国信证券认为，食品饮料板块2026年整体向好，建议关注四条主线：成本红利释放、经营效率提升、创 新驱动增长以及部分子行业的困境反转机会。春节旺季有望成为重要催化，预制菜国标即将出台也为行 业带来利好。 东海证券指出，在扩内需政策支持下，消费潜力有望释放，行业存在结构性机会。一方面关注餐饮供应 链、乳业等困境反转方向，另一方面看好零食、茶饮等新消费趋势，强调质价比与健康化需求。 （文章来源：每日经济新闻） 盘面上，两市全天窄幅震荡，消费板块大幅上涨。相关ETF方面，食品饮料ETF天弘（159736）标的指 数收盘涨5.58%，成交额达7318.67万元。成分股中，"茅五泸汾"四家头部白酒公司有三家涨停，茅台也 涨超8%。 值得关注的是，Wind显示，食品饮料ETF天弘（159736）近4个交易日（2026年1月23日—2026年1月28 日）实现连续"吸金"，食品饮料ETF天弘（159736）最近十个交易日累计获资金净流入3898.37万元。截 至2026年01月28日，该基金最新规模为53.00亿元，为同标的全市场第一。 中证食品饮料指数（CS食品饮）行业相对分散，前十大集中度最低，分散投资白酒、饮料乳品、食 ...

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！ 今日，A股小幅震荡，主要股指涨跌互现，大盘蓝筹股全线走强，上证50盘中一度大涨逾2%，上证指 数、沪深300等也小幅飘红，科技成长股有所调整，科创50大跌逾3%，创业板指、北证50等也小幅下 挫。下跌个股远多于上涨个股，成交温和放大至3.26万亿元。 Wind实时监测数据显示，传媒行业获得逾220亿元主力资金净流入，食品饮料获得逾168亿元净流入， 计算机获得逾138亿元净流入，有色金属获得逾73亿元净流入，房地产获得逾51亿元净流入，非银金 融、银行均获得超40亿元净流入。电子行业则遭主力资金净流出逾364亿元，电力设备净流出逾54亿 元，国防军工、机械设备均净流出超20亿元。 个股方面，蓝色光标获得逾45亿元净流入，科大讯飞获得逾36亿元净流入，五粮液、铜陵有色均获得超 20亿元净流入，北方稀土、盛和资源等11股也获得超10亿元净流入。 | HCRa | 名称 | 现价 | 主力净流入额 ▼ | | --- | --- | --- | --- | | 600519 | 贵州茅台 1437.72 c | | 57.08亿 | | 30 ...

Market Overview - The A-share market showed mixed performance today, with the Shanghai Composite Index rising by 0.16% to close at 4157.98 points, while the Shenzhen Component Index fell by 0.30% to 14300.08 points, and the ChiNext Index decreased by 0.57% to 3304.51 points [2][9] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 32,597 billion, an increase of 2,671 billion compared to the previous day [2][9] Sector Performance - Despite adjustments by large institutions targeting the CSI 300 ETF and the SSE 50 ETF, these ETFs performed well, with the SSE 50 ETF rising by 1.85% and the CSI 300 ETF increasing by 0.91% [3] - The liquor sector, particularly Kweichow Moutai and Wuliangye, saw significant gains, with many stocks in this sector hitting the daily limit [3] - The "three barrels of oil" nearly reached new highs, while the banking sector rose by 1.82%, the securities sector by 1.08%, and the insurance sector surged by 3.44% [3] - The precious metals sector experienced a surge, driven by international gold prices exceeding $5,500 per ounce, leading to a wave of limit-up stocks [3] - The real estate sector unexpectedly saw a limit-up trend, and AI application sectors also showed a resurgence with several stocks hitting the daily limit [3] Market Dynamics - The market exhibited a clear divergence, with 1,744 stocks rising and 3,398 stocks falling, indicating a split sentiment among investors [4] - The Shanghai Composite Index and the CSI 300 Index both showed upward movement, while the ChiNext 50 Index experienced a decline of over 3% [4] - The market's trading volume remained around 30 trillion, suggesting that it has not yet entered a cooling phase, although the intensity of individual stock speculation appears to be waning [5] Capital Flow - There was a significant net outflow of 90 billion in main funds today, with a trend of "more outflows than inflows" across sectors [6] - The liquor sector led in capital inflow with 8.6 billion, followed by the cultural media sector with 7.4 billion, while the semiconductor sector saw the highest outflow of 22.4 billion [6] - The electronic components sector experienced an outflow of 9.89 billion, and even the previously strong precious metals sector saw a net outflow of 5.1 billion [6] Conclusion - The market is characterized by structural volatility, with a need for investors to adapt their strategies to avoid potential pitfalls [5] - The performance of the Hang Seng Index, which reached a new high, may provide guidance for the future trends of the A-share market [6]

证券之星消息，1月29日白酒板块较上一交易日上涨9.16%，金种子酒领涨。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 661009 | 金种子酒 | 10.30 | 10.04% | 58.45万 | | 5.83亿 | | 000995 | 皇台酒业 | 14.48 | 10.03% | 26.37万 | | 3.65亿 | | 603198 | 迎驾贡酒 | 42.63 | 10.01% | 21.40万 | | 8.78亿 | | 616809 | 全徽酒 | 21.54 | 10.01% | 16.00万 | | 3.32亿 | | 600779 | 水井坊 | 41.99 | 10.01% | 18.55万 | | 7.53亿 | | 000799 | 酒鬼酒 | 56.85 | 10.00% | 29.50万 | | 16.20亿 | | 6 ...

| 沪深京市场 | | 香港市场 | 美国市场 | 英国市场 | 全球指数 | | 股转系统 | 期权市场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 沪深综合 | | 沪深京A股 ▼ | 创业板 ▼ | 科创板 ▼ | CDR | 沪深京指数 ▼ | | 白酒 ▼ | | 序 | 代码 | 名称 | | 最新 | 涨幅 > | 涨跌 | 成交量 | 现量 | | 0 | BK0896 | 白酒 | | 2319.88 | +5.16% | +113.84 | 26.1万手 | 03 | | 1 | 600199 | 金种子酒 | R ● | 10.30 | +10.04% | +0.94 | 58.5万手 | 4345手 | | 2 | 000995 | 三圆织与新 | ● | 14.48 | +10.03% | +1.32 | 26.4万手 | 576手 | | 3 | 603198 | 迎驾贡酒 | R . | 42.63 | +10.01% | +3.88 | 21.4万手 | 673手 | | 4 | 603919 | 金徽 ...

Market Overview - The Shanghai Composite Index experienced narrow fluctuations, while the STAR 50 Index saw a significant decline. The total trading volume in the A-share market exceeded 3 trillion yuan, returning to above 30 billion yuan [1] - The Shanghai Composite Index closed up 0.16% at 4157.98 points, with the SSE 50 Index rising 1.65%. The Shenzhen Component Index fell 0.3%, and the ChiNext Index dropped 0.57%. The STAR 50 Index fell over 3% [1] Sector Performance Alcohol Sector - The alcohol sector witnessed a notable surge, with approximately 20 stocks hitting the daily limit. Notable performers included Gujing Gongjiu, Shanxi Fenjiu, Wuliangye, and Luzhou Laojiao, with Kweichow Moutai rising nearly 9% to surpass 1400 yuan [3][5] - Institutions indicate that as the Spring Festival approaches, demand for inventory is gradually increasing, and the stabilization of prices from leading liquor companies is becoming evident. This is expected to lead to a valuation recovery in the liquor sector post-Spring Festival [5] Financial Sector - The financial sector also showed strength, with significant gains in insurance, banking, and brokerage stocks. China Ping An rose over 5%, while China Pacific Insurance and China Life increased by over 4% and nearly 3%, respectively [8] - The banking sector is expected to maintain its appeal due to high dividends and low valuations, despite recent passive fund outflows causing some disturbances in liquidity [9] - The brokerage sector is anticipated to continue its upward trajectory, supported by strong fundamentals and potential catalysts from favorable financial policies [9] AI Application Sector - The AI application sector was notably active, with companies like Yinsai Group and Tianlong Group hitting the daily limit, and BlueFocus reaching a historical high with a nearly 15% increase [11][13] - The demand for computing power is expected to rise due to the rapid iteration of AI models and applications, indicating a positive outlook for the AI application and computing power sectors [13]

五粮液今日涨停，成交额104.51亿元，换手率2.54%。盘后龙虎榜数据显示，深股通专用席位买入4.73 亿元并卖出4.82亿元，1家机构专用席位净买入955.58万元，有3家机构专用席位净卖出3.00亿元。 ...

Group 1 - Wuliangye (000858) reached the daily limit increase, with a trading volume of 10.451 billion yuan and a turnover rate of 2.54% [1] - According to post-market data, the Shenzhen Stock Connect special seat bought 473 million yuan and sold 482 million yuan [1] - One institutional special seat had a net purchase of 9.5558 million yuan, while three institutional special seats had a net sale of 300 million yuan [1]

五粮液今日涨停，成交额104.51亿元，换手率2.54%，盘后龙虎榜数据显示，深股通专用席位买入4.73 亿元并卖出4.82亿元，1家机构专用席位净买入955.58万元，有3家机构专用席位净卖出3.00亿元。 ...

Group 1 - The core viewpoint of the news is that the recent surge in liquor stocks, particularly in the white liquor sector, is attributed to a combination of capital seeking safety and changes in market sentiment [1][2] - On January 29, 17 white liquor stocks collectively hit the daily limit, with Kweichow Moutai rising by 8.61%. Other notable stocks like Wuliangye, Luzhou Laojiao, and Yanghe also reached their daily limits [1] - The performance of white liquor stocks has been poor since the third quarter of 2025, with many companies reporting significant declines in earnings growth. For instance, Jinzhongzi Liquor expects a net profit loss of 150 to 190 million yuan for 2025 [1] Group 2 - The collective rise in white liquor stocks is not closely related to the fundamentals of individual companies, as observed by Shen Meng from Xiangsong Capital. The strong performance of white liquor, resource, and banking stocks contrasts with the noticeable pullback in the technology and small-cap sectors [2] - The current bullish sentiment in the stock market is favorable for liquor consumption during the upcoming Spring Festival, contributing to optimistic investor sentiment [2] - Real estate stocks also experienced a collective surge due to news influences, highlighting the strong correlation between the liquor and real estate sectors [2]