证券代码：600199 证券简称：金种子酒 公告编号：临 2025-034 安徽金种子酒业股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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。 重要内容提示： 会议召开时间：2025 年 09 月 22 日 （星期一）下午 15:00-16:00 投资者可于 2025 年 09 月 15 日 （星期一） 至 09 月 19 日 （星期五） 16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 jnsy199@163.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回 答。 安徽金种子酒业股份有限公司（以下简称"公司"）已于 2025 年 8 月 28 日 发布公司《2025 年半年度报告》，为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 09 月 22 日 （星期一） 15:00-16:00 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 本次投资者说 ...

金种子酒公告，2025年上半年营业收入4.84亿元，同比下降27.47%。归属于上市公司股东的净亏损 7219.68万元，上年同期净利润1109.8万元。报告期内不进行利润分配、不转增股本。 ...

股市慢牛来了，你准备好了吗？备好账户跟进牛市，更有五大福利领取>> | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 600702 | 舍得酒业 | 1 | 10.00 | 223亿 | 2.42 | | 600779 | 水井坊 | 楽 | 6.92 | 237亿 | -7.24 | | 603198 | 迎驾贡酒 | 1 | 6.17 | 373亿 | -10.31 | | 603919 | 金徽酒 | 1 | 4.67 | 107亿 | 10.18 | | 600809 | 山西汾酒 | 1 | 4.05 | 2495亿 | 14.93 | | 000568 | 泸州老窖 | 美 | 3.75 | 1996亿 | 13.64 | | 600559 | 老白干酒 | | 2.99 | 167亿 | -10.18 | | 603369 | 今世缘 | | 2.97 | 545 乙 | -0.55 | | 000596 | 古井贡酒 | 1 | 2.95 | 894 Z | 1.86 | | 00085 ...

格隆汇8月25日｜A股市场白酒股普涨，舍得酒业涨超7%领涨板块，水井坊、山西汾酒、迎驾贡酒、泸 州老窖、今世缘涨超1%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 600702 | 実得酒业 | 1 | 7.34 | 218亿 | -0.06 | | 600779 | 水井坊 | | 1.85 | 225亿 | -11.63 | | 603198 | 迎驾贡酒 | 资 | 1.71 | 357亿 | -14.09 | | 600809 | 山西汾酒 | 1 | 1.68 | 2438亿 | 12.31 | | 000568 | 泸州老窖 | 美 | 1.58 | 1954亿 | 11.27 | | 603369 | 今世缘 | | 1.53 | 538 Z | -1.94 | | 000858 | 五粮液 | 1 | 0.90 | 4927 乙 | -5.15 | | 600199 | 金种子酒 | | 0.90 | 74.00 乙 | -15.41 | | 000995 | 皇台酒业 | | 0 ...

证券之星消息，8月22日白酒板块较上一交易日上涨0.87%，*ST岩石领涨。当日上证指数报收于 3825.76，上涨1.45%。深证成指报收于12166.06，上涨2.07%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 600696 | *ST岩石 | 6.72 | 5.00% | 5.18万 | | 3445.42万 | | 600702 | 舎得酒V | 60.91 | 2.72% | 18.66万 | | 11.24 Z | | 000596 | 古井贡酒 | 164.33 | 2.57% | 4.20万 | | 6.77亿 | | 600779 | 水井坊 | 45.40 | 1.54% | 6.77万 ﻠ | | 3.04亿 | | 600809 | 山西汾酒 | 196.54 | 1.10% | 6.30万 | | 12.31亿 | | 600519 | 贵州茅台 | 1463.95 | 1.08% | 4.50万 | | 65.45 乙 ...

Group 1: Market Performance - The food and beverage sector continues to show strong performance, with the Food ETF (515710) rising by 1.61% and achieving a four-day consecutive increase [1] - Major stocks in the liquor segment experienced significant gains, with brands like Jiu Gui Jiu hitting the daily limit, and She De Jiu Ye increasing by 8.4% [1] - The food and beverage sector attracted a net inflow of 5.355 billion yuan from main funds, ranking third among 30 sectors [3][4] Group 2: Policy and Economic Environment - Continuous consumer promotion policies have been implemented this year, enhancing industry recovery, with a focus on expanding domestic demand [6] - Recent meetings emphasized the importance of stimulating consumption potential, which is expected to positively impact the liquor sector [6] - The food and beverage sector's valuation remains low compared to other sectors, indicating potential for continued upward movement [6] Group 3: Investment Opportunities - The Food ETF (515710) is highlighted as a key investment vehicle, with approximately 60% of its portfolio allocated to leading high-end liquor stocks [8] - The current market conditions suggest that it may be a favorable time to invest in the food and beverage sector, given its relatively low valuation [6][8] - The sector is expected to see a recovery in demand, particularly in the liquor market, as consumer behavior normalizes post-policy adjustments [7]

Market Overview - A-shares experienced a collective decline, with the Shanghai Composite Index down 0.05%, the Shenzhen Component down 0.66%, and the ChiNext Index down 1.71% [1] - The North China 50 Index also fell by 0.39% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets was 15,350 billion yuan, a decrease of 1,430 billion yuan from the previous trading day, indicating reduced market activity [1] - Over 3,400 stocks in the market declined, reflecting poor market profitability [1] Sector Performance - The liquor sector emerged as a significant highlight, with the liquor ETF (512690) leading gains at 2.53% [1] - Notable stocks in the liquor sector included: - JiuGuiJiu (酒鬼酒) surged by 10.00% to 63.47 yuan [2] - SheDeJiuYe (舍得酒业) increased by 8.16% to 62.56 yuan [2] - YiLiTe (伊力特) rose by 6.24% to 16.68 yuan [2] - GuJingGongJiu (古井贡酒) climbed by 5.81% to 162.93 yuan [2] - JinZhongZiJiu (金种子酒) gained 4.88% to 11.40 yuan [2] - The surge in the liquor sector may be attributed to multiple factors, including the upcoming Mid-Autumn Festival, which is expected to boost liquor consumption, and favorable policies aimed at stimulating consumer spending [2]

Group 1 - The core viewpoint of the articles indicates that the liquor sector is experiencing a revival, with significant stock price increases for companies like Jiu Gui Jiu and She De Jiu Ye, suggesting a positive trend in the industry [1][2] - Since the introduction of the alcohol ban on May 18, 2023, consumption in banquet settings has been low, but recent feedback indicates a gradual recovery in consumption scenarios, particularly with the upcoming Mid-Autumn Festival and National Day [1] - Policy measures aimed at boosting consumption have been implemented at both central and local levels, providing a solid foundation for the recovery of the liquor industry [1][2] Group 2 - The current market is seeing a shift in investment focus towards sectors with performance certainty and valuation safety margins, with the liquor sector's price-to-earnings ratios at historical lows [2] - The liquor sector has undergone several quarters of correction, leading to low market expectations, which presents opportunities for valuation recovery in high-quality assets [2] - The combination of policy support for domestic demand and favorable supply-side operational rhythms is expected to gradually improve the supply-demand dynamics in the liquor industry [2]

【导读】2022年豪掷超百亿元收购金沙酒业以来，华润系的白酒雄心正遭遇前所未有的拷问 见习记者 夏天 金沙酒业业绩"变脸" 2022年，华润啤酒以高达123亿元的对价，将贵州金沙窖酒酒业有限公司（以下简称 金沙酒业 ）55.19%股权收入囊中，创下当时中国白 酒并购史上最大交易纪录。 在华润啤酒的蓝图里，这绝非一次简单的财务投资，而是其构建"啤酒+白酒"双轮驱动战略的核心支点，旨在切入利润更丰厚、抗周期性更 强的白酒赛道。收购完成后，华润啤酒迅速派驻高管团队，启动对金沙酒业的深度整合，从管理架构到渠道体系进行大刀阔斧的改革，试 图将啤酒领域的成功模式复制到白酒领域。 然而，理想很丰满，现实却很骨感。自被收购后，金沙酒业的业绩并未如预想般迎来大发展。 华润啤酒 公布的一组数据显示， 收购前 的 2019 年 — 2021年， 金沙酒业 营收分别为 8.78亿元、17.67亿元和36.41亿元，同期税后 利润分别为1.56亿元、6.15亿元和13.15亿元。 而 到了2023年，华润啤酒年报显示，其白酒业务 的 营业额、未计利息及税项前盈利分别为20.83亿元、1.3亿元。 由于在华润啤酒的白酒板块中，只并表了金 ...

Core Viewpoint - The white liquor sector continues to show weak rebound momentum due to persistent demand-side issues, with the Wind white liquor index rising only 0.78% this week, significantly lower than the Shanghai and Shenzhen indices [1] Industry Summary - The white liquor sector is transitioning from a volume-price logic to a share logic, leading to weakened growth potential for most stocks in the sector. White liquor may no longer be considered a cyclical growth stock, with a few stocks becoming "quasi-debt assets" due to competitive advantages, making stable ROE increasingly important for pricing [1][5] - Despite a slight increase in the white liquor index this week, several companies, including Jinshiyuan, Shunxin Agriculture, Jinzongzi Liquor, Shede Liquor, and Huangtai Liquor, saw their stock prices decline. Jinshiyuan reported significant operational difficulties, indicating that the industry is unlikely to see a turnaround in the short term [4][5] Company-Specific Summary - *ST Yanshi and *ST Yedao have experienced significant stock price fluctuations due to restructuring expectations, with market speculation evident [3] - *ST Yanshi's actual controller is under criminal investigation, which may lead to a change in company control if the judicial disposition of his shares occurs. *ST Yedao is backed by state-owned assets in Haikou, with the CSRC supporting state-led restructuring of troubled companies [4] - Jinshiyuan has reported a decline in terminal sales growth in June and July compared to April and May, primarily due to policy factors and seasonal influences. The company anticipates a substantial industry recovery may not occur until the second half of 2026 [5]