09:51 A股寒武纪短线走低 寒武纪跌幅扩大至近7%，股价跌破1400元。 10:35 贵州茅台股价超过寒武纪 贵州茅台股价超过寒武纪-U，重新成为A股市场第一高价股。寒武纪现跌超7%，总市值达5815亿元； 贵州茅台跌0.48%，总市值达1.84万亿元。 | 名称 | 涨幅 | 现价� | | --- | --- | --- | | 贵州茅台 | -0.48% | 1472.90 | | 寒武纪-U | -7.81% | 1375.97 | ...

Group 1 - Guizhou Moutai's stock price has surpassed Cambricon, reclaiming its position as the highest-priced stock in the A-share market [1] - Cambricon's stock has dropped over 7%, with a total market capitalization of 581.5 billion yuan [1] - Guizhou Moutai's stock has decreased by 0.48%, with a total market capitalization of 1.84 trillion yuan [1] Group 2 - Cambricon's stock price has fallen further, with a decline of nearly 7%, and the stock price has dropped below 1400 yuan [3]

Group 1 - Guizhou Moutai's stock price has surpassed Cambricon, reclaiming its position as the highest-priced stock in the A-share market [1] - Cambricon's stock has dropped over 7%, currently priced at 1382 yuan, with a total market capitalization of 578 billion yuan [1][2] - Guizhou Moutai's stock is down 0.47%, priced at 1473.10 yuan, with a total market capitalization of 1.84 trillion yuan [2] Group 2 - Year-to-date, Guizhou Moutai has seen a decline of 1.56% in its stock price [2] - In contrast, Cambricon has experienced a significant increase of 110.03% year-to-date [2]

| 代码 | 名称 | 涨跌幅 | 最新价 V | 总市值 | 年初至今涨 | | --- | --- | --- | --- | --- | --- | | 600519 | 贵州茅台 | -0.47% 1473.10 | | 1.84万亿 | -1.56% | | 688256 | 寒武纪-U | -7.40% 1382.00 | | 5781.6亿 | 110.03% | (责任编辑：宋政 HN002) 格隆汇9月1日｜贵州茅台(600519)股价超过寒武纪，并重新成为A股市场第一高价股。寒武纪现跌超7% 报1382元，总市值达5780亿元；贵州茅台(600519)跌0.47%报1473元，总市值达1.84万亿元。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

【导读】上半年白酒行业降速明显，但龙头集中度提升 6家个位数增长、11家下滑、3家亏损……2025年上半年，20家A股上市酒企的业绩表现，让广大投资者直观地感受到了白酒市场的"寒意"。 "整体降速明显，但市场对此亦有预期。"针对酒企的半年度"答卷"，多位受访人士表示。 记者注意到，在行业深度调整期，一些积极因素也正在孕育，如多家酒企通过产品创新、渠道转型努力挖掘新增量，推动白酒价值由"面子"向"里子"回 归。 | | | | | | A股20家白酒公司上半年业绩表现 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 证券代码 | 让券简称 | 营业收入 | 营业收入(同 | 归母净利润 | 归母净利润(同比 2025H1销售毛利 | | 毛利率变动 | | | ♪ | | (亿元) | 比增长率%) | (亿元) | 增长率%) | 率(%) | (自分点) | | 1 | 600519.SH 贵州茅台 | | 893.89 | 9.10 | 454.03 | 8.89 | 91.30 | -0.46 | | 2 | ...

Group 1 - A-shares opened higher on the first trading day of September, with active sectors including catering, tourism, and pharmaceuticals [1] - The Tianhong Food and Beverage ETF (159736) showed a gain of 0.66% and a premium trading rate of 0.16%, with significant price increases in constituent stocks such as COFCO Sugar Industry rising over 8% and others like Qiaqia Food, Kweichow Moutai, and others increasing by over 4% [1] - The Tianhong Food and Beverage ETF has seen a net inflow of funds totaling 98.3 million yuan over the last five trading days, with 9 out of the last 10 trading days experiencing net inflows [1] Group 2 - The white liquor sector's semi-annual reports indicate that companies are expected to accelerate performance recovery by Q2 2025, with market sentiment improving due to reduced uncertainty in the industry [2] - Analysts suggest that upcoming consumption policies may catalyze a fundamental turnaround in traditional consumer goods, particularly in the catering supply chain and dairy sectors [2] - The TMT sector is nearing a warning line in terms of market crowding, while consumer and cyclical sectors may offer better value in the next market phase, with a shift in market funds towards stable and growth-oriented assets [2]

行业整体下滑 龙头集中度提升 统计数据显示，上半年，上市酒企营收和净利润均下滑 1% 左右。其中，二季度营收下滑 5% ，净利润下滑 7.5% 。 对于二季度业绩显著失色，中国酒业独立评论人肖竹青接受记者采访时认为，这主要受到政策调整影响。 "5 月份出台的 ' 禁酒令 ' 进一 步影响了商务宴请场景，对中高端白酒需求冲击较大。 " 他说。 【导读】上半年白酒行业降速明显，但龙头集中度提升 见习记者 夏天 6 家个位数增长、 11 家下滑、 3 家亏损 ……2025 年上半年， 20 家 A 股上市酒企的业绩表现，让广大投资者直观地感受到了白酒市场 的 " 寒意 " 。 " 整体降速明显，但市场对此亦有预期。 " 针对酒企的半年度 " 答卷 " ，多位受访人士表示。 记 者注意到，在行业深度调整期，一些积极因素也正在孕育，如多家酒企通过产品创新、渠道转型努力挖掘新增量，推动白酒价值由 " 面 子 " 向 " 里子 " 回归 。 | | | | | | NJX2V外口伯公可上十十亚.次以外 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

人民财讯9月1日电，9月1日，寒武纪-U股价一度大幅下跌近9%，贵州茅台（600519）股价则窄幅波 动。截至发稿，贵州茅台股价超过寒武纪-U，并重新成为A股市场第一高价股。 ...

截至2025年8月29日收盘，食品饮料ETF天弘(159736)上涨2.16%，成交3377.50万元。跟踪指数成分股会稽山(601579)上涨9.99%，金徽酒(603919)上涨 7.71%，盐津铺子(002847)上涨7.64%，新诺威(300765)，新乳业(002946)等个股跟涨。 从资金净流入方面来看，食品饮料ETF天弘(159736)近9天获得连续资金净流入，合计"吸金"1.76亿元。份额方面，食品饮料ETF天弘(159736)最新份额达 71.50亿份，创近1年新高。 国金证券分析指出，上周中报窗口期收官，与此前预期相符、白酒酒企25Q2普遍业绩加速出清，市场普遍下修25H2EPS预期。同期市场情绪环比持续改 善，正如我们此前所述：短期酒企EPS出清反而会落地市场对于酒企表观不确定性的担忧、并对中期行业景气改善时酒企呈现成长性给予一定预期。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 食品饮料ETF天弘(159736)紧密跟踪中证食品饮料指数，该指数以中证全指为样本空间，选取归属于饮料、包装食品与肉类两个行业的上市公司股票作为成 分股。十大重仓股包括贵州茅台、伊利 ...

Core Viewpoint - Guizhou Moutai Co., Ltd. announced that its controlling shareholder, Moutai Group, plans to increase its stake in the company by investing between 30 billion yuan and 33 billion yuan over the next six months, reflecting confidence in the company's long-term value and sustainable development [1][3]. Group 1: Shareholder Actions - Moutai Group intends to increase its shareholding through centralized bidding without setting a price range, depending on market conditions [3]. - The planned increase will occur between September 1, 2025, and February 28, 2026, with the possibility of adjustments based on stock price fluctuations [3]. - Moutai Group currently holds 679 million shares, representing 54.07% of the total share capital [3]. Group 2: Share Buyback - Guizhou Moutai completed a share buyback of 3.9276 million shares, accounting for 0.3127% of the total share capital, with a total expenditure of 6 billion yuan [5]. - The buyback was executed at a maximum price of 1,639.99 yuan per share and a minimum price of 1,408.29 yuan per share, with an average price of 1,527.65 yuan per share [5]. - All shares repurchased will be canceled to reduce the company's registered capital, marking the first cancellation-based buyback since the company's listing [5]. Group 3: Financial Performance - For the first half of 2025, Guizhou Moutai reported total revenue of 91.094 billion yuan, a year-on-year increase of 9.16%, and a net profit attributable to shareholders of 45.403 billion yuan, up 8.89% year-on-year [5]. - Despite record revenue and net profit, the growth rates are the lowest since 2015, indicating a slowdown [6]. - Guizhou Moutai's stock price has recently been surpassed by Cambrian, which briefly became the highest-priced stock in A-shares, reflecting competitive market dynamics [6].