证券之星消息，8月13日白酒板块较上一交易日下跌0.65%，*ST岩石领跌。当日上证指数报收于 3683.46，上涨0.48%。深证成指报收于11551.36，上涨1.76%。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 | 6.27 | -1.88% | 8.37万 | 5274.05万 | | 600519 | 贵州茅台 | 1420.05 | -1.18% | 6.55万 | 93.25 Z | | 002304 | 洋河股份 | 68.88 | -0.53% | 4.65万 | 3.21亿 | | 002646 | 天佑德酒 | 10.01 | -0.50% | 6.90万 | 6905.31万 | | 0009995 | 皇台酒业 | 14.45 | -0.41% | 8.08万 | 1.16亿 | | 000596 | 古井贡酒 | 145.68 | -0.41% | 3.17万 | 4.61亿 | | 603198 | 迎驾 ...

新华网北京3月31日电（记者胡可璐）"酒香要飘进生活，生意要做进人心。"3月24日，在成都举办的水井坊·第一 坊"2025年战略发布大会上，四川水井坊股份有限公司总经理胡庭洲道出他在履新水井坊8个月后，对当下酒业市场的 体会和判断。 这位曾在宝洁、百事、好时、豫园股份等多家知名企业任职的管理者，在掌舵水井坊后，花了70%左右时间跟团 队做一线调研和市场走访。在拜访了超过一万名消费者后，胡庭洲带领水井坊交出一份颇具分量的答卷。 当天，水井坊推出2025全新品牌战略。"水井坊"品牌聚焦300元-800次高端，夯实宴席、节庆等核心市场基 础；"第一坊"聚焦在800元以上高端市场，打造收藏级稀缺体验，在目标圈层中树立高端品牌形象。双品牌产品定位、 渠道布局各有侧重，形成差异化发展，共同推动品牌价值全面提升。 值得一提的是，水井坊首次提出"喝美酒、庆美事"品牌理念，聚焦宴席、聚会、节庆等情感链接细分场景，强化 品牌在核心场景中的消费者认知。 在发布会现场，胡庭洲接受了新华网等媒体采访，分享水井坊新战略背后的考量，以及白酒企业穿越周期的新解 法。 谁能更快建立能力模型 谁才能更快走出周期 存量竞争时代，酒企库存压力持续提 ...

格隆汇8月11日｜A股市场白酒股走强，其中，古井贡酒涨超6%，伊力特涨超5%，山西汾酒、迎驾贡酒 涨超4%，舍得酒业、水井坊涨超3%，泸州老窖、金徽酒、皇台酒业、酒鬼酒、贵州茅台涨超2%。 国 泰海通证券发布研报称，政策变量加速白酒行业出清，当下产业加速向业绩底迈进，预计最早在2026上 半年有望达到业绩底，结合批价等高频信号，白酒股价有望先于需求侧出现趋势级拐点；同时，产业逻 辑在颠覆中重塑，份额逻辑将逐步取代量价逻辑，长周期下，把握白酒的"类债资产" 属性。 ...

Investment Rating - The report maintains an "Increase" rating for the food and beverage industry, indicating a positive outlook for the sector [4]. Core Insights - The report highlights that the liquor industry is gradually releasing pressure from distribution channels, indicating a potential for future growth. It suggests focusing on three main lines: leading brands, high-certainty regional liquors, and elastic stocks benefiting from recovery and increased risk appetite [1][2]. - The snack sector shows significant growth potential, with companies like Yanjing Beer and Zhujiang Beer being highlighted for their strong performance. The report emphasizes the importance of channel leadership and growth potential in selecting stocks [3][6]. Summary by Sections Liquor Industry - The report notes that the liquor industry is experiencing a deep adjustment, shifting from scale growth to high-quality development. It emphasizes the importance of brand strength and strategic initiatives to capture new consumer trends [2]. - The expected revenue for Zhenjiu Lidong in H1 2025 is projected to be between 2.4 billion to 2.55 billion yuan, reflecting a year-on-year decline of 38.3% to 41.9% due to economic uncertainties and policy impacts [2]. Beer and Beverage Sector - The beer segment shows promising results, with Huiquan Brewery reporting a revenue of 351 million yuan in H1 2025, a year-on-year increase of 1.03%, and a net profit of 40 million yuan, up 25.52% [3]. - Unified Enterprises China achieved a revenue of 17.087 billion yuan in H1 2025, representing a 10.6% year-on-year growth, with a net profit of 1.287 billion yuan, up 33.2% [3]. Snack Sector - The snack sector is highlighted for its recovery in stock prices, with expectations for continued high growth due to new product launches and channel transformations. The report notes a narrowing decline in raw milk prices, which may positively impact the dairy segment [6].

Core Insights - The total salary scale for CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average annual salary of 814,800 yuan [1] - The highest salary increase among CFOs was recorded by Jiang Leifeng from Shui Jing Fang, with a 51.3% increase, bringing his annual salary to 4.65 million yuan [1][3] - Jiang Leifeng's performance included a revenue of 5.217 billion yuan, a year-on-year growth of 5.32%, and a net profit of 1.341 billion yuan, growing by 5.69% [1] Salary Trends - The average salary for CFOs in A-share companies is 814,800 yuan, with a total salary scale of 4.27 billion yuan [1] - Jiang Leifeng's salary increase of 51.3% is significantly higher than the company's revenue and stock performance, indicating a strategic investment in financial leadership [1] - Other notable salary increases include Yang Shaolin from Hai Da Group with a 114.6% increase and Ren Huiling from Zhongji United with an increase of 184.42% [3] Performance Metrics - Shui Jing Fang's revenue growth of 5.32% and net profit growth of 5.69% are above the average performance in the industry [1] - Despite the positive financial performance, the company's stock price fell by 8.93%, reflecting a disconnect between financial results and market perception [1] - Jiang Leifeng's daily salary of 18,600 yuan positions him among the highest-paid CFOs in the industry [1]

Core Viewpoint - Sichuan Shui Jing Fang Co., Ltd. announced a cash dividend distribution plan for the fiscal year 2024, with a proposed cash dividend of 0.97 CNY per share, approved at the annual general meeting held on June 18, 2025 [1][3]. Distribution Plan - The cash dividend distribution is for the fiscal year 2024, targeting all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shanghai Branch, as of the close of trading on the day before the equity registration date [2]. - The total number of shares eligible for the cash dividend distribution is 484,640,798 shares, resulting in a total cash dividend payout of approximately 470.10 million CNY (including tax) [3][4]. Differentiated Dividend Distribution - The company will distribute a cash dividend of 9.70 CNY for every 10 shares held, with no capital reserve fund conversion into additional shares for the fiscal year 2024 [3][5]. - The reference price for the ex-dividend date will be adjusted based on the cash dividend amount, calculated as the previous closing price minus 0.9643 CNY [6]. Implementation Method - Cash dividends will be distributed through the China Securities Depository and Clearing Corporation Limited, with shareholders who have designated trading able to receive their dividends on the payment date [7]. - Specific shareholders, including major stakeholders, will receive dividends directly from the company, while shares held in the company's repurchase account will not participate in the profit distribution [8]. Taxation Information - Individual shareholders holding shares for over one year will be exempt from personal income tax on the cash dividend, while those holding for one year or less will have taxes calculated upon the transfer of shares [9]. - Qualified Foreign Institutional Investors (QFIIs) will have a 10% withholding tax applied to their cash dividends, resulting in a net dividend of 0.873 CNY per share [10].

Core Points - The company announced a cash dividend distribution of 0.97 CNY per share for A shares [1][2] - The annual shareholders' meeting held on June 18, 2025, approved the profit distribution plan for the fiscal year 2024 [2][3] - The total number of shares eligible for the dividend is 484,640,798 shares after excluding the repurchased shares [2][3] Dividend Distribution Details - The cash dividend distribution is based on a total cash dividend of approximately 470.1 million CNY (including tax) [2][3] - The relevant dates for the dividend distribution are as follows: - Record date: August 11, 2025 - Ex-dividend date: August 12, 2025 - Dividend payment date: August 12, 2025 [1][3] - The company will not conduct a capital reserve transfer to increase share capital for the fiscal year 2024 [2] Taxation Information - For individual shareholders holding shares for more than one year, the dividend income is exempt from personal income tax [5][6] - For qualified foreign institutional investors (QFII), a 10% corporate income tax will be withheld, resulting in a net dividend of 0.873 CNY per share [6] - For Hong Kong investors through the Stock Connect program, dividends will be distributed in RMB, subject to relevant tax regulations [6]

证券日报网讯 8月5日晚间，水井坊发布公告称，2024年年度权益分派方案为A股每股现金红利0.97元 （含税），股权登记日为2025年8月11日，除权（息）日及现金红利发放日均为2025年8月12日。 （文章来源：证券日报） ...

地址:上海市长宁区仙霞路 99 号尚嘉中心 12 层、22层(200051) Add: 12F&22F,L'Avenue No.99 XianXia Rd,Changning District,Shanghai,PRC 电话 Tel: +86 21 23563298 传真 Fax: +86 21 23563299 网址 Website: http://www.guantao.com 邮箱 Email: guantaosh@guantao.com 北京观韬(上海)律师事务所 关于 四川水井坊股份有限公司 差异化分红事项的 差异化分红事项的 专项核查意见 致:四川水井坊股份有限公司 北京观韬(上海)律师事务所(以下简称"本所")接受四川水井坊股份有限 公司(以下简称"公司")的委托。根据《中华人民共和国公司法》(以下简称"《公 司法》"》《中华人民共和国证券法》(以下简称"《证券法》")《上海证券交 易所股票上市规则》(以下简称"《上市规则》")《上海证券交易所上市公司自 律监管指引第 7号--回购股份》(以下简称"《自律监管指引第 7号》") 等法律、 法规及其他规范性文件的规定,就公司 2024年度利润分配所 ...

从资金流向上来看，当日白酒板块主力资金净流入6.0亿元，游资资金净流出3.58亿元，散户资金净流出 2.42亿元。白酒板块个股资金流向见下表： 证券之星消息，8月5日白酒板块较上一交易日上涨0.9%，*ST岩石领涨。当日上证指数报收于3617.6，上 涨0.96%。深证成指报收于11106.96，上涨0.59%。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 | 6.33 | 4.98% | 7.04万 | | 4386.47万 | | 000596 | 古井贡酒 | 140.01 | 2.88% | 3.44万 | | 4.77亿 | | 000568 | 泸州老窖 | 127.01 | 2.39% | 9.42万 | | 11.89 乙 | | 600809 | 山西汾酒 | 181.29 | 1.73% | 6.60万 | | 11.91亿 | | 002304 | 洋河股份 | 68.76 | 1.10% | 4.5 ...