市场表现方面，机构买入型评级个股今日平均上涨0.01%，表现强于沪指。股价上涨的有159只，涨停 的有亚翔集成、有友食品、恩捷股份等。跌幅较大的个股有石头科技、澜起科技、深南电路等，跌幅分 别为12.04%、10.33%、8.12%。 业绩方面，机构评级买入个股中，有293股已经公布了三季度业绩，净利润同比增幅最大的是特一药 业，公司三季度业绩实现净利润6521.71万元，同比增长985.18%。净利润同比增幅较高的还有长盈通、 固德威等，净利润同比分别增长933.24%、837.57%。 行业来看，电子行业最受青睐，中微公司、兴森科技等27只个股上榜机构买入评级榜。电力设备、医药 生物等行业也较受机构关注，分别有26只、22只个股上榜。（数据宝） 证券时报·数据宝统计显示，今日机构研报共发布358条买入型评级记录，共涉及293只个股。迎驾贡酒 关注度最高，共获5次机构买入型评级记录。 今日获机构买入型评级个股中，共有110条评级记录中对相关个股给出了未来目标价。以公布的预测目 标价与最新收盘价进行对比显示，共有7股上涨空间超50%，古井贡酒上涨空间最高，10月31日华创证 券预计公司目标价为300.00元， ...

吃喝板块今日（10月31日）逆市猛攻！反映吃喝板块整体走势的食品ETF（515710）开盘后迅速拉升， 盘中场内价格最高涨幅达到1.32%，截至收盘，涨0.99%。 成份股方面，白酒、大众品携手拉升，截至收盘，广州酒家、古井贡酒双双大涨超6%，盐津铺子、千 禾味业、迎驾贡酒等多股跟涨超5%。 展望后市，国信证券表示，白酒行业筑底信号增多，板块或进入布局阶段，建议关注业绩相对稳定，当 前产品、渠道策略带来长期更大增长空间的优质白马。 国泰海通指出，食品饮料行业以成长为主线，饮料龙头在大单品驱动下保持结构性景气，食品原料、保 健品等公司业绩有望高增或提速。白酒行业秋糖反馈平淡，延续"低预期、弱现实"状态，随着外部因素 退坡及酒企策略调整，行业或步入实质去库周期，渠道信心有望回暖。 一键配置吃喝板块核心资产，重点关注食品ETF（515710）。根据中证指数公司统计，食品ETF （515710）跟踪中证细分食品饮料产业主题指数，约6成仓位布局高端、次高端白酒龙头股，近4成仓位 兼顾饮料乳品、调味、啤酒等细分板块龙头股，前十权重股包括"茅五泸汾洋"、伊利股份、海天味业 等。场外投资者亦可通过食品ETF联接基金（A类01 ...

不仅多数酒企业绩加速下滑，部分区域酒企净利润同比降幅甚至接近三位数，口子窖单季归母净利润同 比大降92.6%的表现更凸显了行业分化的加剧。深究原因，宏观消费环境疲软导致商务宴请等核心消费 场景收缩，叠加行业高达900天的库存周转天数和普遍的价格倒挂现象，多重压力共同酿成了这份"惨 淡"成绩单。 上行有顶峰，下行有新生！ 当2025年三季度白酒行业近十年最差季报公之于众，资本市场的反应从最初的错愕逐渐转向了冷静思 考。市场攥着这份"最差成绩单"等待风暴，却撞见今日（10月31日）截然相反的图景：古井贡酒带头冲 高近7%，迎驾贡酒、舍得跟涨超4%，业绩的寒冬尚未远去，资本的春潮悄然涌动，这杯掺着寒意与暖 意的"白酒"，恰是市场最耐人寻味的反差注脚。坦诚面对：暴露真实的勇气，破釜沉舟的底气 10月30日晚间，所有白酒企业公布完2025年三季度业绩报表。 没有永远上行的行业。 从消费端观察，尽管整体需求增速放缓，但高端白酒以及老酒的收藏属性依旧稳固，商务消费场景也在 逐步复苏，刚性需求为行业提供了坚实的基本盘，避免了需求端的大幅波动。 从商业模式来看，头部酒企仍拥有成瘾性消费、稀缺性、文化溢价三重护城河。从毛利率水平 ...

证券之星消息，10月31日白酒板块较上一交易日上涨0.81%，古井贡酒领涨。当日上证指数报收于 3954.79，下跌0.81%。深证成指报收于13378.21，下跌1.14%。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) | | --- | --- | --- | --- | --- | --- | | 000596 | 古井贡酒 | 161.00 | 6.38% | 10.22万 | 16.35 Z | | 603198 | 迎驾贡酒 | 42.38 | 5.74% | 22.42万 | 9.50亿 | | 600702 | 舍得漫业 | 62.09 | 5.29% | 20.84万 | 12.83 Z | | 000568 | 泸州老窖 | 134.54 | 3.59% | 19.06万 | 25.71亿 | | 600779 | 水井坊 | 42.29 | 2.32% | 4.73万 | 2.00亿 | | 616809 | 金徽酒 | 19.88 | 1.79% | 7.85万 | 1.56亿 | | 000995 | 草台酒业 | 13.5 ...

Market Overview - On October 31, A-shares experienced a divergence where the three major indices fell, with the Shanghai Composite Index down 0.81%, the Shenzhen Component down 1.14%, and the ChiNext Index down 2.31. However, nearly 4,000 companies saw their stock prices rise, indicating a market where individual stocks performed well despite overall index declines [1][3]. Stock Performance - A total of 76 stocks hit the daily limit up, while 148 stocks rose more than 7%. The overall increase in stock prices was 38.13%, with a total trading volume of approximately 23498.13 billion [3]. - The AI application sector showed resilience against the market downturn, with stocks like Fushi Holdings hitting the daily limit up [3]. - Pharmaceutical stocks collectively surged, with companies like Shutai Shen and Lianhuan Pharmaceutical reaching their daily limits [5]. Sector Analysis - The lithium battery sector continued its upward trend, with stocks such as Enjie Co. and Tianji Co. hitting the daily limit up [6]. - In contrast, CPO and computing hardware stocks faced adjustments, with companies like Tianfu Communication and Zhongji Xuchuang dropping over 7% [6][7]. - The recent trend showed that stocks with declining performance, particularly in the liquor industry, experienced a rebound despite poor earnings reports, while technology stocks faced significant declines [8][9]. Notable Events - A viral moment occurred when NVIDIA CEO Jensen Huang was seen dining with prominent South Korean business leaders, leading to a surge in related stocks. For instance, Kyochon F&B's stock price soared by 20%, and Cherrybro's stock hit the daily limit up with a 30% increase [12][14]. - NVIDIA announced a significant agreement with major South Korean companies to provide over 260,000 accelerator chips to support AI projects, marking a strategic expansion in AI infrastructure [20][21].

迎驾贡酒（603198.SH）2025 年三季报点评 普酒降幅收窄 表端持续出清 2025 年 10 月 31 日 ➢ 事件：公司于 10 月 29 日发布 2025 年三季报，25 年 Q1-3 公司累计实现 营收/归母净利润/扣非后归母净利润 45.16/15.11/14.74 亿元，同比-18.09%/- 24.67%/-26.16%；其中单 25Q3 实现营收/归母净利润/扣非后归母净利润 13.56/3.81/3.81 亿元，同比-20.76%/-39.29%/-39.64%，延续出清趋势。 ➢ 场景缺失需求萎缩导致洞藏承压，普酒降幅环比收窄。分产品看：25Q3 酒 类主营营收 12.73 亿元，同比-21.99%，其中中高档白酒（洞藏、金银星系列） /普通白酒（百年迎驾贡、糟坊系列）分别实现营收 10.14/2.60 亿元。普酒 25Q1/Q2/Q3 分别同比-32.09%/-32.90%/-22.78%，降幅三季度内显著收窄。 中高档酒 25Q1/Q2/Q3 分别同比-8.57%/-23.60%/-21.78%，由于面临场景缺 失、需求萎缩、省内竞争加剧所致等多重压力，中高档酒企稳或需时间，考虑 ...

| 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 半年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 603190 | 亚通精 | 9.98 | 27.37 | 23.27 | 25.23 | 8.41 | | | 工 | | | | | | | 600666 | 奥瑞德 | 9.88 | 8.56 | 3.33 | 3.56 | 6.91 | | 688196 | 卓越新 能 | 8.71 | 1.83 | 45.61 | 48.54 | 6.42 | | 301027 | 华蓝集 团 | 7.58 | 9.79 | 16.83 | 17.75 | 5.49 | | 600715 | 文投控 股 | 5.71 | 2.38 | 2.46 | 2.59 | 5.09 | | | 华联控 | | | | | | | 000036 | 股 | 6.22 | 2.22 | 3.92 | 4.10 | 4.53 | | 920627 | 力王股 份 | ...

10月31日，截至10时56分，食品ETF（515710）盘中表现稳健，场内价格现涨1.1%，成交额为5472.38 万元，基金最新规模为14.54亿元。 成份股方面，迎驾贡酒、古井贡酒和广州酒家表现最为强劲，涨幅分别达到6.96%、6.77%和5.89%。另 一方面，金禾实业、光明乳业和洋河股份表现相对较弱，跌幅分别为2.57%、1.06%和0.86%。 消息面上，2025年1-7月中国白酒出口总额达5.7亿美元，出口量964万升，均价攀升至59.1美元/升，延 续量价齐升态势；此外，十二香型标准样正式发布，进一步规范白酒品类发展。 食品ETF（515710）及其联接基金（联接A：012548，联接C：012549）被动跟踪细分食品指数，该指 数前十大权重股分别为五粮液、贵州茅台、伊利股份、泸州老窖、山西汾酒、海天味业、东鹏饮料、洋 河股份、今世缘、古井贡酒。 数据来源于沪深交易所、公开资料等。 风险提示：以上产品由基金管理人发行与管理，代销机构不承担产品的投资、兑付和风险管理责任。投 资人应当认真阅读《基金合同》、《招募说明书》、《基金产品资料概要》等基金法律文件，了解基金 的风险收益特征，选择与自身风险 ...

经济观察网10月29日，安徽迎驾贡酒（603198）股份有限公司(以下简称"迎驾贡酒")发布《2025年第三 季度报告》显示，1—9月公司实现营业收入45.16亿元，同比下降18.09%；实现归属于上市公司股东的 净利润为15.11亿元，同比下降24.67%。 ...

Core Viewpoint - Gujinggongjiu's Q3 report shows significant declines in revenue and net profit, reflecting broader challenges in the liquor industry, with a shift towards high-quality growth amid ongoing adjustments [1][2]. Financial Performance - For the first three quarters of 2025, Gujinggongjiu reported revenue of 16.425 billion yuan, a year-on-year decrease of 13.87%, and a net profit of 3.96 billion yuan, down 16.57% [1][2]. - In Q3 alone, the company achieved revenue of 2.545 billion yuan, a substantial decline of 51.65%, and a net profit of 299 million yuan, down 74.56% [2]. - The basic earnings per share for the first three quarters were 7.49 yuan, a decrease of 16.59% year-on-year [1]. Cost and Expenses - For the first three quarters, Gujinggongjiu's operating costs were 3.307 billion yuan, down 14.54%, while sales expenses were 4.508 billion yuan, down 6.53% [2]. - R&D expenses increased by 20.58% to 622 million yuan, indicating a commitment to innovation despite overall financial pressures [2]. Industry Context - The liquor industry is undergoing a deep adjustment, transitioning from rapid growth to a focus on high-quality growth, with performance declines becoming a consensus among industry players [2]. - Despite the challenging environment, Gujinggongjiu and Yingjia Gongjiu have shown resilience due to their scale and comprehensive product offerings [2]. Competitor Performance - Yingjia Gongjiu reported a revenue decline of 18.09% to 4.516 billion yuan and a net profit drop of 24.67% to 1.511 billion yuan for the first three quarters [3]. - Kuozi Jiao experienced over a 20% decline in both revenue and net profit, facing challenges with fixed sales and management costs [4]. - Jinzhongzi Jiu was the only company unable to achieve profitability, reporting a revenue of 628 million yuan, down 22.08%, and a net loss of 1 billion yuan, which widened by 0.97% year-on-year [5]. However, it showed positive growth in Q3 with a revenue increase of 3.73% and a net profit increase of 74.42% [5].