1月29日，A股白酒板块迎来罕见大涨。截至当日收盘，酒ETF上涨10.08%，中证白酒指数上涨9.79%。 白酒行业专家、武汉京魁科技有限公司董事长肖竹青对《证券日报》记者表示，本轮上涨是茅台"主动控量稳价"与季节性需求叠加共同作用的结果。 "白酒作为强周期、高社交属性的品类，自然成为资金提前布局的标的。"蔡学飞表示，"此轮上涨更多是资本市场对行业'拐点'的博弈，终端消费能否真 正回暖，仍需观察春节传统旺季的实际表现。" 然而，与二级市场的火热行情形成对比的是，部分白酒企业近期披露的业绩预告仍显压力。截至1月29日，已有5家白酒上市公司发布2025年度业绩预 告，行业整体承压态势明显。其中，洋河股份、口子窖、水井坊的预计归母净利润同比最大降幅均超过60%；金种子酒、*ST岩石则预计继续亏损。 多家酒企在业绩预告中提及，报告期内，白酒行业处于深度调整期，行业竞争格局深刻变革，存量竞争加剧。在此背景下，公司受到市场需求减少、品 牌势能减弱、渠道库存加大、渠道利润下降等挑战。 西南证券分析师也认为，白酒厂家主动调整库存，渠道逐步向健康发展，高端酒亦尊重市场规模，不再强制要求做增量，高端酒批价有望企稳；从中长 期看配 ...

证券日报网讯1月27日，东莞控股（000828）在互动平台回答投资者提问时表示，莞深高速主线目前采 用双向六车道通行标准，其改扩建工程按双向十车道(局部路段采用双向十二车道)标准推进建设。该工 程自2022年启动施工以来，始终以最大限度降低对车流的干扰为核心原则，施工重点聚焦外围路段开 展。期间仅临时封闭东莞站、管理中心站等个别站点，未实施主线单侧封闭的管制措施，保障了主线通 行秩序的稳定。改扩建工程预计2028年底完工。 ...

Investment Rating - The report maintains a "Buy" rating for major airlines including China Southern Airlines, China Eastern Airlines, Spring Airlines, and others, while recommending "Hold" for YTO Express and Shentong Express [2]. Core Insights - The report highlights a positive outlook for the aviation sector driven by multiple factors, including the upcoming Spring Festival travel peak, the appreciation of the RMB easing cost pressures, and the increase in visa-free countries for Chinese citizens, which is expected to boost international travel demand [4][7]. - The anticipated passenger transport volume during the 2026 Spring Festival is projected to reach a historical high of 95 million, with a daily average of 2.38 million passengers, reflecting a year-on-year growth of approximately 5.3% [4]. - The report emphasizes the cyclical recovery of the civil aviation market, with expectations of rising passenger load factors and ticket prices, driven by a gradual recovery in demand and limited capacity growth [4][7]. Summary by Sections Aviation and Airports - Daily flight operations from January 19 to January 23 showed slight fluctuations, with Eastern Airlines and Southern Airlines operating 2,245.80 and 2,221.80 flights respectively, while year-on-year comparisons indicate a decrease in operations [4]. - The average aircraft utilization rates during the same period were reported, with Spring Airlines achieving the highest at 9.20 hours per day, although all airlines showed a decline compared to the previous year [4]. - The report suggests that the upcoming Spring Festival will significantly enhance market demand, particularly from student travelers, as the holiday season approaches [4][7]. Logistics and Express Delivery - The report notes a divergence in the growth rates of express delivery companies, with a total of approximately 4.073 billion packages collected from January 12 to January 18, reflecting a year-on-year decline of 11.82% [7]. - It highlights the ongoing high-quality development of the express delivery industry, with policies aimed at reducing competition ("anti-involution") expected to improve profitability [7]. - The report recommends focusing on express companies with significant profit elasticity, such as Shentong Express and YTO Express, as well as those with strong growth potential in overseas markets like Jitu Express [7]. Infrastructure - The report tracks various transportation metrics, including highway and railway freight volumes, indicating a mixed performance across sectors [7]. - It suggests that the low-interest-rate environment will continue to support investment in infrastructure, with a focus on high-quality assets [7]. - Specific recommendations include investing in highway companies like Shandong Highway and Anhui Expressway, as well as railway companies like Daqin Railway and Beijing-Shanghai High-Speed Railway [7]. Shipping and Trade - The report indicates a mixed performance in shipping rates, with the SCFI index showing a decline of 7.39% week-on-week and a year-on-year drop of 28.73% [7]. - It emphasizes the potential for investment opportunities in oil and bulk shipping due to geopolitical factors and structural demand growth [7]. - Recommendations include focusing on companies like COSCO Shipping Energy and COSCO Shipping Holdings for oil shipping investments, as well as Hai Tong Development for bulk shipping [7].

证券日报网讯1月23日，东莞控股（000828）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司股东人数为26271名。 ...

证券日报网讯 1月16日，东莞控股在互动平台回答投资者提问时表示，截至2026年1月9日，公司股东人 数为26025户。 （文章来源：证券日报） ...

证券日报网讯1月16日，东莞控股（000828）在互动平台回答投资者提问时表示，公司将按照《深圳证 券交易所股票上市规则》等相关规定及实际情况履行信息披露义务。 ...

证券日报网讯 1月15日，东莞控股在互动平台回答投资者提问时表示，公司下属的东能公司与康亿创公 司开展新能源汽车充换电业务，2025年1-9月，两公司实现营业收入7398万元，具体业务经营情况请查 阅公司披露的定期报告。 （编辑 姚尧） ...

Core Viewpoint - Dongguan Holdings announced progress in the development of HECN30227, a siRNA drug targeting hepatitis B virus, and advancements in the small nucleic acid platform research [1] Group 1 - Dongguan Holdings responded to investor inquiries on its interactive platform [1] - Dongyangguang Pharmaceutical has made certain advancements in the clinical phase I of HECN30227 [1] - Further details can be found in the relevant announcements released by Dongyangguang Pharmaceutical [1]

（编辑 王雪儿） 证券日报网讯 1月15日，东莞控股在互动平台回答投资者提问时表示，公司持有的东莞证券账面值与历 史投资成本、东莞证券账面净资产及持股比例等有关。账面价值无法直接反映市场估值水平，需结合市 净率（PB）等市场化估值指标综合研判。 ...

Group 1 - The core point of the article is that Dongguan Holdings (000828) reported a total of 26,025 shareholders as of January 9 [1]