第一次增持发生在2010年5月。贵州茅台当时公告称，公司控股股东拟在未来的1个月内从二级市场上继 续择机增持公司股份，累积增持比例不超过公司已发行总股份的1%。随后，茅台控股股东累计增持了 42.27万股。 8月29日晚间，贵州茅台发布多份公告，披露公司回购进展，以及控股股东茅台集团的支持动作。 一方面，贵州茅台顶额完成回购计划，合计斥资60亿元，实际回购股数为392.76万股，占总股本的 0.3127%，回购价格区间为1408.29元/股—1639.99元/股。 2024年9月，贵州茅台披露回购方案，宣布将以自有资金30亿元—60亿元（含）的金额，通过集中竞价 交易方式回购公司股份，回购价格不超过1795.78元/股。这是贵州茅台上市以来的首次回购计划。 另一方面，公司控股股东茅台集团计划自2025年9月1日至2026年2月28日，通过集中竞价增持公司A 股，拟斥资不低于人民币30亿元且不高于人民币33亿元；在增持计划实施期间及法定期限内不减持所持 股份。截至8月29日，茅台集团持股6.79亿股，占公司总股本的54.07%。 业内人士分析认为，茅台集团基于对公司未来发展前景的信心及长期价值的认可，计划于公告 ...

Major Events - SMIC is planning to issue A-shares to acquire minority stakes in its subsidiary, with stock suspension starting from September 1, 2025, for up to 10 trading days. The transaction is not expected to constitute a major asset restructuring but is classified as a related party transaction [4] - China Shipbuilding Industry Corporation's A-shares will be delisted on September 5, 2025, with a conversion ratio of 1:0.1339 to China Shipbuilding's A-shares [5] - Kweichow Moutai has completed a share buyback of 3.9276 million shares, totaling 6 billion yuan, which will be used for capital reduction [6][7] Performance Overview - BYD reported a net profit of 15.511 billion yuan for the first half of 2025, a year-on-year increase of 13.79%, with revenue of 371.281 billion yuan, up 23.30% [8] - Wingtech Technology's net profit for the first half of 2025 was 474 million yuan, a significant increase of 237.36%, despite a revenue decline of 24.56% [9] - Pianzaihuang's net profit decreased by 16.22% to 1.442 billion yuan, with revenue down 4.81% [10] - Shanshan reported a net profit of 207 million yuan, up 1079.59%, with revenue growth of 11.78% [11] - China Rare Earth achieved a net profit of 162 million yuan, reversing a loss from the previous year, with revenue growth of 62.38% [12] - China Shipbuilding reported a net profit of 2.946 billion yuan, up 108.59%, with revenue growth of 11.96% [13] - Guotai Junan's net profit surged by 213.74% to 15.737 billion yuan, with revenue growth of 77.71% [15] - China Shenhua's net profit decreased by 12% to 24.641 billion yuan, with revenue down 18.3% [16] - Lattice Semiconductor's net profit increased by 95.41% to 1.159 billion yuan, with revenue growth of 58.17% [17] - Guotou Zhonglu reported a net profit of 25.08 million yuan, up 2149.03%, with revenue growth of 39.68% [18] - Jianfeng Group's net profit increased by 1196.93% to 618 million yuan, despite a revenue decline of 4.42% [19] - OmniVision's net profit for the first half of 2025 was 2.028 billion yuan, up 48.34%, with revenue growth of 15.42% [20] - Haili's net profit increased by 694% to 33.3546 million yuan, with revenue growth of 13.16% [21] - Huaxia Airlines reported a net profit of 251 million yuan, up 859%, with revenue growth of 12.41% [22] - BeiGene turned a profit with a net profit of 450 million yuan, compared to a loss of 287.7 million yuan in the previous year, with revenue growth of 46.03% [24] - China Merchants Bank's net profit was 74.93 billion yuan, a slight increase of 0.25%, with a revenue decline of 1.73% [25] - Agricultural Bank of China reported a net profit of 139.51 billion yuan, up 2.7%, with revenue growth of 0.7% [26] - Bank of China reported a net profit of 117.591 billion yuan, with revenue growth compared to the previous year [27] - Industrial and Commercial Bank of China reported a net profit of 168.103 billion yuan, with slight revenue growth [28] - Bank of Communications reported a net profit of 46.016 billion yuan, up 1.61%, with revenue growth of 0.72% [29] - China Construction Bank's net profit was 162.076 billion yuan, a decrease of 1.37%, with revenue growth of 2.95% [30]

Market Overview - The Shanghai Composite Index rose by 0.37% on August 29, with 17 out of the 28 sectors experiencing gains. The top-performing sectors were diversified and electrical equipment, with increases of 3.86% and 3.12% respectively. The food and beverage sector also saw a rise of 2.42%. Conversely, the household appliances and transportation sectors faced declines of 1.82% and 1.69% respectively [1] Capital Flow Analysis - The main capital flow showed a net outflow of 69.47 billion yuan across the two markets. However, seven sectors recorded net inflows, with the electrical equipment sector leading at a net inflow of 3.13 billion yuan, followed by the food and beverage sector with a net inflow of 1.63 billion yuan [1] Food and Beverage Sector Performance - The food and beverage sector increased by 2.42%, with a total net inflow of 1.63 billion yuan. Out of 124 stocks in this sector, 78 stocks rose, including 4 that hit the daily limit. The top net inflow stocks included Kweichow Moutai with 764.23 million yuan, followed by Wuliangye and Huadiao with 475 million yuan and 271 million yuan respectively [2] Top Gainers in Food and Beverage Sector - The following stocks in the food and beverage sector had significant gains: - Kweichow Moutai: +2.34%, turnover rate 0.50%, net inflow 764.23 million yuan - Wuliangye: +3.24%, turnover rate 1.12%, net inflow 474.99 million yuan - Huadiao: +9.99%, turnover rate 5.10%, net inflow 270.68 million yuan - Other notable gainers included Shede Liquor and Jiu Gui Liquor with increases of 6.02% and 5.26% respectively [2] Top Losers in Food and Beverage Sector - The following stocks in the food and beverage sector experienced notable losses: - Yili: -3.18%, turnover rate 3.36%, net outflow -172.62 million yuan - Wancheng Group: -20.00%, turnover rate 5.34%, net outflow -86.60 million yuan - Lianhua Holdings: -2.65%, turnover rate 3.64%, net outflow -57.04 million yuan - Other significant losers included Liziyuan and Tancheng Beijian with losses of -3.22% and -0.73% respectively [4]

| | | 8月29日上市公司盘后增持情况 | | --- | --- | --- | | 1 | 贵州茅台 | 控股股东拟增持30亿-33亿元公司股票 | | | | 8月29日上市公司盘后减持情况 | | 1 | 基意信息 | 五位共同实际控制人计划减持不超过3%公司股份 | | 2 | 银河磁体 | 董事何金洲计划减持不超过46万股股份 | | 3 | 品屋食品 | 控股股东、实控人王牧计划减持不超过3%公司股份 | | র্য | 帝科股份 | 无锡迪银科、无锡塞德科、无锡尚辉嘉拟减持不超过1%。 | | ട് | 恒光股份 | 股东湘江投资拟减持不超过2.99%公司股份 | | 6 | 新开源 | 副总经理邹晓文计划减持不超过12.52万股公司股份 | | 1 | 纳微科技 | 股东拟减持不超过2.6759%公司股份 | | 8 | 奧精医疗 | 股东拟减持不超过1%公司股份 | | ರಿ | 华胜天成 | 董事王维航及监事钱继英拟减持不超过0.9984% | | 10 | 科技 | 董事TAN CHAI HAU拟减持不超过0.0615%公司股份 | | 11 | 奥锐特 | 天台铂融计划减持不超过 ...

截至发稿，贵州茅台市值为18592亿元。 每经头条（nbdtoutiao）——近120个品牌、1600辆车逐鹿西南！下半年国内首个A级车展开幕：新能 源"第三极"将改写车市格局 （记者 王晓波） 每经AI快讯，贵州茅台（SH 600519，收盘价：1480元）8月29日晚间发布公告称，公司控股股东茅台 集团计划自本次增持公告发布之日起6个月内，通过集中竞价交易方式增持公司股票，拟增持金额不低 于人民币30亿元（含）且不高于人民币33亿元（含）。截至2025年8月29日，茅台集团持有约6.79亿股 公司股票，占公司总股本的54.07%。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 2024年1至12月份，贵州茅台的营业收入构成为：白酒占比97.97%，其他业务占比2.03%。 每日经济新闻 ...

Core Viewpoint - Guizhou Moutai's stock price is recovering, nearing the title of "stock king," while its competitor, Cambricon Technologies, faces significant stock price volatility and risks [1][2]. Group 1: Guizhou Moutai - On August 29, Guizhou Moutai's stock closed at 1480 CNY per share, with a market capitalization of 1.86 trillion CNY, reflecting a 2.34% increase [1]. - The company completed its share repurchase plan, buying back 3.9276 million shares for 6 billion CNY, which is 0.3127% of its total share capital [1]. - The repurchase plan, announced in September 2024, aims to buy back between 3 billion CNY and 6 billion CNY of shares to reduce registered capital [1]. - Guizhou Moutai's revenue for the first half of 2025 was 89.389 billion CNY, a 9.1% year-on-year increase, with a net profit of 45.403 billion CNY, up 8.89% [4]. - The company has a plan to increase its dividend payout and is drafting a new share repurchase scheme [5]. Group 2: Cambricon Technologies - Cambricon Technologies' stock price closed at 1492.49 CNY, having dropped over 6% on the same day, raising concerns about its ability to maintain its "stock king" status [1][2]. - The company announced an expected revenue range of 5 billion to 7 billion CNY for the full year 2025, with a projected revenue of 2.819 billion CNY for the second half of the year, indicating potential negative growth compared to the first half [3]. - Cambricon's stock has seen a significant increase of 133.86% since July 28, leading to warnings about potential risks due to disconnection from its fundamental performance [2][3]. - Goldman Sachs raised Cambricon's target price to 1835 CNY, reflecting increased expectations for AI chip shipments [4].

据统计，8月29日，截至发稿，盘后贵州茅台披露增持情况。赛意信息、银河磁体、品渥食品、帝科股 份、恒光股份、新开源、纳微科技、奥精医疗、华胜天成、科森科技、奥锐特、浙文影业、辰欣药业等 13家上市公司披露减持情况。 | | | 8月29日上市公司盘后增持情况 | | --- | --- | --- | | 1 | 贵州茅台 | 控股股东拟增持30亿-33亿元公司股票 | | | | 8月29日上市公司盘后减持情况 | | 1 | 居意信息 | 五位共同实际控制人计划减持不超过3%公司股份 | | 2 | 银河磁体 | 董事何金洲计划减持不超过46万股股份 | | 3 | 品屋食品 | 控股股东、实控人王牧计划减持不超过3%公司股份 | | র্ণ | 帝科股份 | 无锡迪银科、无锡塞德科、无锡尚辉嘉拟减持不超过1%。 | | ਦੇ | 恒光股份 | 股东湘江投资拟减持不超过2.99%公司股份 | | 6 | 新开源 | 副总经理邹晓文计划减持不超过12.52万股公司股份 | | 7 | 纳微科技 | 股东拟减持不超过2.6759%公司股份 | | 8 | 奧精医疗 | 股东拟减持不超过1%公司股份 | | ਰ ...

另一公告显示，公司控股股东中国贵州茅台酒厂(集团)有限责任公司正式发布增持贵州茅台股票计划， 拟于公告之日起6个月内，使用自有资金和自筹资金30-33亿元用于增持。 经济观察网8月29日晚间，贵州茅台（600519）连发公告，公司8个月已完成回购股份，实际回购股数为 392.76万股，占总股本的0.3127%，回购价格区间为1408.29元/股~1639.99元股，使用资金总额60亿元。 据了解，这是贵州茅台上市以来实施首次注销式回购。 ...

证券日报网讯8月29日晚间，贵州茅台（600519）发布公告称，2025年8月29日，公司回购股份实施完 成，实际回购公司股份3，927，585股，占公司总股本的0.3127%。 ...

Company Announcements - SMIC plans to issue A-shares to acquire minority stakes in its subsidiary, SMIC North, leading to a temporary suspension of its stock trading for up to 10 trading days [1] - Huasheng Tiancheng's director and supervisor plan to reduce their holdings by up to 0.9984% of the total shares [2] - BYD reported a net profit of 15.51 billion yuan for the first half of the year, a year-on-year increase of 13.79% [2] - Changfei Fiber's net profit for the first half of the year was 296 million yuan, down 21.71% year-on-year [2] - Jia Yuan Technology plans to invest 500 million yuan to acquire part of the equity in Endatong, focusing on the optical module industry [1][17] - Guizhou Moutai completed the repurchase of 3.9276 million shares [1][19] Financial Performance - CEC reported a net profit of 24.641 billion yuan for the first half of the year, a decrease of 12% year-on-year [5] - Longjiang Power achieved a net profit of 13.056 billion yuan, up 14.86% year-on-year [8] - China Rare Earth reported a net profit of 162 million yuan, turning from a loss of 244 million yuan in the previous year [9] - Huayi Brothers' net profit increased by 48.34% to 2.028 billion yuan [6] - Wealth Trend's net profit grew by 6.61% year-on-year [24] Mergers and Acquisitions - Tailin Micro plans to acquire 100% of Panqi Micro's equity through a combination of cash and stock issuance [4] - Aishen Medical announced the acquisition of partial equity in three medical institutions for a total of 105 million yuan [18] Stock Movements - Guizhou Moutai's controlling shareholder plans to increase its stake by 3 to 3.3 billion yuan [15] - Ganfeng Lithium plans to invest 4 billion yuan to build a new lithium-ion battery manufacturing base [16] Market Developments - China National Offshore Oil Corporation won a bid for a project in Qatar worth approximately 4 billion USD [14] - Aishen Medical's acquisition of equity in medical institutions aims to enhance its service coverage and operational efficiency [18]