白酒意外大涨！踏空资金可能在批量进场了

舍得酒业披露了2025年中报业绩，上半年净利润4.4亿，同比-25%。2季度净利润不到1个亿，同比+140%。之前给大家看的券商机构预测舍得2季度净利润 是有1.6亿，这明显低于预期，爆了个大雷。但在业绩这么烂的情况下，今天舍得的股价没有暴跌，反而涨停了。 数据来源：Wind | 子版块 | 证券简称 | | | 营收:yoy | | 业绩(亿元) | | 业绩:yoy | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 25Q2E | 25H1 | 25Q2E | 25H1 | 25Q2E | 25H1 | 25Q2E | 25H1 | | | 贵州茅台 | 395.5 | 910. 0 | 7% | 9% | 190. 4 | 458.9 | 8% | 10% | | | 五粮液 | 159.7 | 529. 1 | 1% | 4% | 50. 1 | 198. 7 | 0% | 4% | | | 泸州老窖 | 71.0 | 164.5 | -8% | -3% | 31.1 | 77.0 | -10% | -4% ...