Group 1 - The core logic behind the current market speculation on the liquor sector is the positive expectations for sales during the upcoming Spring Festival and the highlighted value of industry bottom configurations [2][4] - As the Spring Festival approaches, traditional consumption scenarios for liquor are recovering, and institutional research reports are optimistic about the industry's recovery trend, leading to capital inflows into undervalued liquor stocks [2][4] - Various local regions have introduced supportive policies, reinforcing market confidence in the long-term development of the liquor industry [2][4] Group 2 - Some Moutai distributors have sold out their quotas for January and February, driven by pre-holiday stocking and Moutai's volume control strategy, which may lead to price increases [3] - The price of Moutai has seen a rise, with the original box price increasing by 20 yuan to 1610 yuan per bottle, while the price for loose bottles remains around 1570 yuan [3] - Citic Securities reports that the liquor industry is set to enter a marketing phase for the Spring Festival, focusing on market cultivation and consumer education to promote sales [4] Group 3 - High-end liquor brands are expected to benefit from the recovery of consumption scenarios such as business banquets and gift-giving during the Spring Festival, leading to a rebound in wholesale prices and sales [5] - Regional liquor companies are leveraging local market advantages and adjusting channel strategies to break through in a competitive environment, with some launching affordable products to meet consumer demand [5] - Service providers in liquor production areas are likely to see growth opportunities as regions promote digital transformation and cultural integration, enhancing production efficiency and brand value [5]

每经AI快讯，1月29日，白酒板块午后持续走高，水井坊、舍得酒业、皇台酒业、酒鬼酒、金徽酒涨 停，泸州老窖逼近涨停，金种子酒、古井贡酒、山西汾酒、贵州茅台均涨超7%。 （文章来源：每日经济新闻） ...

太平洋证券指出，白酒板块处于底部配置窗口，建议重视春节反弹行情。当前白酒板块已计入春节动销 悲观预期，但2026年春节由于假期同比多一天，消费场景理论上有望增加，若春节实际动销超预期，板 块有望迎来反弹，建议优选品牌力与产品优势突出的龙头公司。 1月29日午后，吃喝板块异动强势拉升，白酒龙头集体大涨，反映吃喝板块整体走势的食品饮料ETF华 宝（515710）午后直线猛拉，现涨3.73%。成分股方面，白酒集体猛攻，酒鬼酒、舍得酒业、水井坊飙 涨超9%，泸州老窖大涨超8%，金种子酒、古井贡酒双双涨超6%，贵州茅台、金徽酒涨超5%。 消息面上，随着春节临近，茅台价格持续上涨。今日酒价显示，1月29日，2026年飞天茅台原箱（53 度/500ml）报1610元/瓶，较昨日上涨20元；2025年飞天茅台原箱报1620元/瓶，较昨日上涨20元。 食品饮料ETF华宝（515710）及其联接基金（012548）跟踪中证细分食品饮料产业主题指数，约六成仓 位布局高端、次高端白酒龙头股，近四成仓位兼顾饮料乳品、调味、啤酒等细分板块龙头股，前十权重 股包括"茅五泸汾洋"、伊利股份、海天味业等。尤为值得一提的是，当前吃喝板块仍处估值 ...

| 名称 | | 现价 涨跌幅 | 涨跌 | | --- | --- | --- | --- | | 营导演业 | 14.48 | 10.03% | 1.32 | | 泸州老窖 | 120.97 | 7.11% | 8.03 | | 酒鬼酒 | 55.33 | 7.06% | 3.65 | | 古井贡酒 | 133.00 | 5.57% | 7.02 | | 実得漫』 | 57.12 | 5.62% | 3.04 | | 水井坊 | 40.28 | 5.53% | 2.11 | | 贵州茅台 | 1386.98 | 4.78% | 63.29 | | 金徽酒 | 20.45 | 4.44% | 0.87 | | 山西汾酒 | 168.07 | 4.20% | 6.78 | | 天佑德酒 | 9.21 | 3.25% | 0.29 | | 顺鑫农业 | 14.89 | 2.97% | 0.43 | | 今世缘 | 33.18 | 2.98% | 0.96 | | 五粮液 | 103.59 | 2.87% | 2.89 | 消息面上，飞天茅台价格节前连续上涨，整箱批价突破1600元。第三方报价平台显示，1月29日 ...

截至发稿，张羽翔累计任职时间10年138天，现任基金资产总规模343.29亿元，任职期间最佳基金回报 125.39%， 任职期间最差基金回报-67.82%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 1月29日，水井坊涨5%，截至发稿，报40.08元/股，成交2.54亿元，换手率1.33%，总市值195.39亿元。 资料显示，四川水井坊股份有限公司位于四川省成都市金牛区全兴路9号，成立日期1993年12月21日， 上市日期1996年12月6日，公司主营业务涉及白酒产品的生产与销售。主营业务收入构成为：高档 87.10%，其他(补充)7.10%，中档5.81%。 从水井坊十大流通股东角度 数据显示，鹏华基金旗下1只基金位居水井坊十大流通股东。酒ETF（512690）三季度增持217.86万 股，持有股数606.2万股，占流通股的比例为1.24%。根据测算，今日浮盈赚取约1157.85万元。 酒ETF（5126 ...

1月29日，白酒股午后持续拉升，截至发稿，白酒指数涨超4%，个股全线飘红。 消息面上， 飞天茅台价格节前连续上涨，整箱批价突破1600元。 第三方报价平台显示，1月29日， 2026年原箱茅台价格单瓶价格上涨20元为1610元/瓶，回升到1600元以上，散瓶的价格保持在1570 元/瓶，前几日茅台的批价还稳定在1550元/瓶左右。记者在"i茅台"平台看到，1499元的普茅连续第 29天在多次秒空后显示售罄。 编辑丨瑜见 | 名称 | | 现价 涨跌幅 ▼ | 涨跌 | | --- | --- | --- | --- | | 量台酒业 | 14.48 | 10.03% | 1.32 | | 泸州老窖 | 120.97 | 7.11% | 8.03 | | 酒鬼酒 | 55.33 | 7.06% | 3.65 | | 古井贡酒 | 133.00 | 5.57% | 7.02 | | 舍得酒』 | 57.12 | 5.62% | 3.04 | | 水井坊 | 40.28 | 5.53% | 2.11 | | 贵州茅台 | 1386.98 | 4.78% | 63.29 | | 金徽酒 | 20.45 | 4.44% ...

Group 1 - The core viewpoint of the news is that Sichuan Water Well Square Co., Ltd. has experienced fluctuations in stock price and significant changes in financial performance, with a notable decrease in revenue and net profit year-on-year [1][2][3]. Group 2 - As of January 29, the stock price of Water Well Square increased by 2.02% to 38.94 yuan per share, with a total market capitalization of 18.983 billion yuan [1]. - The company has seen a net inflow of main funds amounting to 113,100 yuan, with large orders accounting for 15.17% of purchases and 14.95% of sales [1]. - Year-to-date, the stock price has risen by 1.25%, with a slight increase of 0.49% over the last five trading days, but a decline of 7.13% over the past 60 days [1]. Group 3 - For the period from January to September 2025, Water Well Square reported an operating income of 2.348 billion yuan, a year-on-year decrease of 38.01%, and a net profit attributable to shareholders of 326 million yuan, down 71.02% year-on-year [2]. - The company has distributed a total of 5.378 billion yuan in dividends since its A-share listing, with 1.280 billion yuan distributed in the last three years [3]. Group 4 - As of September 30, 2025, the number of shareholders for Water Well Square was 80,500, a decrease of 5.58% from the previous period, while the average circulating shares per person increased by 5.91% to 6,053 shares [2]. - The top three circulating shareholders include the China Securities Index White Wine Index A, holding 17.7303 million shares, and the Hong Kong Central Clearing Limited, holding 9.069 million shares [3].

证券之星消息，1月28日白酒板块较上一交易日下跌0.79%，*ST岩石领跌。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。白酒板块个股涨跌见下表： 从资金流向上来看，当日白酒板块主力资金净流出12.38亿元，游资资金净流入13.56亿元，散户资金净流 出1.18亿元。白酒板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000568 泸州老窖 | | 1.07 Z | 6.89% | -6686.18万 | -4.29% | -4056.45万 | -2.60% | | 600809 山西汾酒 | | 7464.03万 | 5.95% | 1.05亿 | 8.38% | -1.80亿 | -14.33% | | 000995 | 皇台酒业 | 2633.56万 | 12.95% | -253.88万 | -1.25% | -2379.67万 ...

Group 1 - The core point of the article highlights a significant rise in the stock prices of liquor companies, particularly noting that Huangtai Liquor experienced an increase of over 7% [2] - Other companies in the liquor sector, such as Gujing Gongjiu, Zhongrui Co., Shuijingfang, Shede Liquor, and Jinzongzi Liquor, also saw their stock prices rise in tandem with Huangtai Liquor [2]

Core Viewpoint - The A-share market has seen a rise in liquor stocks, with notable increases in several companies, indicating positive market sentiment in the sector [1]. Group 1: Stock Performance - Huangtai Liquor Industry (000995) increased by 6.69%, with a total market capitalization of 2.375 billion [2] - Gujing Gongjiu (000596) rose by 2.90%, with a market cap of 67.1 billion, but has a year-to-date decline of 4.31% [2] - Shede Liquor (600702) saw a 2.73% increase, with a market cap of 18.1 billion and a year-to-date decline of 3.26% [2] - Jinzongzi Liquor (600199) increased by 2.38%, with a market cap of 6.223 billion and a year-to-date decline of 2.27% [2] - Shuijingfang (600779) rose by 2.18%, with a market cap of 18.7 billion and a year-to-date change of -0.08% [2] - Jiugui Liquor (000799) increased by 1.68%, with a market cap of 16.9 billion and a year-to-date decline of 4.53% [2] - Shunxin Agriculture (000860) rose by 1.60%, with a market cap of 10.9 billion and no change year-to-date [2] - Tianyoude Liquor (002646) increased by 1.47%, with a market cap of 4.298 billion and a year-to-date increase of 3.70% [2] - Luzhou Laojiao (000568) saw a 1.32% increase, with a market cap of 167.6 billion and a year-to-date decline of 2.05% [2] - Laobaigan Liquor (600559) increased by 1.30%, with a market cap of 1.43 billion and a year-to-date decline of 2.68% [2] Group 2: Market Signals - The MACD golden cross signal has formed, indicating a positive trend for these stocks [1].