投资者提问： 洋河董秘好， 只要洋河 能守住江苏的本地市场就是胜利，不要被今世缘碾压就是胜利✌️！ 加油，守土抗源！ 董秘回答(洋河股份SZ002304)： 尊敬的投资者，您好！感谢您的关注！ 查看更多董秘问答>> 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确性，内容仅供参考。 ...

Group 1 - The latest stock price of Jinshiyuan is 39.91 yuan, an increase of 0.35% compared to the previous trading day [1] - The stock reached a maximum of 40.29 yuan and a minimum of 39.73 yuan during the trading session, with a total transaction amount of 4.92 billion yuan [1] - Jinshiyuan operates in the liquor industry, focusing on the production and sales of baijiu, primarily targeting the mid-to-high-end market [1] Group 2 - The company plans to enhance its focus on the banquet market and increase its product offerings in this area [1] - Many liquor companies are also prioritizing the banquet market, which is viewed as a significant growth opportunity within the industry [1] - On August 14, Jinshiyuan experienced a net inflow of 15.12 million yuan in main funds, with a cumulative net inflow of 47.00 million yuan over the past five days [1]

Investment Rating - The investment rating for the liquor sector is "Outperform the Market" [1] Core Insights - The report indicates that external positive factors are gradually increasing, with liquor sales improving since August. The second quarter saw a significant decline in consumption scenarios due to policy impacts, but the situation has started to recover with normal personal consumption and gatherings [2][3] - The performance of Moutai in the mid-year report shows resilience, reflecting the industry's focus on maintaining market order amid demand pressures. Moutai's revenue for the first half of 2025 increased by 9.2% year-on-year, indicating a strategic adjustment in product structure and market investment [2][3] - The report anticipates that the valuation of the liquor sector will enter a phase of oscillation and recovery, with expectations of improved demand and inventory stabilization as the market adjusts to new consumption patterns [3] Summary by Sections 1. Market Overview - The report highlights that the liquor sector has faced significant demand pressure, but the worst phase appears to have passed, with expectations for improved sales during the upcoming Mid-Autumn and National Day holidays [2][3] - The report notes that the price of Moutai has remained stable around 1900 yuan, with a projected year-on-year decline in price expected to bottom out [3][9] 2. Company Performance - Moutai's mid-year performance reflects a 9.2% increase in revenue, with strategic adjustments to product offerings and market engagement [2][18] - Wuliangye has seen its price drop to approximately 845 yuan, indicating pressure on high-end liquor demand, but there are signs of recovery in sales as consumer behavior improves [19] - Luzhou Laojiao's price for its premium product has stabilized at around 835 yuan, demonstrating the company's ability to manage supply and demand effectively [20] 3. Investment Recommendations - The report recommends a portfolio including Luzhou Laojiao, Shanxi Fenjiu, and Gujing Gongjiu for August [4]

天眼查商业履历信息显示，江苏今世缘酒业股份有限公司，成立于1997年，位于淮安市，是一家以从事 酒、饮料和精制茶制造业为主的企业。企业注册资本124680.0037万人民币，实缴资本45000万人民币。 公司法定代表人为顾祥悦。 通过天眼查大数据分析，江苏今世缘酒业股份有限公司共对外投资了39家企业，参与招投标项目451 次，知识产权方面有商标信息973条，专利信息412条，此外企业还拥有行政许可117个。 来源：金融界 金融界消息 截至2025年8月13日收盘，今世缘（603369）报收于39.77元，下跌0.13%，换手率0.75%， 成交量9.33万手，成交金额3.71亿元。 资金流向方面，今日主力资金净流出3607.61万元，占比成交额9.72%。其中，超大单净流出604.52万 元、占成交额1.63%，大单净流出3003.09万元、占成交额8.09%，中单净流出流入1947.34万元、占成交 额5.24%，小单净流入1660.28万元、占成交额4.47%。 今世缘最新一期业绩显示，截至2025一季报，公司营业总收入50.99亿元、同比增长9.17%，归属净利润 16.44亿元，同比增长7.27%，扣 ...

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 ...

Investment Rating - The industry is rated positively, expecting an overall return exceeding 5% above the CSI 300 index in the next six months [19]. Core Insights - The report highlights a rebound in high-growth sectors driven by capital flow, with the food and beverage sector rising by 0.6% this week, ranking 26th among 31 sub-industries [11]. - The report emphasizes the importance of focusing on high-growth and undervalued recovery opportunities within the food and beverage sector [7]. Summary by Sections Sub-industry Ratings - No specific ratings for liquor, beverages, and food sub-industries, but several companies are recommended for investment: - Guizhou Moutai: Buy - Luzhou Laojiao: Buy - Shanxi Fenjiu: Hold - Jiansi Yuan: Hold - Yingjia Gongjiu: Hold - Dongpeng Beverage: Buy - Nongfu Spring: Buy - Mixue Group: Hold - Lihigh Food: Buy - Angel Yeast: Buy [3][18]. White Wine Sector - The white wine index increased by 0.38%, indicating a bottoming phase, with expectations for a local rebound despite ongoing policy and demand pressures [15]. - Guizhou Moutai's limited edition product sold out quickly, generating approximately 1.79 billion yuan in sales [5]. - The report suggests capitalizing on low valuation recovery opportunities in the white wine sector, recommending Guizhou Moutai, Luzhou Laojiao, Shanxi Fenjiu, and Jiansi Yuan [15]. Consumer Goods Sector - The snack and soft drink sectors have shown significant rebounds, attributed to previous valuation pressures and adjustments in mid-year expectations [16]. - Unified Enterprises reported a 10.6% revenue increase and a 33.2% net profit increase in H1 2025, exceeding market expectations [17]. - The report recommends focusing on high-growth snack and beverage companies, particularly Dongpeng Beverage, Mixue Group, and Nongfu Spring, while also considering undervalued stocks like Angel Yeast and Lihigh Food [16][17].

今世缘8月11日大宗交易平台共发生2笔成交，合计成交量16.00万股，成交金额565.76万元。成交价格均 为35.36元，相对今日收盘价折价11.36%。 进一步统计，近3个月内该股累计发生11笔大宗交易，合计成交金额为3231.00万元。 证券时报·数据宝统计显示，今世缘今日收盘价为39.89元，上涨1.53%，日换手率为1.08%，成交额为 5.35亿元，全天主力资金净流入4025.75万元，近5日该股累计上涨1.73%，近5日资金合计净流入5237.00 万元。 两融数据显示，该股最新融资余额为3.83亿元，近5日增加1609.07万元，增幅为4.39%。（数据宝） 8月11日今世缘大宗交易一览 | 成交量 （万 | 成交金 额（万 | 成交价 格 | 相对当日收盘 折溢价（%） | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | 股） | 元） | （元） | | | | | 10.00 | 353.60 | 35.36 | -11.36 | 华泰证券股份有限公司淮安 | 华泰证券股份有限公司淮安 | | | | | | 涟水红日大道证 ...

胡跃吾表示，今世缘的发展脉络清晰而厚重：1949年，由金庄槽坊等8家酿酒作坊合并成立国营高沟酿酒厂，奠定发展根基；2014年登陆沪市主板，迈入资本化发展新阶段；2023年营收突破百 针对行业现状，胡跃吾指出，当前白酒行业正处于"新一轮政策适应期、消费结构转型期、竞争加剧分化期"的三重叠加阶段，未来十年将是"大分化、大机遇"的关键期。对此，今世缘的应对策 在高质量发展的征程中，今世缘酒业始终秉持"酿美酒，结善缘"的企业使命，以"缘文化"为纽带凝聚发展合力，向着"成为中国白酒最具成长性的创新型企业"愿景稳步迈进。随着"十五五"规划 版 转自：江苏今世缘酒业股份有限公司 8月9日至11日，2025济南中酒展在山东国际会展中心盛大举行。展会期间，今世缘酒业斩获多项荣誉：企业荣膺"2025中国酒业智能酿造灯塔企业"，旗下产品国缘V3获评"中国酒业名酒之星大 作为"智能酿造灯塔企业"，今世缘酒业以技术创新重新定义新时代"品质"内涵。企业在行业领先的智能化生产体系，通过量化与精准控制影响酒体风味的关键因素，实现从原料种植、酿造工艺 在中酒展主论坛"重构场景 破界新生"案例分享环节，今世缘酒业党委委员、副总经理胡跃吾发表《缘 ...

8月11日，今世缘大宗交易成交16万股，成交额565.76万元，占当日总成交额的1.05%，成交价35.36元，较市场收盘价39.89元折价11.36%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) | 成交金额(万元) 成交量( * ) | 买入营业部 | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-11 | 令世缘 | 603369 | 35.36 | 353.6 10 | 华泰证券股份有限 | 华泰证券股份有限 | | | | | | | | 公司淮安涟水红日 | 公司淮安涟水红日 | | | | | | | | 大道证券营业部 | 大道证券营业部 | | | 2025-08-11 | 令世缘 | 603369 | 35.36 | 212.16 6 | 华泰证券股份有限 | 华泰证券股份有限 | | | | | | | | 公司淮安涟水红日 | 公司淮安涟水红日 | | | | | | | | 大道证券营业部 | 大道证券营业部 | | ...

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].