白酒股午后有所拉升，酒鬼酒（000799）涨超5%，舍得酒业（600702）涨超2%，皇台酒业 （000995）、水井坊（600779）、口子窖（603589）跟涨。 ...

港股上市（1家）：珍酒李渡（06979.HK）。 流通类上市（1家）：华致酒行。 孟广鑫 一、A股上市（19家） 贵州茅台（600519.SH）、五粮液（000858.SZ）、泸州老窖（000568.SZ）、山西汾酒（600809.SH）、 洋河股份（002304.SZ）、古井贡酒（000596.SZ）、今世缘（603369.SH）、舍得酒业（600702.SH）、 水井坊（600779.SH）、老白干酒（600559.SH）、酒鬼酒（000799.SZ）、迎驾贡酒（603198.SH）、 口子窖（603589.SH）、金种子酒（600199.SH）、伊力特（600197.SH）、金徽酒（603919.SH）、天 佑德酒（002646.SZ）、皇台酒业（000995.SZ）、岩石股份（600696.SH，旗下有上海贵酒）。 葡萄酒领域：中粮长城（未上市）。 三、数据说明 白酒行业集中度：头部企业如贵州茅台、五粮液等占据行业大部分利润，2024年20家A股白酒企业总营 收4422亿元，净利润1666亿元。 区域分布：四川（五粮液、泸州老窖）、安徽（古井贡酒、迎驾贡酒）、江苏（洋河股份、今世缘）为 白酒企业聚集地 ...

张大伟 制图 ◎记者 费天元 6月20日，A股市场延续震荡态势。盘面上，除银行股持续走强外，其余板块多数呈现轮动态势。前一 日领涨的科技股昨日出现回调，而此前低迷的白酒板块则触底反弹。 截至收盘，上证指数报3359.90点，跌0.07%；深证成指报10005.03点，跌0.47%；创业板指报2009.89 点，跌0.84%。市场量能再度缩水，沪深两市合计成交10678亿元，较前一个交易日缩量超1800亿元。 银行股、白酒股领涨 昨日，银行与白酒两大权重板块表现强势，带动沪指相对抗跌。 申万银行指数昨日上涨0.69%，本月累计上涨接近5%，今年以来涨超12%。个股方面，交通银行、厦门 银行、民生银行等涨超2%，杭州银行、浦发银行、南京银行等盘中均创历史新高。 央行数据显示，截至5月末，人民币贷款余额266.32万亿元，同比增长7.07%。5月，人民币贷款增加 6200亿元。居民中长贷弱势修复，5月居民中长期贷款新增746亿元，同比多增232亿元，提前还贷现象 或有所缓解。 财信证券认为，外部环境不确定性增加及低通胀的环境下，货币政策有望延续宽松，以降低实际利率， 支持实体经济发展。随着无风险收益率的进一步下行， ...

白酒股终于迎来了久违的上涨行情。 6月20日，白酒股震荡反弹，截至收盘，皇台酒业涨停，迎驾贡酒、金种子酒涨超5%，山西汾酒、古井 贡酒、今世缘、泸州老窖、水井坊等跟涨。 分析认为，2025年白酒行业正迎来重要拐点，政策预期回暖叠加估值修复逻辑，白酒板块有望在低估 值、低预期背景下展现较强配置价值。经历4年估值调整后，白酒股估值水平已回归合理区间，投资价 值逐步显现。 | 房 | 股票代码 | 股票简称 | 现价(元) | 涨跌幅(%) | | --- | --- | --- | --- | --- | | 1 | 000995.SZ Mi | 二四元册 | 14.65 | 9.98 | | 2 | 603198.SH M | 迎驾贡酒 | 41.32 | 7.19 | | 3 | 14 HS 661009 | 奥中克带 | 11.00 | 5.67 | | 4 | 600809.SH MI | 四西汾酒 | 183.44 | 3.87 | | ഗ | 000596.SZ Mi | 古井贡酒 | 141.09 | 3.82 | | 6 | 603369.SH Mi | 今世緣 | 39.39 | 3.41 | ...

作者︱懂酒哥 从2012年"工作餐不得提供高档酒水"到2025年"全面禁酒"，政务监管政策逐步收紧，旨在破除"酒桌办公""以酒谋私"的潜规则，重塑"务实清廉"的公职形 象。 在新"禁酒令"出台后，业内普遍认为，白酒消费遭遇了新的挑战。但往往机遇总是伴着挑战而来，在"禁酒令"之下，光瓶酒一骑绝尘，凭借其大众消费属 性，在商务与个人消费主导的新格局中占据优势。 2025年修订的《党政机关厉行节约反对浪费条例》明确公务接待烟酒全禁。今年6月，多地政府推出升级版"禁酒令"，明确公职人员在岗期间、培训期间及 非公务场合全面禁酒，并实施全天候酒精检测巡查。 政策执行力度空前，部分单位甚至深夜突击检查。 但在政策执行过程中，出现了"一刀切"的现象，不仅干扰党员、干部正常工作生活，也给相关行业带来不必要的冲击。 6月20日，新华社发表评论指出，整治违规吃喝不是一阵风不能一刀切。文章指出，从中央到地方的各项"禁酒令"，其核心始终是规范公务行为、严明纪律 红线，而非一刀切阻绝正常人际交往。党员干部有正常私人交往的权利，前提是要守住"不影响公务""不影响廉洁"的底线。此前，人民网已经发表评论，集 中整治违规吃喝是为防住腐败，加强党 ...

截至6月20日收盘，白酒概念上涨0.83%，位居概念板块涨幅第6，板块内，28股上涨，皇台酒业涨停， 迎驾贡酒、金种子酒、中锐股份等涨幅居前，分别上涨7.19%、5.67%、5.42%。跌幅居前的有流金科 技、巨力索具、*ST椰岛等，分别下跌5.26%、3.01%、2.68%。 资金流入比率方面，皇台酒业、泸州老窖、怡亚通等流入比率居前，主力资金净流入率分别为 30.18%、17.06%、15.50%。（数据宝） 白酒概念资金流入榜 | 600395 | 盘江股 | 0.00 | 0.33 | -7.40 | -0.23 | | --- | --- | --- | --- | --- | --- | | | 份 | | | | | | 600696 | *ST 岩 | -2.30 | 1.96 | -31.92 | -0.74 | | | 石 | | | | | | 600365 | ST通葡 | -0.30 | 0.85 | -37.45 | -3.14 | | 603589 | 口子窖 | 2.22 | 1.10 | -76.44 | -0.34 | | 600381 | *ST 春 天 | -1.52 ...

Market Overview - The Shanghai Composite Index experienced slight fluctuations, closing down 0.07% at 3359.9 points, while the Shenzhen Component Index fell 0.47% to 10005.03 points, and the ChiNext Index dropped 0.84% to 2009.89 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.0919 trillion yuan, a decrease of nearly 190 billion yuan compared to the previous day [1] Sector Performance - Over 3600 stocks declined, with the previously strong oil sector experiencing a pullback, where Tongyuan Petroleum and Keli Co. fell approximately 13%, and Beiken Energy hit the daily limit down [2][8] - The liquor sector rebounded, with Huangtai Liquor hitting the daily limit up, and Yingjia Gongjiu rising over 7% [2][10] - The banking sector saw significant gains, with banks like Hangzhou Bank, Shanghai Pudong Development Bank, and Nanjing Bank reaching new highs [4] - The shipping sector was strong, with stocks like Ningbo Shipping and Xingtong Co. hitting the daily limit up [2] - The solid-state battery concept was active, with HaiKe New Source and KeHeng Co. both hitting the daily limit up, driven by strong policy support and emerging application demands [5] Banking Sector Insights - Several bank stocks reached new highs, supported by a low base effect from last year and stable growth in social financing in May [4] - The outlook for credit demand remains cautious, with expectations of a credit growth rate of 7%-8% by 2025, contingent on improvements in macroeconomic conditions [4] Solid-State Battery Sector - The solid-state battery sector is gaining momentum, with multiple companies reporting significant stock price increases following the China International Solid-State Battery Technology Conference [5] - The Ministry of Industry and Information Technology is actively promoting the establishment of a solid-state battery standard system, with substantial funding allocated for research and development [5] Liquor Industry Outlook - The liquor industry is currently in an adjustment phase, with recent policies and price pressures affecting market sentiment [7] - Long-term, the new policies are expected to drive transformation and upgrade within the industry, focusing on quality innovation to meet diverse consumer demands [7] Oil Sector Analysis - The oil sector is experiencing a downturn, with significant declines in stocks like Tongyuan Petroleum and Keli Co. [8][10] - Despite recent price drops, the overall global oil supply-demand situation has not significantly deteriorated, with market focus remaining on geopolitical developments [12]

Group 1: Stock Performance - Nord Co. has achieved a 4-day consecutive increase with a rise of 10.04% attributed to solid-state batteries [2] - Xiangtan Electric has also seen a 2-day increase of 10.03% linked to solid-state batteries [2] - Haike New Source recorded a 2-day increase of 20.00% due to solid-state battery developments [2] - Other companies like Saiwu Technology and Binhai Energy have made their debut with increases of 10.04% and 10.02% respectively, both related to solid-state batteries [2] - Zhengye Technology and Yinglian Co. have also debuted with increases of 19.97% and 9.98% respectively, driven by solid-state battery technology [2] Group 2: Semiconductor Industry - According to Huatai Securities, the revenue of China's semiconductor equipment market in Q1 2023 decreased by 19% compared to Q4 2022, with market share dropping by 3 percentage points to 42% [4] - Northern Huachuang and Zhongwei have seen their revenue share increase by 3 percentage points to 18% [4] Group 3: Renewable Energy and Water Infrastructure - The photovoltaic sector is expected to see a significant reduction in production in Q3, with operating rates projected to decrease by 10%-15% [6] - Investment in water infrastructure has shown strong growth, with year-on-year increases of 25.4% and 26.6% for hydropower and water conservancy investments respectively from January to May [8] Group 4: Shipping and Oil Prices - The rental price for super-large oil tankers has surged from $19,998 per day to $47,609 per day, indicating a doubling in leasing costs [11] - Companies like Ningbo Shipping and Xingtong Co. have debuted with increases of 10.10% and 9.97% respectively, reflecting the shipping sector's positive momentum [12] Group 5: Pharmaceutical and Clinical Trials - The National Medical Products Administration has proposed to shorten the review period for innovative drug clinical trial applications from 60 days to 30 days, which could expedite the approval process [13][17] - Companies such as Meinuohua and Shengnuo Biotech have debuted with increases of 10.01% and 15.01% respectively, linked to the CXO sector [14] Group 6: Military and Defense - The military trade market is expected to expand from military aircraft and radar-related stocks to include missiles, ammunition, and the broader military supply chain [19] - Companies like Changcheng Military Industry and Jianglong Shipbuilding have seen increases of 10.01% and 10.00% respectively, reflecting the growing interest in military stocks [20] Group 7: Digital Currency - JD.com is aiming to obtain a stablecoin license by the fourth quarter of this year, with plans to launch a stablecoin based on public blockchain technology [24] - Stocks like Chutianlong and Huaming Intelligent have seen increases of 10.00% and 13.22% respectively, driven by developments in the digital currency space [25]

【导读】A股整体下跌，但消费板块迎来利好 中国基金报记者 泰勒 大家好啊，准备过周末啦！一起回顾下今天市场发生了什么。 A股震荡下跌 6月20日，市场 全天震荡下跌。截至 收盘，沪指跌0.07%，深成指跌0.47%，创业板指跌0.84%。 两市共1542只个股上涨，53只个股涨停，3647只个股下跌。 | 880005 涨跌家数 | | | --- | --- | | 其中 涨停 | 03 | | 涨幅 > 7% | 73 | | 涨幅 5-7% | 60 | | 涨幅 3-5% | 117 | | 涨幅 0-3% | 1292 | | 跌幅 0-3% | 3013 | | 跌幅 3-5% | 433 | | 跌幅 5-7% | 123 | | 跌幅 > 7% | 78 | | 其中 跌停 | 19 | | 上涨家数 | 1542 | | 下跌家数 | 3647 | | 平盘停牌 | 232 | | 总品种数 | 5421 | | 总成交额 | 10917.40亿 | | 总成交量 | 87774.1 / | | 涨家增减 | -1169 | | 涨家增幅 | -43.12% | | 指数量比 | 0.84 ...

证券时报·数据宝统计，截至上午收盘，今日沪指涨0.08%，A股成交量550.44亿股，成交金额6863.36亿 元，比上一个交易日减少14.81%。个股方面，1943只个股上涨，其中涨停39只，3209只个股下跌，其 中跌停10只。从申万行业来看，食品饮料、交通运输、非银金融等涨幅最大，涨幅分别为1.20%、 0.85%、0.81%；传媒、石油石化、计算机等跌幅最大，跌幅分别为1.69%、1.35%、1.16%。（数据宝） 今日各行业表现（截至上午收盘） | 国防军工 | | | | 新光光电 | | | --- | --- | --- | --- | --- | --- | | 计算机 | -1.16 | 668.11 | -15.63 | 致远互联 | -8.74 | | 石油石化 | -1.35 | 131.36 | 16.19 | 华锦股份 | -8.23 | | 传媒 | -1.69 | 268.71 | -1.71 | 元隆雅图 | -9.79 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上 ...