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非白酒板块10月22日跌0.31%,会稽山领跌,主力资金净流出8581.48万元
Zheng Xing Xing Ye Ri Bao· 2025-10-22 08:19
证券之星消息,10月22日非白酒板块较上一交易日下跌0.31%,会稽山领跌。当日上证指数报收于 3913.76,下跌0.07%。深证成指报收于12996.61,下跌0.62%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 000929 | *ST兰黄 | 8.38 | 2.32% | 2.64万 | | 2188.76万 | | 600238 | *ST椰岛 | 6.19 | 2.31% | 6.79万 | | 4183.70万 | | 002568 | 百润股份 | 26.87 | 0.67% | 10.09万 | 1 | 2.72亿 | | 600084 | 中信尼雅 | 5.62 | 0.54% | ﻛ 6.19万 | | 3486.98万 | | 600573 | 惠泉啤酒 | 11.76 | 0.51% | 4.23万 | | 4987.65万 | | 603779 | 威龙股份 | 7.14 | 0.42% | 5.08万 | | 363 ...
老“CP”有新思路 黄酒场景消费如何激活
Bei Jing Shang Bao· 2025-10-21 13:44
大闸蟹旺季已至,曾与蟹搭配了千百年"CP"的黄酒如今也迎来了新搭档。10月21日,北京商报记者走访北京部分终端市场发现,伴随着大闸蟹消费旺季来 临,黄酒消费市场也迎来小高潮。与往年不同的是,除传统黄酒产品外,黄酒企业推出的年轻化黄酒产品也成为了大闸蟹旺季的主角。此外,渠道商推出的 自有品牌黄酒也同样瓜分着黄酒市场份额。 一面是大闸蟹带来的"市场流量密码",另一面却是行业内外品牌激烈的市场竞争,在当下市场现状的背后,不仅受中国大闸蟹产业呈现规模化扩张态势的外 在因素影响,同时也受黄酒行业持续扩容的内在因素影响。如今,当"大闸蟹+黄酒"这对儿老"CP"迎来新产品入局时,未来黄酒要如何挖掘更多消费新场 景? 老"CP"新朋友 在位于宣武门的沃尔玛店内,大闸蟹已经被摆放在生鲜区域的核心位置。与大闸蟹相搭配的黄酒产品也迎来了消费小高潮。在黄酒产品销售专区,货架上摆 放着包括古越龙山花雕酒、会稽山三年陈绍兴花雕酒等多款黄酒产品。 尽管在大闸蟹消费旺季,黄酒产品对应也会迎来销量增长已成为"惯例",但今年黄酒消费市场却发生着悄然的变化。 与往年黄酒、花雕酒传统产品搭配大闸蟹食用不同的是,今年大闸蟹"CP"出现了年轻化的身影。 ...
会稽山10月20日获融资买入3368.22万元,融资余额6.69亿元
Xin Lang Cai Jing· 2025-10-21 01:33
10月20日,会稽山跌0.65%,成交额3.94亿元。两融数据显示,当日会稽山获融资买入额3368.22万元, 融资偿还4186.71万元,融资净买入-818.49万元。截至10月20日,会稽山融资融券余额合计6.69亿元。 融资方面,会稽山当日融资买入3368.22万元。当前融资余额6.69亿元,占流通市值的6.09%,融资余额 超过近一年80%分位水平,处于高位。 机构持仓方面,截止2025年6月30日,会稽山十大流通股东中,香港中央结算有限公司位居第五大流通 股东,持股593.79万股,相比上期增加50.84万股。酒ETF(512690)位居第九大流通股东,持股495.33 万股,相比上期增加48.01万股。 责任编辑:小浪快报 资料显示,会稽山绍兴酒股份有限公司位于浙江省绍兴市柯桥区湖塘街道杨绍路2579号,成立日期1993 年10月18日,上市日期2014年8月25日,公司主营业务涉及绍兴黄酒、黄酒的生产、销售和研发。主营 业务收入构成为:黄酒75.67%,其他24.33%。 截至6月30日,会稽山股东户数2.60万,较上期减少1.25%;人均流通股18419股,较上期增加1.26%。 2025年1 ...
大消费行业周报(10月第3周):海南离岛免税政策5大调整落地-20251020
Century Securities· 2025-10-20 00:44
Investment Rating - The report does not explicitly state an investment rating for the industry, but it suggests focusing on the duty-free retail sector and the ice and snow economy as potential investment opportunities. Core Insights - The recent adjustments to the Hainan duty-free shopping policy are expected to enhance the attractiveness of Hainan as a free trade port, expanding the range of duty-free goods and increasing consumer participation [2][3]. - The early onset of the snow season in Xinjiang is anticipated to benefit the ice and snow economy, with government initiatives aiming for a total output value of 200 billion yuan by 2030 [2][3]. - The report highlights the performance of various sectors within the consumer industry, noting significant stock price changes among leading companies [2][3]. Summary by Sections Market Weekly Review - The consumer sector showed mixed performance, with food and beverage, retail, and home appliances experiencing gains, while beauty care and textiles saw declines [2][3]. - Notable stock performances included Kuaijishan (+11.08%) and Dongbei Group (+8.97%) leading the gains, while Jinzi Ham (-17.80%) and Biyi Co. (-19.63%) faced significant losses [2][3]. Industry News and Key Company Announcements - The Hainan duty-free policy adjustments include expanding the range of duty-free goods to 47 categories and allowing more consumer participation [2][3]. - The ice and snow industry is projected to exceed 1 trillion yuan by 2025, driven by upcoming major events and government support [2][3]. - Various companies reported significant revenue growth, such as Spring Breeze Power with a 28.56% increase in Q3 revenue [2][3].
非白酒板块10月17日跌1.28%,会稽山领跌,主力资金净流出1.63亿元
Zheng Xing Xing Ye Ri Bao· 2025-10-17 08:31
Market Overview - On October 17, the non-baijiu sector declined by 1.28% compared to the previous trading day, with Kuaijishan leading the decline [1] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Stock Performance - Kuaijishan (601579) closed at 23.05, down 7.24% with a trading volume of 244,600 shares and a turnover of 574 million yuan [1] - Other notable declines included: - Caogao Co. (600543) down 2.19% to 5.80 - Guyue Longshan (600059) down 1.93% to 10.15 - Bailun Co. (002568) down 1.93% to 26.49 [1] Capital Flow - The non-baijiu sector experienced a net outflow of 163 million yuan from institutional investors, while retail investors saw a net inflow of 174 million yuan [1] - Detailed capital flow for selected stocks showed: - Jinfeng Wine Industry (600616) had a net inflow of 353,300 yuan from institutional investors [2] - ST Yedao (600238) saw a net outflow of 414,800 yuan from institutional investors but a net inflow of 644,300 yuan from retail investors [2] - ST Xifa (000752) had a net outflow of 2,224,400 yuan from institutional investors but a net inflow of 2,754,100 yuan from retail investors [2]
非白酒板块10月16日涨0.29%,古越龙山领涨,主力资金净流出1.29亿元
Zheng Xing Xing Ye Ri Bao· 2025-10-16 08:20
Market Overview - On October 16, the non-liquor sector rose by 0.29% compared to the previous trading day, with Guyue Longshan leading the gains [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Stock Performance - Guyue Longshan (600059) closed at 10.35, up 3.92% with a trading volume of 362,400 shares and a turnover of 376 million yuan [1] - Kuaijishan (601579) closed at 24.85, up 3.41% with a trading volume of 364,700 shares and a turnover of 881 million yuan [1] - Other notable performers include *ST Yedao (600238) up 1.17%, Zhirun Co. (002568) up 0.48%, and Chongqing Beer (600132) up 0.22% [1] Capital Flow - The non-liquor sector experienced a net outflow of 129 million yuan from institutional investors, while retail investors saw a net inflow of 184 million yuan [2] - The table of capital flow indicates that *ST Yedao had a net inflow of 1.58 million yuan from institutional investors, while it faced a net outflow of 2.22 million yuan from retail investors [3] Individual Stock Analysis - *ST Yedao (600238) had a net inflow of 158,810 yuan from institutional investors, but a net outflow of 221,770 yuan from retail investors [3] - Mogaogufen (600543) saw a net inflow of 152,120 yuan from institutional investors, with a net outflow of 206,640 yuan from retail investors [3] - Chongqing Beer (600132) faced a net outflow of 652,000 yuan from institutional investors, while retail investors contributed a net inflow of 346,940 yuan [3]
古越龙山牵手啤酒龙头,将推出首款精酿黄啤
21世纪经济报道· 2025-10-16 07:55
Core Viewpoint - The strategic partnership between Guyue Longshan and China Resources Beer aims to innovate the beverage market by launching a new product, "Yellow Wine Brewed Beer," targeting a broader consumer base and leveraging each company's strengths in marketing and distribution [1][3][10]. Group 1: Strategic Collaboration - Guyue Longshan and China Resources Beer signed a strategic cooperation agreement to develop a new product that combines the characteristics of yellow wine and beer, with plans for a pilot launch in East China before expanding nationwide [3][10]. - This collaboration is part of a broader strategic framework established between the Zhejiang provincial government and China Resources Group, focusing on high-quality development and consumer expansion [8][10]. Group 2: Market Impact - Following the announcement of the partnership, Guyue Longshan's stock price rose over 3%, reflecting positive market sentiment towards the collaboration [3][15]. - The yellow wine sector has seen a resurgence in interest, with companies like Kuaijishan experiencing significant stock price increases, highlighting a competitive landscape where Guyue Longshan must adapt to maintain its market position [12][14]. Group 3: Product Innovation - The new "Yellow Wine Brewed Beer" product is expected to blend the rich flavors of yellow wine with the refreshing qualities of beer, aiming to create a unique offering in the beverage market [10][12]. - Guyue Longshan has previously attempted to innovate with products like coffee yellow wine and ice cream, but these efforts have not yet translated into significant market success [14][15]. Group 4: Future Prospects - The collaboration is seen as a crucial step for Guyue Longshan to rejuvenate its brand image and appeal to younger consumers, potentially enhancing its market competitiveness against emerging players like Kuaijishan [6][14]. - The partnership may lead to further collaborative efforts beyond product development, focusing on strategic alignment in marketing and distribution channels [15].
古越龙山反攻 与华润啤酒达成战略合作
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-15 23:49
10月15日深夜,古越龙山披露了一项重磅合作:与华润啤酒在北京华润大厦签约达成战略合作,中国啤 酒、黄酒两大领域的领军企业正式携手。 古越龙山披露,双方将推出前所未有的"黄酒精酿啤酒",让古越龙山触达更广泛的消费者群体。联名产 品今年就将上市,会先在华东地区试点推广,随后逐步拓展至全国市场、构建完整的全国化运营体系, 将借助华润啤酒的年轻化营销经验,从而打破大众对黄酒"老酒"的刻板印象。 21世纪经济报道记者肖夏 面对势头凶猛的会稽山,古越龙山终于出招。 今年资本市场突然爱上了黄酒,黄酒股整体上扬,尤其是积极开展年轻化的会稽山股价多次涨停,今年 内股价已经暴涨了120%以上,成功登顶黄酒市值第一。 相较之下,长期位居黄酒老大的古越龙山,今年虽然股价也顺势上涨,涨幅远不及会稽山。翻看古越龙 山的财报,近年增速相对更缓,会稽山有后来居上之势。 当年凭借年轻化营销逆势突围的华润啤酒,能否助力古越龙山也在年轻人之间翻红? 啤酒龙头与黄酒老大联手 古越龙山与华润啤酒联手,源自更高层面的战略合作。 今年7月,浙江省政府与华润集团签署了深化战略合作框架协议,双方提出进一步深化2022年以来的战 略合作,接下来双方将按照"战 ...
11.74亿元主力资金今日抢筹食品饮料板块
Zheng Quan Shi Bao Wang· 2025-10-14 09:17
Market Overview - The Shanghai Composite Index fell by 0.62% on October 14, with 11 sectors experiencing gains, led by the banking and coal industries, which rose by 2.51% and 2.18% respectively [1] - The food and beverage sector ranked third in terms of daily gains, increasing by 1.69% [1] - A total of 936.16 billion yuan in net outflow was recorded across the two markets, with 8 sectors seeing net inflows [1] Sector Performance - The banking sector had the highest net inflow of funds, amounting to 1.725 billion yuan, contributing to its 2.51% increase [1] - The food and beverage sector saw a net inflow of 1.174 billion yuan, with 92 out of 124 stocks in the sector rising [2] - The electronic sector experienced the largest net outflow, totaling 29.910 billion yuan, followed by the non-ferrous metals sector with a net outflow of 13.214 billion yuan [1] Food and Beverage Sector Details - Within the food and beverage sector, the top three stocks by net inflow were Kweichow Moutai (6.09 billion yuan), Wuliangye (3.17 billion yuan), and Huadiao (1.72 billion yuan) [2] - The sector had 55 stocks with net inflows, while 14 stocks experienced net outflows exceeding 10 million yuan, with Yangyuan Beverage leading the outflows at 35.7869 million yuan [2][3] Notable Stocks - Kweichow Moutai saw a price increase of 2.24% with a turnover rate of 0.53% and a net inflow of 608.90 million yuan [2] - Wuliangye increased by 1.85% with a turnover rate of 0.75% and a net inflow of 316.72 million yuan [2] - Yangyuan Beverage decreased by 2.05% with a turnover rate of 2.15% and a net outflow of 35.7869 million yuan [3]
非白酒板块10月14日涨1.83%,会稽山领涨,主力资金净流入1.74亿元
Zheng Xing Xing Ye Ri Bao· 2025-10-14 08:39
证券之星消息,10月14日非白酒板块较上一交易日上涨1.83%,会稽山领涨。当日上证指数报收于 3865.23,下跌0.62%。深证成指报收于12895.11,下跌2.54%。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) | | --- | --- | --- | --- | --- | --- | | 000929 | *ST兰黄 | 8.12 | -1.34% | 2.45万 | 1990.61万 | | 600238 | *ST椰岛 | 5.89 | -0.17% | 4.66万 | 2756.37万 | | 603779 | 威龙股份 | 6.95 | 0.29% | 4.53万 | 3153.66万 | | 600573 | 惠泉啤酒 | 11.51 | 0.61% | 1 2.54万 | 2909.53万 | | 600600 | 関豊明細 | 67.71 | 0.76% | 6.43万 | 4.35 Z | | 000869 | 张 裕A | 21.84 | 0.83% | 1.66万 | 3614.06万 | | 002461 | ...