Core Viewpoint - Yanghe Co., Ltd. announced the approval of a proposal regarding adjustments to joint investments with professional institutions and related transactions during the 17th meeting of its eighth board of directors [2] Group 1 - The board meeting focused on the adjustment of investment strategies in collaboration with professional institutions [2] - The proposal involves related party transactions, indicating potential changes in the company's investment approach [2]

北京商报讯（记者 刘一博 冯若男）12月17日尾盘，沪指3870.28点上涨1.19%。白酒板块2180.07点收盘 下跌0.34%，其中15只白酒股下跌，贵州茅台1433.10元/股收盘。 从个股来看，贵州茅台收盘价达1433.10元/股，上涨0.78%；五粮液收盘价达113.40元/股，上涨0.35%； 山西汾酒收盘价达177.67元/股，下跌0.06%；泸州老窖收盘价达122.11元/股，下跌0.61%；洋河股份收 盘价达62.38元/股，上涨0.00%。 国金证券研报指出，当下至明年春节前是行业价盘最为承压的时期，市场对白酒行业价盘的悲观预期有 望环比修正，进一步夯实市场对白酒行业筑底的认知。考虑到此轮周期的动销底逐步探明，表观业绩压 力正加速释放，动销反馈环比持续改善确定性强、当下正值自上而下政策窗口期，叠加年末资金端有配 置再平衡的诉求，看好白酒板块的配置价值。 ...

洋河股份公告，公司与宿迁产发集团等共同投资设立宿迁智能制造母基金，基金目标规模15亿元，洋河 股份作为有限合伙人认缴出资3亿元，占基金认缴出资总额的20%。 ...

证券代码：002304 证券简称：洋河股份 公告编号：2025-038 江苏洋河酒厂股份有限公司 关于与专业机构共同投资暨关联交易的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 江苏洋河酒厂股份有限公司（以下简称"公司"）于 2025 年 10 月 29 日召开第八届董事会第十五次会议，审议通过了《关于与专业机构共同 投资暨关联交易的议案》，同意公司与宿迁产业发展集团有限公司（以 下简称"宿迁产发集团"）、宿迁市交通产业集团有限公司、宿迁文化旅 游发展集团有限公司、宿迁水务集团有限公司、宿迁战新私募基金管理 有限公司和其他合伙人，共同投资设立江苏宿迁智能制造产业专项母基 金（暂定名），公司作为有限合伙人认缴出资 3 亿元。具体情况详见公 司于 2025 年 10 月 31 日在《证券时报》《中国证券报》《上海证券报》 《证券日报》和"巨潮资讯网"（www.cninfo.com.cn）披露的《关于与专 业机构共同投资暨关联交易的公告》（公告号：2025-034）。 该基金尚处于筹备阶段，经基金发起人综合考虑，并与各方协商， 基金目标规模拟由 20 亿 ...

江苏洋河酒厂股份有限公司（以下简称"公司"）第八届董事会第十 七次会议，于 2025 年 12 月 17 日在江苏省宿迁市洋河酒都大道 118 号， 公司总部办公楼 19 楼会议室，以现场会议结合视频会议方式召开。会议 通知于 2025 年 12 月 13 日以送达和通讯相结合方式发出，全体董事一致 同意本次会议豁免提前通知时限的要求。本次会议应到董事 10 名，实际 出席董事 10 名，其中：董事郑步军先生、戴建兵先生，独立董事聂尧先 生、路国平先生、毛凌霄先生、洪金明先生以视频会议方式出席；董事 徐俊先生因出差，委托董事长顾宇先生代为出席并行使表决权，与会人 数符合《公司法》和《公司章程》的规定。本次会议由董事长顾宇先生 召集和主持，会议的召集、召开符合《公司法》等有关法律法规和《公 司章程》的规定。 二、董事会会议审议情况 证券代码：002304 证券简称：洋河股份 公告编号：2025-037 江苏洋河酒厂股份有限公司 第八届董事会第十七次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 《关于与专业机构共同投资暨关联 ...

Core Viewpoint - The white liquor market has experienced a price correction after a brief rebound, with the average retail price of the top ten products declining slightly, indicating a return to a consolidation phase in the market [1]. Price Trends - The total price for a bundled sale of the top ten products is 9092 yuan, down 26 yuan from the previous day [1]. - The number of products with stable prices has increased significantly, suggesting a market slowdown [1]. - Among the declining products, Qinghua Lang saw the largest drop of 13 yuan per bottle, while Wuliangye Pu 58th generation fell by 10 yuan per bottle [1][3]. - Prices for Feitian Moutai and Jingpin Moutai decreased by 3 yuan and 2 yuan per bottle, respectively [1][3]. - Gujing Gonggu 20 dropped by 1 yuan per bottle, while the prices of Guojiao 1573 and Xijiu Junpin increased slightly by 2 yuan and 1 yuan per bottle, respectively [1][4]. Market Sentiment - Overall transaction volume has weakened, with market participants exhibiting a cautious outlook [1].

从个股来看，贵州茅台收盘价达1422.00元/股，下跌0.28%；五粮液收盘价达113.00元/股，上涨0.49%； 山西汾酒收盘价达177.77元/股，下跌1.00%；泸州老窖收盘价达122.86元/股，上涨0.04%；洋河股份收 盘价达62.38元/股，上涨0.10%。 华创证券研报指出，年底酒企开始摸排渠道意愿及来年规划，厂商博弈加剧，渠道预期普遍较谨慎，不 愿囤货占用资金。酒企策略也更加务实，减轻渠道资金压力，并给予补贴或调整产品投放结构等保障渠 道利润，来年目标制定上也有望更加理性。 北京商报讯（记者 刘一博 冯若男）12月16日尾盘，三大指数集体下跌，沪指3824.81点下跌1.11%。白 酒板块2187.52点收盘下跌0.86%，其中15只白酒股上涨 ...

从一抹"蓝"到团圆的象征，洋河与消费者已经形成了深刻的情感共鸣。可以预见的是，马年春晚，洋河 梦之蓝M6+将以更具创意的呈现形式与更深厚的情感表达，延续新春的陪伴仪式感。 另一方面，洋河与消费者的共振还体现在更高的家国维度。作为中国航天事业战略合作伙伴、品牌强国 战略的实践者，洋河始终积极践行传播"小家团圆"与"大国梦圆"的家国情怀，同时将其融入基因。 春晚作为全球华人共同的文化仪式，每年吸引超过十亿观众的目光，它不仅是娱乐节目，更是连接海外 华人的情感纽带。洋河通过报时这一特殊形式，巧妙地将产品融入仪式中，让品牌成为仪式的一部分。 七年来，春晚这个全球华人共同的文化仪式不断演变，而洋河的角色也在不断深化。每逢除夕，洋河梦 之蓝M6+便呈现20点与0点两大家庭团聚氛围最浓、观众关注度最高的报时时刻。当"洋河梦之蓝M6+恭 祝全球华人新春快乐"的祝福传遍海内外，它既唤醒了游子对家的眷恋，也点燃了奋斗者对未来的期 许。这种多层次的情感触发，使品牌超越了简单的产品推广。 新浪财经"酒价内参"重磅上线 知名白酒真实市场价尽在掌握 近日，中央广播电视总台与洋河股份正式宣布，洋河梦之蓝M6+成为中央广播电视总台《2026 ...

Core Insights - The article discusses the recent fluctuations in the retail prices of top ten Chinese liquor products, indicating a slight price correction after a significant rebound to recent highs [1][6] - The overall retail price for a bundled sale of the top ten products is reported at 9118 yuan, reflecting a decrease of 25 yuan from the previous day [1][6] Price Trends - Among the top ten products, four saw price increases while six experienced declines, showcasing a distinct structural characteristic in the market [2][7] - Notable price increases include: - Moutai (精品) and Yanghe Dream Blue M6+ both increased by 5 yuan per bottle - Wuliangye (普五八代) rose by 4 yuan per bottle, marking three consecutive days of price increases - Gujinggong (古井贡古20) saw a minor increase of 1 yuan per bottle [2][7] - Products with price declines include: - Xijiu (习酒君品) decreased by 14 yuan per bottle - Qinghualang (青花郎) fell by 10 yuan per bottle - Guojiao 1573 (国窖1573) dropped by 7 yuan per bottle - Qinghua Fen (青花汾20) and Feitian Moutai (飞天茅台) decreased by 4 yuan and 3 yuan respectively [2][7] Market Activity - The market remains active, with trading volumes approximately 50% higher than usual, indicating robust market engagement despite the price adjustments [1][6] - Data collection for the price insights is sourced from around 200 points across various regions, including designated distributors and major retail platforms, ensuring a comprehensive and objective representation of market prices [1][7] Industry Analysis - Dongwu Securities' report highlights a recent meeting among Moutai's provincial distributors to discuss channel strategies for 2026, emphasizing a "quantity control policy" aimed at short-term relief and medium-term structural adjustments [2][7] - The report suggests that Moutai's short-term certainty is improving, with stable investor returns expected, and maintains a "buy" rating for Moutai stock [2][7]

Group 1 - The "Hai 7" brand is actively engaging consumers through the "Hai Zhi Lan Fancy Ball Challenge," which has gained significant popularity online, showcasing consumer creativity and enthusiasm [1][4] - The 2025 Chinese Table Tennis Super League Finals, sponsored by Yanghe, is generating high demand for tickets, with consumers eager to experience the event and meet top players [5] - Yanghe has organized the "Drink Hai 7, Play a Game" event to allow more sports enthusiasts to attend the finals, enhancing the overall experience [5] Group 2 - Participants can join the challenge by creating and sharing a creative short video of themselves juggling a ping pong ball with a "Hai Zhi Lan" bottle on social media platforms from December 14 to 18, with a chance to win tickets to the finals [6] - The selection process for winners will be based on creativity, content quality, and juggling skills, with 21 winners chosen across different platforms [6] - In addition to the video challenge, Yanghe is offering a "Open Hai 7, Win Table Tennis Finals Tickets" promotion from December 11 to 19, where consumers can scan a code on the seventh generation of Hai Zhi Lan bottles for a chance to win tickets [7] Group 3 - The Hai 7 brand has been well-received for its smooth taste, having built a loyal consumer base over 22 years, and recently launched a refreshed product emphasizing a "smoother" experience [6] - Yanghe continues to innovate and create engaging activities to deepen emotional connections with consumers, exemplified by the Fancy Ball Challenge [6][9] - The initiative aims to foster a memorable experience for consumers, allowing them to support their favorite players in person [6][9]