剔除2024年开始任职的财务总监数据之后，薪酬最低的是麦趣尔财务总监许文，仅为1.66万元，许文现年59岁，从2015年8月开始任职。从2022年以来，麦趣尔已经连续亏损三年，从2023年 值得注意的是，白酒作为高毛利的现金奶牛行业，财务总监平均薪酬大幅超过行业均值。去年16家上市白酒公司（数据来源于choice，截止2024年末任期不满1年的不参与统计，包括部分公司 其中年薪超100万的财务总监达到8位，占到一半。年薪超200万的三名财务总监分别是水井坊蒋磊峰（464.75万元）、古井贡酒朱家峰（221.69万元）、金徽酒谢小强（216.85万元）。 薪酬最低的是皇台酒业刘会平，为30.72万元。其次是伊力特财务总监颜军，为42.32万元。 金字火腿CFO周国华年纪最大，达到64岁。周国华目前身兼数职，是金字火腿董事、总裁、财务总监，2021年12月开始担任CFO一职。元祖股份CFO刘政年纪最小，仅32岁，从2023年10月开始 从学历来看，以本科为主，占比达到58%；其次是硕士，达到28%。专科有16名，占比达到12.4%。此外博士有1名，为立高食品财务总监王世佳；中职也有一名，为春雪食品财务总监郝孔臣。 ...

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示，2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元，平均年薪为 81.48万元。 分行业来看，A股市场130家食品行业公司财务总监薪酬均值为77.78万元（剔除一家无薪酬数据公 司），低于市场均值。 从年龄分布来看，40（含）-50岁是主力人群，人数达到71位，占比达到54%；其次是50（含）岁以 上，占比达到37%；30（含）-40的CFO占比仅为9.16%，年龄中位数为48岁。 金字火腿CFO周国华年纪最大，达到64岁。周国华目前身兼数职，是金字火腿董事、总裁、财务总监， 2021年12月开始担任CFO一职。元祖股份CFO刘政年纪最小，仅32岁，从2023年10月开始任职。 从学历来看，以本科为主，占比达到58%；其次是硕士，达到28%。专科有16名，占比达到12.4%。此 外博士有1名，为立高食品财务总监王世佳；中职也有一名，为春雪食品财务总监郝孔臣。 薪酬最高的是水井坊CFO蒋 ...

作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示，2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元，平均年薪为 81.48万元。 专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 分行业来看，A股市场130家食品行业公司财务总监薪酬均值为77.78万元（剔除一家无薪酬数据公 司），低于市场均值。 从年龄分布来看，40（含）-50岁是主力人群，人数达到71位，占比达到54%；其次是50（含）岁以 上，占比达到37%；30（含）-40的CFO占比仅为9.16%，年龄中位数为48岁。 金字火腿CFO周国华年纪最大，达到64岁。周国华目前身兼数职，是金字火腿董事、总裁、财务总监， 2021年12月开始担任CFO一职。元祖股份CFO刘政年纪最小，仅32岁，从2023年10月开始任职。 剔除2024年开始任职的财务总监数据之后，薪酬最低的是麦趣尔财务总监许文，仅为1.66万元，许文现 年59岁，从2015年8月开始任职。从2022年以来，麦趣尔已经连续亏损三年，从2023年开始高管层经历 了大 ...

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示，2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元，平均年薪为 81.48万元。 分行业来看，A股市场130家食品行业公司财务总监薪酬均值为77.78万元（剔除一家无薪酬数据公 司），低于市场均值。 从年龄分布来看，40（含）-50岁是主力人群，人数达到71位，占比达到54%；其次是50（含）岁以 上，占比达到37%；30（含）-40的CFO占比仅为9.16%，年龄中位数为48岁。 金字火腿CFO周国华年纪最大，达到64岁。周国华目前身兼数职，是金字火腿董事、总裁、财务总监， 2021年12月开始担任CFO一职。元祖股份CFO刘政年纪最小，仅32岁，从2023年10月开始任职。 从学历来看，以本科为主，占比达到58%；其次是硕士，达到28%。专科有16名，占比达到12.4%。此 外博士有1名，为立高食品财务总监王世佳；中职也有一名，为春雪食品财务总监郝孔臣。 从薪酬来看，A股食品饮料行 ...

| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002304 | 洋河股份 | = 188.05万 | 0.41% | 4127.38万 | 9.04% | -4315.43万 | -9.45% | | 600696 | *ST岩石 | -426.68万 | -14.69% | -25.43万 | -0.88% | 452.12万 | 15.56% | | 600197 | 伊力特 | -535.78万 | -6.19% | 487.19万 | 5.62% | 48.59万 | 0.56% | | 616809 | 金徽酒 | -713.69万 | -11.93% | -16.01万 | -0.27% | 729.70万 | 12.20% | | 002646 天佑德酒 | | -826.44万 | -9.59% | -759.06万 | -8.80% | 1585.51万 | 18.39% | | 000860 顺鑫 ...

证券之星消息，7月29日白酒板块较上一交易日下跌0.09%，*ST岩石领跌。当日上证指数报收于 3609.71，上涨0.33%。深证成指报收于11289.41，上涨0.64%。白酒板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603198 | 迎驾贡酒 | 42.53 | 0.97% | 9.65万 | | 4.07亿 | | 000568 | 泸州老窖 | 124.30 | 0.21% | 7.36万 | | 9.10亿 | | 603369 | 今世家 | 40.04 | 0.13% | 9.11万 | | 3.63亿 | | 615009 | 贵州茅台 | 1439.00 | 0.02% | 2.63万 | | 37.86亿 | | 600197 | 伊力特 | 14.89 | 0.00% | 4.09万 | | 6044.63万 | | 616809 | 金徽酒 | 18.65 | -0.05% | 2.25万 | | 4177.82万 | | 6 ...

Group 1 - The core viewpoint of the news is that Gansu Shengda, the controlling shareholder of Huangtai Liquor Industry, plans to increase its stake in the company, reflecting confidence in the company's future development and long-term investment value [4][5] - The share buyback plan is set to take place over a six-month period starting from April 8, 2025, with a total investment amount ranging from RMB 60 million to RMB 120 million [4] - As of the announcement date, Gansu Shengda has not yet executed the share buyback due to various factors, including the company's annual report window period [4] Group 2 - Gansu Shengda holds 7.1265 million shares, representing 4.02% of the company, while its action-in-concert party, Gansu Western Asset Management Co., holds 8.5016 million shares, representing 4.79% [5] - The total shares controlled by Gansu Shengda and its concerted parties amount to 40.296 million shares, accounting for 22.71% of the company's total share capital [5] - Huangtai Liquor Industry, established in 1985 and listed in 2000, primarily engages in the production and sales of liquor and wine, being one of the 19 listed companies in the brewing sector in China [5] Group 3 - The company has issued a performance forecast for the first half of 2025, predicting a net loss attributable to shareholders of between RMB 4.5 million and RMB 6.5 million, compared to a loss of RMB 3.9727 million in the same period last year [6] - The net loss after excluding non-recurring gains and losses is expected to be between RMB 4 million and RMB 6 million, compared to a loss of RMB 4.842 million in the previous year [6] - The decline in performance is attributed to market environment impacts, including changes in liquor consumption structure and intensified competition [6]

Core Viewpoint - The Chinese liquor industry is experiencing a significant downturn, with over 15 companies reporting substantial declines in profits or expected losses, indicating a deep adjustment period for the sector [1][5]. Company Performance - Shunxin Agriculture (Niulanshan) expects a net profit of 155 to 195 million yuan for the first half of 2025, a decrease of 53.85% to 63.32% compared to over 400 million yuan in the same period last year [2][3]. - Jiu Gui Jiu anticipates a revenue of approximately 560 million yuan, down about 43%, with a net profit drop of 90.08% to 93.39%, projecting earnings of 8 to 12 million yuan [2][3]. - Shui Jing Fang forecasts a net profit of 105 million yuan, a decrease of about 137 million yuan or 56.52% year-on-year, with expected revenue of 1.498 billion yuan, down 12.84% [2][3]. - Jin Zhong Zi Jiu, *ST Yan Shi, and Huang Tai Jiu Ye are expected to report losses, with Jin Zhong Zi Jiu projecting a loss of 60 to 90 million yuan [4][5]. Industry Trends - The liquor industry is undergoing a deep adjustment, with many companies citing declining sales volumes as a key factor affecting revenue and profit levels [5][6]. - Despite an increase in sales volume, Shui Jing Fang's profits have significantly declined due to rising sales expense ratios and the need for promotional support for new products [5][6]. - Fund managers are actively adjusting their portfolios, reducing positions in companies like Gu Jing Gong Jiu and Jin Si Yuan, reflecting a cautious outlook on the sector [7][12]. Strategic Responses - Companies are focusing on terminal sales and channel penetration, with some investing in store coverage and single-store productivity to adapt to the changing market [1][14]. - Jiu Gui Jiu plans to enhance consumer purchasing intent through events and expand sales channels, while Shui Jing Fang aims to increase store coverage and improve single-store sales [13][14]. - Major liquor brands are introducing lower-alcohol products to attract younger consumers, with several companies developing new low-alcohol offerings [14].

Core Viewpoint - The liquor industry is undergoing a period of adjustment, leading to intensified competition and financial losses for Huangtai Liquor Industry (000995) [1][4] Group 1: Shareholder Actions - Huangtai Liquor's controlling shareholder, Gansu Shengda Group, has not yet implemented its planned share buyback due to various factors, including the company's annual report window period [1][3] - The buyback plan, announced earlier, aims to acquire shares worth between 60 million and 120 million yuan within six months starting from April 8, 2025 [1][3] Group 2: Financial Performance - For the first half of 2025, Huangtai Liquor expects a net loss between 4.5 million and 6.5 million yuan, compared to a loss of 3.97 million yuan in the same period last year [5] - The company reported a significant decline in sales revenue due to market conditions, structural changes in liquor consumption, and intensified competition [5][4] - In the first quarter of 2025, the company achieved a revenue of 38.67 million yuan, a year-on-year increase of 6.4%, and a net profit of 3.44 million yuan, a substantial increase of 294.77% [4][5] Group 3: Management Changes - Recent management changes include the resignation of the board secretary and adjustments in the marketing department, with the general manager temporarily taking over the secretary role [6][8] - The company has not yet appointed a new board secretary, and the chairman will assume the responsibilities until a new appointment is made [8]

Investment Rating - The industry investment rating is "Outperform the Market" (maintained) [24] Core Viewpoints - The performance of mid-to-high-end liquor is stabilizing, with companies exploring new sales channels. Major companies are expected to build momentum for future growth after a period of adjustment [6][8] - The beverage sector is witnessing a shift from "thirst-quenching" to "solution-oriented" consumption, leading to diverse functional demands. This trend is driving the development of new products such as functional drinks and health-oriented beverages [6][8] - The snack food segment is experiencing strong growth due to its ability to meet emotional value and cost-performance demands from consumers [6][8] Summary by Relevant Sections Liquor Industry - The liquor index has shown a cumulative increase of 1.30% this week, with notable stock performances from Luzhou Laojiao (+4.79%), Yanghe Brewery (+4.37%), and Jiu Gui Jiu (+3.64%) [6] - The first half of 2025 is expected to see a continued decline in revenue for major liquor companies, with Jiu Gui Jiu forecasting a 43% year-on-year drop in revenue [6][8] Food Industry - The food index has recorded a cumulative decrease of 0.13% this week, with top performers including Baihe Group (+5.73%) and Huang Shang Huang (+5.12%) [8] - The beverage market is diversifying, with companies launching new products to cater to specific consumer needs, such as electrolyte water and sugar-free tea [6][8] Key Company Earnings Forecast - Guizhou Moutai is projected to have an EPS of 68.64 yuan for 2024, with a PE ratio of 20.9, and is rated as "Recommended" [23] - Wuliangye is expected to have an EPS of 8.21 yuan for 2024, with a PE ratio of 15.1, also rated as "Recommended" [23] - The report highlights several companies with strong growth potential, including Three Squirrels and Dongpeng Beverage [6][23]