证券日报网讯 1月29日，古越龙山（600059）在互动平台回答投资者提问时表示，公司始终重视与广大 投资者的深度联结，公司领导积极借助东方财富（300059）等互动平台，以黄酒文化为核心设计多元互 动，致力将投资者交流平台打造为品牌与投资者、消费者之间的情感纽带。未来公司将继续坚守文化赋 能的核心思路，持续创新互动形式，深化与投资者的情感连接与价值共识，不断传递黄酒文化魅力与品 牌核心价值，以更有温度的沟通回馈广大投资者的信任与支持。 ...

证券日报网讯 1月29日，古越龙山（600059）在互动平台回答投资者提问时表示，公司高度重视投资者 回报，关于提高分红比例等计划，公司将结合经营业绩、现金流状况及发展战略综合考量，并持续积极 优化股东回报机制，推动市值匹配公司真实价值。 ...

（编辑 王雪儿） 证券日报网讯 1月29日，古越龙山在互动平台回答投资者提问时表示，公司目前存在向欧盟成员国的出 口业务，也在持续推进相关市场的品牌推广与产品销售。公司对欧盟市场的销售目前主要通过直接出口 方式实现，同时以在法国设立的海外品鉴馆作为品牌文化展示与市场拓展的重要窗口，多措并举稳步推 进海外市场的开拓工作，未来公司也将继续依托自身非遗酿造技艺与品牌核心优势，持续优化海外业务 布局，不断深化欧盟等国际市场的运营与拓展。 ...

证券日报网讯 1月29日，古越龙山在互动平台回答投资者提问时表示，"无高低"名称源于公司内部创 意，结合产品"无焦糖色、高酒精度、低含糖量"的核心特性，凝练出"人生本无高低，未来全靠拼搏"的 精神内涵，精准契合年轻群体价值观。目前公司暂无拍摄系列励志短剧的明确计划，但高度重视该主题 的文化赋能价值，后续将结合品牌推广节奏，统筹策划相关文化传播活动，持续传递产品价值内涵。 （文章来源：证券日报） ...

Group 1 - The core point of the article is the significant surge in Chinese liquor stocks, particularly on January 29, where 17 liquor stocks, including Kweichow Moutai, saw a collective limit-up, driven by a combination of market sentiment and capital seeking safe investments [2][3] - Kweichow Moutai (600519.SH) rose by 8.61%, while other major liquor stocks such as Wuliangye (000858.SZ) and Luzhou Laojiao (000568.SZ) also hit the limit-up [2] - The rise in liquor stocks also positively impacted yellow wine stocks, with Gu Yue Long Shan (600059.SH) and Kuaijishan (601579.SH) reaching their limit-up, and Jin Feng Jiu Ye (600616.SH) increasing by 6.8% [2] Group 2 - Since the third quarter of 2025, liquor stocks have faced challenges, with many companies reporting significant declines in performance growth, and several have issued profit warnings for the year [2] - Jinzhongzi Liquor (600199.SH) is expected to report a net loss of 150 to 190 million yuan for 2025, yet it also experienced a limit-up on the same day [2] - The collective rise in liquor stocks is seen as somewhat disconnected from individual company fundamentals, with a notable shift of funds from high-risk sectors like technology and small-cap stocks to safer investments [3]

Core Viewpoint - The recent surge in Chinese liquor stocks, particularly after a period of poor performance, is attributed to a combination of market sentiment changes and capital seeking safer investments [3][5]. Group 1: Market Performance - On January 29, 2026, 17 liquor stocks, including Kweichow Moutai, experienced a collective surge, with Kweichow Moutai rising by 8.61% [3]. - The afternoon trading session saw a significant shift, with liquor stocks rapidly hitting their daily price limits [3]. - Alongside liquor stocks, yellow wine and beer stocks also saw notable increases, indicating a broader positive trend in the alcoholic beverage sector [3]. Group 2: Recent Trends and Challenges - Since the third quarter of 2025, liquor stocks have faced challenges, with many companies reporting significant declines in earnings growth [4]. - Several liquor companies have issued profit warnings, indicating a substantial impact on their annual performance [4]. - For instance, Jinzhongzi Liquor is expected to report a net loss of between 150 million to 190 million yuan for 2025, yet it also saw a price surge on the same day [5]. Group 3: Market Dynamics - The collective rise in liquor stocks is seen as less related to individual company fundamentals and more influenced by broader market dynamics, including a strong performance in defensive sectors like liquor, resources, and banking [5]. - The current bullish sentiment in the stock market, coupled with the upcoming Spring Festival, is expected to boost liquor consumption, contributing to a more optimistic investor outlook [5]. - Additionally, there is a noted correlation between liquor stocks and the real estate sector, which also experienced a collective rise due to recent news [5].

Group 1 - The non-white liquor sector increased by 5.18% on January 29, with Kuaijishan leading the gains [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] - Kuaijishan's stock price rose to 22.98, marking a 10.00% increase, with a trading volume of 316,900 shares [1] Group 2 - The non-white liquor sector saw a net inflow of 351 million yuan from main funds, while retail investors experienced a net outflow of 253 million yuan [2] - The stock of Guhua Longshan also increased by 10.00%, closing at 10.89, with a trading volume of 830,600 shares [1][2] - The trading data indicates that Kuaijishan had a main fund net inflow of 91.30 million yuan, representing 13.06% of its total trading [3]

Group 1 - The core viewpoint of the news is that the recent surge in liquor stocks, particularly in the white liquor sector, is attributed to a combination of capital seeking safety and changes in market sentiment [1][2] - On January 29, 17 white liquor stocks collectively hit the daily limit, with Kweichow Moutai rising by 8.61%. Other notable stocks like Wuliangye, Luzhou Laojiao, and Yanghe also reached their daily limits [1] - The performance of white liquor stocks has been poor since the third quarter of 2025, with many companies reporting significant declines in earnings growth. For instance, Jinzhongzi Liquor expects a net profit loss of 150 to 190 million yuan for 2025 [1] Group 2 - The collective rise in white liquor stocks is not closely related to the fundamentals of individual companies, as observed by Shen Meng from Xiangsong Capital. The strong performance of white liquor, resource, and banking stocks contrasts with the noticeable pullback in the technology and small-cap sectors [2] - The current bullish sentiment in the stock market is favorable for liquor consumption during the upcoming Spring Festival, contributing to optimistic investor sentiment [2] - Real estate stocks also experienced a collective surge due to news influences, highlighting the strong correlation between the liquor and real estate sectors [2]

Market Overview - The non-white liquor sector experienced a decline of 0.4% compared to the previous trading day, with *ST Yedao leading the drop [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Stock Performance - Notable gainers in the non-white liquor sector included: - Guyue Longshan (600059) with a closing price of 9.90, up 2.27% and a trading volume of 374,000 shares, totaling 370 million yuan [1] - Xianjing Beer (000729) closed at 12.14, up 0.58% with a trading volume of 184,700 shares, totaling 223 million yuan [1] - Conversely, *ST Yedao (600238) closed at 6.19, down 3.28% with a trading volume of 113,100 shares, totaling 70.73 million yuan [2] Capital Flow - The non-white liquor sector saw a net outflow of 31.64 million yuan from main funds, while retail funds experienced a net inflow of 63.59 million yuan [2] - The detailed capital flow for selected stocks showed: - Guyue Longshan had a main fund net outflow of 25.35 million yuan, with retail net outflow of 45.19 million yuan [3] - *ST Lanhua (000929) had a main fund net inflow of 5.45 million yuan, while retail funds saw a net inflow of 121.62 million yuan [3]

品牌传播方面，公司聚焦高端定位，强化"中国消费名品"等核心标签传播，深入挖掘并推广国家级非遗 酿造技艺，巩固"正宗黄酒标杆"的品牌认知。营销层面，以"百城共品古越龙山"为全年主线，联合中国 企业家俱乐部开展"名酒进名企""名酒进商会"等高端圈层品鉴活动，同时加大短视频等新媒体平台投放 力度，实现"品效合一"。值得关注的是，此次产品进入科技精英私宴场景，是公司产品在布局高端消费 场景过程中的一次重要突破，印证了其品牌在高净值人群中的认可度，就行业发展现状而言尤为难得。 中证报中证网讯(记者罗京)近期，英伟达创始人黄仁勋在沪私宴时饮用古越龙山（600059）黄酒的相关 照片经社交平台传播后，引发市场广泛关注，带动公司品牌及产品热度显著攀升。 黄酒承载着中国千年酿酒文化，但长期以来，行业面临消费场景固化、价格带偏低、"有品类无品牌"等 发展瓶颈，品牌价值未能充分释放。在此背景下，古越龙山近年推进的高端化、年轻化、全球化、数字 化"四化战略"，成为其突破行业局限的核心路径，而此次事件的市场反响，也被视为其长期布局的阶段 性体现。 在产品端，古越龙山以年份酒为核心强化高端产品线布局，重点打造国酿、青花醉等系列产品。其核 ...