2026.02. 10 本文字数：2584，阅读时长大约4分钟 作者 | 第一财经 周楠 根据公告，2月10日，金徽酒（603919.SH）、瑞芯微（603893.SH）、古井贡酒 （000596.SZ）等8家A股公司实施分红，分红金额最高的是古井贡酒，超5亿元。之后的三个交易 日（2月11日至13日）还将有20多家A股公司除权派息。 包括上述公司在内，Wind统计显示，春节前最后一个交易周（2月9日至13日），共计35家公司实 施分红，派现总额超过190亿元。从报告期来看，这批公司实施的多为2025年三季报分红。其中，6 家发出10亿元以上"现金红包"，包括长江电力（600900.SH）、中信证券（600030.SH）等。行 业方面，此次的分红主力是电力、食品饮料、非银金融行业企业。 值得一提的是，本周实施分红的公司中，有的是近年来首次实施三季报分红，有的则是上市不久便披 露分红预案。对于这一波分红潮，南开大学金融发展研究院院长田利辉对第一财经表示，上市公司春 节"发红包"彰显其从重融资向重回报的转型，也是对新"国九条"等政策的积极响应。 "但也需要关注，上市公司的分红贵在可持续，投资者需关注分红企业的现金 ...

每经AI快讯，2月10日，白酒指数盘中下跌2.02%，皇台酒业跌超6%，金徽酒、酒鬼酒、舍得酒业、泸 州老窖均跌超2%。 （文章来源：每日经济新闻） ...

Investment Rating - The report assigns an "Accumulate" rating for the liquor industry [5] Core Insights - The liquor industry is currently at the bottom of its cycle, with the "opening red" sales expected to remain under pressure year-on-year, while brand differentiation is evident. Positive feedback from high-end liquor is significantly boosting market confidence, and a shift in style and improved expectations may catalyze liquor stock prices [2][6] Summary by Sections Market Overview - The liquor market is experiencing a deep adjustment, with sales and revenue expected to decline throughout the year. However, there are signs of marginal improvement starting from Q4 2025, with high-end brands like Moutai and Wuliangye leading the market [6] High-End Liquor Performance - High-end liquor brands are showing resilience, with Moutai and Wuliangye implementing strategies to stabilize prices and enhance channel profits. Moutai's sales performance has improved, with significant user engagement and order volume [6][7] Stock Recommendations - The report recommends stocks with price elasticity, including Guizhou Moutai, Wuliangye, and Luzhou Laojiao, as well as other brands like Shanxi Fenjiu and Yingjia Gongjiu, which are expected to clear inventory [6][7] Future Outlook - The liquor industry is believed to be at the bottom of its current cycle, with potential catalysts for stock prices including improvements in sales, price increases, and inventory reduction. Positive signals from policy changes could further enhance market sentiment [6][7]

皇台酒业跌停，舍得酒业、酒鬼酒、金徽酒跌超3%，古井贡酒、金种子酒、今世缘、水井坊等跟跌。 (本文来自第一财经) 皇台酒业跌停，舍得酒业、酒鬼酒、金徽酒跌超3%，古井贡酒、金种子酒、今世缘、水井坊等跟跌。 (本文来自第一财经) ...

新浪财经"酒价内参"重磅上线 知名白酒真实市场价尽在掌握 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： A股每股现金红利0.20元 本次利润分配方案经金徽酒股份有限公司（简称"公司"）2026年1月19日的2026年第一次临时股东会审 议通过。 二、分配方案 1.发放年度：2025年前三季度 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分公司（简称"中 国结算上海分公司"）登记在册的公司全体股东。 根据《上海证券交易所上市公司自律监管指引第7号一一回购股份》等有关规定，公司回购专用证券账 户中的股份，不享有利润分配、公积金转增股本的权利。公司回购专用证券账户中的股份不参与本次利 润分配。 3.差异化分红送转方案： （1）本次差异化分红方案 根据公司2026年第一次临时股东会审议通过的《关于审议金徽酒股份有限公司2025年前三季度利润分配 预案的议案》，公司实施权益分派股权登记日登记的总股本507,259,997股，扣除回购专用证券账户 10,428,943股（回购 ...

证券代码：603919 证券简称：金徽酒 公告编号：临2026-003 金徽酒股份有限公司 2025年前三季度权益分派实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 每股分配比例 A股每股现金红利0.20元 一、通过分配方案的股东会届次和日期 本次利润分配方案经金徽酒股份有限公司（简称"公司"）2026年1月19日的2026年第一次临时股东会审 议通过。 二、分配方案 1.发放年度：2025年前三季度 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分公司（简称"中 国结算上海分公司"）登记在册的公司全体股东。 根据《上海证券交易所上市公司自律监管指引第7号一一回购股份》等有关规定，公司回购专用证券账 户中的股份，不享有利润分配、公积金转增股本的权利。公司回购专用证券账户中的股份不参与本次利 润分配。 3.差异化分红送转方案： （1）本次差异化分红方案 根据《上海证券交易所交易规则》等相关规定，公司将按照以下公式计算除权（息）开盘参考价： 除权（息）参考价 ...

证券日报网讯 2月3日，金徽酒发布2025年前三季度权益分派实施公告称，公司2025年前三季度利润分 配方案为A股每股现金红利0.20元（含税），股权登记日为2026年2月9日，除权除息日及红利发放日均 为2026年2月10日。 （编辑 任世碧） ...

Group 1 - Fulin Precision's subsidiary Jiangxi Shenghua invested 270 million yuan to establish a joint venture for a 500,000-ton ferrous oxalate project, with a total investment of 1.5 billion yuan expected to be completed by September 30, 2026 [1] - Xuguang Electronics plans to raise up to 1 billion yuan through a private placement to fund high-voltage vacuum arc extinguishing chamber expansion and other projects [2] - Minexplosion Optoelectronics intends to acquire 100% equity of Xiazhi Precision, with the transaction subject to shareholder and regulatory approvals [3] Group 2 - Shangluo Electronics' controlling shareholder plans to reduce his stake by up to 3% due to personal financial needs [4] - Babi Food reported a 1.3% decline in net profit for 2025, despite an 11.22% increase in revenue [5] - Pengding Holdings' subsidiary acquired industrial land in Huai'an for 66.14 million yuan [6] Group 3 - Zhuoyue New Energy's net profit for 2025 increased by 14.16%, despite a 17.43% decline in revenue [7] - Zhongyuan Media's net profit grew by 30.99% in 2025, with revenue decreasing by 5.13% [8] - Huangshan Tourism plans to invest approximately 530 million yuan in a hotel project with a 24-month construction period [9] Group 4 - *ST Jinling's restructuring plan was approved by the court, which may improve the company's financial situation [11] - Jichuan Pharmaceutical's subsidiary paid 80 million yuan for exclusive commercialization rights of a drug [12] - Pilin Bio's subsidiary received a notice for the acceptance of a drug supplement application [13] Group 5 - Nepe Mining terminated its investment in Swiss Veritas Resources AG due to changes in conditions [14] - Jinhui Wine announced a cash dividend of 0.20 yuan per share for the first three quarters of 2025 [15] - Hualan Biological's clinical trial for a new drug received approval for an additional indication [16] Group 6 - Industrial Fulian reported a total of 247 million yuan spent on share buybacks as of January 31, 2026 [17] - Yitong Century was pre-selected for a 107 million yuan project with China Tower [18] - Wanfeng Co. noted uncertainty in future price changes for disperse dyes [19] Group 7 - Bibet's clinical trial application for a new drug was approved by the National Medical Products Administration [21] - Chengbang Co. signed new project contracts worth 40.03 million yuan in Q4 2025 [22] - *ST Hengji received a court ruling for a performance compensation of 175 million yuan [23] Group 8 - Jihua Group is planning a change in control, leading to continued stock suspension [24] - Ningbo Port expects a container throughput of 5.03 million TEUs in January 2026, a 9.5% increase [25] - Hengli Petrochemical's actual controller increased his stake by 3.3 million shares [26] Group 9 - Hongfuhan signed a sales contract worth 480 million yuan with Guangdong Quanxiang [27] - All New Good's shareholder lifted a judicial freeze on 4.36% of the company's shares [28] - Changchun High-tech's subsidiary's clinical trial application for a new drug was accepted [29] Group 10 - Xingqi Eye Medicine's clinical trial for a new drug entered the first/second phase [31] - Hanma Technology reported a 140.04% increase in new energy heavy truck production in January 2026 [32] - Hengfeng Paper plans to invest 349 million yuan in a new green printing project [33] Group 11 - Zhifei Biological's mRNA vaccine for shingles received clinical trial approval [34] - Yutong Bus reported a 15.35% decrease in production in January 2026 [35] - StarNet Ruijie plans to sign a lease contract with an affiliate for a total rent of up to 110 million yuan [36] Group 12 - Hacheng Bonda's director completed a 0.97% share reduction [37] - Hendi Pharmaceutical's application for a new drug was approved [38] - Xinhua Medical's subsidiary received a medical device registration certificate [40] Group 13 - Yaokang Bio reported a 31.49% increase in net profit for 2025 [41] - Gaotie Electric reported a 14.02% increase in net profit for 2025 [42]

北京卓纬律师事务所 地址:北京市东城区东长安街1号东方广场 E2 座 2107-2112 邮政编码:100738 座机:86-010-85870068 传真:86-010-85870079 Add.2107-2112,OfficeTowerE2OrientalPlaza,No.1EastChangAnAvenue,BeijingP.C.100738 Tel.86-10-85870068Fax.86-10-85870079 关于金徽酒股份有限公司 差异化分红事项 之 法律意见书 法律意见书 北京卓纬律师事务所 关于金徽酒股份有限公司差异化分红事项 之法律意见书 致:金徽酒股份有限公司 根据《中华人民共和国公司法》(以下简称"《公司法》")、《中华人民 共和国证券法》(以下简称"《证券法》")、《上市公司股份回购规则》(以 下简称"《回购规则》")、《上海证券交易所上市公司自律监管指引第 7号一 一回购股份》(以下简称"《监管指引第7号》")等有关法律、法规和规范性 文件以及《金徽酒股份有限公司章程》（以下简称"《公司章程》"）的规定, 北京卓纬律师事务所(以下简称"本所")接受金徽酒股份有限公司(以下简称 "公 ...

A 股每股现金红利0.20元 相关日期 证券代码：603919 证券简称：金徽酒 公告编号：临 2026-003 金徽酒股份有限公司 2025年前三季度权益分派实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 每股分配比例 1.发放年度：2025年前三季度 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（简称"中国结算上海分公司"）登记在册的公司全体股东。 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2026/2/9 | － | 2026/2/10 | 2026/2/10 | 差异化分红送转：是 一、通过分配方案的股东会届次和日期 本次利润分配方案经金徽酒股份有限公司（简称"公司"）2026 年 1 月 19 日的2026年第一次临时股东会审议通过。 二、分配方案 根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等有 ...