异动当日，行业联动与估值修复信号共同强化了市场情绪，为股价涨停提供了重要助力。当日白酒（核 心股）板块集体爆发，形成强势联动效应，贵州茅台当日涨幅超过8%，收盘价重回1420元关口，，山 西汾酒作为白酒头部企业之一，顺势跟随板块上行，充分享受行业风口红利。估值层面，截至异动当 日，山西汾酒市盈率（TTM）为17.60倍，处于过去10年历史低位区间（历史分位仅10%），市场普遍 认为其估值被低估，具备显著的估值修复空间，这一预期吸引了不少价值型投资者进场布局，为股价上 涨注入了增量资金。 2026年1月29日，白酒（核心股）板块迎来集体爆发，山西汾酒（600809）表现尤为抢眼，当日盘中14 点34分强势触及涨停板，随后牢牢封死涨停直至收盘，最终收盘价定格在177.42元。当日涨幅达 10.00%，股价较前一交易日收盘价161.29元上涨16.13元，单日市值大幅提升，成为当日白酒板块内领 涨之一。 本次山西汾酒的强势封板，并非单一因素驱动，而是基本面硬支撑、板块情绪带动、估值修复预期与技 术面助推四重因素共振的结果，背后交织着公司业绩增长（核心股）、行业景气回暖与市场资金布局的 核心逻辑。 责任编辑：小讯 综 ...

1月29日，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%。沪深两市成交额3.23万亿，较上一个交易日放 量2646亿。盘面上，市场热点快速轮动，全市场超3500只个股下跌，88只股涨停。从板块来看，白酒（核心股）板块午后爆发，泸州老窖、五粮液、山西汾 酒水井坊、舍得酒业、皇台酒业、酒鬼酒涨停。有色金属（核心股）板块反复活跃，金属铜、贵金属（核心股）领涨，西部黄金7天4板，中国黄金5连板， 北方铜业2连板创历史新高。油气股延续强势，洲际油气7天5板，准油股份2连板，中曼石油4天3板。房地产板块震荡反弹，大悦城、三湘印象、我爱我家涨 停。下跌方面，芯片产业链下挫，美埃科技、京仪装备跌超9%。截至收盘，沪指涨0.16%，深成指跌0.3%，创业板指跌0.57%。 今日全市场（不含ST股、退市股）共83股涨停，连板股总数19只，34股封板未遂，封板率为71%。焦点股方面，贵金属（核心股）板块白银（核心股）有色 8连板、招金黄金9天6板、豫光金铅5连板、中国黄金5连板，油气股洲际油气7天5板，AI应用概念股天地在线9天5板。 一、板块异动 | | | | 金融界股灵通复盘( ...

今天有三个不相信，第一个是沪金主力一天可以涨7.88%，这可是商品期货，带杠杆的，而且此前已经有不少的涨幅，有人说这种加速是对手盘被动止损产 生的反向回补，但情况是这玩儿是国际定价，并不是我们黄金市场限制交易就能理解的，国外黄金涨了你不跟着涨？所以黄金已经看不懂。有研究员说，顺 周期涨价顺序是黄金—白银—基础金属—石油—化工—农业，里面没有黑色金属，因为黑色金属并不是国际定价，大家真要看好顺周期别往钢铁潜伏就行， 其它的看运气。 第二个是白酒，今天板块涨幅9.68%，白酒昨天还在创历史新低，突然来了一根这么大的阳线，你说是超跌反弹也行，你说是行业拐点也行，反正短周期趋 势被打断，就算再创新低，估计两周内不可能出现了，然后不少踏空的开始酸白酒踏空，我觉得没有必要，除非你昨天真的感觉白酒要启动，否则今年持有 白酒，依旧是亏损的，更别说是一直持有的。 第三个是大佬改游戏规则了，十点没有砸盘，涨0.5%也没有砸盘，而是横盘，成交量最大的时候砸盘，可能大家都被这个节奏吓坏了，于是今天是本周第 四天3000+待涨的情况，而且上证50，沪深300涨幅超过0.5%，可指数没涨，所以中小盘成为代价，现在开始精准打击题材，但筹码 ...

随着春节的临近，飞天茅台价格近日持续上涨。 在A股市场，贵州茅台也开始发力，1月29日一路上扬，截至收盘大涨8.61%，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"。 今天，A股涨幅第一 白酒板块迎来涨停潮 今天，白酒板块午后集体上攻，走出一波新行情。截至下午收盘，板块指数暴涨近10%，位列A股板块涨幅第一。个股迎来久违的涨停潮，皇台酒业、酒鬼 酒、古井贡酒、水井坊、金徽酒、五粮液、口子窖、洋河股份舍得酒业、泸州老窖、山西汾酒等十多只个股纷纷涨停。 | 白酒 | 油气开采及服务 | 贵金属 | | --- | --- | --- | | 9.68% | 8.18% | 8.04% | | 金种子酒 10.04% | 科力股份 29.99% | 晓程科技 19.52% | | 文化传媒 | 保险 | 饮料制造 | | 3.89% | 3.44% | 2.89% | | 因赛集团 20.00% | 中国平安 5.02% | 会稽山 10.00% | | V | 白酒 2810.11 9.68% | | | 涨幅榜 | 盘口 跌幅榜 | 新闻 | | ...

共52只个股出现了机构的身影。 | 阴用共亚 | 1 V.V 1 /0 | 61 JU.VV | | --- | --- | --- | | 潜能恒信 | 20.00% | -3028.65 | | 准油股份 | 10.04% | -3334.69 | | 锌业股份 | 7.45% | -3425.86 | | 晓程科技 | 19.52% | -6443.25 | | 火炬田子 | -10.01% | -6700.45 | | 洲际油气 | 10.06% | -6948.66 | | 北方铜业 | 10.00% | -9979.30 | | 铜陵有色 | 10.06% | -14094.42 | | 北化股份 | -9.99% | -14498.79 | | 萃华珠宝 | -10.03% | -16479.46 | | 招金黄金 | 9.99% | -19436.77 | | 五粮液 | 10.00% | -29093.00 | | 振石股份 | 121.65% | -32296.93 | | 江西铜业 | 9.56% | -50507.89 | | 白银有色 | 9.99% | -69502.27 | 第□ ...

Core Viewpoint - The price of Moutai's Feitian continues to rise, with the 25-year Feitian scattered bottle price returning to the 1600 yuan mark, driven by seasonal demand and the company's policy interventions to stabilize prices [1][2][4]. Price Trends - As of January 28, 2026, the wholesale prices for various Moutai products have increased, with the 26-year Feitian original box priced at 1590 yuan (up 35 yuan), and the scattered bottle at 1570 yuan (up 20 yuan) [2]. - The 25-year Feitian original box is now at 1600 yuan (up 35 yuan), while the scattered bottle is at 1580 yuan (up 20 yuan) [2]. - The 24-year and 23-year Feitian products also saw price increases, indicating a general upward trend in Moutai pricing [2]. Market Dynamics - The price increase is attributed to Moutai's proactive measures to control supply and stabilize prices, alongside heightened demand during the festive season [4]. - There is a notable shortage of the Moutai horse (马茅) product, which has seen a price increase of 400 yuan over three days due to market speculation following a packaging error [3]. - Retail prices for Feitian Moutai have risen to around 1700 yuan per bottle, with significant sales volumes reported by distributors [3]. Consumer Behavior - Distributors indicate that demand is high due to the upcoming holiday season, with some products already in short supply [3]. - Consumers are advised to purchase promptly due to anticipated further price increases as the holiday approaches [3]. Stock Market Performance - Despite the rising prices of Moutai products, the stock price of Kweichow Moutai (600519.SH) has been underperforming, with a decline of 3.88% year-to-date and a notable drop of over 6% during a nine-day losing streak [5][7]. - Analysts suggest that the white liquor industry may stabilize and recover, with potential opportunities for bottom-fishing in the market [6].

Core Viewpoint - The A-share liquor sector experienced a significant surge, with the liquor ETF rising by 10.08% and the China Securities Liquor Index increasing by 9.79% on January 29, driven by macroeconomic expectations and seasonal factors related to the upcoming Spring Festival [1][2]. Group 1: Market Performance - 20 liquor companies saw stock price increases, with 18 reaching the daily limit, including notable gains from Kweichow Moutai (8.61% increase) and others like Jinzhongzi Liquor and Huangtai Liquor, both around 10% [1][2]. - The wholesale price of Feitian Moutai has been rising, surpassing 1600 yuan, indicating a market recovery signal as the product remains sold out on official platforms [3]. Group 2: Expert Insights - Experts attribute the price increase to a combination of Moutai's proactive price control and seasonal demand, suggesting that the liquor sector is a target for capital investment due to its cyclical nature [4]. - The overall industry is under pressure, with several companies forecasting significant declines in net profit, indicating a challenging competitive landscape and increased inventory issues [4]. Group 3: Future Outlook - Analysts suggest that the proactive inventory adjustments by liquor manufacturers and the stabilization of high-end liquor prices could lead to a healthier market development [5]. - The upcoming Spring Festival is expected to boost demand, with the liquor sector seen as a value opportunity for investors, despite the need for cautious optimism regarding long-term trends [5].

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]

茅台发布声明 据"小茅i茅台"官方公众号， i茅台平台1月29日发布声明： 近日，我们注意到有商家通过网络平台公开售卖所谓i茅台APP"抢购外挂"等软件，有网友晒出非i茅台官方通知的批量成交记录。以上售 卖、使用该类软件的行为，对公平的市场秩序造成了不良社会影响，涉嫌违反《中华人民共和国民法典》《中华人民共和国网络安全法》 《中华人民共和国消费者权益保护法》。消费者使用该类软件存在信息与财产安全风险，请广大消费者注意提升防范意识，切勿轻信以免 造成损失。我们已在收集和固化相关证据，并保留采取法律手段追究相关主体责任的权利，以维护市场秩序和消费者合法权益。 今日，有市场传言称"贵州茅台证实参与SpaceX上市A轮融资"。上证报记者对此进行了求证， 贵州茅台方面回应记者称，此为"不实信息" 。 贵州茅台1月29日收盘报1437.72元/股，涨8.61%，总市值突破1.8万亿元。 来源：新华网财经综合上海证券报、第一财经 关注" 新华网财经 "视频号 自2022年3月31日上线以来，i茅台已稳定运行近四年，构建形成了多层级、多策略、成熟的风险防控体系，包括机器行为识别、风险设备 判断、异常行为拦截、团伙风险防控等。 ...

龙虎榜方面，白酒概念股集体爆发，泸州老窖今日涨停，五家机构买入6.08亿。有色金属板块依旧强者恒强，铜陵有色走出5天4板，多路资金激烈博弈，其 中获深股通买入2.41亿，一家一线游资（方正证券重庆金开大道）买入1.47亿，一家量化资金（国信证券浙江互联网分公司）买入0.85亿，而遭两家机构卖 出1.41亿。 一、沪深股通前十大成交 今日沪股通总成交金额为1952.75亿，深股通总成交金额为2019.49亿。 | | 沪股通 ( | 1月29日 D | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 601899 | 紫金矿业 | 47.69 | | 2 | 600519 | 贵州茅台 | 39.74 | | 3 | 601318 | 中国平安 | 38.24 | | 4 | 601138 | 工业富联 | 26.85 | | 5 | 601600 | 中國語V | 20.56 | | 6 | 600030 | 中信证券 | 20.50 | | 7 | 600111 | 北方稀土 | 20.15 | | 8 | 603993 | ...