证券之星消息，1月28日白酒板块较上一交易日下跌0.79%，*ST岩石领跌。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。白酒板块个股涨跌见下表： 从资金流向上来看，当日白酒板块主力资金净流出12.38亿元，游资资金净流入13.56亿元，散户资金净流 出1.18亿元。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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000568 泸州老窖 | | 1.07 Z | 6.89% | -6686.18万 | -4.29% | -4056.45万 | -2.60% | | 600809 山西汾酒 | | 7464.03万 | 5.95% | 1.05亿 | 8.38% | -1.80亿 | -14.33% | | 000995 | 皇台酒业 | 2633.56万 | 12.95% | -253.88万 | -1.25% | -2379.67万 ...

MACD金叉信号形成，这些股涨势不错！ 格隆汇1月28日｜A股市场白酒股拉升，其中，皇台酒业涨近7%，古井贡酒、舍得酒业、金种子酒、水 井坊涨超2%，酒鬼酒、顺鑫农业、天佑德酒、泸州老窖、老白干酒涨超1%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 000995 | 皇台酒业 | | 6.69 | 23.75亿 | 7.03 | | 000596 | 古井贡酒 | | 2.90 | 671亿 | -4.31 | | 600702 | 舍得酒业 | 兼 | 2.73 | 181亿 | -3.26 | | 600199 | 金种子酒 | 1 | 2.38 | 62.23亿 | -2.27 | | 600779 | 水井坊 | | 2.18 | 187亿 | -0.08 | | 000799 | 酒鬼酒 | | 1.68 | 169亿 | -4.53 | | 000860 | 顺鑫农业 | | 1.60 | 109亿 | 0.00 | | 002646 | 天佑德酒 | 1 | 1.47 | 42.98 ...

新浪财经"酒价内参"过去24小时收集的数据显示，中国白酒市场十大单品的终端零售均价在1月28日呈 放量分化走势。如果十大单品各取一瓶整体打包售卖，今日总售价为8866元，较昨日下跌20元，创近五 日以来价格新低。今日市场四涨六跌：上涨端，精品茅台领涨6元/瓶；水晶剑南春上涨3元/瓶；国窖 1573和梦之蓝M6+均上涨2元/瓶。下跌端，青花郎显著回调17元/瓶，调整幅度居前，此前该酒品曾五 连涨获利回吐压力日增；飞天茅台终端零售价受i茅台平台常态化供应影响，环比下跌9元/瓶；习酒君 品和古井贡古20分别下跌3元/瓶、2元/瓶；青花汾20和五粮液均微跌1元/瓶，走势相对平稳。 来源：酒业内参 "酒价内参"的每日数据源自全国各大区均有合理分布的约200个采集点，包括但不限于酒企的指定经销 商、社会经销商、电商平台和零售网点等，原始取样数据为过去24个小时中各点位经手的真实成交终端 零售价格，力求为社会各界提供一份关于知名白酒市场价格的客观、真实、科学、全程可追溯的数据。 随着元旦官方i茅台平台开始出售1499元/瓶的飞天茅台，以及1月9日开始出售2299元/瓶的精品茅台，这 一新产生的渠道对两款产品市场终端零售均价 ...

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 新浪财经"酒价内参"过去24小时收集的数据显示，中国白酒市场十大单品的终端零售均价在1月28日呈 放量分化走势。如果十大单品各取一瓶整体打包售卖，今日总售价为8866元，较昨日下跌20元，创近五 日以来价格新低。今日市场四涨六跌：上涨端，精品茅台领涨6元/瓶；水晶剑南春上涨3元/瓶；国窖 1573和梦之蓝M6+均上涨2元/瓶。下跌端，青花郎显著回调17元/瓶，调整幅度居前，此前该酒品曾五 连涨获利回吐压力日增；飞天茅台终端零售价受i茅台平台常态化供应影响，环比下跌9元/瓶；习酒君 品和古井贡古20分别下跌3元/瓶、2元/瓶；青花汾20和五粮液均微跌1元/瓶，走势相对平稳。 | 2 | 习酒君品 | 639/瓶 | -3元' | | --- | --- | --- | --- | | | 53度/500ml | | | | 北 | 青花郎 | 720/瓶 | -17元▼ | | | 53度/500ml | | | | 100 | 水晶剑南春 | 391/瓶 | 3元 ▲ | | | 52度/500ml | | | "酒价内参"的每日数据源自全国各大区均有 ...

1月24日，岳麓山下思想激荡，湘江之滨酒香馥郁。 酒鬼酒股份有限公司与湖南大学工商管理学院高管教育 (EE) 中心联合主办的"望灯塔・湘先行——2026 我们的坚守与创新"企业家沙龙活动圆满举行。 内参酒在湖南政商学界的朋友们——百余位来自政界、学界、商界的湖湘精英齐聚一堂，共探发展路 径，见证内参酒作为中国高端文化白酒、湘酒名片的圈层凝聚力与文化引领力。 "内参酒要全力深耕湖南大本营市场，扎实培育核心消费圈层。"酒鬼酒公司党委书记、总经理程军表 示，希望" 内参和 Ta 的朋友们" 能成为一个持续生长、彼此赋能的生态圈，"做一个长期价值的酿造 者，不仅奉献美酒，还让智慧的光芒在这里激荡，让合作的种子在这里萌芽。" "智"汇湖大 赋能湖湘企业高质量发展 24日下午，在湖南大学举办的"望灯塔・湘先行——2026我们的坚守与创新"企业家沙龙活动，吸引了百 余位企业家学员参与。 活动现场，"内参名人堂"授牌仪式上，程军向湖南省知名文化学者郑佳明，中南大学教授吴金明，湖南 大学教授罗宏斌三位专家送上金牌和鲜花，致谢他们为企业家赋能、为内参品牌引路。 在当天的活动中，郑佳明以曾国藩"知行合一、经世致用"精神诠释湘商基因 ...

证券之星消息，1月27日白酒板块较上一交易日下跌0.56%，*ST岩石领跌。当日上证指数报收于4139.9，上涨0.18%。深证成指报收于14329.91， 上涨0.09%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 600519 | 贵州茅台 | 1343.01 | 0.08% | 4.84万 | | 65.15亿 | | 000568 | 泸州老窖 | 112.36 | -0.06% | 12.12万 | | 13.55亿 | | 600779 | 水井坊 | 37.61 | -0.74% | 4.10万 | | 1.53亿 | | 603198 | 迎驾贡酒 | 38.51 | -1.16% | 2.93万 | | 1.13亿 | | 600197 | 伊力特 | 13.40 | -1.25% | 3.75万 | | 5034.99万 | | 000858 | 五粮液 | 101.02 | -1.29% | 22.53万 | | 22.84亿 ...

成份股方面，白酒跌幅居前。截至发稿，洋河股份大跌近9%，古井贡酒、水井坊、金徽酒、酒鬼酒等多股跌超2%，拖累板块走势。 1月26日，吃喝板块继续回调，反映吃喝板块整体走势的食品饮料ETF华宝（515710）开盘后震荡下行，截至发稿，场内价格跌1.39%。 | | 念日 | 1分 5分 15分 30分 | | 日 ୧୦સ્ત્ર 周 | 月 日本 | | | | F9 盘前盘后 叠加 九转 | 画线 工具 ◇ | 2 | | EHO = | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.585 | | | 515710[食品饮料ETF华宝] 10:11 价 0.566 | | | | 涨跌 -0.008(-1.39%) 均价 0.567 成交量 4310 IOPV 0.5652 | | | 2026/01/26 | | | | | 0.580 | | | | | | | | | | | 0-9696 | 净值走势 | 1:37 交易中 大学中 | | | | | | | | | ...

Investment Rating - The report maintains a cautious outlook on the liquor industry, particularly on high-end liquor such as Moutai, with expectations of gradual recovery in sales and pricing stability post-Spring Festival [10][11][12]. Core Insights - The high-end liquor segment, especially Moutai, is experiencing a sales boost as the Spring Festival approaches, with expectations of price recovery due to increased demand driven by wealth effects [10][11]. - The report suggests that the market's concerns about post-festival price drops for Moutai are likely to be unfounded, predicting only minor seasonal fluctuations [10][12]. - The overall sentiment in the liquor industry is shifting from a pessimistic outlook to a more stable one, with expectations of improved sales dynamics as external constraints on consumption ease [11][12]. Summary by Sections Liquor Industry - The report highlights that Moutai's sales are performing better than previously cautious expectations, leading to a price recovery for both Moutai and newer Moutai products [10]. - It is noted that the market is still wary of potential price declines after the Spring Festival, but historical patterns suggest only minor adjustments are likely [10][11]. - The report emphasizes the importance of brand strength and market positioning for high-end liquor companies, recommending investments in brands with strong market presence and growth potential [12]. Beer Industry - The beer sector is seeing a steady recovery in on-premise consumption, with companies diversifying into non-drink channels and soft drinks [12]. - The report suggests that the beer industry's performance is expected to stabilize, with a focus on maintaining competitive pricing and improving dividend yields [12]. Snack Industry - The snack sector is benefiting from pre-Spring Festival stocking and product innovation, with companies like Qiaqia and Ganyuan expected to show significant profit elasticity due to low comparative bases [14]. - The report recommends focusing on leading snack companies that are expanding their store presence and adapting their product offerings [14]. Beverage Industry - The soft drink sector is currently facing challenges due to seasonal demand fluctuations and competition from ready-to-drink tea brands, leading to a slight decline in overall sales growth [14]. - Despite these challenges, leading brands like Dongpeng and Nongfu are expected to maintain double-digit growth through brand strength and market share consolidation [14]. Seasoning Industry - The seasoning sector is stabilizing as restaurant demand begins to recover, with expectations of improved performance in 2026 driven by seasonal effects [15]. - The report highlights companies like Angel Yeast and Qianhe Condiments as having strong growth potential due to favorable market conditions and dividend yields [15].

Market Overview - The Shanghai Composite Index rose by 0.08% on January 21, with 18 out of the 28 sectors experiencing gains. The top-performing sectors were non-ferrous metals and electronics, with increases of 2.79% and 2.62% respectively [1] - The banking and coal sectors saw the largest declines, with drops of 1.58% and 1.57% respectively [1] Capital Flow Analysis - The net inflow of capital in the two markets was 11.983 billion yuan, with 14 sectors receiving net inflows. The electronics sector led with a net inflow of 16.369 billion yuan, while the non-ferrous metals sector followed with a net inflow of 7.289 billion yuan [1] - Conversely, 17 sectors experienced net outflows, with the power equipment sector seeing the largest outflow of 6.688 billion yuan, followed by the defense and military sector with an outflow of 2.906 billion yuan [1] Food and Beverage Sector Performance - The food and beverage sector declined by 1.53%, with a net outflow of 2.416 billion yuan. Out of 124 stocks in this sector, 23 rose while 97 fell, including one stock that hit the daily limit down [2] - The top three stocks with the highest net inflows in the food and beverage sector were "Hao Xiang Ni" with 61.106 million yuan, "*ST Chun Tian" with 12.8997 million yuan, and "Wei Zhi Xiang" with 12.7381 million yuan [2] - Major stocks with significant net outflows included Kweichow Moutai with 9.52 billion yuan, Wuliangye with 3.66 billion yuan, and Shanxi Fenjiu with 1.33 billion yuan [2][4] Food and Beverage Sector Capital Inflow and Outflow - The capital inflow leaderboard in the food and beverage sector included "Hao Xiang Ni" (+8.11%), "*ST Chun Tian" (+4.85%), and "Wei Zhi Xiang" (+1.43%) [2] - The capital outflow leaderboard featured Kweichow Moutai (-1.64%), Wuliangye (-1.77%), and Shanxi Fenjiu (-2.34%) [4]

Group 1 - The liquor sector experienced a decline of 0.77% on January 15, with *ST Rock leading the drop [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index rose by 0.41% to 14306.73 [1] - Major liquor stocks showed varied performance, with *ST Rock down 4.84% to 2.75, and other notable declines including Shui Jing Fang down 2.39% and Moutai down 7.31% in net outflow [1][2] Group 2 - The liquor sector saw a net outflow of 1.152 billion yuan from main funds, while retail investors contributed a net inflow of 528 million yuan [1] - Specific stocks like Moutai and Wuliangye faced significant net outflows of 416 million yuan and 201 million yuan respectively, indicating a shift in investor sentiment [2] - The data indicates that retail investors are increasingly active, with a notable net inflow into stocks like Wuliangye, which saw 157 million yuan from retail investors [2]