证券日报网讯 2月4日，金枫酒业在互动平台回答投资者提问时表示，公司已组建生产板块财务共享中 心，目前处于试运行阶段。 （文章来源：证券日报） ...

1月30日，金枫酒业跌5.04%，截至发稿，报5.65元/股，成交4728.77万元，换手率1.24%，总市值37.80 亿元。 资料显示，上海金枫酒业股份有限公司位于上海市普陀区宁夏路777号(海棠大厦内)，成立日期1992年6 月19日，上市日期1992年9月29日，公司主营业务涉及黄酒生产经营。主营业务收入构成为：黄酒 96.85%，其他(补充)3.12%，食品及其他0.03%。 从基金十大重仓股角度 数据显示，金元顺安基金旗下1只基金重仓金枫酒业。金元顺安元启灵活配置混合（004685）四季度持 有股数292万股，占基金净值比例为1%，位居第九大重仓股。根据测算，今日浮亏损失约87.6万元。 金元顺安元启灵活配置混合（004685）成立日期2017年11月14日，最新规模15.64亿。今年以来收益 5.28%，同类排名4852/8872；近一年收益51.43%，同类排名2016/8126；成立以来收益601.93%。 金元顺安元启灵活配置混合（004685）基金经理为缪玮彬。 截至发稿，缪玮彬累计任职时间9年48天，现任基金资产总规模15.64亿元，任职期间最佳基金回报 605.63%， 任职期间最差 ...

Group 1 - The core point of the article is the significant surge in Chinese liquor stocks, particularly on January 29, where 17 liquor stocks, including Kweichow Moutai, saw a collective limit-up, driven by a combination of market sentiment and capital seeking safe investments [2][3] - Kweichow Moutai (600519.SH) rose by 8.61%, while other major liquor stocks such as Wuliangye (000858.SZ) and Luzhou Laojiao (000568.SZ) also hit the limit-up [2] - The rise in liquor stocks also positively impacted yellow wine stocks, with Gu Yue Long Shan (600059.SH) and Kuaijishan (601579.SH) reaching their limit-up, and Jin Feng Jiu Ye (600616.SH) increasing by 6.8% [2] Group 2 - Since the third quarter of 2025, liquor stocks have faced challenges, with many companies reporting significant declines in performance growth, and several have issued profit warnings for the year [2] - Jinzhongzi Liquor (600199.SH) is expected to report a net loss of 150 to 190 million yuan for 2025, yet it also experienced a limit-up on the same day [2] - The collective rise in liquor stocks is seen as somewhat disconnected from individual company fundamentals, with a notable shift of funds from high-risk sectors like technology and small-cap stocks to safer investments [3]

Core Viewpoint - The recent surge in Chinese liquor stocks, particularly after a period of poor performance, is attributed to a combination of market sentiment changes and capital seeking safer investments [3][5]. Group 1: Market Performance - On January 29, 2026, 17 liquor stocks, including Kweichow Moutai, experienced a collective surge, with Kweichow Moutai rising by 8.61% [3]. - The afternoon trading session saw a significant shift, with liquor stocks rapidly hitting their daily price limits [3]. - Alongside liquor stocks, yellow wine and beer stocks also saw notable increases, indicating a broader positive trend in the alcoholic beverage sector [3]. Group 2: Recent Trends and Challenges - Since the third quarter of 2025, liquor stocks have faced challenges, with many companies reporting significant declines in earnings growth [4]. - Several liquor companies have issued profit warnings, indicating a substantial impact on their annual performance [4]. - For instance, Jinzhongzi Liquor is expected to report a net loss of between 150 million to 190 million yuan for 2025, yet it also saw a price surge on the same day [5]. Group 3: Market Dynamics - The collective rise in liquor stocks is seen as less related to individual company fundamentals and more influenced by broader market dynamics, including a strong performance in defensive sectors like liquor, resources, and banking [5]. - The current bullish sentiment in the stock market, coupled with the upcoming Spring Festival, is expected to boost liquor consumption, contributing to a more optimistic investor outlook [5]. - Additionally, there is a noted correlation between liquor stocks and the real estate sector, which also experienced a collective rise due to recent news [5].

证券之星消息，1月29日非白酒板块较上一交易日上涨5.18%，会稽山领涨。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。非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) | | | --- | --- | --- | --- | --- | --- | --- | | 601579 | 会稽山 | 22.98 | 10.00% | 31.69万 | | 26669 | | 600059 | 古越龙山 | 10.89 | 10.00% | 83.06万 | | 8.63亿 | | 600084 | 中信尼雅 | 6.62 | 9.97% | 13.39万 | 8853.71万 | | | 600616 | 金枫酒业 | 5.95 | 6.82% | 51.73万 | | 3.01亿 | | 002568 | 百润股份 | 21.66 | 6.80% | 21.92万 | | 4.62亿 | | 600600 | 顾思明如 | 63.57 | 5.49% | 15.55万 | | 9.65亿 | | 60 ...

2025年三季度以来，白酒股的日子并不好过，多家白酒上市公司2025年第三季报业绩增速出现较大幅度 的滑坡。近期多家白酒股也发布业绩预减公告，全年业绩也受到较大冲击。金种子酒 （600199.SH）预 计2025年实现归母净利润亏损1.5亿到1.9亿元，今日也在涨停之列。 香颂资本执行董事沈萌告诉记者，白酒股集体上涨与个股基本面关系关联不大。今天白酒、资源和银行 等避险股的表现很强劲，而科创和中小市值板块回调明显，不排除是当前科创和中小市值板块的估值风 险过高，资金从科创和中小市值板块撤出，流向避险股。此外也有市场情绪的因素，目前股市火热，有 利于春节白酒消费，投资者情绪较为乐观。 值得注意的是，今日房地产股受到消息面影响，也出现集体大涨，而白酒一直与房地产行业有较强的联 动关系。 （文章来源：第一财经） 沉寂已久的白酒股1月29日迎来了爆发时刻。午盘后17只白酒股集体涨停，贵州茅台大涨8.6%。在业内 看来，白酒股本轮大涨有资金避险和市场情绪变化的综合因素。 今日早盘，白酒股股价走势表现平平，但午后风云突变。14点以后，白酒股集体发力，14点30分左右， 白酒股已经大面积涨停。截至当日收盘，贵州茅台（600 ...

证券日报网讯 1月26日，金枫酒业在互动平台回答投资者提问时表示，公司始终致力于提升经营表现和 长期价值，以回报广大投资者的信任。目前，公司核心任务在于加强黄酒主业，通过产品创新、渠道优 化及降本增效等措施，努力改善基本面。同时，公司会持续关注并研究有利于公司深化国企改革的战略 机遇。未来如有需披露的重大资产运作，公司将严格按照上市规则履行信息披露义务。 （文章来源：证券日报） ...

Core Viewpoint - The non-liquor sector experienced a slight increase of 0.18% on January 23, with *ST Lanhuang leading the gains, while the overall market indices also showed positive movement [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4136.16, up by 0.33% [1]. - The Shenzhen Component Index closed at 14439.66, up by 0.79% [1]. - The non-liquor sector stocks showed varied performance, with *ST Lanhuang rising by 2.72% to a closing price of 10.96 [1]. Group 2: Stock Performance - The top performers in the non-liquor sector included: - *ST Lanhuang: 10.96, +2.72%, trading volume of 49,400 shares, turnover of 54.08 million [1]. - Zhongxin Niya: 6.34, +1.44%, trading volume of 87,300 shares, turnover of 54.87 million [1]. - Huijuan Beer: 12.16, +0.16%, trading volume of 51,800 shares, turnover of 62.91 million [1]. - Conversely, stocks like Weilang Co. and ST Xifa saw declines of 2.12% and 1.88%, respectively [2]. Group 3: Capital Flow - The non-liquor sector experienced a net outflow of 23.53 million from institutional funds and 36.39 million from speculative funds, while retail investors contributed a net inflow of 59.92 million [2]. - Notable capital flows included: - Qingdao Beer: -35.13 million from institutional funds, with a retail outflow of -49.91 million [3]. - *ST Yedao: +5.45 million from institutional funds, with a retail inflow of +1.50 million [3].

证券之星消息，1月22日非白酒板块较上一交易日上涨0.72%，威龙股份领涨。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。非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) | | --- | --- | --- | --- | --- | --- | | 603779 | 威龙股份 | 7.07 | 6.00% | 18.17万 | 1.27亿 | | 600084 | 中信尼雅 | 6.25 | 5.57% | 15.62万 | 9618.59万 | | 600543 | 莫高股份 | 5.84 | 1.92% | 9.96万 | 5763.77万 | | 000729 | 菲克啤酒 | 12.42 | 1.55% | 1 22.39万 | 2.78亿 | | 600616 | 金枫酒业 | 5.68 | 1.25% | 11.45万 | 6478.38万 | | 600573 | 惠泉啤酒 | 12.14 | 1.00% | 6.97万 | 8443.35万 | | 600059 | 古越龙山 | ...

Market Overview - The non-white liquor sector experienced a decline of 0.45% on January 15, with Kuaijishan leading the drop [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index rose by 0.41% to 14306.73 [1] Stock Performance - Notable gainers in the non-white liquor sector included: - *ST Yedao: Closed at 6.44, up 3.21% with a trading volume of 86,100 shares and a turnover of 54.65 million yuan [1] - ST Xifa: Closed at 10.83, up 2.75% with a trading volume of 54,700 shares and a turnover of 58.89 million yuan [1] - *ST Lanhong: Closed at 9.71, up 1.68% with a trading volume of 31,700 shares and a turnover of 30.79 million yuan [1] - Conversely, Kuaijishan saw a decline of 2.25%, closing at 20.41 with a trading volume of 85,300 shares and a turnover of 175 million yuan [2] Capital Flow Analysis - The non-white liquor sector experienced a net outflow of 5.02 million yuan from institutional investors and 10.70 million yuan from retail investors, while retail investors saw a net inflow of 15.72 million yuan [2] - Key capital flows for selected stocks included: - Jinfeng Wine Industry: Net inflow of 11.50 million yuan from institutional investors, but a net outflow of 6.69 million yuan from retail investors [3] - *ST Yedao: Net inflow of 10.16 million yuan from institutional investors, with a net outflow of 6.46 million yuan from retail investors [3] - ST Xifa: Net inflow of 0.94 million yuan from retail investors, but a net outflow of 0.42 million yuan from institutional investors [3]