新春将近，年味渐浓。春节，这个中国人心中最隆重而温暖的节日，自2024年成功申遗、成为"全球春 节"以来，正以愈加开放、鲜活的姿态，成为全球共享的文化盛宴——从各地非遗民俗轮番上演，到多 国地标点亮"中国红"，春节正不断跨越文化界限、释放着恒久的生命力。 值此2026年农历新春，国窖1573再次延续"品味中国年"的约定，携手中国奢侈品品牌端木良锦创始人、 首席设计师祁天，以中国细木镶嵌技艺打造"吉祥纳福"多宝格艺术作品，以器载情，以格藏韵，邀世界 共贺新春佳节，让跨越山海的情感找到一份美学共鸣。 "格"开吉至，呈中国年的仪式感 国窖1573"吉祥纳福"多宝格艺术作品取古代文玩器物收藏所用的多宝格为创意原型，以中国细木镶嵌技 艺雕琢而成。格间蕴藏"福、禄、寿、喜"四大年节祝福：五"蝠"临门喻"福至花开"、灵鹿欢动载"禄佑 顺遂"、鹤舞青云寄"寿岁安康"、喜鹊登枝传"喜事盈门"；辅以传统南北庭院建筑、中式窗棂之形韵， 意象构成热烈温情的年俗场景，传递"福满华夏"的美好祈愿。 格间庭院中，藏纳着品牌"活态双国宝"的文化根脉：北方庭院复现中国第一窖"1573国宝窖池群"的酿酒 盛景，呼应"450余年不间断酿造"的历史 ...

ETF Industry News - The three major indices showed mixed results, with the liquor ETF reaching its daily limit up by 10.08%, while several semiconductor ETFs experienced declines of around 4.5% [1] - The liquor industry is expected to benefit from the upcoming Spring Festival marketing activities, with a focus on market cultivation and consumer education, leading to a stable sales outlook for the 2026 Spring Festival [1] Gold Themed Funds - The total scale of gold-themed funds has approached 380 billion yuan, marking an increase of nearly 100 billion yuan or 35.7% since the end of last year [2] - Among these funds, 18 products have seen net value growth exceeding 30% this year, with the largest fund surpassing 120 billion yuan [2] Public Fund Scale - The total scale of public funds has reached a new historical high of 37.71 trillion yuan by the end of December 2025, an increase of 0.69 trillion yuan from the previous month [3] - The largest category remains money market funds at 15.03 trillion yuan, followed by bond funds and equity funds at 10.94 trillion yuan and 6.05 trillion yuan, respectively [3] Public Fund Dividends - As of January 22, over 486 fund products have distributed dividends totaling 321.22 billion yuan, with ETFs accounting for 55.69% of this total [4] - Major contributors to ETF dividends include large-scale funds such as Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, which have previously issued significant dividends [4] Market Overview - On January 29, the Shanghai Composite Index rose by 0.16%, while the Shenzhen Component and ChiNext indices fell by 0.3% and 0.57%, respectively [5] - The Hang Seng Index and CSI 500 have shown strong performance over the past five trading days, with increases of 5.02% and 1.55% [5] Sector Performance - The food and beverage sector led the market with a daily increase of 6.57%, while electronics and defense sectors lagged behind with declines of 3.56% and 1.79% [8] - Over the past five days, the non-ferrous metals and oil sectors have performed well, with increases of 15.17% and 8.29% [8] ETF Market Performance - Commodity ETFs showed the best average performance with a daily increase of 4.92%, while stock theme index ETFs had the worst performance with an average decline of 0.71% [11] - The top-performing ETFs included food and beverage ETFs, with gains of 7.89% and 7.58% [13] ETF Trading Volume - The top three ETFs by trading volume were Huatai-PB CSI 300 ETF, CSI 500 ETF, and SSE 50 ETF, with trading volumes of 16.77 billion yuan, 11.88 billion yuan, and 11.69 billion yuan, respectively [17]

Core Viewpoint - The recent surge in Chinese liquor stocks, particularly after a period of poor performance, is attributed to a combination of market sentiment changes and capital seeking safer investments [3][5]. Group 1: Market Performance - On January 29, 2026, 17 liquor stocks, including Kweichow Moutai, experienced a collective surge, with Kweichow Moutai rising by 8.61% [3]. - The afternoon trading session saw a significant shift, with liquor stocks rapidly hitting their daily price limits [3]. - Alongside liquor stocks, yellow wine and beer stocks also saw notable increases, indicating a broader positive trend in the alcoholic beverage sector [3]. Group 2: Recent Trends and Challenges - Since the third quarter of 2025, liquor stocks have faced challenges, with many companies reporting significant declines in earnings growth [4]. - Several liquor companies have issued profit warnings, indicating a substantial impact on their annual performance [4]. - For instance, Jinzhongzi Liquor is expected to report a net loss of between 150 million to 190 million yuan for 2025, yet it also saw a price surge on the same day [5]. Group 3: Market Dynamics - The collective rise in liquor stocks is seen as less related to individual company fundamentals and more influenced by broader market dynamics, including a strong performance in defensive sectors like liquor, resources, and banking [5]. - The current bullish sentiment in the stock market, coupled with the upcoming Spring Festival, is expected to boost liquor consumption, contributing to a more optimistic investor outlook [5]. - Additionally, there is a noted correlation between liquor stocks and the real estate sector, which also experienced a collective rise due to recent news [5].

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。2026年1月1日至今，已成功 拦截各类异常行为4.26亿次。平台商品交易过程不存在单一用户批量非常规消费行为成交，不存在多用 户集中批量非常规消费行为成交。我们将持之以恒提升技术水平，不断增强平台的风险防控能力，努力 为广大消费者营造公平、有序的消费环境。 感谢大家的关心与支持。 来源："小茅i茅台"微信公号 新浪财经"酒价内参"重磅上线 知名白酒真实市场价尽在掌握 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， ...

1月29日，今世缘大宗交易成交57.5万股，成交额1667.5万元，占当日总成交额的1.45%，成交价29元， 较市场收盘价35.44元折价18.17%。 | 12.7 下置合作曲 | | --- | | 双景垫立 日心 | | 交易日期 | | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | | 026-01-29 | 今世缘 | 603369 | 29 委副董委员调察器 1667.5 | 57.5 | 想影響點點 | | ya | ...

2026年1月29日，高端白酒（核心股）板块迎来集体走强，五粮液（000858）当日股价涨停，涨幅达 10.00%，股价从前一交易日收盘价102.27元上涨10.23元，最终收盘价定格在112.50元，成功创下近一个 月来股价新高，成为当日白酒板块中表现突出的上市公司。当日板块情绪的全面升温带动个股交易热度 攀升，资金做多意愿鲜明，作为浓香白酒龙头，其涨停走势也进一步放大了高端白酒板块的赚钱效应。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：小讯 异动当日，进一步强化了市场情绪。其一为板块联动效应显著，当日高端白酒（核心股）板块集体走 强，贵州茅台涨超8%重回1400元关口，板块内核心标的的强势表现形成联动；其二为名人言论形成情 绪催化，知名投资者段永平公开表示"茅台当前股价真的不贵"，该言论在异动当日被市场反复提及，被 解读为对高端白酒板块的正向信号，大幅提升了市场做多信心；其三为春节动销预期持续升温，"今日 酒价"数据显示1月29日2026年原箱茅台批价上涨20元至1610元/瓶，临近春节白酒进入传统销售旺季， 批价的上涨让市场对行业动销回暖的预期进一步强化；其四为估值修复逻辑得到认可，五粮液 ...

此前记者在部分二手平台上，各种代抢茅台服务的报价从20元到50元/单不等。有黄牛宣称"包中"，并晒出大量代抢成功的订单。据 黄牛透露，较高的命中率背后有"科技与狠活"：一方面依靠人工凭经验操作，另一方面也借助辅助软件和脚本。在黄牛晒出的视频 中，多部手机摆在一起，通过执行脚本自动刷新购买页面、抢购商品。此外，也有黄牛兜售提前入场插件等"辅助抢茅台工具"。 茅台称用"科技与狠活"抢茅台涉嫌违法，保留采取法律手段追责的权利。 "i茅台"连续29日出现秒空现象，记者了解到，由于"i茅台"的购买价格与市场价格存在一定的套利空间，黄牛们使出了自动抢购、提 前入场等脚本和软件这类"科技与狠活"来抢茅台。今日"i茅台"发布公告回应称，2026年1月1日至今，已成功拦截各类异常行为4.26 亿次。 对此，茅台称已经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》。茅台已在收集和固化相关证据，并保留采取法 ...

Core Viewpoint - The liquor sector experienced a significant surge on January 29, leading to an overall rise in the food and beverage sector, with the Huabao Food and Beverage ETF (515710) increasing by 7.1% by the end of the trading day, recovering multiple moving averages [1][4]. Group 1: Liquor Stock Performance - A wave of涨停 (limit-up) occurred among liquor stocks, with major players like Wuliangye, Luzhou Laojiao, and Yanghe all hitting the limit, while Kweichow Moutai surged by 8.61% [2]. - The price of various Flying Moutai products has seen notable increases since January 26, with the 2026 Flying Moutai original box (53 degrees/500ml) rising by 55 yuan, and the 2025 version also increasing by 55 yuan [4]. Group 2: Market Drivers - The recent recovery in Moutai sales is attributed to two main factors: the demand for high-end liquor during the Spring Festival and effective supply-demand adjustments by iMoutai, which has reached new consumer groups [4]. - The overall valuation of the food and beverage sector remains low, with the price-to-earnings ratio of the Huabao Food and Beverage ETF at 19.09 times, placing it in the 1.37% percentile of the last decade, indicating a favorable long-term investment opportunity [4]. Group 3: Future Outlook - According to Guojin Securities, the most challenging period for the liquor industry has passed, and external constraints on consumption are expected to ease, leading to a gradual stabilization in sales post-2026 Spring Festival [6]. - The Huabao Food and Beverage ETF is recommended for investors looking to gain exposure to core assets in the food and beverage sector, with approximately 60% of its portfolio allocated to leading high-end and mid-range liquor stocks [6].

Core Viewpoint - The collaboration between Guizhou Moutai Sauce Wine Marketing Co., Ltd. and Meituan Flash Purchase aims to enhance the distribution and accessibility of authentic Moutai Sauce Wine through a significant increase in certified stores and a focus on consumer experience [1] Group 1: Partnership and Expansion - Guizhou Moutai has upgraded its partnership with Meituan Flash Purchase, expanding the number of official certified stores from over 1,000 to nearly 3,000, covering 245 cities nationwide [1] - The collaboration is part of a strategy to build an instant retail network and drive channel transformation for Moutai Sauce Wine [1] Group 2: Consumer Engagement and Promotions - The partnership will focus on core values of "genuine products and exceptional service," with plans to implement source tracing, official authentication, and one-on-one urgent delivery services by 2026 [1] - A joint subsidy activity will be launched during the traditional peak season for purchasing liquor, particularly around the Spring Festival [1]

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。 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。2026年1月1日至今，已成功拦截各类异常行为4.26亿次，平台商品交易过程不存在单一用户批量非常规消费行为成交，不存 在多用户集中批量非常规消费行为成交。我们将持之以恒提升技术水平，不断增强平台的风险防控能力，努力为广大消费者营造公平、有序的消费环境。 感谢大家的关心与支持。 编辑 ｜ 钉钉 ...