Market Overview - On August 1, the non-liquor sector rose by 0.06% compared to the previous trading day, with *ST Lanhua leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Stock Performance - The top-performing stock in the non-liquor sector was *ST Lanhua, which closed at 8.19 with a gain of 4.46% [1] - Other notable stocks included Huichuan Beer at 11.97 (+1.10%), Weilong Co. at 7.52 (+0.80%), and Jin Feng Wine at 5.63 (+0.72%) [1] Trading Volume and Value - The trading volume for *ST Lanhua was 60,800 shares, with a transaction value of approximately 49.09 million yuan [1] - The total net outflow of main funds in the non-liquor sector was 50.54 million yuan, while retail funds saw a net inflow of 19.91 million yuan [2] Fund Flow Analysis - The main fund inflow for *ST Lanhua was 3.99 million yuan, accounting for 8.13% of its trading volume [3] - In contrast, the main fund outflow for ST Xifa was 2.99 million yuan, representing a 6.78% decrease [3] - The overall fund flow indicates a mixed sentiment among institutional and retail investors in the non-liquor sector [2][3]

Group 1 - The core point of the article indicates that Weilang Co., Ltd. is experiencing a significant decline in profitability, with an expected net loss of 2.2 million to 3.3 million yuan for the first half of 2025, compared to a profit of 9.449 million yuan in the same period last year [1] - The company's main business revenue has decreased by 15% year-on-year due to a sluggish market in the wine industry [1] - As of July 31, 2025, Weilang's stock price closed at 7.46 yuan, down 0.15 yuan or 1.97% from the previous trading day, with a trading volume of 60,673 hands and a transaction amount of 46 million yuan [1] Group 2 - Weilang Co., Ltd. operates in the wine industry, focusing on the production and sales of various types of wine, including dry red and dry white wines [1] - On July 31, 2025, the net inflow of main funds was 904,300 yuan, accounting for 0.04% of the circulating market value [1]

Group 1: Industry Overview - The wine industry is facing ongoing economic fluctuations, impacting non-essential products like wine, leading to a continuous decline in performance [1] - Major wine companies in China have reported worsening losses for the first half of the year, with companies like Weilang and ST Tongpu projecting significant net losses [2] - A survey indicated that 59.4% of domestic wine industry participants reported a decline in performance over the past three years, highlighting the industry's struggles [2] Group 2: Market Sentiment and Future Outlook - Industry participants are cautious about the market for the next two years, with many expressing a neutral to slightly optimistic outlook despite challenges [3] - Zhangyu's general manager noted a "cliff-like" decline in wine consumption due to economic conditions, leading to reduced investments from distributors [3][4] - The global wine market is also under pressure, with a projected decline in production and consumption for 2024, marking the lowest levels since 1961 [5] Group 3: Strategic Shifts and Innovations - The domestic wine market is exploring new strategies such as "popularization," "trendy drinks," and lower alcohol content products to attract consumers [7] - A significant portion of industry participants believes that white wine and low-alcohol trendy drinks represent potential growth areas [7] - Companies are launching affordable wine products to lower entry barriers for consumers, with positive market feedback for low-priced white wines [8]

从资金流向上来看，当日非白酒板块主力资金净流出7649.92万元，游资资金净流出6309.61万元，散户资 金净流入1.4亿元。非白酒板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600238 | *ST椰岛 | 1211.33万 | 7.45% | -543.30万 | -3.34% | -668.03万 | -4.11% | | 600543 | 莫高股份 | 126.70万 | 2.46% | 142.10万 | 2.76% | -268.80万 | -5.22% | | 601579 | 会稽山 | 114.55万 | 0.91% | -151.38万 | -1.20% | - 36.83万 | 0.29% | | 002461 | 珠江啤酒 | 87.87万 | 0.80% | -821.37万 | -7.49% | 733.50万 | 6.69% | | 000752 | S ...

Industry Dynamics - In the first half of 2023, the revenue from tobacco and alcohol increased by 5.5% year-on-year, totaling 331.6 billion yuan, while June's revenue was 51.6 billion yuan, showing a decline of 0.7% year-on-year [4] - The added value of the beverage and tea manufacturing industry grew by 3.4% year-on-year in June, with a 4.7% increase in the first half of the year [4] - Four industry standards related to fermented rice wine and fruit wines were officially released, set to be implemented on February 1, 2026 [4] - A national standard for the carbon footprint quantification of liquor was included in the 2025 national standard plan [5] - The China Chain Store & Franchise Association issued a proposal to resist "involution" competition in instant retail, emphasizing the need for fair market practices and sustainable development [5] Company Dynamics - Multiple liquor companies released their performance forecasts for the first half of 2023, showing a significant divergence in results. The white liquor sector generally performed poorly, with Shui Jing Fang's net profit dropping by 56.52% and other companies like Jiu Gui Jiu and Shun Xin Agriculture also reporting substantial declines [7] - Some companies, such as Chuan Jiu Group and Qinghai Spring, reported growth in revenue and profits, while the beer sector, led by Yan Jing Beer, saw a net profit increase of 40%-50% [7] - The wine and yellow wine sectors faced losses, attributed to rising costs and inadequate market expansion [7] - The chairman of Shui Jing Fang Group was replaced, marking a significant change in leadership [10] - Hengshui Laobaigan plans to focus on three key areas in the second half of the year: deepening core market channels, enhancing differentiated operations for banquet scenarios, and accelerating the implementation of a digital marketing system [10]

《受理通知书》的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确 性和完整性承担个别及连带责任。 证券代码：603779 证券简称：威龙股份 公告编号：2025-039 威龙葡萄酒股份有限公司 关于诉讼进展之收到烟台市人民检察院 案件所处的诉讼阶段：山东省烟台市人民检察院受理烟 台银行股份有限公司龙口支行（以下简称"烟台银行龙 口支行"）监督申请。 上市公司所处的当事人地位：其他当事人（一审被告、 二审被上诉人、再审被申请人）； 是否会对上市公司损益产生负面影响：烟台银行龙口支 行的监督申请能否获得检察院支持尚不确定，暂无法准 确判断本次申请对公司本期或期后利润的影响，最终实 际影响以审理结果为准。 将根据该事项进展情况，及时履行信息披露义务，敬请投资者 注意投资风险。 重要内容提示： 威龙葡萄酒股份有限公司（以下简称"公司"）近日收到 山东省烟台市人民检察院送达的《受理通知书》。现将有关情 况公告如下： 一、诉讼基本情况 2023 年 11 月 22 日，烟台银行股份有限公司龙口支行（以 下简称"烟台银行龙口支行"）向龙口市人民法院提起诉讼， ...

Core Viewpoint - The company, Wulong Wine Co., Ltd., is forecasting a significant net loss for the first half of 2025, primarily due to a decline in revenue from its main business in a sluggish wine market [1]. Group 1: Performance Forecast - The company expects a net profit attributable to shareholders to be between -3.3 million yuan and -2.2 million yuan for the first half of 2025 [1]. - The net profit after deducting non-recurring gains and losses is projected to be between -3.6 million yuan and -2.4 million yuan [1]. - This forecast indicates a loss compared to the same period last year, where the net profit was 9.449 million yuan [1]. Group 2: Previous Year Performance - In the previous year, the net profit attributable to shareholders was 9.449 million yuan, and the net profit after deducting non-recurring gains and losses was 9.0331 million yuan [1]. - The earnings per share for the previous year were 0.03 yuan [1]. Group 3: Reasons for Performance Decline - The primary reason for the expected loss is a decrease in revenue from the main business, with a year-on-year decline of approximately 15% due to a sluggish wine market [1].

证券代码：603779 证券简称：威龙股份 公告编号：2025-039 威龙葡萄酒股份有限公司 关于诉讼进展之收到烟台市人民检察院 《受理通知书》的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确 性和完整性承担个别及连带责任。 威龙葡萄酒股份有限公司（以下简称"公司"）近日收到 山东省烟台市人民检察院送达的《受理通知书》。现将有关情 况公告如下： 一、诉讼基本情况 特此公告。 威龙葡萄酒股份有限公司董事会 下简称"烟台银行龙口支行"）向龙口市人民法院提起诉讼， 请求法院撤销公司、王珍海和龙口市兴龙葡萄专业合作社三方 签订的旨在解决违规担保的《以物抵债三方协议》；请求法院 判令公司将转让财产返还给龙口市兴龙葡萄专业合作社，如被 撤销后不能返还或者没必要返还的，判令公司予以折价补偿。 龙口市人民法院判决驳回烟台银行龙口支行的诉讼请求，烟台 银行龙口支行不服一审判决结果，提起上诉，烟台市中级人民 法院判决驳回上诉，维持原判。烟台银行龙口支行对终审判决 不服，向山东省高级人民法院申请再审，山东省高级人民法院 裁定驳回烟台银行龙口支行的再审申请。（具体一 ...

[Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company forecasts a net loss attributable to shareholders for the first half of 2025, ranging from -3.3 million to -2.2 million CNY, a reversal from the prior year's profit 2025 Semi-Annual Performance Forecast | Metric | Estimated Amount (CNY) | | :--- | :--- | | Net Profit Attributable to Shareholders | -3.3 million to -2.2 million | | Net Profit Attributable to Shareholders After Non-Recurring Items | -3.6 million to -2.4 million | - This performance forecast represents preliminary estimates by the company's finance department and remains unaudited[2](index=2&type=chunk) [Prior Period Performance Review](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8A%E5%B9%B4%E5%90%8C%E6%9C%9F%E4%B8%9A%E7%BB%A9%E6%83%85%E5%86%B5) The company reported profitability in the same period of 2024, with net profit attributable to shareholders at 9.449 million CNY and basic earnings per share of 0.03 CNY 2024 Semi-Annual Performance Overview | Metric | Amount (CNY) | | :--- | :--- | | Net Profit Attributable to Shareholders | 9.449 million | | Net Profit Attributable to Shareholders After Non-Recurring Items | 9.0331 million | | Earnings Per Share | 0.03 | [Analysis of Forecasted Loss](index=2&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E4%BA%8F%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) The primary cause for the shift from profit to loss is a sustained downturn in the wine industry market, leading to an approximate 15% year-over-year decrease in main business revenue and subsequent operating loss - The core reason for the loss is the sluggish wine industry market, resulting in an approximate **15% year-over-year decrease** in the company's main business revenue[5](index=5&type=chunk) [Risk Warning and Other Disclosures](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) The company emphasizes that the preliminary, unaudited performance forecast is subject to the final 2025 semi-annual report, while confirming no major uncertainties affecting its accuracy and advising investor caution - The company states that this performance forecast is a preliminary, unaudited calculation, with final data subject to the audited semi-annual report[6](index=6&type=chunk)[7](index=7&type=chunk) - The company confirms no major uncertainties exist that would impact the accuracy of this performance forecast[6](index=6&type=chunk)

Core Points - The company announced a cash dividend of RMB 0.0090 per share for A shares [1] - The profit distribution plan was approved at the annual shareholders' meeting on May 19, 2025 [1] - The record date for the dividend is June 24, 2025, with the last trading day and ex-dividend date also on June 25, 2025 [1] Distribution Plan - The total share capital before the distribution is 332,082,754 shares, and the cash dividend will be distributed based on this number [1] - The dividends for unrestricted circulating shares will be distributed through the China Securities Depository and Clearing Corporation Limited Shanghai Branch [1] Taxation Information - For individual shareholders holding unrestricted circulating shares, the actual cash dividend after tax is RMB 0.0090 per share, with tax withheld upon share transfer based on holding period [2] - For shareholders holding restricted circulating shares, the after-tax cash dividend is RMB 0.0081 per share, with a 10% withholding tax applied [3] - Hong Kong market investors will also receive an after-tax cash dividend of RMB 0.0081 per share, subject to the same 10% withholding tax [3][4] Contact Information - For inquiries, shareholders can contact the company's board office at 0535-3616259 [4]