| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 6655509 | 东鹏饮料 | 257.00 | 2.74% | 3.23万 | | 8.37 乙 | | 920786 | 骑士乳业 | 10.84 | 1.40% | 16.74万 | 1.81亿 | | | 605179 | 一鸣食品 | 20.81 | 1.36% | 7.34万 | | 1.54亿 | | 603711 | 香飘飘 | 13.44 | 1.36% | 5.29万 | 7174.46万 | | | 300997 | 欢乐家 | 23.89 | 1.14% | 12.14万 | | 2.95 Z | | 300898 | 熊猫乳品 | 28.69 | 0.46% | 5.71万 | | 1.66亿 | | 600887 | 伊利股份 | 26.45 | 0.42% | 74.10万 | | 19.75亿 | | 300106 | 西部牧业 | 11.13 | 0.18% | 11.20万 | | 1.26亿 ...

Core Insights - The beverage and dairy sector experienced a rise of 0.51% on January 28, with Liziyuan leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Sector Performance - Liziyuan (605337) closed at 13.56, up 5.85% with a trading volume of 388,600 shares [1] - Sanyuan (600429) closed at 5.45, up 4.21% with a trading volume of 482,000 shares [1] - Dongpeng Beverage (605499) closed at 254.51, up 3.54% with a trading volume of 47,700 shares [1] - Other notable performers include Weiwe (600300) up 1.65% and Qishi Dairy (920786) up 1.18% [1] Capital Flow - The beverage and dairy sector saw a net inflow of 1.51 million yuan from institutional investors, while retail investors contributed a net inflow of 12.8 million yuan [2] - However, there was a net outflow of 129 million yuan from speculative funds [2] Individual Stock Capital Flow - Liziyuan had a net inflow of 62.55 million yuan from institutional investors, but a net outflow of 17.26 million yuan from speculative funds [3] - Yili (600887) saw a net inflow of 33.78 million yuan from institutional investors, but a significant net outflow of 71.72 million yuan from speculative funds [3] - Sanyuan (600429) had a net inflow of 22.36 million yuan from institutional investors, while retail investors experienced a net outflow of 27.12 million yuan [3]

上市企业：养元饮品（603156）,承德露露（000848）,东鹏饮料（605499）,均瑶健康（605388） 2020-2025年中国饮料产量统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 相关报告：智研咨询发布的《2026-2032年中国饮料行业市场运营格局及未来前景分析报告》 根据国家统计局数据显示：2025年12月中国饮料产量为1342万吨，同比增长1.1%；2025年中国饮料累 计产量为17925.3万吨，累计增长3%。 ...

Market Overview - The beverage and dairy sector experienced a decline of 0.18% on January 23, with Miaokelan leading the drop [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Stock Performance - Notable gainers in the beverage and dairy sector included: - Quanyangquan (code: 681009) with a closing price of 8.37, up 2.45% and a trading volume of 419,500 shares, totaling 351 million yuan [1] - Huanlejia (code: 300997) closed at 24.80, up 2.31% with a trading volume of 98,400 shares, totaling 242 million yuan [1] - Qiaoyuan Beverage (code: 603156) closed at 33.86, up 1.93% with a trading volume of 108,900 shares, totaling 364 million yuan [1] - Conversely, the following stocks saw declines: - Miaokelan (code: 600882) closed at 23.75, down 3.34% with a trading volume of 153,200 shares, totaling 368 million yuan [2] - Weiweijia (code: 600300) closed at 3.71, down 2.11% with a trading volume of 665,200 shares, totaling 248 million yuan [2] - New Dairy (code: 002946) closed at 19.19, down 1.34% with a trading volume of 45,200 shares, totaling 86.94 million yuan [2] Capital Flow - The beverage and dairy sector saw a net outflow of 141 million yuan from institutional investors, while retail investors contributed a net inflow of 229 million yuan [2] - Detailed capital flow for selected stocks includes: - Yili Group (code: 600887) with a net inflow of 1.10 billion yuan from institutional investors, but a net outflow of 162.69 million yuan from retail investors [3] - Huangshi Group (code: 002329) had a net inflow of 13.98 million yuan from institutional investors, with a net outflow of 5.66 million yuan from retail investors [3] - Liziyuan (code: 605337) saw a net inflow of 8.75 million yuan from institutional investors, with a net outflow of 1.70 million yuan from retail investors [3]

（文章来源：证券日报） 证券日报网讯 1月21日，承德露露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 总户数55435户。 ...

Group 1 - The company held its first temporary board meeting of the eighth session on January 16, 2026, with all 8 directors present, meeting the quorum requirements [2][3] - The board approved a new "Securities Investment Management System" to regulate the company's securities investment activities, in compliance with relevant laws and regulations [2] - The meeting's resolutions were documented and signed by the attending directors, ensuring proper record-keeping [4]

Group 1 - The core point of the article is that Chengde Lulu has reported a total of 54,069 shareholders as of January 9, 2026 [1]

Group 1 - The core point of the article is that Chengde Lulule (000848) announced the approval of the "Securities Investment Management System" by its eighth board of directors during the first temporary meeting of 2026 [1] Group 2 - The announcement indicates a strategic move by the company to enhance its governance and investment management practices [1] - This decision reflects the company's commitment to improving operational efficiency and aligning with regulatory standards in the investment sector [1] - The approval of the investment management system may open up new opportunities for the company in terms of investment strategies and portfolio management [1]

Core Viewpoint - The company is focusing on enhancing product development to meet market demands by diversifying packaging and flavors of its products [1] Group 1: Product Development - The company has been continuously strengthening its product research and development efforts [1] - It aims to launch products with diverse packaging options such as glass bottles, PET bottles, and aluminum cans [1] - The company has introduced new flavor extensions for its almond milk products, including almond + red tea, almond + matcha, and almond + coffee [1] Group 2: Market Strategy - The company plans to continue launching additional almond + products to cater to consumer preferences [1] - The focus on flavor and packaging diversification is intended to better satisfy consumer needs [1]

Group 1 - The company Chengde Lulule announced the convening of its eighth board meeting on January 16, 2026, to discuss the proposal regarding the "Securities Investment Management System" [1] Group 2 - The silver market has seen a significant increase, with prices rising over 80% in the last 50 days, indicating a potential peak in the precious metals bull market [1] - Historically, surges in silver prices often signal a climax in the precious metals market, suggesting that the current situation may be different from past trends [1]