Group 1 - The three major indices collectively rose, with the Shanghai Composite Index reaching 3888 points, an increase of 0.11% [1] - The liquor sector closed at 2423.25 points, up 0.58%, with the leading stock, JiuGuiJiu, rising by 6.03% [1] - Guizhou Moutai's closing price was 1489.60 CNY per share, down 0.05%, while Wuliangye closed at 130.59 CNY, up 0.51% [1] Group 2 - Huatai Securities' research report indicates that the liquor sector is showing signs of bottoming out, suggesting potential for bottom-fishing [1] - The valuation and sentiment in the liquor sector are currently low, with the overall fundamentals stabilizing [1] - The upcoming Mid-Autumn Festival is expected to boost demand, and the government continues to focus on stimulating domestic consumption with ongoing promotional policies [1]

华泰证券研报认为，白酒板块筑底改善，底部布局可期。白酒板块估值和情绪均处于低位，当前基本面 整体企稳，行业中秋旺季将至；同时政府对提振内需关注度持续提升，促消费政策持续落地，为板块起 到托底作用。而绝对收益角度，酒企更加重视投资者利益维护，多家公司落地长期分红规划和中期分红 规划公告，当下利率环境下长期配置价值高。展望来看，此轮调整中头部酒企均以长期健康发展为主， 基本面筑底企稳，叠加促销费政策托底，行业正逐步进入良性修复阶段。 从个股来看，贵州茅台收盘价达1489.60元/股，下跌0.05%；五粮液收盘价达130.59元/股，上涨0.51%； 山西汾酒收盘价达207.02元/股，上涨0.65%；泸州老窖收盘价达140.11元/股，上涨0.81%；洋河股份收 盘价达74.94元/股，上涨0.90%。 北京商报讯 （记者 刘一博 冯若男）8月26日早盘，三大指数集体上涨，沪指3888点上涨0.11%。白酒板 块2423.25点收盘上涨0.58%，酒鬼酒6.03%领涨白酒股。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000799 | 飘鬼演 | 69.40 | 3.37% | 44.79万 | 30.66亿 | | 616809 | 金徽酒 | 21.26 | 1.72% | 13.28万 | 2.83亿 | | 000568 | 泸州老窖 | 140.83 | 1.32% | 17.82万 | 24.89 乙 | | 600809 | 山西汾酒 | 207.90 | 1.08% | 7.91万 | 16.29亿 | | 000860 | 顺鑫农业 | 17.11 | 0.71% | 34.59万 | 5.92亿 | | 600702 | 舎得酒小 | 67.40 | 0.60% | 34.32万 | 23.37亿 | | 603369 | 今世缘 | 44.55 | 0.56% | 23.82万 | 10.68亿 | | 002304 | 洋河股份 | 74.42 | 0.20% | 9.72万 | 7.24亿 | | 000858 | 五粮液 | 129. ...

8月26日，泸州老窖盘中上涨2.01%，截至13:09，报141.78元/股，成交14.14亿元，换手率0.69%，总市 值2086.93亿元。 资金流向方面，主力资金净流入4858.55万元，特大单买入1.38亿元，占比9.79%，卖出1.19亿元，占比 8.41%；大单买入4.51亿元，占比31.86%，卖出4.21亿元，占比29.80%。 泸州老窖今年以来股价涨18.89%，近5个交易日涨12.17%，近20日涨18.44%，近60日涨27.95%。 资料显示，泸州老窖股份有限公司位于四川省泸州市南光路71号泸州老窖指挥中心，成立日期1995年5 月3日，上市日期1994年5月9日，公司主营业务涉及泸州老窖系列酒的生产、销售。主营业务收入构成 为：中高档酒类88.43%，其他酒类11.11%，其他收入0.46%。 泸州老窖所属申万行业为：食品饮料-白酒Ⅱ-白酒Ⅲ。所属概念板块包括：白酒、价值品牌、证金汇 金、价值成长、MSCI中国等。 截至3月31日，泸州老窖股东户数18.01万，较上期减少14.53%；人均流通股8157股，较上期增加 17.16%。2025年1月-3月，泸州老窖实现营业收入93.52 ...

Group 1 - A-shares experienced a decline in most major indices on August 26, with the Tianhong Food and Beverage ETF (159736) showing a slight increase of 0.13% during trading [1] - The Tianhong Food and Beverage ETF has seen a net inflow of funds for five consecutive days, accumulating 86.54 million yuan, with a net inflow of 9.03 million yuan on the previous day [1] - The ETF closely tracks the CSI Food and Beverage Index, which includes major companies in the beverage, packaged food, and meat sectors, with top holdings including Kweichow Moutai, Yili, and Wuliangye [1] Group 2 - In the first half of 2025, China's retail sales of consumer goods reached 24.55 trillion yuan, a year-on-year increase of 5.0%, with restaurant revenue at 2.75 trillion yuan, up 4.3% [2] - Among 231 listed companies in the food and beverage sector, 82 have reported their first-half 2025 earnings, with total revenue of 550.84 billion yuan, a 7.12% increase year-on-year, and net profit of 82.13 billion yuan, up 15.30% [2] - The overall trend in the food and beverage industry indicates stable growth in both revenue and profit, with a focus on the performance of snack brands and the recovery of consumer confidence [2]

25 August 2025 | 3:47PM HKT China Spirits Tracker: Market sentiment recovering from low, demand still improving gradually; Moutai/Wuliangye wholesale price weakens We have recently observed market sentiment rotation to laggards as investors take a "worst is over" stance on the spirits space (ie. sequential normalization of anti-graft policy impact), with the spirits P/E gap vs. A-share P/E approaching a decade low at c.2-3x (18% premium vs. last decade average at 103%, see Exhibit 1) and Northbound fund flo ...

Group 1 - The Shanghai Composite Index closed at 3883.56 points, up 1.51% on August 25 [1] - The liquor sector index closed at 2409.35 points, increasing by 2.89%, with 20 liquor stocks rising [1] - Kweichow Moutai's stock price reached 1490.33 CNY per share, up 1.80% [1] Group 2 - Wuliangye's stock price closed at 129.93 CNY per share, up 3.29% [1] - Shanxi Fenjiu's stock price closed at 205.68 CNY per share, up 4.65% [1] - Luzhou Laojiao's stock price closed at 138.99 CNY per share [1] Group 3 - Huatai Securities indicated that the liquor market's fundamentals are stabilizing, with a narrowing decline in sales since August [1] - The recovery in consumption is particularly noted in scenarios like graduation banquets and gatherings, especially for liquor priced below 300 CNY [1] - The current recovery in the market is also reflected in the performance of government and business consumption [1]

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。 投资者提问： 您好，尊敬的董秘。建议与近期人气爆棚的开封万岁山、清明上河园等河南知名景点合作开设低度微醺、啤酒产品卖铺，第一能够让众多游客知道泸州老窖第一时间发布的新品，又能够让游客品 董秘回答(泸州老窖SZ000568)： 尊敬的投资者，谢谢您的建议！ ...

北京商报讯（记者 刘一博 冯若男）8月25日尾盘，沪指3883.56点上涨1.51%。白酒板块2409.35点收盘 上涨2.89%，其中20只白酒股上涨，贵州茅台1490.33元/股收盘。 华泰证券指出，当前基本面环比企稳，预计8月以来，白酒动销端表现环比降幅收窄，尤其升学宴、亲 朋聚饮等大众宴席场景修复较快，300元以下大众价位白酒产品有所修复；当前，政商务消费仍然有所 承压，但预计未来随政策限制边际收窄，也将稳步恢复。同时，由于前期需求快速下滑，部分渠道和终 端经销商回款和出货更为谨慎。整体看，当前行业基本面表现筑底企稳，中秋旺季将近，期待需求稳步 修复带动行业动销改善。 从个股来看，贵州茅台收盘价达1490.33元/股，上涨1.80%；五粮液收盘价达129.93元/股，上涨3.29%； 山西汾酒收盘价达205.68元/股，上涨4.65%；泸州老窖收盘价达138.99元/股，上涨6.35%；洋河股份收 盘价达74.27元/股，上涨2.92%。 ...

【8月22日连板股分析：连板股晋级率不足三成 算力产业链继续领涨】今日共77股涨停，连板股总数12 只，其中三连板及以上个股3只，上一交易日共11只连板股，连板股晋级率27.27%（不含ST股、退市 股）。个股方面，全市场超3300只个股上涨，逾百股涨停或涨超10%，连板股表现不佳，仅3只连板股 晋级，其中自然涨停（非一字涨停）的只有成飞集成1只。板块方面，赚钱效应仍旧集中在算力产业 链、稀土永磁等少数方向，并未向全市场扩散，算力产业链的权重股继续领涨，寒武纪、海光信息、中 际旭创涨超10%，新易盛、胜宏科技涨超8%；白酒板块集体走强，二季度业绩大幅增长的舍得酒业涨 停，水井坊、迎驾贡酒涨超7%，权重股泸州老窖涨超6%，山西汾酒涨近5%。 转自：智通财经 ...