证券之星消息，11月14日白酒板块较上一交易日下跌1.2%，古井贡酒领跌。当日上证指数报收于 3990.49，下跌0.97%。深证成指报收于13216.03，下跌1.93%。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9.78亿元，游资资金净流入4.92亿元，散户资金净流入 4.87亿元。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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000995 | 皇台酒业 | = 266.67万 | 3.42% | -467.09万 | -5.99% | 200.43万 | 2.57% | | 616809 | 金徽酒 | 46.44万 | 0.28% | -365.18万 | -2.24% | 318.74万 | 1.95% | | 002646 | 天佑德酒 | -141.63万 | -2.91% | -241.76万 | -4.97% | 383.39万 | 7. ...

11月7日，金种子酒发布公告，称近日已与公开挂牌征集的受让方深圳珺澄药业有限公司（以下简称"珺澄药业"）签署《产权交易合同》，拟向后者转让安徽金太阳生化药业有限公司（以下简称 值得主意的是，交易对手方珺澄药业注册资本仅为100万元，成立日期距离发布公告仅25天。 目前的金种子酒，已经陷入了销售萎缩-费用率高企-低毛利无法覆盖费用导致亏损的负反馈。华润入主三年后，公司仍未摆脱亏损。在华润系两名高管相继离职后，金种子酒接下来会何去何从 金种子酒剥离金太阳药业 交易方突击成立 金种子酒首次谋划转让金太阳药业股权还是在2024年4月。2025 年8月28日至9月24 日金种子酒在安徽省产权交易中心首次公开挂牌转让金太阳药业92%股权，首次挂牌价格确定为人民币13 以2024年12月31日为评估基准日，调整后金太阳药业净资产账面价值为12，973.37 万元，调整后评估结果为15，212.92 万元，增值额2，239.55万元，增值率17.26%。 由于截至挂牌期满，未能征集到符合条件的有效意向受让方，首次挂牌流标。为完成转让，金种子酒将挂牌价调至首次挂牌价的90%再次挂牌。 对于金种子酒来说，金太阳药业已经成为拖累。 ...

出品：新浪财经上市公司研究院 作者：浪头饮食/ 郝显 金种子酒资产剥离终于有了实质性进展！ 11月7日，金种子酒发布公告，称近日已与公开挂牌征集的受让方深圳珺澄药业有限公司（以下简称"珺 澄药业"）签署《产权交易合同》，拟向后者转让安徽金太阳生化药业有限公司（以下简称"金太阳药 业"）92%的股权，价格约为1.26亿元。 值得主意的是，交易对手方珺澄药业注册资本仅为100万元，成立日期距离发布公告仅25天。 目前的金种子酒，已经陷入了销售萎缩-费用率高企-低毛利无法覆盖费用导致亏损的负反馈。华润入主 三年后，公司仍未摆脱亏损。在华润系两名高管相继离职后，金种子酒接下来会何去何从？ 金种子酒剥离金太阳药业 交易方突击成立 金种子酒首次谋划转让金太阳药业股权还是在2024年4月。2025 年8月28日至9月24 日金种子酒在安徽省 产权交易中心首次公开挂牌转让金太阳药业92%股权，首次挂牌价格确定为人民币13，995.89万元。 以2024年12月31日为评估基准日，调整后金太阳药业净资产账面价值为12，973.37 万元，调整后评估结 果为15，212.92 万元，增值额2，239.55万元，增值率17.26% ...

Market Overview - The liquor sector experienced a decline of 0.18% on November 11, with Shui Jing Fang leading the drop [1] - The Shanghai Composite Index closed at 4002.76, down 0.39%, while the Shenzhen Component Index closed at 13289.0, down 1.03% [1] Individual Stock Performance - Shede Liquor (600702) rose by 2.56% to a closing price of 67.31, with a trading volume of 319,700 shares and a transaction value of 2.144 billion [1] - Gujing Gongjiu (000596) increased by 0.92% to 164.00, with a trading volume of 37,400 shares and a transaction value of 606 million [1] - Shui Jing Fang (600779) fell by 1.13% to 42.87, with a trading volume of 48,200 shares and a transaction value of 206 million [2] - Moutai (600519) decreased by 0.23% to 1458.99, with a trading volume of 26,700 shares and a transaction value of 3.883 billion [2] Capital Flow Analysis - The liquor sector saw a net outflow of 497 million from institutional investors, while retail investors contributed a net inflow of 244 million [2] - The main capital inflow and outflow for selected stocks showed varied trends, with Shanxi Fenjiu (600809) experiencing a net inflow of 1.06 billion from main capital [3] - Shede Liquor (600702) had a net inflow of 46.2 million from main capital, while it faced a net outflow of 90.1 million from speculative capital [3]

| 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 200596 | 古井贡B | | -1.99 | 518亿 | -6.95 | | 000568 | 泸州老窖 | - | -1.87 | 2058亿 | 17.19 | | 600779 | 水井坊 | 1 | -1.45 | 208亿 | -18.34 | | 603919 | 我做 | 1 | -1.38 | 105亿 | 8.35 | | 603198 | 迎驾贡酒 | 1 | -1.30 | 346亿 | -16.74 | | 002304 | 洋河股份 | -张 | -1.24 | 1064亿 | -9.77 | | 603369 | 今世缘 | + | -1.22 | 483亿 | -11.94 | | 600559 | 老白干酒 | | -1.22 | 155亿 | -16.38 | | 600197 | 伊力特 | | -1.06 | 70.83亿 | -10.55 | | 000995 | 青导演业 | | -0.94 | 24.30 ...

Core Insights - The beer sector has seen a rise of 2.48% as of the market close on November 10, ranking it 9th among concept sectors [1] - Within the beer sector, 28 stocks increased in value, with notable gains from Pinwa Food (up 8.84%), Luzhou Laojiao (up 8.23%), and Jinhui Wine (up 6.17%) [1] Market Performance - The top-performing concept sectors today include Dairy (up 4.36%), Cultivated Diamonds (up 3.46%), and Baijiu (up 3.01%) [2] - The beer concept sector recorded a net inflow of 387 million yuan, with 22 stocks experiencing net inflows, and 9 stocks seeing inflows exceeding 10 million yuan [2] - Luzhou Laojiao led the net inflow with 173 million yuan, followed by Qingdao Beer (58.07 million yuan), He Bai Group (28.30 million yuan), and Jinzongzi Wine (27.12 million yuan) [2] Fund Flow Analysis - The stocks with the highest net inflow ratios include Rhine Biology (10.76%), Qingdao Beer (10.60%), and Chongqing Beer (10.28%) [3] - The beer concept fund inflow rankings show Luzhou Laojiao with a daily increase of 8.23% and a turnover rate of 1.94%, while Qingdao Beer increased by 1.89% with a turnover rate of 1.18% [3][4] - Other notable stocks include He Bai Group (up 4.59%), Jinzongzi Wine (up 3.90%), and Pinwa Food (up 8.84%) [4]

Core Viewpoint - The A-share market has seen a significant increase in the prices of liquor stocks, with several companies reaching their daily price limits or experiencing substantial gains [1] Group 1: Stock Performance - Shede Liquor has reached its daily limit up [1] - Jiu Gui Jiu is close to reaching its daily limit up [1] - Luzhou Laojiao has increased by over 7% [1] - Shanxi Fenjiu and Gujing Gongjiu have both risen by over 6% [1] - Yingjia Gongjiu has increased by over 5% [1] - Jinhui Liquor has risen by over 4% [1] - Shuijingfang, Jinzizijiu, Jianshiyuan, Wuliangye, and Laobai Ganjiu have all increased by over 3% [1] - Kweichow Moutai has risen by nearly 2% [1]

格隆汇11月10日｜A股市场白酒股拉升，其中，中锐股份、会稽山涨停，舍得酒业涨近7%，泸州老 窖、古井贡酒涨超5%，迎驾贡酒、山西汾酒、酒鬼酒涨超4%，金徽酒、来伊份、古越龙山涨超3%，金 种子酒、武商集团、五粮液、水井坊涨超2%，贵州茅台涨超1%。 ...

Core Viewpoint - The company is transferring 92% of its subsidiary, Anhui Jintaiyang Biochemical Pharmaceutical Co., Ltd., to Shenzhen Junchen Pharmaceutical Co., Ltd. through a public listing, which has been approved by the board and shareholders [1][9]. Group 1: Transaction Overview - The transfer of the subsidiary's equity was approved in meetings held on April 28, 2024, and June 7, 2024 [1]. - The transaction does not constitute a related party transaction or a major asset restructuring [1]. - The transfer price is set at RMB 125,963,000.00, with a previous valuation indicating an increase in value of RMB 2,239.55 million, representing a 17.26% appreciation after accounting for dividend distributions [3][5]. Group 2: Financial Data and Valuation - The total assessed value of the subsidiary's equity was RMB 18,712.92 million, with a book value of RMB 16,473.37 million, resulting in a 13.59% increase [2]. - After adjusting for dividend payments, the net asset value was revised to RMB 12,973.37 million, leading to an adjusted valuation of RMB 15,212.92 million [3]. Group 3: Impact on the Company - The transaction aligns with the company's strategic goals of optimizing its asset structure and focusing on core business development [9]. - Post-transaction, the company will no longer hold any equity in the subsidiary, which is expected to enhance asset and resource utilization efficiency [9].

Core Viewpoint - Anhui Jinzhongzi Liquor Co., Ltd. is transferring 92% equity of its subsidiary, Jin Taiyang Biochemical Pharmaceutical Co., Ltd., through a public listing, aiming to optimize its industrial structure and focus on core business development [1][5]. Group 1: Transaction Overview - The company has signed a property transaction contract with Shenzhen Jun Cheng Pharmaceutical Co., Ltd. for the transfer of 92% equity in Jin Taiyang Pharmaceutical [1][4]. - The transfer price is set at RMB 125,963,000, with a new transfer base price of 90% of the initial listing price to facilitate the transaction [3][5]. - The transaction adheres to principles of openness, fairness, and justice, with independent third-party asset evaluation ensuring fair pricing [5][7]. Group 2: Financial and Operational Impact - The transaction is expected to enhance the company's asset and resource utilization efficiency, aligning with its strategic goal of strengthening its core business and improving quality [5][7]. - The transfer will not significantly impact the company's operations or business development, ensuring no harm to the interests of the company and minority shareholders [5][7]. Group 3: Compliance and Documentation - The transaction has been approved by the company's board and the annual shareholders' meeting, confirming its compliance with regulatory requirements [7][8]. - Relevant documents, including the asset evaluation report and the property transaction contract, are available for review [6].