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].

Group 1 - The food and beverage sector experienced a strong rally, with leading liquor stocks significantly rising, reflecting the overall trend of the sector [1] - The ETF tracking the food and beverage sector, Huabao (515710), surged by 3.73% in the afternoon, indicating positive market sentiment [1] - Major liquor brands such as Jiu Gui Jiu, She De Jiu Ye, and Shui Jing Fang saw increases exceeding 9%, while other notable brands like Lu Zhou Lao Jiao and Guizhou Moutai also posted substantial gains [1] Group 2 - As the Spring Festival approaches, the price of Moutai continues to rise, with the 2026 version priced at 1610 yuan per bottle, an increase of 20 yuan from the previous day [1] - Pacific Securities highlighted that the liquor sector is at a bottom configuration window, suggesting a focus on the potential rebound during the Spring Festival [1] - The current valuation of the food and beverage sector remains low, with a price-to-earnings ratio of 19.09, indicating a favorable long-term investment opportunity [2]

| 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 ...

Group 1 - The core viewpoint of the article highlights the recent surge in the stock prices of major liquor companies, particularly Moutai, which rose over 4% after a period of decline, indicating a potential recovery in the market [2] - Notable investor Duan Yongping expressed confidence in Moutai's long-term value, emphasizing the positive impact of the iMoutai platform on consumer access to genuine products [2] - The white liquor industry is expected to benefit from a new consumer acquisition and education strategy, with a focus on channel collaboration and consumer-centric approaches [5][8] Group 2 - The white liquor sector is entering a "five-bottom phase," suggesting a potential turning point in the industry cycle, with expectations of improved sales performance as consumer demand stabilizes [8][9] - Recent data indicates that Moutai's sales and pricing are performing better than market expectations, with a projected increase in sales volume leading up to the Spring Festival [7] - The overall sentiment in the capital market regarding the white liquor industry remains low, with public fund holdings at a historical low, indicating a potential opportunity for investment as valuations are attractive [9][11] Group 3 - The upcoming Spring Festival is anticipated to maintain stable sales for the white liquor industry, with no excessive pessimism expected regarding market performance [10] - Companies are actively working on inventory reduction and price stabilization strategies, with a focus on enhancing brand strength and market share during challenging economic conditions [6][8] - The industry is witnessing a shift towards embracing consumer preferences, particularly among younger generations, which is expected to support long-term demand for white liquor products [8][9]

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% ...

Core Viewpoint - The recent launch of Clawdbot is seen as a turning point for the commercialization of AI applications, leading to significant stock price increases in related companies [1][3]. AI Application Sector - The AI application sector experienced a broad rally, with notable increases in stocks such as BlueFocus, Yidian Tianxia, Zhidema, and Tianlong Group [1][3]. - Clawdbot, an open-source AI assistant, allows users to issue commands through popular messaging apps, enhancing user interaction with AI models [5]. Stock Performance - Guizhou Moutai, a leading stock in the liquor sector, rebounded by 3.72% to reach 1372.95 CNY per share, with a trading volume of 11.479 billion CNY, marking a recent high [1][7]. - The liquor sector, particularly high-end brands, is seeing increased demand as the Spring Festival approaches, contributing to stock price increases [9][10]. Market Trends - The overall market showed mixed results, with the Shanghai Composite Index down 0.1% and the Shenzhen Component Index up 0.01% [3]. - The precious metals and oil & gas sectors continued to rise, indicating a diverse market response [3]. Liquor Industry Insights - The price of Feitian Moutai has been rising, with recent data showing an increase of 20 CNY per bottle, reflecting strong demand ahead of the Spring Festival [9]. - Analysts suggest that the liquor sector is at a valuation low, presenting a potential investment opportunity as demand is expected to surge during the festive season [10].

消息面上，受春节旺季需求向好等因素影响，近日53度、500ml飞天茅台酒批价持续上涨，今日已涨至 约1600元/瓶。与此同时，记者调研了解到，部分茅台省区直营店已出现飞天茅台"库存不足"的情况， 仅在i茅台申购成功者能保证有现货。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 000568 | 泸州老窖 | 1 | 6.94 | 1778亿 | 3.92 | | 000799 | 酒鬼酒 | 1 | 6.25 | 178亿 | 0.60 | | 000596 | 古井贡酒 | 1 | 5.92 | 705亿 | 0.63 | | 600702 | 実得酒业 | | 4.84 | 189亿 | 1.11 | | 600519 | 贵州茅台 | + | 4.47 | 17317 乙 | 0.41 | | 600779 | 水井坊 | | 4.14 | 194亿 | 3.35 | | 603919 | 金徽酒 | | 4.03 | 103亿 | -0.24 | | 600809 | 山西汾酒 | | 3. ...

Group 1 - The liquor industry is experiencing a strong rebound, with the major consumption index rising by 1.21% as of 11:24 AM on January 29, 2026, driven by stocks like Hainan Rubber hitting the daily limit and notable increases in Luzhou Laojiao (5.06%) and Gujing Gongjiu (4.06%) [1] - The State Council has initiated measures to boost consumption, emphasizing the implementation of special actions to stimulate consumption and cultivate new growth points in service consumption [1] - According to Kaiyuan Securities, the food and beverage sector is currently at a low point in both fundamentals and valuations, presenting significant investment opportunities [1] Group 2 - The Consumer Price Index (CPI) rose by 0.8% year-on-year in December 2025, indicating a mild recovery trend [1] - The current valuation of the liquor sector is at a low point historically, with market expectations being pessimistic and a favorable chip structure, suggesting a good entry point for investments [1] - The upcoming Spring Festival is expected to catalyze performance in the sector, with particular focus on investment opportunities in the dairy, snacks, and catering supply chain segments [1] Group 3 - The CSI Major Consumption Index includes leading consumer stocks across various sectors, with the top ten stocks accounting for 68.63% of the index, including Yili, Kweichow Moutai, and Wuliangye [1] - The consumption ETF managed by Harvest (512600) tracks the CSI Major Consumption Index, which encompasses essential consumer leaders from various sectors, with liquor being the largest segment at nearly 38% weight [2] - Investors can also access the consumption recovery trend through the consumption ETF linked fund (009180) [3]

1月29日，古井贡酒涨5.14%，截至发稿，报132.45元/股，成交5.52亿元，换手率1.04%，总市值700.13 亿元。 资料显示，安徽古井贡酒股份有限公司位于安徽省亳州市古井镇古井产业园，成立日期1999年3月5日， 上市日期1996年9月27日，公司主营业务涉及白酒、啤酒、葡萄酒、酿酒设备、包装材料、玻璃瓶,酒 精、饲料、油脂、饮料,高新技术开发、生物技术开发、农副产品深加工的生产与销售等。主营业务收 入构成为：白酒业务98.27%，其他1.40%，酒店业务0.33%。 从基金十大重仓股角度 数据显示，华商基金旗下1只基金重仓古井贡酒。华商消费行业股票（004189）四季度增持4700股，持 有股数9200股，占基金净值比例为6.85%，位居第三大重仓股。根据测算，今日浮盈赚取约5.95万元。 华商消费行业股票（004189）成立日期2017年3月15日，最新规模1780.42万。今年以来亏损1.96%，同 类排名5384/5551；近一年收益0.94%，同类排名4197/4285；成立以来亏损22.05%。 华商消费行业股票（004189）基金经理为崔志鹏。 截至发稿，崔志鹏累计任职时间2年28 ...