Group 1 - The core point of the article indicates that Shunxin Agriculture (000860.SZ) expects a net profit loss attributable to shareholders of the listed company in 2025, estimated between 116 million to 188 million yuan, compared to a profit of 231 million yuan in the same period last year, marking a year-on-year shift to loss [1] - The performance change is primarily attributed to a deep adjustment in the liquor industry, intensified market competition, and a year-on-year decrease in the company's liquor sales [1] - The pork industry is showing improved operations, achieving a year-on-year reduction in losses [1]

Core Viewpoint - The prices of Feitian Moutai and Zodiac Horse Moutai have increased across the board, indicating a positive trend in the premium liquor market [5]. Price Summary - The price for the 26-year Feitian Moutai in original packaging is reported at 1590 yuan per bottle, an increase of 35 yuan; the price for loose bottles is 1570 yuan, up by 20 yuan [5]. - The 25-year Feitian Moutai is priced at 1600 yuan per bottle in original packaging, also up by 35 yuan, while loose bottles are at 1580 yuan, increasing by 20 yuan [5]. - Prices for the 23-year and 24-year Feitian Moutai have also seen varying degrees of increase [5]. Industry Overview - The liquor sector includes various brands categorized by flavor profiles, such as: - Sauce-flavor: Guizhou Moutai - Strong-flavor: Luzhou Laojiao, Yanghe, Wuliangye, Gujinggongjiu, Jianshiyuan, Yingjia Gongjiu, Shede Jiuye, Jinhui Jiu, Shuijingfang, Huangtaijiu, Yilite, and others - Light-flavor: Shanxi Fenjiu, Shunxin Agriculture, Tianyoude Jiu, and others [6].

Group 1 - The company expects a net profit loss of 116 million to 188 million yuan for the fiscal year 2025, compared to a profit of 231 million yuan in the same period last year [1] - The liquor industry is undergoing a deep adjustment, leading to intense market competition [1] - The company's liquor business is under significant pressure, with a year-on-year decrease in sales impacting overall performance [1]

证券代码：000860 证券简称：顺鑫农业 公告编号：2026-001 | 项 | 目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | | 亏损：11,600 | 万元- | 18,800 万元 | 盈利：23,117.11 | 万元 | | | | 比上年同期下降:150.18%-181.33% | | | | | | 扣除非经常性损 益后的净利润 | | 亏损：11,600 | 万元– | 18,800万元 | 盈利：24,567.77 | 万元 | | | | 比上年同期下降：147.22%-176.52% | | | | | | 基本每股收益 | | 亏损：0.1564 元/股–0.2534 元/股 | | | 盈利：0.3116 | 元/股 | 二、与会计师事务所沟通情况 三、业绩变动原因说明 报告期内，白酒行业持续深度调整，市场竞争激烈。公司白酒业务面临较大 压力，销量同比减少，影响公司整体业绩水平。在此背景下，公司围绕"产品焕 新"开展系列工作，推出"金标牛轻口味白酒"等新品 ...

（文章来源：21世纪经济报道） 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。 1月29日，A股三大指数涨跌不一，沪指窄幅震荡，上证50指数涨超1%，创业板指冲高回落，科创50指 数跌超3%。从板块来看，白酒板块午后爆发，成分股全线飘红，金种子酒、皇台酒业、迎驾贡酒、金 徽酒、水井坊、酒鬼酒、舍得酒业、泸州老窖等18股涨停，顺鑫农业、贵州茅台、古井贡B等涨超5%。 ...

| 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 ...

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% ...

证券之星消息，1月28日白酒板块较上一交易日下跌0.79%，*ST岩石领跌。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。白酒板块个股涨跌见下表： 从资金流向上来看，当日白酒板块主力资金净流出12.38亿元，游资资金净流入13.56亿元，散户资金净流 出1.18亿元。白酒板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000568 泸州老窖 | | 1.07 Z | 6.89% | -6686.18万 | -4.29% | -4056.45万 | -2.60% | | 600809 山西汾酒 | | 7464.03万 | 5.95% | 1.05亿 | 8.38% | -1.80亿 | -14.33% | | 000995 | 皇台酒业 | 2633.56万 | 12.95% | -253.88万 | -1.25% | -2379.67万 ...

Core Viewpoint - The A-share market has seen a rise in liquor stocks, with notable increases in several companies, indicating positive market sentiment in the sector [1]. Group 1: Stock Performance - Huangtai Liquor Industry (000995) increased by 6.69%, with a total market capitalization of 2.375 billion [2] - Gujing Gongjiu (000596) rose by 2.90%, with a market cap of 67.1 billion, but has a year-to-date decline of 4.31% [2] - Shede Liquor (600702) saw a 2.73% increase, with a market cap of 18.1 billion and a year-to-date decline of 3.26% [2] - Jinzongzi Liquor (600199) increased by 2.38%, with a market cap of 6.223 billion and a year-to-date decline of 2.27% [2] - Shuijingfang (600779) rose by 2.18%, with a market cap of 18.7 billion and a year-to-date change of -0.08% [2] - Jiugui Liquor (000799) increased by 1.68%, with a market cap of 16.9 billion and a year-to-date decline of 4.53% [2] - Shunxin Agriculture (000860) rose by 1.60%, with a market cap of 10.9 billion and no change year-to-date [2] - Tianyoude Liquor (002646) increased by 1.47%, with a market cap of 4.298 billion and a year-to-date increase of 3.70% [2] - Luzhou Laojiao (000568) saw a 1.32% increase, with a market cap of 167.6 billion and a year-to-date decline of 2.05% [2] - Laobaigan Liquor (600559) increased by 1.30%, with a market cap of 1.43 billion and a year-to-date decline of 2.68% [2] Group 2: Market Signals - The MACD golden cross signal has formed, indicating a positive trend for these stocks [1].

Core Viewpoint - The Chinese liquor market is experiencing a mixed trend in retail prices, with the average price of the top ten liquor products showing a decline, indicating potential market volatility and shifts in consumer demand [1][5]. Price Trends - As of January 28, the total retail price for a package of the top ten liquor products is 8866 yuan, down 20 yuan from the previous day, marking a new low in the past five days [1]. - The market shows four price increases and six decreases today, with premium Moutai leading the increase by 6 yuan per bottle, while Qinghua Lang saw a significant drop of 17 yuan per bottle [1][4]. Market Dynamics - The introduction of the iMoutai platform selling Moutai at 1499 yuan per bottle and premium Moutai at 2299 yuan per bottle has begun to influence market prices, reflecting a magnetic effect on retail prices [5]. - The A-share liquor sector has seen a decline, with the China Securities White Liquor Index dropping to 8293.16 points, the lowest since September 19, 2024, and the sector has experienced a continuous six-year decline [5]. Stock Performance - Within the liquor sector, 20 constituent stocks have averaged a decline of nearly 8.5% over the past 11 trading days, with a median drop of 6.6% [5]. - Six stocks have seen declines exceeding 10%, representing nearly 30% of the sector's total stocks, including Shanxi Fenjiu and Yanghe Brewery [5]. Financing Activity - Despite the market downturn, there is a trend of increased investment from financing clients, with Guizhou Moutai seeing a net purchase of 3.166 billion yuan over the last ten trading days, reaching a new high in financing balance [5].