒、金徽酒均上涨3%。一位券商分析师向记者表示，此次板 块集体上涨或与年末资金轮动有关。 （文章来源：每日经济新闻） 12月25日午后，A股白酒板块震荡走高，其中水井坊涨停，报39.80元/股，引发投资者广泛关注。市场 还传出"剑南春拟收购水井坊"的消息。 ...