热衷科技成长股的葛卫东，突然"喝起了"黄酒。 会稽山（601579）半年报显示，截至6月30日，葛卫东新进为会稽山前十大流通股东。此外，葛贵莲也新进成为公司前十大流通股东，二者合计持股数量 超过1800万股。从会稽山股价走势看，从今年3月底到5月底，区间最大涨幅一度超过150%。 大手笔买入 会稽山半年报显示，截至6月30日，葛卫东成为会稽山新进前十大流通股东，持股数量为497.15万股。值得注意的是，葛贵莲同样大手笔买入会稽山，持 股数量为1380.2万股。梳理发现，葛卫东与葛贵莲是亲属关系。天眼查数据显示，葛卫东、葛贵莲均是上海混沌投资有限公司的股东。 除了大举增持会稽山以外，梳理目前已披露的上市公司半年报来看，截至二季度末，葛卫东也位列臻镭科技、移远通信前十大流通股东，持股数量和一季 度末保持一致。 白酒板块关注度升温 葛卫东大举买入黄酒股，同黄酒股相关的是，白酒股的投资价值如何？过去几年来，白酒板块遭遇深度调整，依然有很多投资人坚守其中。 | 股东名称 | 股票配货 | 持股数量(股) | 占总股本比 | 占无限售流通股 | 较上期待股变动 | | --- | --- | --- | --- | -- ...

热衷科技成长股的葛卫东，突然"喝起了"黄酒。 会稽山（601579）半年报显示，截至6月30日，葛卫东新进为会稽山前十大流通股东。此外，葛贵莲也新进成为公司前十大流通股东，二者合计持股数量 超过1800万股。从会稽山股价走势看，从今年3月底到5月底，区间最大涨幅一度超过150%。 大手笔买入 会稽山半年报显示，截至6月30日，葛卫东成为会稽山新进前十大流通股东，持股数量为497.15万股。值得注意的是，葛贵莲同样大手笔买入会稽山，持 股数量为1380.2万股。梳理发现，葛卫东与葛贵莲是亲属关系。天眼查数据显示，葛卫东、葛贵莲均是上海混沌投资有限公司的股东。 | 股东名称 | 股东 股 | 持股数量(股) | 占息股本比 | 占无限售流通股 | 较上期持股变动 | | --- | --- | --- | --- | --- | --- | | | | | 例(%) | 比例(%) | 数(股) | | 中建信(浙江)创业投资有限公司 | 投资公司 | 149.158.200 | 31.11 | 31.11 | 不变 | | 浙江中国轻纺城集团股份有限公司 | 其它 | 102.000.000 | 21.27 | ...

Core Viewpoint - The recent financial report of Kuaijishan (601579) shows a positive trend with both revenue and net profit increasing year-on-year, indicating a stable growth trajectory for the company [1]. Financial Performance - Total revenue for the first half of 2025 reached 817 million yuan, a year-on-year increase of 11.03% [1]. - Net profit attributable to shareholders was 93.88 million yuan, up 3.41% compared to the previous year [1]. - In Q2 2025, total revenue was 336 million yuan, reflecting a 12.4% increase year-on-year, while net profit for the quarter was 133,900 yuan, soaring 109.58% [1]. - Gross margin improved to 55.45%, an increase of 10.82% year-on-year, while net margin decreased to 11.52%, down 6.93% [1]. - Total operating expenses (sales, management, and financial expenses) amounted to 256 million yuan, accounting for 31.4% of revenue, which is a 15.41% increase year-on-year [1]. Key Financial Metrics - Earnings per share (EPS) increased to 0.20 yuan, a rise of 5.26% year-on-year [1]. - The company's cash flow from operating activities showed a significant improvement, with a change of 91.73% year-on-year, resulting in -0.02 yuan per share [1][2]. - The company's return on invested capital (ROIC) was reported at 4.94%, indicating a historically low capital return rate [3]. Business Model and Market Position - The company's performance is primarily driven by marketing efforts, necessitating a deeper analysis of the underlying factors influencing this drive [4]. - Analysts project that Kuaijishan's performance for 2025 will reach 233 million yuan, with an average EPS forecast of 0.48 yuan [5]. Fund Holdings - The largest fund holding Kuaijishan shares is the Manulife Consumer Dividend Index A, with 1.3698 million shares, indicating a new entry into the top ten holdings [6].

私募大佬葛卫东家族斥资超3亿元押注黄酒"一哥"会稽山。 8月21日，会稽山披露的半年报显示，今年二季度，葛卫东与葛贵莲新进成为公司前十大股东，分别持有公司497.15万股和1380.2万股股份。 以会稽山二季度股票均价17.82元/股估算，葛卫东家族此次买入金额约达3.35亿元。值得一提的是，这有可能是葛卫东首次大举买入消费股，打破了其以往 侧重科技股的投资风格。 此次葛卫东投资布局会稽山，或是源于其对黄酒板块的看好。Wind数据显示，今年二季度Wind黄酒指数涨幅达41.61%。在此期间，黄酒"三巨头"会稽山、 古越龙山、金枫酒业的股价涨幅分别为93.19%、32.33%、6.59%，其中会稽山涨幅显著领先。 板块热度之外，会稽山自身较为扎实的基本面或是吸引资金的关键。2024年，会稽山营收与净利润分别增长15.60%和17.74%，成为Wind黄酒成分股中唯一 实现营收与净利双增的公司。 这一增长势头在2025年得以延续。中报显示，今年上半年公司实现营收8.17亿元，归母净利润0.94亿元，分别同比增长11.03%、3.41%。 葛卫东加仓消费股 近日，葛卫东现身会稽山前十大股东名单。 根据会稽山披露的半 ...

证券之星消息，8月22日非白酒板块较上一交易日上涨0.42%，百润股份领涨。当日上证指数报收于 3825.76，上涨1.45%。深证成指报收于12166.06，上涨2.07%。非白酒板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002568 自润股份 | | 1.64亿 | 23.94% | -8147.18万 | -11.90% | -8237.09万 | -12.04% | | 600084 中信尼雅 | | 193.57万 | 6.10% | -94.26万 | -2.97% | -99.30万 | -3.13% | | 600238 *ST椰岛 | | 178.91万 | 3.00% | -209.43万 | -3.51% | 30.52万 | 0.51% | | 000869 | 张裕A | 67.97万 | 1.17% | -569.48万 | -9.84% | 501.51万 | ...

8月21日晚间，会稽山发布了2025年半年报，同时也披露了私募大佬葛卫东的最新动向。 除了葛卫东的新进，会稽山其他股东的持股情况也有所变化。例如，刚刚布局会稽山不到一年的阿布达 比投资局，退出了十大股东名单。数据显示，今年一季度末，阿布达比投资局还持有会稽山540万股， 但在二季度末其持股数已经低于386.1万股。 据介绍，会稽山主要从事黄酒的生产、销售和研发等业务，拥有"会稽山、兰亭、西塘"等多个品牌。 从二级市场上看，在黄酒板块整体上行的背景下，会稽山股价上半年涨势喜人。其中，在第二季度中， 其股价累计涨幅超90%，还在5月底时创下26.78元/股的历史新高。截止22日发稿，会稽山股价最新报 21.19元/股，公司市值为101.6亿元。 不过，会稽山当前的业绩表现并不出色。今年上半年，会稽山实现营业收入8.17亿元，同比增长11%； 实现净利润9388万元，同比增长仅3.4%。从单季度来看，从单季度来看，会稽山二季度营收为3.36亿 元；净利润为13.39万元，扣非净利润亏损324.5万元。 会稽山表示，上半年营收增长利润微增。营收增长主要得益于公司持续优化产品结构和拓展市场渠道， 尤其是在年轻化和高端化 ...

Group 1 - The core viewpoint of the news is that Kuaijishan (601579.SH) has reported its half-year results for 2025, highlighting significant institutional ownership and changes in fund holdings [1] - As of August 21, 2025, a total of 17 institutional investors hold 296 million shares of Kuaijishan, accounting for 61.68% of the total share capital [1] - The top ten institutional investors collectively hold 61.58% of the shares, with a slight decrease of 0.36 percentage points compared to the previous quarter [1] Group 2 - Among public funds, only one fund, the Wine ETF, increased its holdings, with an increase ratio of 0.10% compared to the previous period [1] - A total of 12 new public funds were disclosed this period, including several notable funds such as Hongli Consumer Dividend Index A and Galaxy Service Mixed A [1] - One public fund, Xin'ao Industry Preferred One-Year Holding Mixed A, was not disclosed in this period compared to the previous quarter [1] Group 3 - In terms of foreign investment, the Abu Dhabi Investment Authority is the only foreign institution that has not disclosed its holdings in this period compared to the previous quarter [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：601579 公司简称：会稽山 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到http://www.sse.com.cn网站仔细阅读半年度报告全文。 1.2本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 1.3公司全体董事出席董事会会议。 1.4本半年度报告未经审计。 1.5董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 第二节 公司基本情况 2.1公司简介 ■ □适用 √不适用 2.6在半年度报告批准报出日存续的债券情况 2.2主要财务数据 单位：元 币种：人民币 ■ 2.3前10名股东持股情况表 单位: 股 ■ 2.4截至报告期末的优先股股东总数、前10名优先股股东情况表 □适用 √不适用 2.5控股股东或实际控制人变更情况 □适用 √不适用 第三节 重要事项 公司应当根据重要性原则，说明报告期内公司经营情况的重大变化，以及报告期内发生的对公司 ...

Core Viewpoint - The report highlights the financial performance and strategic initiatives of Kuaijishan Shaoxing Rice Wine Co., Ltd. for the first half of 2025, showcasing growth in revenue and profit while emphasizing the company's commitment to innovation and market expansion in the yellow wine industry. Company Overview and Financial Indicators - Kuaijishan Shaoxing Rice Wine Co., Ltd. reported a revenue of approximately 816.81 million yuan, representing an increase of 11.03% compared to the same period last year [2][3] - The total profit reached approximately 137.13 million yuan, up by 15.43% year-on-year [2][3] - The net profit attributable to shareholders was approximately 93.88 million yuan, reflecting a growth of 3.41% [2][3] - The company's total assets decreased by 3.69% to approximately 4.39 billion yuan, while net assets decreased by 2.54% to approximately 3.62 billion yuan [2][3] Industry Situation - The yellow wine industry, particularly represented by Shaoxing yellow wine, has a rich history of about 2500 years and is expected to benefit from stable policy expectations and growing consumer demand for low-alcohol beverages [3][4] - The industry is experiencing a cultural revival, with yellow wine being recognized as a "national essence," which aligns with the trend of cultural confidence and national pride [3][4] Business Operations - The company focuses on the production, sales, and research of yellow wine, with a commitment to product innovation and quality improvement [4][5] - Kuaijishan has established a strong market presence in traditional consumption areas such as Zhejiang, Jiangsu, and Shanghai, while also expanding its international footprint [4][5] - The company employs a multi-channel sales strategy, including distribution, supermarkets, and direct sales, to enhance market penetration [4][5] Competitive Advantages - Kuaijishan is recognized as a leading brand in the yellow wine sector, holding multiple prestigious titles such as "China Famous Trademark" and "National Geographical Indication Protected Product" [8][9] - The company benefits from a rich reserve of original wine, which is crucial for producing high-quality yellow wine, ensuring a competitive edge in the market [10] Innovation and R&D - The company has a strong focus on technological innovation, with numerous patents and collaborations with academic institutions to enhance its production processes [5][10] - Kuaijishan has established a national-level skills master studio and actively engages in research and development to improve product quality and efficiency [10] Marketing and Brand Strategy - The company is actively enhancing its brand image through cultural marketing and collaborations with high-end dining and cultural events [6][8] - Kuaijishan is implementing a dual-brand strategy to target both young consumers and high-end markets, utilizing social media and influencer marketing to reach a broader audience [6][8]

Core Insights - The company reported a revenue of 817 million, representing a year-on-year growth of 11.03% [1] - The net profit attributable to shareholders reached 93.877 million, with a year-on-year increase of 3.41% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 89.33 million, showing a year-on-year growth of 14.60% [1]