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 ...

华经产业研究院为助力企业、科研、投资机构等单位了解酒精饮料行业发展态势及未来趋势，特重磅推 出《2026-2032年中国酒精饮料行业市场调查研究及投资风险评估报告》，本报告由华经产业研究院研 究团队对酒精饮料行业进行多年跟踪研究，使用桌面研究与定量调查、定性分析相结合的方式，全面解 读酒精饮料行业市场，深度挖掘行业潜在商机；科学运用研究模型，多维度对行业投资风险进行评估后 精心研究编制。 内容全面 全方位解读市场,全链条挖掘商机,多维度评估商业风险 饮料是指以水为基本原料，由不同配方和制造工艺生产出来，供人们直接饮用的液体食品，饮料一般可 分为含酒精饮料和无酒饮料。其中，酒精饮料是指供人们饮用的且乙醇含量在0.5%vol以上的饮料。酒 精饮料主要可分为发酵酒、蒸馏酒、配制酒三大类，其中蒸馏酒由于制作过程存在高温蒸馏提纯环节， 酒精含量较高，酒体可保存时间更长，相应具备陈年基础。 酒精饮料行业产业链涵盖从原材料供应到最终消费的各个环节。上游主要由原料供应、包装材料、生产 设备等构成，原料供应环节涉及粮食（如大麦、玉米）、水果（如葡萄、苹果）等基础原料的种植与采 购，包装材料主要有玻璃瓶、塑料瓶、易拉罐等，生产设 ...

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. ...