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。 白酒股集体暴涨！ 贵州茅台盘中涨近9%，单日涨幅创近期新高。 网友纷纷表示："这是我的茅台么？""能到1400以上真是想不到""茅台今天变成黄金股了"。 消息面上，据渠道人士反映，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）1月和2月配额已售罄。飞天茅台批 价近日持续上涨，已突破1600元/瓶。 此前，知名投资人段永平曾发声称："拉长时间看，茅台当前股价'真的不贵'。"他还高度评价了i茅台的市场化改革："一段时间内，茅台的销售肯定会 受到房地产行业等因素影响，但长期来讲，i茅台很可能解决了在哪里能买到真茅台的问题，似乎打开了普通老百姓消费的口子。" 招商证券近期研报提到，从动销跟踪看，近期茅台动销及批价均好于市场预期，2月（节前两周）传统渠道动销有望加速。结合基金四季报持仓，白酒 板块重仓比例已降至3.5%，重申白酒底部买点已经出现。 | 名称 | 现价 | 涨跌幅 -- | | --- | --- ...

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]

来源：股市直击 截至发稿，沪指报4148.83点，跌0.06%，深成指报14273.25点，跌0.49%，创指报3303.34点，跌0.61%。 盘面上，油气开采及服务、白酒、贵金属板块涨幅居前；电子化学品、半导体板块跌幅居前。 1月29日消息，指数午后震荡走弱，科创50跌超2%。板块方面，保险板块震荡走强，新华保险创历史新 高；白酒板块走高，酒鬼酒、金徽酒涨停；午后油气股再度拉升，准油股份、中曼石油等多股涨停；贵 金属板块震荡，晓程科技领涨；下跌方面，CPO等算力硬件股震荡走低，奕东电子跌超9%；电网设备 持续下挫，广信科技领跌。总体来看，两市个股跌多涨少，下跌个股超3700只。 ...

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） ...

近日，知名投资人段永平再度发声，称拉长时间看，当前（茅台）股价"真的不贵"。他非常看好i茅台App直销飞天茅台酒 的举措，并表示该模式至少解决两个问题：一是解决了假酒问题，这个释放的购买力是难以想象的；二是价格高企问题， 这个释放的购买力也是巨大的。 （文章来源：上海证券报） | < V | 白酒 | | | E | () | | --- | --- | --- | --- | --- | --- | | | 2278.33 3.28% | | | | | | 王日 分时 | 日 K | 間K | 月Ｋ | 更多,◎ | | | 成份股 | Here Dina | | | 资讯 | | | 名称 | 最新 | | 涨幅 ↓ | | 涨跌 | | 皇台酒业 000995 | 14.48 | | 10.03% | | 1.32 | | 酒鬼酒 000799 融 | 56.85 | | 10.00% | | 5.17 | | 泸州老窖 000568 點 | 122.78 | | 8.71% | | 9.84 | | 水井坊 600779 融 | 41.48 | | 8.67% | | 3.31 | | 舍得酒业 6 ...

吃喝板块今日（1月29日）午后继续猛攻！反映吃喝板块整体走势的食品饮料ETF华宝（515710）午后直线猛拉，截至发稿，场内价格涨3.2%！ 成份股方面，白酒集体猛攻，截至发稿，酒鬼酒、舍得酒业、水井坊飙涨超9%，泸州老窖大涨超8%，金种子酒、古井贡酒双双涨超6%，贵州茅台、金徽酒 涨超5%，五粮液、山西汾酒、洋河股份等白酒龙头亦集体飘红。 图片、数据来源：沪深交易所等，截至2026.1.29。 注：投资者在申购或赎回基金份额时，申购赎回代理券商可按照不超过0.5%的标准收取佣金，其中包含证券交易所、登记机构等收取的相关费用。食品饮 料ETF华宝不收取销售服务费。 食品饮料ETF华宝联接A申购费率为：100万元以下，1%；100万元（含）-200万元，0.6%；200万元（含）以上，每笔1000元。赎回费率为：7天以内， 1.5%；7天（含）-180天，0.5%；180天（含）-以上，0%。 本周以来，多款飞天茅台价格涨幅明显，与1月26日相比，2026年飞天茅台原箱（53度/500ml）上涨了55元，2026年飞天茅台散瓶上涨了20元；2025年飞天 茅台原箱（53度/500ml）上涨了55元，2025年飞 ...

Core Viewpoint - The food and beverage sector is experiencing a significant rally, particularly in the liquor segment, with notable price increases for major brands as the Spring Festival approaches [1][3][4]. Group 1: Market Performance - The food and beverage ETF, Huabao (515710), surged by 3.2% in the afternoon session on January 29 [1][9]. - Major liquor stocks saw substantial gains, with brands like Jiu Gui Jiu and She De Jiu Ye rising over 9%, and others like Lu Zhou Lao Jiao increasing by over 8% [1][9]. - The price of 2026 Feitian Moutai (53 degrees/500ml) reached 1610 CNY per bottle, up 20 CNY from the previous day, while the 2025 version was priced at 1620 CNY, also up 20 CNY [1][11]. Group 2: Price Trends - Since January 26, the price of 2026 Feitian Moutai has increased by 55 CNY for the original box and 20 CNY for the loose bottle, with similar increases observed for the 2025 version [3][11]. - The 2024 Feitian Moutai original box also saw a price rise of 50 CNY [3][11]. Group 3: Valuation Insights - The food and beverage sector is currently at a low valuation, with the PE ratio of the underlying index for the food and beverage ETF at 19.09, placing it in the 1.37% percentile of the last decade [3][11]. - This low valuation suggests a favorable long-term investment opportunity in the sector [3][11]. Group 4: Investment Recommendations - Pacific Securities recommends focusing on the liquor sector as it is at a bottom configuration window, suggesting potential for a rebound during the Spring Festival [4][12]. - The food and beverage ETF Huabao is highlighted as a key asset for investors, with approximately 60% of its portfolio allocated to leading high-end and mid-range liquor stocks [4][12].