Core Insights - The core point of the news is the significant increase in the retail prices of major Chinese liquor brands, with the average price of the top ten products reaching a new high since 2026, indicating a recovery in the market driven by seasonal demand and improved macroeconomic conditions [1][6]. Price Trends - The average retail price of the top ten liquor products rose to 9118 yuan, an increase of 67 yuan from the previous day [1][6]. - Eight out of the ten products saw price increases, with notable rises including: - Gujinggong 20, up 15 yuan per bottle, reaching a 30-day high [1][6]. - Yanghe Dream Blue M6+ increased by 12 yuan per bottle [1][6]. - Both Feitian Moutai and Qinghua Lang rose by 10 yuan per bottle [1][6]. - The only two products that experienced price declines were: - Wuliangye Pu 58th generation, down 2 yuan per bottle [1][6]. - Premium Moutai adjusted down by 1 yuan per bottle, maintaining a high price level [1][6]. Market Analysis - The data for the "Liquor Price Reference" is collected from approximately 200 sampling points across various regions, ensuring a comprehensive and objective representation of the market [2][7]. - The recent performance of the liquor sector has been buoyed by three main factors: 1. The upcoming Spring Festival, which traditionally boosts consumption [8]. 2. Improved macroeconomic policies that enhance domestic demand [8]. 3. A shift in capital market dynamics, with institutional holdings at historically low levels [8]. - The current state of the liquor industry is characterized by a "five-bottom phase" in terms of policy, inventory, sales, wholesale prices, and production-sales dynamics, suggesting a potential turning point in the market [8].

（文章来源：证券日报） 证券日报网讯 2月4日，古井贡酒在互动平台回答投资者提问时表示，截至2026年1月30日，公司的股东 人数为56955户。 ...

新浪财经"酒价内参"重磅上线 知名白酒真实市场价尽在掌握 临近小年，年味渐浓。当红演员刘涛以一袭喜庆红装，手提古井贡酒·年份原浆古20礼盒，穿过张灯结 彩的街巷，走进温暖团圆的家中——这一幕充满温情与年味气息的画面，正是古井贡酒最新上线的新春 主题视频。视频中，刘涛以"古井贡酒新春派福官"的身份，将"福随骐骥涛涛至，财伴古井滚滚来"的美 好祝愿送入千家万户。在业内看来，刘涛和古井贡酒的合作强化了白酒与团圆中国年的情感绑定，也是 古井贡酒2026年深耕"年文化"的重要一环。 刘涛引爆新春消费热潮 在外界看来，刘涛的加入为古井贡酒带来了明星动能和流量关注，但其意义远不止于此。她更像一 个"文化导体"，将自身承载的"春晚记忆"、"家庭亲情观念"与古井贡酒深耕的"年文化"无缝连接。 "年文化"是古井贡酒深耕多年的文化图腾。自2016年以来，古井贡酒已连续十一年携手中央广播电视总 台春晚。春晚是全球华人除夕夜的"精神年夜饭"，多年的合作，让"过大年、喝古井、看春晚"成为了一 种条件反射般的情感链接与国民记忆，品牌已成为"年"不可或缺的一部分。 除了特约央视春晚外，古井贡酒还持续与高铁媒体深度合作，陪伴游子回家过年；连续 ...

临近小年，年味渐浓。当红演员刘涛以一袭喜庆红装，手提古井贡酒 ·年份原浆古20礼盒，穿过张灯结彩的街巷，走进温暖 团圆的家中——这一幕充满温情与年味气息的画面，正是古井贡酒最新上线的新春主题视频。视频中，刘涛以"古井贡酒新 春派福官"的身份，将"福随骐骥涛涛至，财伴古井滚滚来"的美好祝愿送入千家万户。在业内看来，刘涛和古井贡酒的合作强 化了白酒与团圆中国年的情感绑定，也是古井贡酒2026年深耕"年文化"的重要一环。 视频巧妙地将刘涛的归家之旅与古井贡酒产品、年俗活动融为一体。不仅展现了全家写福字、贴春联、剪窗花等传统年俗， 更聚焦于全家围坐、举杯共饮的场景，传递出浓浓的团圆之情。在这温馨热闹的氛围中，古井贡酒成为年礼与家宴中的重要 组成部分。这则视频也超越了简单的广告推介，成功营造了一种情感氛围，让观众在共情中感受到 "过年喝古井， 骐骥涛涛 来 "背后的温度。 "年文化"是古井贡酒深耕多年的 文化图腾 。自 2016年以来，古井贡酒已连续十一年携手 中 央 广播电 视 总台 春晚。春晚 是全球华人除夕夜的 "精神年夜饭"，多年的合作 ， 让 " 过大年、喝古井、看春晚 " 成为了一种条件反射般的情感链接与国 ...

Core Insights - The article highlights the innovative marketing strategies employed by Gujinggongjiu during the 2026 Spring Festival, emphasizing the importance of breaking through market homogenization to stand out in the competitive liquor industry [1][4] Group 1: Marketing Strategy - Gujinggongjiu launched a new Spring Festival-themed advertisement and a "Gujinggongjiu Cloud Spring Festival Gala" live event, featuring Liu Tao as the "Gujing Fortune Officer," enhancing audience engagement and brand presence [1][3] - The marketing campaign effectively integrated emotional storytelling with product promotion, making "drinking Gujing" an essential part of the Spring Festival celebration [4][8] Group 2: Consumer Engagement - Liu Tao's role as the "Gujing Fortune Officer" resonated with consumers, leveraging her warm public image to enhance emotional connections and align with contemporary desires for festive joy and good fortune [3][4] - The campaign achieved significant online engagement, with a peak of 154,300 viewers during the live event, showcasing the effectiveness of the interactive approach [3] Group 3: Multi-Channel Approach - Gujinggongjiu utilized a comprehensive "online + offline" communication strategy, including TV commercials, live interactions, and physical promotional events, to create a cohesive brand experience [4][7] - The brand's presence at major events, such as the Harbin Ice Sculpture Festival and the Hefei Cultural Festival, reinforced its identity as a symbol of the Spring Festival [7] Group 4: Product Strategy - The company strategically positioned its products to meet market demands, maintaining a stronghold in the high-end banquet and gifting segments while launching the new "Gujinggongjiu New Year's Wine," which quickly gained popularity and sold out on e-commerce platforms [8] - The brand's marketing efforts successfully captured the emotional essence of the Spring Festival, transforming Gujinggongjiu into a symbol of companionship and blessings during family reunions [8]

Core Viewpoint - The liquor sector experienced a significant increase, with a 2.82% rise on February 4, led by *ST Rock, while the overall market indices also showed positive movement [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4102.2, up 0.85%, and the Shenzhen Component Index closed at 14156.27, up 0.21% [1] - The liquor sector's main stocks showed varied performance, with *ST Rock leading the gains at 4.57% [1] Group 2: Individual Stock Performance - Key stocks in the liquor sector included: - *ST Rock: Closed at 2.06, up 4.57%, with a trading volume of 156,700 shares and a turnover of 31.19 million yuan [1] - Shanxi Fenjiu: Closed at 180.58, up 3.57%, with a trading volume of 149,200 shares and a turnover of 2.669 billion yuan [1] - Kweichow Moutai: Closed at 1525.00, up 3.40%, with a trading volume of 109,100 shares and a turnover of 16.444 billion yuan [1] - Other notable stocks included Jiu Gui Jiu, Hai Zhou Lao Jiao, and Ying Jia Gong Jiu, all showing positive gains [1] Group 3: Capital Flow - The liquor sector saw a net inflow of 2.346 billion yuan from main funds, while retail investors experienced a net outflow of 626 million yuan [2] - The main funds' net inflow for Kweichow Moutai was 1.489 billion yuan, while it faced a net outflow of 1.488 billion yuan from speculative funds [3] - Other stocks like Luzhou Laojiao and Shanxi Fenjiu also experienced significant net inflows from main funds, indicating strong institutional interest [3]

的深度绑定 古井贡酒的春节营销战略，本质上是一场对"年文化"的长期价值投资，对"春节"这一国民级文化IP的系统性投资与独占性关联。 多年来，古井贡酒致力于将白酒文化与"年文化"巧妙结合。自2016年首次成为中央广播电视总台春晚特约合作伙伴，至今已连续11年与春晚深度绑定，在 消费者心中悄然种下"过大年、喝古井、看春晚"的潜意识关联。 作者：美玲 监制：大曼 排版：洋洋 在白酒行业寻找新增量的今天，古井贡酒提供了一个值得借鉴的样本：将品牌植入国民情感最深处，让产品成为文化仪式的一部分。这或许意味着，关 于"年味"的生意，才刚刚进入深水区。 日前，古井贡酒正式官宣演员刘涛担任"新春派福官"引起广泛关注。随后，刘涛的身影频繁出现在总台春晚彩排、粤港澳大湾区春晚的录制现场，更在堪 称"云上春晚"的直播中创下超500万人次观看、商品曝光破1300万、霸榜酒类榜榜首的亮眼成绩。 看似只是一次常规的明星代言，但背后蕴含着古井贡酒深层的品牌战略考量。在竞争日趋白热化的白酒市场中，古井贡酒为何选择刘涛？又如何将"春 节""福气""年味"等传统节庆文化符号，有效转化为实实在在的品牌资产与市场销量？ 从"春晚特约"到"春节IP" ...

Core Insights - The article highlights the structural upward trend in the retail prices of China's top ten liquor products, with a total price of 9,051 yuan for a bundled sale, marking an increase of 38 yuan from the previous day, reaching a new high in nearly a month [1][6][7] Price Trends - The market shows a general upward trend, with seven products increasing in price and three decreasing. Mid-range products have seen concentrated price increases, while high-end liquor has slightly adjusted from high levels [1][7] - Notable price increases include: - Yanghe Dream Blue M6+ up by 14 yuan per bottle - Qinghua Lang up by 13 yuan per bottle - Xijiu Junpin up by 7 yuan per bottle - Gujing Gonggu 20 and Qinghua Fen 20 up by 5 yuan and 4 yuan respectively - Wuliangye Pu 58 and Guojiao 1573 up by 2 yuan and 1 yuan respectively - Decreases were observed in: - Feitian Moutai down by 4 yuan per bottle - Boutique Moutai down by 3 yuan per bottle - Crystal Jian Nan Chun down by 1 yuan per bottle [1][7][10] Data Collection Methodology - The "Liquor Price Reference" collects data from approximately 200 sampling points across various regions, including designated distributors, social distributors, e-commerce platforms, and retail outlets, aiming to provide objective and traceable market price data [2][8] Brand Value Insights - According to the 2025 Hurun China Brand List released on February 3, Guizhou Moutai maintains its position as the top brand in China with a brand value of 795 billion yuan for the eighth consecutive year. The list has expanded from 300 to 500 brands, now including non-Chinese brands, reflecting a broader market landscape [2][8]

Core Insights - The article highlights the structural upward trend in the retail prices of China's top ten liquor products, with a total price of 9,051 yuan for a bundled sale, marking an increase of 38 yuan from the previous day, reaching a new high in nearly a month [1][6][7] Price Trends - The market shows a general upward trend, with seven products increasing in price and three decreasing. Mid-range products have seen concentrated price increases, while high-end liquor has slightly adjusted from high levels [1][7] - Notable price increases include: - Yanghe Dream Blue M6+ up by 14 yuan per bottle - Qinghua Lang up by 13 yuan per bottle - Xijiu Junpin up by 7 yuan per bottle - Gujing Gonggu 20 and Qinghua Fen 20 up by 5 yuan and 4 yuan respectively - Wuliangye Pu 58 and Guojiao 1573 up by 2 yuan and 1 yuan respectively [1][7][10] Price Decreases - The following products experienced price reductions: - Feitian Moutai down by 4 yuan per bottle - Boutique Moutai down by 3 yuan per bottle - Crystal Jian Nan Chun down by 1 yuan per bottle [1][7][10] Data Collection Methodology - The "Liquor Price Reference" collects data from approximately 200 sampling points across various regions, including designated distributors, social distributors, e-commerce platforms, and retail outlets, aiming to provide objective and traceable market price data [2][8] Brand Value Insights - According to the 2025 Hurun China Brand List released on February 3, Guizhou Moutai maintains its position as the top brand in China with a brand value of 795 billion yuan for the eighth consecutive year. The list has expanded from 300 to 500 brands, including non-Chinese brands, reflecting the evolving brand landscape in China [2][8]

Core Insights - The Chinese white liquor market has shown a structural upward trend in retail prices for the top ten products as of February 4, with an overall price increase of 38 yuan, reaching a total of 9051 yuan, marking a new high in nearly a month [1] Price Movements - Among the top ten products, seven experienced price increases while three saw declines, indicating a general upward trend in the market [1] - Mid-range products showed concentrated price increases, while high-end liquor experienced slight adjustments from previous high levels [1] - The most significant price increase was observed in Yanghe Dream Blue M6+, which rose by 14 yuan per bottle, achieving three consecutive days of price increases [1] - Other notable increases included Qinghua Lang (up 13 yuan), Xijiu Junpin (up 7 yuan), and Gujing Gonggu 20 (up 5 yuan) [1] - Conversely, Feitian Moutai and Boutique Moutai saw decreases of 4 yuan and 3 yuan per bottle, respectively, indicating a short-term price consolidation phase after previous significant increases [1] Specific Product Pricing - The current retail prices for key products are as follows: - Feitian Moutai: 1695 yuan (down 4 yuan) - Boutique Moutai: 2392 yuan (down 3 yuan) - Wuliangye Pu 58: 805 yuan (up 2 yuan) - Yanghe Dream Blue M6+: 604 yuan (up 14 yuan) - Gujing Gonggu 20: 526 yuan (up 5 yuan) - Xijiu Junpin: 642 yuan (up 7 yuan) - Qinghua Lang: 728 yuan (up 13 yuan) - Shuijing Jian Nan Chun: 391 yuan (down 1 yuan) [3][4]