根据国家统计局数据显示：2025年11月中国葡萄酒产量为1万千升；2025年1-11月中国葡萄酒累计产量 为8.1万千升，累计下降20.6%。 2020-2025年1-11月中国葡萄酒产量统计图 上市企业：张裕A（000869）,威龙股份（603779）,中葡股份（600084）,ST通葡（600365）,西部创业 （000557）,皇台酒业（000995） 相关报告：智研咨询发布的《2026-2032年中国葡萄酒行业市场全景调查及投资潜力研究报告》 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。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600696 | *ST岩石 | 2.76 | -1.78% | 6.68万 | 1856.94万 | | 002304 | 洋河股份 | 62.26 | -1.77% | 4.49万 | 2.80亿 | | 000568 | 泸州老窖 | 117.12 | -1.26% | 9.37万 | 11.02亿 | | 603198 | 迎驾贡酒 | 39.78 | -1.14% | 1 5.49万 | 2.19亿 | | 600809 | 四西汾酒 | 177.49 | -0.89% | 4.46万 | 7.9567 | | 000858 | 五粮液 | 107.52 | -0.60% | 12.31万 | 13.26亿 | | 600197 | 伊力特 | 13.90 | -0.57% | 3.53万 | 4915.28万 | | 600702 | 舍得酒业 | 57.23 | -0.56% | 6.86万 | 3.94亿 | | 603589 | ...

证券之星消息，1月6日白酒板块较上一交易日上涨0.39%，洋河股份领涨。当日上证指数报收于 4083.67，上涨1.5%。深证成指报收于14022.55，上涨1.4%。白酒板块个股涨跌见下表： 从资金流向上来看，当日白酒板块主力资金净流出3701.37万元，游资资金净流入1.28亿元，散户资金净 流出9101.38万元。白酒板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600800 | 山西汾酒 | 8070.42万 | 8.74% | -3182.56万 | -3.45% | -4887.86万 | -5.30% | | 000568 泸州老窖 | | 6497.93万 | 5.02% | 4767.49万 | 3.68% | -1.13 Z | -8.71% | | 002304 洋河股份 | | 1922.16万 | 6.29% | -1153.52万 | -3.78% | -768 ...

Core Viewpoint - The adjustment trend in the liquor industry is becoming increasingly severe, as evidenced by the third-quarter financial reports of 20 A-share liquor companies, indicating significant declines in revenue and net profit [1] Financial Performance - The total revenue of 20 liquor companies in the third quarter reached 77.976 billion yuan, a year-on-year decline of 18.47% [1] - The net profit for these companies was 28.011 billion yuan, reflecting a year-on-year drop of 22.22%, marking a new low for this cycle [1] Industry Dynamics - The "Matthew Effect" is becoming more pronounced, with only Kweichow Moutai and Shanxi Fenjiu achieving growth in both revenue and net profit, while the performance decline of the other 18 companies has worsened compared to the second quarter [1] - Over half of the liquor companies reported a year-on-year decline in net profit, with regional companies facing particularly severe challenges [1] Regional Company Challenges - Kuozi Jiao's net profit plummeted by 92.55%, nearing a loss, while several companies like Jiu Gui Jiu and Huang Tai Jiu Ye have also fallen into losses [1] - Jinzhongzi Jiu experienced a slight revenue increase of 3.73%, but still reported a net loss, failing to reverse the industry's downturn [1] Market Trends - The industry is witnessing a dual pressure from top-tier companies and the inherent brand and channel weaknesses of regional firms, leading to a shrinking survival space [1] - The trend towards lower alcohol content and targeting younger consumers is becoming irreversible in the liquor industry, with the market for low-alcohol beverages expected to exceed 74 billion yuan by 2025, with a compound annual growth rate of 25%, significantly outpacing the overall liquor industry [1] - Both top-tier and regional liquor companies need to optimize product structures and cultivate younger customer bases to explore new growth avenues [1]

Core Viewpoint - The liquor sector experienced a decline of 1.01% on December 31, with *ST Yanshi leading the drop, while the overall market showed mixed results with the Shanghai Composite Index up by 0.09% and the Shenzhen Component Index down by 0.58% [1] Liquor Sector Performance - The closing prices and percentage changes for key liquor stocks are as follows: - *ST Yanshi: 2.90, -4.92% - Gujing Gongjiu: 132.60, -2.23% - Shede Manye: 56.08, -1.61% - Quanwei Jiu: 20.42, -1.40% - Luzhou Laojiao: 116.22, -1.38% - Wuliangye: 105.94, -1.32% - Zhisi Cha: 54.58, -1.30% - Yingjia Gongjiu: 39.56, -1.27% - Yilite: 13.84, -1.14% - Huangtai Jiuye: 12.51, -1.11% [1] Capital Flow Analysis - The liquor sector saw a net outflow of 1.573 billion yuan from main funds, while retail investors contributed a net inflow of 712 million yuan [1] - The detailed capital flow for selected stocks indicates: - Gujing Gongjiu: Main net inflow of 5.437 million yuan, retail net inflow of 2.302 million yuan - *ST Yanshi: Main net outflow of 4.866 million yuan, retail net inflow of 4.265 million yuan - Other stocks like Jinzhongzi Jiu and Kuozi Jiao experienced significant net outflows from main and retail funds [2]

证券之星消息，12月26日白酒板块较上一交易日下跌0.34%，*ST岩石领跌。当日上证指数报收于 3963.68，上涨0.1%。深证成指报收于13603.89，上涨0.54%。白酒板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 615009 | 贵州茅台 | 7403.88万 | 2.94% | -7391.42万 | -2.93% | -12.46万 | 0.00% | | 616809 | 金徽酒 | 351.92万 | 3.37% | -89.61万 | -0.86% | -262.31万 | -2.51% | | 600696 | *ST岩石 | -223.54万 | -9.96% | -185.50万 | -8.27% | - 409.03万 | 18.23% | | 6610009 | 金种子酒 | -337.89万 | -4.92% | -328.71万 | -4.79% | 6 ...

Core Viewpoint - The liquor sector experienced a rise of 1.13% on December 25, with Shui Jing Fang leading the gains, while the Shanghai Composite Index rose by 0.47% and the Shenzhen Component Index increased by 0.33% [1] Group 1: Liquor Sector Performance - Shui Jing Fang (600779) closed at 39.80, up 10.01% with a trading volume of 111,100 shares [1] - Other notable performers include Sanlong Jibei (000995) with a 4.37% increase, and Quan Wei Jiu (616809) rising by 3.08% [1] - The total net inflow of funds into the liquor sector was 874 million yuan, while retail investors saw a net outflow of 325 million yuan [1] Group 2: Fund Flow Analysis - Major net inflows were observed in Kweichow Moutai (600519) with 319 million yuan, accounting for 9.67% of the total [2] - Shui Jing Fang (600779) had a net inflow of 154 million yuan, representing 35.78% of its trading volume [2] - The retail investor net outflow for Shui Jing Fang was 93.49 million yuan, indicating a significant withdrawal from this stock [2]

Core Viewpoint - The liquor stocks experienced a significant upward trend in the afternoon of December 25, with notable gains in several companies, indicating a positive market sentiment in the sector [1]. Group 1: Stock Performance - Shuijingfang (水井坊) reached the daily limit with a gain of 10.01%, trading at 39.80 [2] - Huangtai Liquor (皇台酒业) increased by 5.00%, with a current price of 13.23 [2] - Jiugui Liquor (酒鬼酒) rose by 3.92%, priced at 57.53 [2] - Jinhui Liquor (金徽酒) saw a 3.23% increase, trading at 20.46 [2] - Shede Liquor (舍得酒业) gained 2.59%, with a price of 58.96 [2]

Core Viewpoint - The article highlights a significant increase in the stock prices of various Chinese liquor companies, indicating a positive trend in the industry as of December 25. Group 1: Stock Performance - Water井坊 (600779) experienced a maximum increase of 10.01%, reaching a price of 39.80 [1][2] - 皇台酒业 (000995) saw a rise of 5.00%, with its current price at 13.23 [1][2] - 酒鬼酒 (000799) increased by 3.92%, now priced at 57.53 [1][2] - 金徽酒 (603919) rose by 3.23%, with a current price of 20.46 [1][2] - 舍得酒业 (600702) had a growth of 2.59%, reaching a price of 58.96 [1][2] - 山西汾酒 (600809) increased by 1.76%, now at 178.69 [1][2] - 迎驾贡酒 (603198) saw a rise of 1.71%, priced at 40.46 [1][2] - 金种子酒 (600199) increased by 1.73%, with a current price of 9.98 [1][2] - 天佑德酒 (002646) rose by 1.58%, now priced at 9.02 [1][2] - 伊力特 (600197) had a growth of 1.49%, reaching a price of 14.27 [1][2]

Group 1 - The A-share market saw a rapid increase in liquor stocks, with Shui Jing Fang hitting the daily limit, Huangtai Liquor rising over 6%, and Jiu Gui Jiu increasing nearly 5% [1] - Other notable performers included Jin Hui Jiu and She De Jiu Ye, both rising over 3% [1] Group 2 - The liquor index showed a gain of 1.36%, reaching 5989.43 points [2] - Shui Jing Fang had a significant increase of 10.01%, with a total market value of 194 billion [2] - Huangtai Liquor rose by 6.98%, with a market value of 23.91 billion [2] - Jiu Gui Jiu increased by 4.99%, with a market value of 189 million [2] - Jin Hui Jiu and She De Jiu Ye saw increases of 3.63% and 3.22%, respectively, with market values of 104 billion and 197 billion [2]