| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603198 迎驾贡酒 | | > 24.19万 | 0.20% | -392.32万 | -3.18% | 368.13万 | 2.99% | | 600696 | *ST岩石 | -112.62万 | -4.85% | -28.16万 | -1.21% | 140.79万 | 6.06% | | 002646 | 天佑德酒 | -156.06万 | -4.67% | 165.32万 | 4.95% | -9.26万 | -0.28% | | 60391a | 金徽酒 | -168.45万 | -3.48% | 260.55万 | 5.39% | -92.10万 | -1.91% | | 661009 | 金种子酒 | -438.96万 | -5.16% | 90.09万 | 1.06% | 348.87万 | 4.10% | | 603369 | 今世缘 | -46 ...

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 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 《电鳗财经》电鳗号/文 近期，金种子酒剥离药业资产的公告备受关注。公司将优化产业结构，聚焦主业发展。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 | 分产品 | 本期营业收入 | | 主要代表品牌 | | | --- | --- | --- | --- | --- | | 高端酒 | 5,126.61 | 馥合香馥 16、馥合香馥 20 | | | | 中端酒 | 13,090.77 | 馥合香馥 7、馥合香馥 9、金种子 10 | | | | 低端酒 | 33,005.16 | 柔和、祥和、金种子 6、特贡 | | | | 小计 | 51,222.54 | | | | 相关媒体报道称，财务数据，药业收入一直是金种子酒重要收入来源，2020年营收占比达到42%，2024年金太阳药业收入大幅下降62%至1.61亿元，净利润仅为618.69万元。2025年前三季度 | 科 目 | 2024年12月31日(经审计) | | 2025年 ...

Core Insights - The liquor sector experienced a decline of 1.2% on November 14, with Gujing Gongjiu leading the drop [1][2] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Liquor Sector Performance - Gujing Gongjiu's stock price fell by 2.95% to 161.60, with a trading volume of 30,700 shares and a transaction value of 503 million [2] - Luzhou Laojiao decreased by 2.58% to 139.62, with a trading volume of 94,700 shares and a transaction value of 1.345 billion [2] - The overall liquor sector saw a net outflow of 978 million from major funds, while retail investors contributed a net inflow of 487 million [2][3] Individual Stock Movements - Major stocks like Moutai and Wuliangye also experienced declines, with Moutai down 0.94% to 1456.60 and Wuliangye down 0.82% to 120.21 [1] - The stock of Shunxin Agriculture fell by 0.38% to 15.92, with a trading volume of 79,700 shares [1] - The net inflow from retail investors was notable in stocks like Jinzhongzi Liquor, which saw a net inflow of 966.04 million despite a decline in major funds [3]

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]

Core Insights - The article highlights a significant decline in the stock prices of major Chinese liquor companies, with many experiencing drops of over 1% in a single trading session [1] Company Performance - Luzhou Laojiao (泸州老窖) saw a decrease of 1.87%, with a market capitalization of 205.8 billion [2] - Water Margin (水井坊) dropped by 1.45%, with a total market value of 20.8 billion [2] - Yanghe Brewery (洋河股份) fell by 1.24%, holding a market cap of 106.4 billion [2] - Moutai (贵州茅台) experienced a smaller decline of 0.67%, with a substantial market capitalization of 1,818.8 billion [2] - Other notable declines include Wuliangye (五粮液) at -0.54% and Gujing Gongjiu (古井贡酒) at -0.62% [2] Market Trends - The overall trend indicates a bearish sentiment in the liquor sector, with many companies showing negative year-to-date performance, such as Water Margin at -18.34% and Yanghe Brewery at -11.94% [2] - The article suggests that the recent launch of a new pricing reference for liquor may impact market dynamics, as investors seek to understand true market prices [1]

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]

Core Viewpoint - The A-share market has seen a significant rise in liquor stocks, indicating positive investor sentiment in this sector [1] Group 1: Stock Performance - Zhongrui Co. and Kuaijishan both reached the daily limit increase, showcasing strong market interest [1] - Shede Liquor increased nearly 7%, while Luzhou Laojiao and Gujing Gongjiu rose over 5% [1] - Yinjia Gongjiu, Shanxi Fenjiu, and Jiu Gui Jiu saw increases of over 4% [1] - Jinhuijiu, Laiyifen, and Guyue Longshan rose over 3%, while Jinzhongzi Jiu, Wushang Group, Wuliangye, and Shui Jing Fang increased over 2% [1] - Kweichow Moutai experienced a rise of over 1% [1]