Group 1 - The stock price of Guyue Longshan as of August 1, 2025, closed at 9.78 yuan, down 0.02 yuan or 0.20% from the previous trading day [1] - The company operates in the liquor industry, primarily engaged in the production and sales of yellow wine and white liquor, and is a representative enterprise in China's yellow wine sector [1] - For the first quarter of 2025, the company reported revenue of 539 million yuan and a net profit of 59.02 million yuan [1] Group 2 - As of July 31, 2025, the company has repurchased a total of 13.75 million shares, accounting for 1.51% of the total share capital, with a total repurchase amount of 142 million yuan [1] - The repurchase price range was between 10.01 yuan and 10.5 yuan per share [1] - On August 1, 2025, the net outflow of main funds was 9.1999 million yuan, with a cumulative net outflow of 27.1238 million yuan over the past five trading days [1]

Core Viewpoint - Gu Yue Long Shan has experienced a decline in stock price over six consecutive trading days, with a cumulative drop of -5.87% [1] Company Overview - Zhejiang Gu Yue Long Shan Shaoxing Wine Co., Ltd. is a leading enterprise in China's yellow wine industry, recognized as one of the 520 national key enterprises and holds significant positions within the China Alcoholic Drinks Association [1] - The company ranks seventh among the top ten enterprises in the Chinese light industry brewing sector [1] Financial Performance - The financial report indicates that Penghua Fund's Penghua Zhongzheng Wine ETF is among the top ten shareholders of Gu Yue Long Shan, having reduced its holdings in the second quarter of this year [1] - Year-to-date performance of the ETF shows a return of -7.91%, ranking 3416 out of 3420 in its category [2] ETF Performance Summary - The ETF's performance over various periods is as follows: - Year-to-date: -7.91% - Last 6 months: -0.65% - Last 3 months: -4.51% - Last month: +2.68% - Last week: -2.27% [2] - The average performance of similar funds shows a year-to-date return of +10.56% [2] Fund Manager Profile - The fund manager of Penghua Zhongzheng Wine ETF is Zhang Yuxiang, who has a background in engineering and has been with Penghua Fund since March 2011 [3][4] - Zhang has extensive experience in quantitative research and has managed various funds, including those focused on the stock market and specific sectors [3][4]

Group 1 - The company, Guyue Longshan, announced a share buyback plan, intending to repurchase 13.75 million A-shares by July 31, 2025 [2] - The repurchased shares represent 1.51% of the company's total share capital [2]

证券之星消息，8月1日非白酒板块较上一交易日上涨0.06%，*ST兰黄领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。非白酒板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 000929 | *ST兰黄 | 8.19 | 4.46% | | 6.08万 | - 4908.67万 | | 600573 | 惠泉啤酒 | 11.97 | 1.10% | | 2.60万 | 3105.44万 | | 603779 | 威龙股份 | 7.52 | 0.80% | | 7.06万 | 5312.12万 | | 600616 | 金枫酒业 | 5.63 | 0.72% | 1 | 7.29万 | 4091.76万 | | 600543 | 莫高股份 | 6.45 | 0.62% | | 8.39万 | 5448.26万 | | 002568 | 自润股份 | 24.25 | 0.58% | | 8.52万 | 2. ...

格隆汇8月1日丨古越龙山(600059.SH)公布，截至2025年7月31日，公司通过上海证券交易所交易系统以 集中竞价交易方式回购公司A股股份1375.21万股，已回购股份占公司总股本的比例为1.51%，购买的最 高价为人民币10.50元/股、最低价为人民币10.01元/股，已支付的总金额为人民币14214.66万元（不含交 易费用）。本次回购股份的实施符合相关法律法规及公司回购股份方案的规定。 ...

| 回购方案首次披露日 | 2025年4月25日 | | --- | --- | | 回购方案实施期限 | 董事会审议通过本次回购方案之日起12个月 | | 预计回购金额 | 不低于人民币2亿元（含）且不超过人民币3亿 | | | 元（含） | | 回购用途 | □减少注册资本 | | | √用于员工持股计划或股权激励 | | | □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 1375.21万股 | | 累计已回购股数占总股本比例 | 1.51% | | 累计已回购金额 | 14214.66万元 | | 实际回购价格区间 | 10.01元/股-10.50元/股 | 证券代码：600059 证券简称：古越龙山 公告编号：临 2025-033 浙江古越龙山绍兴酒股份有限公司 关于以集中竞价交易方式回购股份的进展公告 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。 第7号—回购股份》等相关规定，现将公司截至上月末回购股份情况公告如下： 截至2025年7月31日，公司通过上海证券交易所交易系 ...

7月30日盘后，古越龙山披露人事变动公告，称公司副总经理吕旦霖因工作调动，自当日起离任，离职后将不再在上市公司及其控股子公司任职。 截至离任，吕旦霖持有古越龙山10.45万股股票，离任后需严格遵守有关股份买卖的限制性规定。 履历信息显示，吕旦霖生于1981年，浙江新昌人，大学学历，高级经济师。她从绍兴市新昌县镜岭镇政府党政办干部一路晋升，先后担任新昌县政府 办公室外事科干部、副科长、科长，新昌县梅渚镇党委副书记，新昌县小将镇党委副书记、镇长，新昌县小将镇党委书记，绍兴市人力社保局人才综合处 处长。 2020年，吕旦霖进入黄酒集团（为古越龙山大股东）任职，曾担任副总经理。2023年年初，古越龙山时任副总经理兼总会计师吴晓钧辞职，公司随即 聘任了三位副总经理，吕旦霖就是其中一位，彼时她已经在古越龙山担任党委委员一职。 值得一提的是，2023年时吕旦霖未在古越龙山领取薪酬，其2024年税前薪酬为54.03万元。该年，古越龙山共有8位副总经理，时年43岁的吕旦霖是最 年轻的一位，她也是古越龙山"年轻化""高端化""国际化"战略的主导者之一。 比如，在任期间，吕旦霖通过华红兵营销酿造院等项目培养行业人才，助力产品进入东 ...

天眼查商业履历信息显示，浙江古越龙山绍兴酒股份有限公司，成立于1997年，位于绍兴市，是一家以 从事酒、饮料和精制茶制造业为主的企业。企业注册资本91154.2413万人民币，实缴资本91154.2413万 人民币。公司法定代表人为孙爱保。 通过天眼查大数据分析，浙江古越龙山绍兴酒股份有限公司共对外投资了28家企业，参与招投标项目 890次，知识产权方面有商标信息147条，专利信息202条，此外企业还拥有行政许可22个。 来源：金融界 金融界消息 截至2025年7月31日收盘，古越龙山（600059）报收于9.8元，下跌2.39%，换手率1.68%， 成交量15.32万手，成交金额1.51亿元。 资金流向方面，今日主力资金净流出1082.22万元，占比成交额7.17%。其中，超大单净流出775.18万 元、占成交额5.13%，大单净流出307.04万元、占成交额2.03%，中单净流出流入892.82万元、占成交额 5.91%，小单净流入189.39万元、占成交额1.25%。 古越龙山最新一期业绩显示，截至2025一季报，公司营业总收入5.39亿元、同比减少4.90%，归属净利 润5901.87万元，同比减少4 ...

Core Viewpoint - The leadership change at Guyue Longshan, a leading Huangjiu producer, is significant as it occurs during a critical phase of the company's strategic transformation [2][6]. Group 1: Leadership Changes - Lyu Danlin has resigned from his positions as director and deputy general manager, effective July 30, 2025, due to a work transfer, originally scheduled to serve until July 11, 2027 [2][3]. - The company has experienced multiple leadership changes in 2023, including the appointment of Ma Chuan as general manager and Pan Liangcan as deputy general manager [7]. Group 2: Strategic Initiatives - Under Lyu Danlin's leadership, the company focused on a strategy of "youthfulness, high-end positioning, and internationalization," launching premium products and expanding into East Asia and Western Europe [7]. - Guyue Longshan has introduced various innovative products, such as "Only This Green Jade" and "Daughter's Red Qianhua Chenpi Liquor," to enhance its brand image and attract younger consumers [6]. Group 3: Financial Performance - In 2024, Guyue Longshan reported revenue of 1.936 billion yuan, an increase of 8.55% year-on-year, but net profit fell sharply by 48.17% to 206 million yuan [7]. - The first quarter of 2025 saw a revenue decline of 4.90% to 539 million yuan, with a net profit decrease of 4.82% to approximately 59.02 million yuan [7].

从资金流向上来看，当日非白酒板块主力资金净流出7649.92万元，游资资金净流出6309.61万元，散户资 金净流入1.4亿元。非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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600238 | *ST椰岛 | 1211.33万 | 7.45% | -543.30万 | -3.34% | -668.03万 | -4.11% | | 600543 | 莫高股份 | 126.70万 | 2.46% | 142.10万 | 2.76% | -268.80万 | -5.22% | | 601579 | 会稽山 | 114.55万 | 0.91% | -151.38万 | -1.20% | - 36.83万 | 0.29% | | 002461 | 珠江啤酒 | 87.87万 | 0.80% | -821.37万 | -7.49% | 733.50万 | 6.69% | | 000752 | S ...