每经AI快讯，五粮液尾盘触及涨停，成交超100亿元，贵州茅台涨超8%，成交超240亿元。 （文章来源：每日经济新闻） ...

格隆汇1月29日｜白酒股涨幅继续扩大，涨停个股增加，五粮液封涨停板。 ...

五粮液触及涨停，成交额98.47亿元。 ...

Group 1 - The core logic behind the current market speculation on the liquor sector is the positive expectations for sales during the upcoming Spring Festival and the highlighted value of industry bottom configurations [2][4] - As the Spring Festival approaches, traditional consumption scenarios for liquor are recovering, and institutional research reports are optimistic about the industry's recovery trend, leading to capital inflows into undervalued liquor stocks [2][4] - Various local regions have introduced supportive policies, reinforcing market confidence in the long-term development of the liquor industry [2][4] Group 2 - Some Moutai distributors have sold out their quotas for January and February, driven by pre-holiday stocking and Moutai's volume control strategy, which may lead to price increases [3] - The price of Moutai has seen a rise, with the original box price increasing by 20 yuan to 1610 yuan per bottle, while the price for loose bottles remains around 1570 yuan [3] - Citic Securities reports that the liquor industry is set to enter a marketing phase for the Spring Festival, focusing on market cultivation and consumer education to promote sales [4] Group 3 - High-end liquor brands are expected to benefit from the recovery of consumption scenarios such as business banquets and gift-giving during the Spring Festival, leading to a rebound in wholesale prices and sales [5] - Regional liquor companies are leveraging local market advantages and adjusting channel strategies to break through in a competitive environment, with some launching affordable products to meet consumer demand [5] - Service providers in liquor production areas are likely to see growth opportunities as regions promote digital transformation and cultural integration, enhancing production efficiency and brand value [5]

Core Viewpoint - The data indicates significant capital inflows into various stocks, highlighting investor interest in specific sectors and companies, particularly in cultural, beverage, and technology industries [1][2][3] Group 1: Stock Performance and Capital Inflows - BlueFocus has seen a capital inflow of 2.713 billion, with a price increase of 14.15% [2] - Kweichow Moutai attracted 2.559 billion in capital, reflecting a 6.88% rise [2] - Northern Rare Earth experienced a 7.77% increase with 1.610 billion in inflows [2] - iFlytek recorded a capital inflow of 1.557 billion, with a 6.96% rise [2] - Aerospace Science and Technology saw 1.144 billion in inflows, with a notable increase of 9.98% [2] Group 2: Sector Analysis - The cultural sector, represented by BlueFocus and Zhejiang Wenlian, shows strong investor interest, with inflows of 2.713 billion and 0.850 billion respectively [2][3] - The beverage industry, particularly Kweichow Moutai and Wuliangye, continues to attract significant capital, indicating robust consumer demand [2][3] - The technology sector, including companies like iFlytek and Tianfu Communication, demonstrates growth potential with substantial capital inflows [2][3] Group 3: Additional Notable Stocks - TCL Zhonghuan in the photovoltaic equipment sector attracted 0.651 billion, with a 5.83% increase [2] - Baosteel shares saw inflows of 0.650 billion, reflecting a 2.69% rise [2] - Other notable stocks include Longxin Bochuang and Luzhou Laojiao, with inflows of 0.595 billion and 0.578 billion respectively, indicating diverse investment interests across sectors [3]

| 名称 | | 现价 涨跌幅 | 涨跌 | | --- | --- | --- | --- | | 营导演业 | 14.48 | 10.03% | 1.32 | | 泸州老窖 | 120.97 | 7.11% | 8.03 | | 酒鬼酒 | 55.33 | 7.06% | 3.65 | | 古井贡酒 | 133.00 | 5.57% | 7.02 | | 実得漫』 | 57.12 | 5.62% | 3.04 | | 水井坊 | 40.28 | 5.53% | 2.11 | | 贵州茅台 | 1386.98 | 4.78% | 63.29 | | 金徽酒 | 20.45 | 4.44% | 0.87 | | 山西汾酒 | 168.07 | 4.20% | 6.78 | | 天佑德酒 | 9.21 | 3.25% | 0.29 | | 顺鑫农业 | 14.89 | 2.97% | 0.43 | | 今世缘 | 33.18 | 2.98% | 0.96 | | 五粮液 | 103.59 | 2.87% | 2.89 | 消息面上，飞天茅台价格节前连续上涨，整箱批价突破1600元。第三方报价平台显示，1月29日 ...

1月29日，白酒股午后持续拉升，截至发稿，白酒指数涨超4%，个股全线飘红。 消息面上， 飞天茅台价格节前连续上涨，整箱批价突破1600元。 第三方报价平台显示，1月29日， 2026年原箱茅台价格单瓶价格上涨20元为1610元/瓶，回升到1600元以上，散瓶的价格保持在1570 元/瓶，前几日茅台的批价还稳定在1550元/瓶左右。记者在"i茅台"平台看到，1499元的普茅连续第 29天在多次秒空后显示售罄。 编辑丨瑜见 | 名称 | | 现价 涨跌幅 ▼ | 涨跌 | | --- | --- | --- | --- | | 量台酒业 | 14.48 | 10.03% | 1.32 | | 泸州老窖 | 120.97 | 7.11% | 8.03 | | 酒鬼酒 | 55.33 | 7.06% | 3.65 | | 古井贡酒 | 133.00 | 5.57% | 7.02 | | 舍得酒』 | 57.12 | 5.62% | 3.04 | | 水井坊 | 40.28 | 5.53% | 2.11 | | 贵州茅台 | 1386.98 | 4.78% | 63.29 | | 金徽酒 | 20.45 | 4.44% ...

今日白酒市场下行特征再度显现，十大单品六跌四涨，压力主要集中于高端单品。下跌产品中，国窖 1573跌幅居前，环比下跌14元/瓶；精品茅台和飞天茅台紧随其后，分别下降7元/瓶、4元/瓶，主要受 i 茅台平台平价货源持续投放影响，对终端价格形成"定价锚"约束，渠道成交价承压；洋河梦之蓝M6+环 比回落2元/瓶；青花汾20与水晶剑南春均小幅下跌1元/瓶。上涨产品中，古井贡古20表现相对突出，环 比上涨7元/瓶；习酒君品上涨5元/瓶；五粮液普五八代与青花郎均微幅上行1元/瓶。 "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终端零售均价的磁吸式影响力已逐步显现。"酒价内参"每日发布的酒价遵 循对真实成交量加权的计算规则，我们已逐渐将可确量的价格引入飞天茅台 ...

Core Viewpoint - The market experienced increased volatility in Q4 2025, with A-shares and Hong Kong stocks showing mixed performance, while sectors like AI computing and semiconductors thrived, contrasting with weaker performances in real estate and pharmaceuticals [1] Group 1: Market Performance - The Shanghai Composite Index rose by 2.22% in Q4 2025, while the Hang Seng Index fell by 4.56% [1] - The technology growth sector, particularly AI computing and semiconductors, showed significant gains, while industries such as real estate and pharmaceuticals faced challenges [1] Group 2: Fund Manager Performance - Star fund managers like Fu Pengbo and Li Xiaoxing achieved over 60% returns in 2025, focusing on AI computing and semiconductors [2] - Balanced allocation funds, such as Zhu Shaoxing's, demonstrated stability with a 20% annual return, benefiting from diversified investments across various sectors [3][14] Group 3: Investment Strategies - Fu Pengbo's fund increased its allocation to data center cooling and computing-related companies, with a top ten stock concentration of 70.38% [5] - Li Xiaoxing emphasized AI hardware innovation and semiconductor investments, with a focus on domestic advancements in the semiconductor industry [6] Group 4: Traditional Value Investments - Fund managers like Zhang Kun and Liu Yanhun maintained positions in traditional sectors like consumer goods and pharmaceuticals, despite facing net value pressures [8][12] - Liu Yanhun's fund experienced a 5.85% decline in Q4, reflecting the challenges faced by traditional value sectors [12] Group 5: Policy and Market Outlook - Fund managers noted the impact of "anti-involution" policies on corporate fundamentals, suggesting a shift towards supply-side optimization [17] - Despite market rebounds, equity assets are still viewed as attractive, with a focus on high-quality listed companies as scarce income-generating assets [18]

1月29日，泸州老窖将迎来约20亿元中期分红的股权登记日，除权除息日为1月30日。根据公司2025年中 期分配方案，将以总股本14.72亿股为基数，向全体股东每10股派发现金红利13.58元（含税）。 这并非个案。近期，贵州茅台、五粮液已实施完成2025年中期分红方案。中国酒业独立评论人肖竹青认 为，这不仅能提振市场信心、稳定股价，也起到了行业龙头示范效应，带动更多绩优公司把利润分给投 资者。 年分红不低于85亿元 根据泸州老窖2025年4月发布《2024-2026年度股东分红回报规划》，2024-2026年度，公司每年度现金 分红总额占当年归属于上市公司股东净利润的比例分别不低于65%、70%、75%，且均不低于85亿元。 原则上公司每年度可以进行两次现金分红。 2024年，泸州老窖已实施两次分红：三季报分红每10股派发现金红利13.58元（含税），合计约20亿 元；年度分红每10股派45.92元（含税），合计67.59亿元。全年累计派发现金红利达87.59亿元。 在白酒行业深度调整的背景下，头部酒企密集大手笔分红，引发市场关注。 "茅五泸"分红规划亮眼 近年来，"茅五泸"等头部白酒企业相继公布分红规划。 ...