从资金流向上来看，当日非白酒板块主力资金净流入3359.04万元，游资资金净流出5553.93万元，散户资 金净流入2194.89万元。非白酒板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601579 | 会稽山 | 20.75 | 2.93% | 16.32万 | 3.41亿 | | 600543 | 莫高股份 | 5.91 | 2.60% | 9.82万 | 5796.64万 | | 000752 | ST西发 | 10.90 | 1.87% | 3.11万 | 3395.55万 | | 000729 | 能亮障酒 | 12.25 | 1.41% | 28.15万 | 3.43亿 | | 600573 | 惠泉啤酒 | 11.53 | 1.41% | 2.64万 | 3037.93万 | | 600616 | 金枫酒业 | 5.44 | 1.30% | 9.17万 | 4980.00万 | | 600600 | 顾些创恤 | 67.43 | 1.28% | 7.9 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000929 | *ST兰黄 | 8.30 | 3.49% | 3.37万 | 2789.71万 | | 600238 | *ST椰岛 | 6.05 | 2.02% | 6.77万 | 4026.25万 | | 600084 | 中信尼雅 | 5.36 | 1.71% | 6.35万 | 3372.20万 | | 000869 | 张裕A | 21.80 | 1.44% | 1.78万 | 3857.93万 | | 002568 | 自润股份 | 25.76 | 1.02% | 8.98万 | 2.30亿 | | 600543 | 莫高股份 | 5.93 | 0.68% | 7.99万 | 4670.07万 | | 000752 | ST西发 | 10.90 | 0.65% | 2.82万 | 3079.41万 | | 601579 | 会稽山 | 20.92 | 0.58% | 6.36万 | 1.32亿 | | 600600 | 颜监助咖 | ...

Market Overview - On September 24, the non-liquor sector increased by 0.2% compared to the previous trading day, with Yanjing Beer leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Non-Liquor Sector Performance - The following companies in the non-liquor sector showed notable performance: - Xianjing Beer (Code: 000729) closed at 12.25, up 2.25% with a trading volume of 338,500 shares and a turnover of 414 million yuan [1] - Caogao Co. (Code: 600543) closed at 5.81, up 1.93% with a trading volume of 59,100 shares and a turnover of 34.13 million yuan [1] - ST Xifa (Code: 000752) closed at 11.40, up 1.88% with a trading volume of 32,000 shares and a turnover of 36.20 million yuan [1] - Weilang Co. (Code: 603779) closed at 6.96, up 1.46% with a trading volume of 39,400 shares and a turnover of 27.29 million yuan [1] - Huichuan Beer (Code: 600573) closed at 11.47, up 1.24% with a trading volume of 17,800 shares and a turnover of 20.32 million yuan [1] Capital Flow Analysis - On the same day, the non-liquor sector experienced a net outflow of 72.39 million yuan from institutional investors, while retail investors saw a net inflow of 68.12 million yuan [2] - The following companies had significant capital flows: - Yanjing Beer (Code: 000729) had a net inflow of 8.75 million yuan from institutional investors, while retail investors contributed a net inflow of 33.91 million yuan [3] - ST Xifa (Code: 000752) had a net inflow of 1.24 million yuan from institutional investors, but a net outflow from retail investors [3] - Zhujiang Beer (Code: 002461) had a net inflow of 1.20 million yuan from institutional investors and a net inflow from retail investors [3]

Market Overview - On September 18, the non-liquor sector declined by 1.24% compared to the previous trading day, with ST Xifa leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Stock Performance - The following stocks in the non-liquor sector experienced notable declines: - ST Xifa: Closed at 11.71, down 4.02% with a trading volume of 85,800 shares and a turnover of 102 million yuan [1] - Huichuan Beer: Closed at 11.56, down 3.26% with a trading volume of 39,300 shares and a turnover of 45.92 million yuan [1] - Mogao Co.: Closed at 5.96, down 2.93% with a trading volume of 74,900 shares and a turnover of 45.11 million yuan [1] - Other notable declines include ST Yedao, CITIC Nia, and ST Lanhua [1] Capital Flow - The non-liquor sector saw a net outflow of 163 million yuan from institutional investors, while retail investors contributed a net inflow of 133 million yuan [1] - The following stocks had significant capital flow: - Qingfeng Wine Industry: Net inflow from retail investors of 348,580 yuan, but a net outflow from institutional investors of 3.34 million yuan [2] - CITIC Nia: Net inflow from retail investors of 527,680 yuan, with a net inflow from institutional investors of 1.38 million yuan [2] - ST Lanhua: Experienced a net outflow of 7.01 million yuan from institutional investors, but a net inflow of 195,260 yuan from retail investors [2]

Market Overview - On September 15, the non-liquor sector declined by 0.65%, with *ST Yedao leading the drop [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Stock Performance - The closing prices and performance of key stocks in the non-liquor sector are as follows: - *ST Yedao: 6.53, down 2.97%, with a trading volume of 108,800 shares and a turnover of 70.98 million yuan [2] - Other notable stocks include: - Zhirun Co.: 25.35, down 1.59%, with a turnover of 346 million yuan [2] - Chongqing Beer: 54.16, down 0.64%, with a turnover of 199 million yuan [2] Capital Flow - The non-liquor sector experienced a net outflow of 10.4 million yuan from institutional investors, while retail investors saw a net inflow of 113 million yuan [2] - Detailed capital flow for selected stocks shows: - Zhirun Co.: Net inflow of 11.05 million yuan from institutional investors [3] - Gu Yue Long Shan: Net inflow of 8.62 million yuan from institutional investors [3] - Other stocks like Huichuan Beer and *ST Lan Huang saw significant net outflows from institutional investors [3]

Market Overview - On September 10, the non-liquor sector declined by 0.27% compared to the previous trading day, with *ST Lanhua leading the decline [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Stock Performance - Notable gainers in the non-liquor sector included *ST Yedao, which rose by 3.22% to close at 6.74, and ST Xifa, which increased by 1.76% to 11.57 [1] - Conversely, *ST Lanhua fell by 2.18% to 8.51, and Zhujiang Beer decreased by 1.22% to 10.53 [2] Trading Volume and Value - The trading volume and value for selected stocks in the non-liquor sector showed significant activity, with Gu Yue Long Shan recording a trading volume of 113,300 hands and a transaction value of 114 million yuan [1] - The total net outflow of funds in the non-liquor sector was 8.89 million yuan from main funds, while retail investors saw a net inflow of 28.12 million yuan [2] Fund Flow Analysis - Ba Run Co. had a main fund net inflow of 26.84 million yuan, while retail investors experienced a net outflow of 4.98 million yuan [3] - The fund flow analysis indicates that while main funds were withdrawing, retail investors were actively buying into certain stocks, such as Huaiqian Beer, which saw a net inflow of 2.76 million yuan from retail investors [3]

Market Overview - On September 2, the non-liquor sector declined by 1.01%, with *ST Yedao leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - The following stocks in the non-liquor sector experienced notable changes: - *ST Yedao: Closed at 6.35, down 3.93% with a trading volume of 143,500 shares and a turnover of 91.83 million [2] - ST Xifa: Closed at 10.93, up 1.11% with a trading volume of 56,000 shares [1] - Huichuan Beer: Closed at 12.26, up 0.74% with a trading volume of 40,800 shares [1] - Other notable declines include: - Chongqing Beer: Closed at 55.03, down 0.07% [1] - Zhangyu A: Closed at 21.99, down 1.35% [2] Capital Flow - The non-liquor sector saw a net outflow of 238 million from main funds, while retail investors contributed a net inflow of 256 million [2] - The capital flow for specific stocks indicates: - ST Xifa: Main funds net inflow of 11.00 million, retail net outflow of 8.16 million [3] - Huichuan Beer: Main funds net inflow of 1.77 million, retail net outflow of 0.04 million [3] - *ST Yedao: Main funds net outflow of 18.06 million, retail net inflow of 1.14 million [3]

Core Viewpoint - *ST Yedao (600238) reported a significant decline in financial performance for the first half of 2025, with a net profit decrease of 440.62% and total revenue down by 26.62% compared to the previous year [1] Financial Performance Summary - Total revenue for the first half of 2025 was 89.21 million yuan, a decrease of 26.62% from 122 million yuan in 2024 [1] - The net profit for the first half of 2025 was -15.77 million yuan, down 440.62% from 4.63 million yuan in 2024 [1] - The gross profit margin decreased to 37.99%, down 2.75% year-on-year, while the net profit margin fell to -18.43%, a drop of 495.16% [1] - Total expenses (selling, administrative, and financial) amounted to 35.57 million yuan, accounting for 39.88% of revenue, an increase of 10.08% year-on-year [1] - Earnings per share were -0.04 yuan, a decrease of 500% compared to 0.01 yuan in 2024 [1] Cash Flow and Debt Analysis - Cash and cash equivalents decreased by 80.19% to 4.13 million yuan due to loan repayments [3] - The company reported a significant increase in operating cash flow per share to 0.04 yuan, up 405.66% year-on-year [1] - The total interest-bearing debt decreased by 13.89% to 266.6 million yuan [1] Expense Breakdown - Sales expenses decreased by 43.5% due to reduced promotional costs and employee salaries [4] - Management expenses fell by 16.7% as a result of lower employee salaries and service fees [4] - Financial expenses saw a slight decrease of 0.73% due to lower average loan amounts and interest rates [4] Investment and Asset Management - Investment income increased by 44.44% as losses from equity investments decreased [5] - The company faced a significant increase in credit impairment losses, which rose by 249.41% [6] - Asset impairment losses increased by 66.79% due to higher provisions for inventory write-downs [7] Overall Business Evaluation - The company's historical financial performance has been poor, with a median ROIC of -5.76% over the past decade and a particularly low ROIC of -27.13% in 2024 [14] - The company has reported losses in 9 out of 25 annual reports since its listing, indicating a challenging investment outlook [14] - Current cash flow ratios and debt levels raise concerns, with cash to current liabilities at only 0.89% [15]

Group 1 - The core point of the article is the announcement by *ST Yedao regarding the appointment of Mr. Chen Yong as the deputy general manager during the board meeting held on August 29, 2025 [1] - For the fiscal year 2024, *ST Yedao's revenue composition is as follows: liquor revenue accounts for 72.69%, specialty food and beverages account for 25.69%, and other businesses account for 1.62% [1] - As of the time of reporting, *ST Yedao has a market capitalization of 3 billion yuan [1] Group 2 - The article also mentions the upcoming A-level car exhibition in Southwest China, which will feature nearly 120 brands and 1,600 vehicles, indicating a significant shift in the automotive market landscape due to new energy vehicles [1]

股票代码：600238 股票简称：*ST 椰岛 编号：2025-030 海南椰岛（集团）股份有限公司 单位：万元 币种：人民币 二、酒类销售渠道情况 三、酒类销售区域情况 1 / 2 单位：万元 币种：人民币 渠道类型 2025 年半年度销售收入 2024 年半年度销售收入 同比（%） 直销（含团购） 228.10 369.29 -38.23 批发代理 6,813.50 9,039.51 -24.63 合 计 7,041.60 9,408.80 -25.16 四、酒类经销商情况 2025 年半年度经营数据公告 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个别及连带责任。 根据《上海证券交易所上市公司自律监管指引第3号—行业信息披露》之《第 十二号—酒制造》的相关规定，现将海南椰岛（集团）股份有限公司2025年半年 度酒类主要经营数据（未经审计）公告如下： 一、酒类产品销售情况 | 产品档次 | 2025 | 年半年度 | 2024 | 年半年 | 同比（%） | 主要代表品牌 | | --- | --- | --- | --- | - ...