Core Viewpoint - The A-share market exhibited mixed performance on January 29, with the Shanghai Composite Index slightly up by 0.16%, while the Shenzhen Component and ChiNext indices declined by 0.3% and 0.57% respectively [1] Market Performance - The Shanghai Composite Index closed at 4157.98 points, while the Shenzhen Component and ChiNext indices closed at 14300.08 points and 3304.51 points respectively [1] - A total of 1803 stocks in the A-share market gained, with 86 stocks hitting the daily limit up, while 3566 stocks declined, including 35 stocks hitting the daily limit down [1] Sector Performance - The liquor sector saw significant gains in the afternoon, with stocks such as Wuliangye (000858), Jinzhidao (600199), Huangtai Distillery (000995), and Yingjia Gongjiu (603198) reaching their daily limit up [1] - Kweichow Moutai (600519) experienced a substantial price increase, reaching 1400 CNY per share during trading and ultimately closing up by 8.61% at 1437.72 CNY per share [1] - Other sectors that performed well included precious metals and mining, while high-bandwidth memory, MLCC, and SMIC-related sectors faced declines [1] Trading Volume - The total trading volume for the Shanghai Stock Exchange was approximately 14857.95 billion CNY, while the Shenzhen Stock Exchange recorded about 17442.13 billion CNY, leading to a combined trading volume of around 3.23 trillion CNY [1]

Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index experiencing narrow fluctuations, the SSE 50 Index rising over 1%, while the ChiNext Index fell back after a peak, and the Sci-Tech 50 Index dropped over 3% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 3.23 trillion yuan, an increase of 264.6 billion yuan compared to the previous trading day [1] Sector Performance - The liquor sector saw a significant surge in the afternoon, with stocks such as Luzhou Laojiao (000568), ShuiJingFang (600779), SheDe JiuYe (600702), HuangTai JiuYe (000995), and JiuGui Jiu (000799) hitting the daily limit [1] - The non-ferrous metals sector was actively traded, with copper and precious metals leading the gains. Notable performances included Western Gold (601069) achieving four consecutive daily limits in seven days, China Gold (600916) with five consecutive daily limits, and Northern Copper (000737) hitting a historical high with two consecutive daily limits [1] - Oil and gas stocks continued their strong performance, with Intercontinental Oil and Gas (600759) achieving five daily limits in seven days, Zhun Oil Co. (002207) with two consecutive daily limits, and ZhongMan Petroleum (603619) recording three daily limits in four days [1] - The real estate sector experienced a rebound, with stocks like Dayuecheng (000031), Sanxiang Impression (000863), and Wo Ai Wo Jia (000560) hitting the daily limit [1] Declines - The semiconductor industry chain faced a downturn, with companies such as Meike Technology and Jingyi Equipment dropping over 9% [1] - At market close, the Shanghai Composite Index rose by 0.16%, while the Shenzhen Component Index fell by 0.3%, and the ChiNext Index decreased by 0.57% [1]

来源：股市直击 1月29日消息，白酒板块午后持续走高，水井坊、舍得酒业、皇台酒业、酒鬼酒、金徽酒、泸州老窖、 金种子酒涨停，古井贡酒、山西汾酒涨超9%，贵州茅台涨超8%。消息面上，媒体报道称，受春节旺季 需求向好等因素影响，部分茅台经销商已到货的飞天茅台（53度、500ml）一月和二月配额已售罄。 ...

【导读】白酒板块午后集体上攻，贵州茅台涨近9% 中国基金报记者晨曦 刚刚，白酒股集体暴涨！ 1月29日午后，白酒板块午后集体上攻，走出一波新行情。酒类指数大涨超8%，皇台酒业、酒鬼酒、古井贡酒、中信尼雅、金徽酒、金种子酒、舍得 酒业、泸州老窖、山西汾酒等纷纷涨停。 < w | 山西汾酒 | 177.38 | 9.98% | | --- | --- | --- | | 600809.SH | | | | 迎驾贡酒 | 42.36 | 9.32% | | 603198.SH | | | | 디子答 | 31.04 | 8.95% | | 603589.SH | | | | 五 粮 液 | 109.34 | 8.58% | | 000858.SZ | | | | 贵州茅台 | 1437.17 | 8.57% | | 600519.SH | | | | 古越龙山 | 10.72 | 8.28% | | 600059.SH | | | | 今世缘 | 34.94 | 8.44% | | 603369.SH | | | | 天佑德酒 | 9.70 | 8.74% | | 002646.SZ | | | | 老白干酒 | ...

* S T 岩 石 盘 中 涨 停，上 演 " 地 天 板 "，成 交 额 2 6 6 2 万 元 。 | < W | | *ST岩石(600696) | | | | --- | --- | --- | --- | --- | | | | 交易中 01-29 14:24:25 | | | | 2.08 | | 额2662万 股本 3.34亿 市盈 -2.7 | | 万得 | | +0.10 | +5.05% | 换 4.04% 市值16.96亿 市净 2.42 | | 盘口 | | 分时 | 五日 | 日K 周K 月K 更多 © | | | | 是加 | | 均价:1.97 盘口 | | 资金 | | 2.08 | | 5.05% 卖5 | | 0 | | | | 524 | | 0 | | 1.98 | | 323 | | O | | | | 22 | | 0 | | | | 0.00% 卖1 | | 0 | | | | ਨੇ 1 | 2.08 16168 | | | | | द्रों 2 | 2.07 | 1023 | | | | 买3 | 2.06 | 683 | | | | 554 | 2.05 | ...

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]

每经AI快讯，1月29日，白酒板块午后持续走高，水井坊、舍得酒业、皇台酒业、酒鬼酒、金徽酒涨 停，泸州老窖逼近涨停，金种子酒、古井贡酒、山西汾酒、贵州茅台均涨超7%。 （文章来源：每日经济新闻） ...

| 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% ...

从皇台酒业十大流通股东角度 1月29日，皇台酒业涨5.78%，截至发稿，报13.92元/股，成交1.69亿元，换手率7.16%，总市值24.70亿 元。 资料显示，甘肃皇台酒业股份有限公司位于甘肃省武威市凉州区西关街新建路55号，成立日期1998年9 月29日，上市日期2000年8月7日，公司主营业务涉及白酒、葡萄酒的生产、批发和零售。主营业务收入 构成为：粮食白酒93.23%，葡萄酒5.81%，其他0.96%。 酒ETF（512690）基金经理为张羽翔。 截至发稿，张羽翔累计任职时间10年138天，现任基金资产总规模343.29亿元，任职期间最佳基金回报 125.39%， 任职期间最差基金回报-67.82%。 数据显示，鹏华基金旗下1只基金位居皇台酒业十大流通股东。酒ETF（512690）三季度增持163.46万 股，持有股数437.5万股，占流通股的比例为2.47%。根据测算，今日浮盈赚取约332.5万元。 酒ETF（512690）成立日期2019年4月4日，最新规模188.77亿。今年以来亏损3.82%，同类排名 5464/5551；近一年亏损9.69%，同类排名4281/4285；成立以来收益40.2 ...