来源：市场资讯 （来源：宏赫臻财） ↑宏赫原创研究，投资实战思考↑ 宏赫按：根据GICS全球分类体系，一级行业（或称为行业部门）共有11个，本推文不定期为大家跟踪 这11个行业部门旗下的中美上市公司市值Top20。为投资者跟踪和投资龙头公司提供利器。 今天来统计「日常消费品」行业部门的公司，截止当前数据日，该行业部门美股共有211只证券标的； 中股共有496只证券标的（A股309港股187只，AH+7只）。 中美GICS「日常消费品」行业 上市公司市值Top20 GICS四级子行业最多是软饮料与不含酒精互动媒体与娱乐，有5家公司。 其他关注： 1、沃尔玛：8698亿美元(合6.16万亿人民币) 2、好市多：4025亿美元(合2.85万亿人民币) 3、保洁：3464亿美元(合2.45万亿人民币) 贵州茅台当前市值2563亿美元，位列第5位（上期第--），20强中中国公司有3家上榜。 本期该行业20强盈利能力↓ 投入资本回报率(ROIC)中位数为17%；平均值19%。 净资产收益率(ROE)中位数为21%，平均值14% 该行业拥有「品牌效应」护城河，关注哪些牢牢占据消费者心智的企业。 | 序 | 25/11/26 ...

据天眼查APP显示，宜宾五粮液股份有限公司成立于1998年04月21日，注册资本388160.8005万人民 币。（数据宝） 11月27日五粮液大宗交易一览 五粮液11月27日大宗交易平台出现一笔成交，成交量1.72万股，成交金额202.44万元，大宗交易成交价 为117.70元，相对今日收盘价折价0.20%。该笔交易的买方营业部为光大证券股份有限公司宁波柳汀街 证券营业部，卖方营业部为光大证券股份有限公司宁波柳汀街证券营业部。 证券时报·数据宝统计显示，五粮液今日收盘价为117.94元，下跌0.27%，日换手率为0.24%，成交额为 10.87亿元，全天主力资金净流出988.06万元，近5日该股累计下跌1.92%，近5日资金合计净流出3.29亿 元。 两融数据显示，该股最新融资余额为56.51亿元，近5日减少1.31亿元，降幅为2.27%。 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | | | | 1.72 | 202.44 ...

责任编辑：小浪快报 进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为202.44万元。该股近5个交易日累 计下跌1.92%，主力资金合计净流出4.03亿元。 11月27日，五粮液收跌0.27%，收盘价为117.94元，发生1笔大宗交易，合计成交量1.72万股，成交金额 202.44万元。 第1笔成交价格为117.70元，成交1.72万股，成交金额202.44万元，溢价率为-0.20%，买方营业部为光大 证券股份有限公司宁波柳汀街证券营业部，卖方营业部为光大证券股份有限公司宁波柳汀街证券营业 部。 ...

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 转自：新华财经 r a 7 We guard the rare with wisdom 我们以智慧守 F 线 分 Be a practitioner of sustainable development 共护 共建 共享 Working Together to Protect, Build, and Shar 2025 全 球 熊 新 Global Panda Partners Conference 2025 熊猫伙伴在世紀念 ·猫家 PANDA PARTNERS AROUND THE WORLI 主办单位: 新华通讯社四川分社 新华通讯社新闻信息中心 中国野 支持 ( 联合国教程 会作校理·/ . We promote openness 以包? a promoter of communicatio ala I ED 24 1947 PARENT 编辑：徐丹宁 版权声明：未经新华财经书面授权许可，严禁任何个人或机构以任何形式复制、引用本文内容或观点。 ...

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 近日，中国嘉德2025年秋季拍卖会五粮液陈年酒专场在北京落槌，本次专场涵盖47组总计948瓶（坛）藏品，其中一坛五粮液三十年坛储窖藏封坛纪念酒再次创下百万拍卖价纪录。 在当前更为理性的市场环境中，此次专场的出色表现进一步印证了五粮液陈年酒卓越的收藏价值与强劲的市场号召力，也为老酒收藏市场释放出新的风向信号。 百万成交 稀缺藏品点燃市场热情 "品质之上，唯有老酒"已成为白酒行业一大共识。随着老酒市场近年来持续升温，藏家的收藏逻辑日趋成熟：具备卓越品饮价值与明确稀缺性的精品，始终是市场关注的核心。 本次拍卖是陈年五粮液在整个拍卖领域中首次以专场形式亮相拍场，为陈年白酒收藏市场注入新的活力。 近年来，中国老酒市场正迎来规模与品质的双重提升，交易规模已突破千亿元，预计未来五年将进一步超过1500亿元。在这个快速增长的市场中，以五粮液为代表的头部品牌，凭借稳定的品质 根据此前中国酒业协会发布的《2023年陈年五粮液酒及陈年五粮春酒、陈年尖庄酒收藏价值参考指数》来看，"陈年五粮液的价格每年都在增长，增长率均保持10%-30%不等"。 作为中国浓香型白酒的典型代表， ...

近日，中国嘉德2025年秋季拍卖会五粮液（000858）陈年酒专场在北京落槌，本次专场涵盖47组总计948瓶(坛)藏品，其中一坛五粮液三十年坛储窖藏封 坛纪念酒再次创下百万拍卖价纪录。 在当前更为理性的市场环境中，此次专场的出色表现进一步印证了五粮液陈年酒卓越的收藏价值与强劲的市场号召力，也为老酒收藏市场释放出新的风向 信号。 百万成交 稀缺藏品点燃市场热情 "品质之上，唯有老酒"已成为白酒行业一大共识。随着老酒市场近年来持续升温，藏家的收藏逻辑日趋成熟：具备卓越品饮价值与明确稀缺性的精品，始 终是市场关注的核心。 全面升级 本次专场汇聚五粮液多款具有历史意义的珍品，包括五粮液十二生肖纪念酒、1997年产五粮液香港回归纪念酒、1999年产五粮液澳门回归纪念酒、1999年 产五粮液热烈庆祝中华人民共和国成立五十周年纪念酒等时代印记鲜明的产品，以及来自不同年代的陈年五粮液(含多瓶组合及原箱)产品，备受藏家青 睐。 一槌破圈 提振名优陈年酒预期 本次拍卖是陈年五粮液在整个拍卖领域中首次以专场形式亮相拍场，为陈年白酒收藏市场注入新的活力。 近年来，中国老酒市场正迎来规模与品质的双重提升，交易规模已突破千亿元，预计未来 ...

Core Insights - The white liquor market is experiencing a price adjustment, with the average retail price of the top ten products decreasing for the second consecutive day, currently priced at 9188 yuan, down 34 yuan from the previous day [1] - A notable increase in prices was observed for Qinghua Lang, which rose by 2 yuan per bottle, while Feitian Moutai saw a slight increase of 1 yuan per bottle [1] - The chairman of Jinshiyuan expressed optimism about a gradual recovery in the white liquor market next year, despite current challenges such as weak demand and intense competition [1] Price Trends - The average retail price of the top ten white liquor products has decreased, with specific products showing varied price movements: - Feitian Moutai: 1829 yuan, up 1 yuan - Premium Moutai: 2361 yuan, down 4 yuan - Wuliangye: 853 yuan, down 5 yuan - Guojiao 1573: 877 yuan, down 6 yuan - Yanghe Dream Blue M6+: 579 yuan, down 6 yuan - Xijiu Junpin: 669 yuan, down 6 yuan - Qinghua Lang: 720 yuan, up 2 yuan [3][4] Market Outlook - Jinshiyuan's chairman indicated that the company is seeing progress in expanding its market outside the province, which provides some resilience despite a decline in performance in the first three quarters [1] - The industry is believed to be at the bottom of its cycle, with a cautious optimism about future recovery as inventory levels among distributors have peaked [1]

| | 52度/550ml | 579/瓶 | | | --- | --- | --- | --- | | | 古井贡古20 52度/500ml | 510/瓶 | 持不 | | 2 | 习酒君品 53度/500ml | 669/瓶 | -6元 | | | 青花郎 53度/500ml | 720/瓶 | 2元 | | | 水晶剑南春 52度/500ml | 405/瓶 | -570 | | | STOR 打开新浪财经APP | 搜索 酒价内参 Q | | | | 新浪财经客户端 Sina Finance Mobile Version | | | 新浪财经"酒价内参"过去24小时收集的数据显示，白酒市场十大单品终端零售均价周四延续回调态势。如 果十大单品各取一瓶整体打包售卖，今日售价为9188元，较昨日回落34元，市场整体连续第二日回调。今 日上涨的酒品中，青花郎价格环比小涨2元/瓶，逆风上扬。飞天茅台价格微涨1元/瓶。古井贡古20的价格 则与昨日持平，近两日的市场表现都较为稳定。多数产品价格延续下行势头，国窖1573价格环比下跌6元/ 瓶。洋河梦之蓝M6+价格下跌6元/瓶。习酒君品亦下跌6元/瓶。五粮液普五八 ...

Group 1: High-end Baijiu Industry Reflection - The high-end baijiu industry faces short-term challenges, but the core investment logic remains unchanged, with leading companies like Moutai and Wuliangye maintaining long-term investment value due to brand moat, high gross margins (over 85%), and stable cash flow [3][4] - Current inventory pressure is significant, with Moutai's price dropping below 1800 yuan, yet cultural foundations and business models support resilience [3] - Valuations have returned to reasonable levels, with Wuliangye's P/E ratio at 14 times, and high dividends (Luzhou Laojiao's dividend yield exceeds 6%) provide a safety net [3][4] Group 2: Instant Retail and Alcohol - Instant retail is rapidly penetrating the alcohol industry, but manufacturers experience uneven effects, with platforms like Douyin tightening regulations on low-price sales [5] - The online alcohol sales are primarily dominated by beer, with baijiu being less represented, indicating a need for balance between online and offline channels [5] - Challenges include high costs for distributors and risks of counterfeit products, necessitating a differentiated development approach rather than blindly following trends [5] Group 3: Domestic Wine Industry Challenges - The domestic wine industry faces a "bumper harvest but no profit" dilemma due to supply-demand imbalances, homogenization, and competition from imported wines [7] - Low capacity utilization and lack of product differentiation exacerbate the crisis, with high costs and weak industry chains further complicating recovery [7] - Solutions involve focusing on unique terroir characteristics, creating differentiated IP, and embracing new consumption scenarios to drive sustainable development [7] Group 4: E-commerce and Alcohol Market Dynamics - E-commerce platforms are aggressively using subsidies and low-price pre-sales to disrupt offline pricing, leading to conflicts with traditional alcohol distributors [12] - The market is experiencing a "tear and reconstruction" phase, with some distributors forced to supply online, creating a dependency relationship [12] - Future collaboration is essential, with e-commerce expanding breadth and alcohol distributors deepening service to achieve industry chain upgrades centered on consumer needs [12] Group 5: Young Consumer Trends - Young consumers are shifting their purchasing criteria from "value for money" to "worth it," with emotional resonance becoming a key factor in their buying decisions [15][16] - Products like Qingdao White Beer have gained popularity by aligning with emotional and quality expectations, reflecting a broader trend in consumer behavior [15][16] Group 6: Innovations in Alcohol Products - New product launches, such as the "No Rush Sparkling Yellow Wine," signify a shift towards value creation in the yellow wine industry, targeting younger consumers with innovative blends [18] - The introduction of limited-edition products, like the "Bingwu Horse Year Zodiac Wine" by Jianan Chun, highlights the importance of cultural significance and scarcity in appealing to high-end markets [37] Group 7: Industry Resilience and Transformation - The baijiu industry is transitioning from high-speed growth to a focus on quality, with leading brands maintaining their positions while smaller firms face increased pressure [11] - Companies are encouraged to concentrate on product quality, brand building, and operational efficiency to achieve sustainable growth amid industry adjustments [11] - The emergence of new business models, such as "group buying," reflects innovative approaches to address challenges like high inventory and price control [21]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 一、市场表现 二、重要公告 1、【百润股份】关于百润转债回售结果的公告。百润转债"回售期已于2025年11月25日收盘后结束，根据中国证券登记结算有限责任公司深圳分公司出具的《证券回售付款通知》，"百润转债 1、11月26日食品饮料板块涨幅为0.2%，跑输沪深300指数约0.4pct，在申万31个子行业中排名第10。 图表1：食品饮料板块涨幅为0.2%，排名第10 资料来源：Wind、开源证券研究所 2、食品饮料板块中，零食（+0.8%）、软饮料（0.7%）、预加工食品（0.4%）表现相对靠前。欢乐家、海欣食品、有友食品涨幅领先。 图表2：零食、软饮料、预加工食品表现较好 资料来源：Wind、开源证券研究所 2、【盐津铺子】关于部分限制性股票回购注销完成的公告。公司本次回购注销限制性股票的激励对象共5名，回购注销的限制性股票数量合计为70,000股，注销股份占注销前总股本2.72亿股的 图表3：当日涨跌前5股票 3、【糖酒快讯】11月25日消息，摘要酒丙午马年生肖酒即将上线金沙酒业官方商城。据介绍，该新品1500ml/瓶，承大曲酱香回沙 ...