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 安徽金种子酒业股份有限公司（以下简称"公司"）于2025年6月10日召开了第七届董事会第十五次会 议，审议通过了《关于聘任2025年度会计师事务所的议案》，同意聘任立信会计师事务所（特殊普通合 伙）（以下简称"立信事务所"）为公司2025年度审计机构。该事项已经公司2025年第二次临时股东大会 审议通过。 近日，公司收到立信事务所出具的《关于变更安徽金种子酒业股份有限公司项目合伙人及签字注册会计 师的说明函》，现将具体情况公告如下： 一、本次签字会计师的变更情况 立信事务所作为公司2025年年度财务报表和内部控制的审计机构，原委派的项目合伙人吴震东先生和签 字注册会计师孙玮先生，由于立信会计师事务所（特殊普通合伙）内部工作安排调整，拟将项目合伙人 更换为潘祖立先生，签字注册会计师更换为吕小燕女士。 二、本次变更后的签字会计师信息 本次变更后的项目合伙人、签字注册会计师和项目质量控制复核人基本信息如下： 证券代码：600199 证券简称：金种子酒 公告编号：临2026-004 安徽金种子酒业股份有限公司 关于变更签字会计师的公告 本公司董事会及全体董事保 ...

（文章来源：证券日报） 证券日报网讯 2月24日，金种子酒发布公告称，公司2025年度审计机构立信会计师事务所（特殊普通合 伙）因内部工作安排调整，将项目合伙人由吴震东更换为潘祖立，签字注册会计师由孙玮更换为吕小 燕，质量控制复核人仍为张琦，变更不影响2025年度财报及内控审计工作。 ...

证券代码：600199 证券简称：金种子酒 公告编号：临 2026-004 关于变更签字会计师的公告 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。 安徽金种子酒业股份有限公司（以下简称"公司"）于 2025 年 6 月 10 日召 开了第七届董事会第十五次会议，审议通过了《关于聘任 2025 年度会计师事务 所的议案》，同意聘任立信会计师事务所（特殊普通合伙）（以下简称"立信事务 所"）为公司 2025 年度审计机构。该事项已经公司 2025 年第二次临时股东大会 审议通过。 近日，公司收到立信事务所出具的《关于变更安徽金种子酒业股份有限公司 项目合伙人及签字注册会计师的说明函》，现将具体情况公告如下： 一、本次签字会计师的变更情况 立信事务所作为公司 2025 年年度财务报表和内部控制的审计机构，原委派 的项目合伙人吴震东先生和签字注册会计师孙玮先生，由于立信会计师事务所 （特殊普通合伙）内部工作安排调整，拟将项目合伙人更换为潘祖立先生，签字 注册会计师更换为吕小燕女士。 二、本次变更后的签字会计师信息 本次变更后的项目合 ...

金种子酒公告称，公司已聘任立信事务所为2025年度审计机构。因立信事务所内部工作安排调整，原项 目合伙人吴震东、签字注册会计师孙玮，拟更换为潘祖立、吕小燕。变更后的项目质量控制复核人为张 琦。上述人员近三年无相关处罚、处分情况，且立信事务所及人员均符合独立性要求。此次变更系内部 调整，工作已交接，不影响公司2025年度财报及内控审计工作。 ...

经济观察网 工业和信息化部、人力资源社会保障部、市场监管总局联合印发《酿酒产业提质升级指导 意见（2026—2030年）》，提出到2028年培育3个以上千亿级酒产区，推动产业数智化、绿色化发展， 可能对白酒行业产生长期利好影响。金种子酒（600199）新增一条被执行人信息，执行标的118.18万 元，由阜阳市颍州区法院执行，反映公司面临司法风险。 金种子酒2025年上半年营收4.84亿元，同比下滑27.47%，净利润亏损0.72亿元，由盈转亏；省内市场收 入3.25亿元，同比下滑25.5%，省外市场收入0.77亿元，收缩明显。公司2025年全年预亏1.5亿–1.9亿 元，连续5年亏损，主因行业深度调整、新品培育投入加大及渠道变革。第三季度单季营收1.44亿元， 同比微增3.73%，亏损幅度收窄74.42%，但整体盈利压力未缓解。 机构观点 中原证券（601375）2月12日报告指出，2026年1月食品饮料板块微涨0.55%，白酒子板块涨1.09%，金 种子酒当月涨幅7.85%，表现优于部分头部酒企。机构最新综合目标价11.00元，较当前股价存在15.3% 上行空间；预测2026年扭亏为盈，净利润0.20亿元， ...

Group 1 - The stock of Huangtai Liquor Industry has hit the daily limit down, indicating significant market distress [1] - Shede Liquor, Jiugui Liquor, and Jinhui Liquor have all seen declines exceeding 3%, reflecting a broader downturn in the sector [1] - Other companies such as Gujing Gongjiu, Jinzizijiu, Jinshiyuan, and Shui Jing Fang have also experienced declines, suggesting a widespread negative sentiment in the liquor industry [1]

Core Viewpoint - Jinzhongzi Liquor's stock price has shown fluctuations, with a recent decline of 2.02% and a year-to-date increase of 5.37%, indicating mixed market sentiment towards the company [1]. Financial Performance - For the period from January to September 2025, Jinzhongzi Liquor reported a revenue of 628 million yuan, a year-on-year decrease of 22.08%, and a net profit attributable to shareholders of -100 million yuan, a decrease of 0.97% [2]. - Cumulative cash dividends since the company's A-share listing amount to 427 million yuan, with no dividends paid in the last three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Jinzhongzi Liquor is 115,800, a decrease of 6.65% from the previous period, while the average circulating shares per person increased by 7.12% to 5,680 shares [2]. - The top ten circulating shareholders include notable entities such as the China Securities White Wine Index A and various ETFs, with some increasing their holdings [3].

Core Viewpoint - The stock of Anhui Jinzhongzi Liquor Co., Ltd. experienced an abnormal trading fluctuation, with a cumulative closing price increase of 20% over three consecutive trading days, prompting the company to clarify its operational status and financial outlook [2][5]. Group 1: Stock Trading Abnormality - The company's stock price increased by a cumulative 20% over three trading days: January 29, January 30, and February 2, 2026, which is classified as an abnormal trading fluctuation according to Shanghai Stock Exchange regulations [2][5]. - The company disclosed a pre-loss announcement for the year 2025, projecting a net profit attributable to shareholders of the parent company to be between -190 million and -150 million yuan, and a net profit after deducting non-recurring gains and losses to be between -210 million and -170 million yuan [2][10]. Group 2: Company Verification and Operational Status - The company conducted a self-examination and confirmed that its production and operations are normal, with no significant changes in market conditions or industry policies that would affect stock price fluctuations [6]. - There are no undisclosed significant matters that could impact the company's stock price, including major asset restructuring, share issuance, or other significant transactions [7]. - The company found no media reports or market rumors that could significantly affect its stock price [8]. Group 3: Board of Directors' Statement - The board of directors confirmed that there are no undisclosed matters that should have been disclosed according to stock listing rules, and previous disclosures do not require correction or supplementation [11].

Core Viewpoint - The food and beverage sector showed resilience in the market, with the Huabao Food and Beverage ETF (515710) experiencing a price increase of 0.86% by the end of trading on February 2, 2026, despite an initial surge of 3.28% during the day [1][4]. Group 1: Market Performance - The food and beverage ETF Huabao (515710) opened strong, reaching a peak increase of 3.28% before closing up 0.86% [1]. - Major liquor stocks saw significant gains, with Jinhuijiu hitting the daily limit, Shuijingfang rising by 7.44%, and Jinzongzi Jiu increasing by 5.17% [1]. - Leading liquor brands such as Kweichow Moutai, Wuliangye, Luzhou Laojiao, Shanxi Fenjiu, and Yanghe also closed in the green [1]. Group 2: Industry Insights - CITIC Construction pointed out that the surge in the liquor sector is driven by Moutai's sales price exceeding expectations, recognized reforms, and easing real estate policies, alongside a positive outlook for PPI [1]. - Moutai's payment and delivery progress has surpassed last year's levels, and industry reforms are advancing, with expectations for the industry to bottom out by 2026, potentially increasing market share for leading brands [1]. - Current valuations in the food and beverage sector remain low, with the PE ratio of the Huabao ETF at 19.81, placing it in the 3.33% percentile of the last decade, indicating strong medium to long-term investment potential [1][3]. Group 3: Future Outlook - Xiangcai Securities noted that the food and beverage industry's valuation is at a historical low, despite weak market data such as retail sales and consumer confidence [3]. - The prolonged adjustment period has led to a pricing of pessimistic expectations, and with inflation showing signs of mild recovery, investment opportunities in the consumption sector are emerging [3]. - Investors are encouraged to focus on core assets within the food and beverage sector, particularly the Huabao ETF, which has a significant allocation to leading high-end liquor stocks and other beverage segments [3].

Core Viewpoint - The company, Jinzhongzi Liquor, continues to face significant financial losses despite efforts from its parent company, China Resources, to revitalize the brand. The projected net loss for 2025 is between 1.5 billion to 1.9 billion yuan, indicating ongoing struggles in a challenging market environment [2][3][4]. Financial Performance - Jinzhongzi Liquor's net profit for 2024 was a loss of 2.58 billion yuan, showing a slight improvement compared to previous years, but the company remains in a loss-making position [2][4]. - Revenue figures from 2022 to 2024 were 1.186 billion yuan, 1.469 billion yuan, and 0.925 billion yuan, reflecting a decline of 2.11%, an increase of 23.92%, and a decrease of 37.04% respectively [4]. - For the first three quarters of 2025, the company reported revenue of 628 million yuan, a decrease of 22.08%, and a net profit loss of 1 billion yuan, a slight reduction of 0.97% year-on-year [5]. Industry Context - The liquor industry is undergoing a deep adjustment, with many companies experiencing significant revenue and profit declines. Notably, five other liquor companies reported profit drops exceeding 50% [3][11]. - The market is characterized by a shift in sales channels and increased pressure on sales, which has affected Jinzhongzi Liquor's performance [3][12]. Management Changes - In July 2025, the company's general manager, He Xiuxia, resigned, raising concerns about the stability of the company's strategic direction [5][12]. - Since the entry of China Resources in 2022, Jinzhongzi Liquor has struggled to escape its loss-making status, with cumulative losses of approximately 6.33 billion yuan from 2021 to 2024 [5][9]. Product Strategy - Jinzhongzi Liquor has attempted to innovate its product offerings, launching a new product line aimed at the mid-range market, but has faced challenges in achieving effective market penetration [6][7]. - The revenue from high-end products increased by 7.33% to 51.27 million yuan, while mid-range and low-end products saw declines of 24.06% and 23.83% respectively, indicating difficulties in product structure optimization [7]. Financial Health - As of the end of the third quarter of 2025, the company had cash reserves of 367 million yuan, but short-term borrowings reached 270 million yuan, indicating a significant debt burden [8]. - The ratio of cash to current liabilities was only 53.58%, suggesting weak short-term solvency and ongoing cash flow challenges [8].