公募基金二季报本周进入密集披露期，部分头部基金及知名基金经理的调仓动向也备受市场关注。 综合来看，各家基金在二季度保持了高仓位运作，新能源产业链、医药消费等成为关注重点。 此外，睿远基金傅鹏博管理的基金则对光伏行业板块个股更为关注。综合季报，通威股份、迈为股 份等新晋十大重仓股，大族激光、先导智能等退出前十大重仓股序列；由傅鹏博、朱璘管理的睿远成长 价值混合基金前十大重仓股为三安光电、中国移动、立讯精密、东方雨虹、万华化学、通威股份、吉利 汽车、沃森生物、迈为股份、国瓷材料。相比一季度，该基金新进持仓了通威股份、吉利汽车、迈为股 份，而先导智能、大族激光、卫宁健康则被调出十大重仓股序列；广发基金刘格菘持仓结构没有出现大 幅调整。其前十大重仓股当中，亿纬锂能、龙佰集团的持仓量不变，国联股份、福莱特分别新晋成为第 七大重仓股和第九大重仓股。另外，晶澳科技、隆基绿能、锦浪科技等多只个股持股数量均较一季度末 有所增长。 Wind数据显示，截至7月20日记者发稿时，已经有多家基金公司旗下1338只股票型开放式基金（未 合并A/C）发布了二季度报告，其中不乏头部基金公司和张坤、刘格菘、傅鹏博、李晓星等知名基金经 理。易方 ...

Group 1 - The white liquor industry is entering a peak sales season during the Mid-Autumn and National Day holidays, with sales typically accounting for 20% to 30% of annual volume [1] - Major liquor brands, including Kweichow Moutai and Wuliangye, are launching promotional activities to boost sales during this period, with strategies such as creating a "Double Festival" brand image and enhancing consumer experiences [2] - The overall sentiment among distributors is cautious, with many focusing on inventory reduction rather than increasing stock levels, reflecting a more conservative approach to purchasing [3] Group 2 - Despite the enthusiasm from manufacturers, the price of white liquor is generally declining, with a reported decrease of 0.09% in the national white liquor price index as of early September 2023 [3] - The performance of listed liquor companies in the first half of the year shows a divergence, suggesting that the upcoming holiday sales will be a critical test for companies with strong brand power and effective management [4]

Group 1 - The core viewpoint of the article highlights that the three major indices in the market collectively rose, with the Shanghai Composite Index reaching 3653.50 points, an increase of 0.51% [1] - The liquor sector closed at 2231.06 points, up by 1.07%, with Guojingong Liquor leading the gains at 4.98% [1] - Notable individual stock performances include Kweichow Moutai closing at 1446.21 CNY per share, up 1.78%; Wuliangye at 123.83 CNY, up 1.32%; Luzhou Laojiao at 125.41 CNY, up 2.67%; Yanghe at 69.48 CNY, up 1.00%; and Shanxi Fenjiu at 185.13 CNY, up 3.35% [1] Group 2 - Guotai Junan's research report indicates that the core contradiction in the liquor industry in the medium term lies in the demand side, with the essence of industry adjustment revolving around the "three bottoms" of channel, performance, and inventory, in that order: channel bottom > performance bottom > inventory bottom [1] - The liquor sector is viewed as a cyclical growth stock, and a trend-based investment opportunity will only arise after experiencing a performance bottom [1] - It is anticipated that the earliest performance bottom could be reached in the first half of 2026, with liquor stock prices likely to show a trend reversal ahead of the demand side, based on high-frequency signals such as batch prices [1]

Core Insights - The article discusses the recent surge in interactive marketing strategies among brands in the consumer sector, highlighting a competitive landscape driven by attention economy dynamics [1][4][6] Group 1: Interactive Marketing Trends - Interactive marketing has seen a significant rise in July, with brands like Lafang and Duyuan engaging in direct competition through provocative advertising [1][4] - Lafang's marketing campaign for its hair mask product directly references Pantene's "3-minute miracle" controversy, showcasing a trend of brands targeting competitors in their promotions [2][4] - Retailer Duyuan has also employed similar tactics, using signage that indirectly critiques Sam's Club membership fees and product offerings [2][3] Group 2: Industry Dynamics - The competitive strategies reflect a broader issue in the consumer market, where brands are increasingly resorting to controversial marketing to capture consumer attention amid rising customer acquisition costs [4][5] - The current market environment is characterized by saturation, leading brands to adopt more aggressive marketing tactics as traditional methods become less effective [5][6] - Brands like Lafang and Duyuan are positioned as challengers in their respective industries, striving to enhance their market presence against established leaders [6][7] Group 3: Marketing Risks and Considerations - While interactive marketing can generate immediate consumer interest, it carries potential risks, including damage to brand reputation and possible legal issues [9][10] - Companies are advised to carefully evaluate the net benefits of such marketing strategies, balancing short-term sales boosts against potential long-term brand damage [10]

Group 1 - The core point of the article is that Yanghe Co., Ltd. announced the extension of the first phase of its core staff stock ownership plan during the 12th meeting of its eighth board of directors [2] Group 2 - The announcement was made on the evening of August 8, indicating a strategic decision by the company to continue its employee stock ownership initiative [2] - The decision reflects the company's commitment to incentivizing its core staff and aligning their interests with the company's long-term performance [2]

洋河股份（SZ 002304，收盘价：68.79元）8月8日晚间发布公告称，公司第八届第十二次董事会会议于 2025年8月8日以通讯表决方式召开。会议审议了《关于公司第一期核心骨干持股计划存续期展期的议 案》等文件。 2024年1至12月份，洋河股份的营业收入构成为：酒类行业占比97.83%，其他业务占比2.17%。 （文章来源：每日经济新闻） ...

公司第一期核心骨干持股计划存续期展期12个月，即存续期展期至 《上海证券报》《证券日报》和"巨潮资讯网"（www.cninfo.com.cn）披 露的《关于第一期核心骨干持股计划存续期展期的公告》。 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 二次会议，于 2025 年 8 月 8 日以通讯表决方式召开。会议通知于 2025 年 8 月 4 日以送达和通讯相结合方式发出。本次会议应参与审议表决董 事 10 名，实际参与审议表决董事 7 名，参与本持股计划的 3 名董事回避 表决本议案。本次会议由董事长顾宇先生召集，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 会议以7票同意，0票反对，0票弃权，3票回避，审议通过了《关于 公司第一期核心骨干持股计划存续期展期的议案》。 董事钟雨先生、郑步军先生、戴建兵先生参与公司第一期核心骨干 持股计划，回避表决本议案。 证券代码：002304 证券简称：洋河股份 公告编号：2025-026 江苏洋河酒厂股份有限公司 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 ...

证券代码：002304 证券简称：洋河股份 公告编号：2025-027 江苏洋河酒厂股份有限公司 关于第一期核心骨干持股计划存续期展期的公告 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 8 月 8 日召 开第八届董事会第十二次会议，审议通过了《关于公司第一期核心骨干持 股计划存续期展期的议案》，同意将公司第一期核心骨干持股计划（以下 简称"本持股计划"）存续期展期 12 个月，即存续期展期至 2026 年 9 月 10 日。具体情况如下： 本次展期后的存续期届满前，若本持股计划所持有的公司股票全部处 一、本持股计划的基本情况 公司于 2021 年 7 月 15 日召开第七届董事会第三次会议和第七届监事 会第三次会议，于 2021 年 8 月 2 日召开 2021 年第二次临时股东大会，审 议通过了《关于〈江苏洋河酒厂股份有限公司第一期核心骨干持股计划（草 案）〉及其摘要的议案》《关于〈江苏洋河酒厂股份有限公司第一期核心 骨干持股计划管理办法〉的议案》等相关议案，具体内容详见公司于 2021 年 ...

证券代码：002304 证券简称：洋河股份 公告编号：2025-026 江苏洋河酒厂股份有限公司 第八届董事会第十二次会议决议公告 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。 董事钟雨先生、郑步军先生、戴建兵先生参与公司第一期核心骨干 持股计划，回避表决本议案。 公司第一期核心骨干持股计划存续期展期12个月，即存续期展期至 2026年9月10日。具体内容详见公司同日在《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《关于第一期核心骨干持股计划存续期展期的公告》。 1 三、备查文件 第八届董事会第十二次会议决议。 特此公告。 江苏洋河酒厂股份有限公司 董事会 一、董事会会议召开情况 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 二次会议，于 2025 年 8 月 8 日以通讯表决方式召开。会议通知于 2025 年 8 月 4 日以送达和通讯相结合方式发出。本次会议应参与审议表决董 事 10 名，实际参与审议表决董事 7 名，参与本持股计划的 3 名董事回避 表决本议案。本次会 ...

证券之星消息，8月8日白酒板块较上一交易日下跌0.54%，泸州老窖领跌。当日上证指数报收于 3635.13，下跌0.12%。深证成指报收于11128.67，下跌0.26%。白酒板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600696 | *ST岩石 | 6.55 | 4.97% | 8.24万 | 5326.12万 | | 600197 | 伊力特 | 14.93 | 1.29% | 8.16万 | 1.22亿 | | 603589 | 口子窖 | 33.86 | 0.47% | 5.42万 | 1.84亿 | | 002646 | 天佑德酒 | 10.02 | 0.40% | 4.80万 | 4795.57万 | | 615009 | 贵州茅台 | 1420.97 | -0.10% | 1.87万 | 26.51亿 | | 616809 | 金徽酒 | 18.56 | -0.16% | 1.81万 | 3365.04万 | | 000858 | 五粮液 | 122.2 ...