2026.01. 29 2025年春节前，茅台价格基本保持稳定，这一轮价格上涨也引起了市场的关注。记者从部分综合酒 商了解到，近期茅台市场需求没有出现激增的情况，比较平稳。一般腊月23日（2月10日）物流就会 停运，大部分酒商会在腊月25日（2月12日）放假，因此终端烟酒店此时开始陆续备货，带来部分需 求。 白酒独立分析师肖竹青告诉第一财经记者，本轮茅台价格上涨，主要是由于茅台主动控量稳价的政策 干预，叠加春节旺季的季节性需求因素推动。2025年12月以来，贵州茅台通过"暂停发货、削减非标 产品等控盘动作"短期稳定市场情绪，但这更多是政策调控结果，而非纯粹的市场需求反弹。 本文字数：2393，阅读时长大约4分钟 作者 | 第一财经 栾立 封图 | 第一财经 任 玉明摄 近两日，飞天茅台价格出现了一轮持续上涨，据业内人士透露，目前茅台市场需求并未出现激增的情 况，但临近年末部分烟酒店提前备货和茅台采取的控量策略，或是推动价格上涨的主要原因。 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1 ...

Group 1 - The stock price of Laobai Gan Liquor increased by 5%, reaching 16.38 yuan per share, with a trading volume of 441 million yuan and a turnover rate of 3.04%, resulting in a total market capitalization of 14.984 billion yuan [1] - Laobai Gan Liquor, established on December 30, 1999, and listed on October 29, 2002, is primarily engaged in the production and sales of liquor, with its main business revenue composition being: Laobai Gan Brewing 51.47%, Wuling Division 21.21%, Qianlong Drunk Division 14.63%, Wenwang Division 9.68%, and Kongfu Family Division 3.75% [1] Group 2 - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Laobai Gan Liquor, having reduced its holdings by 73,700 shares to 6.6882 million shares, representing 0.74% of the circulating shares, with an estimated floating profit of approximately 5.2168 million yuan [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 78.996 billion yuan, achieving a year-to-date return of 10.57% and a one-year return of 45.56%, ranking 1555 out of 5551 and 1739 out of 4285 in its category, respectively [2] Group 3 - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 7 years and 85 days, managing total assets of 137.02 billion yuan, with the best fund return during the tenure being 285.52% and the worst being -15.93% [3]

每经AI快讯，1月29日，贵州茅台涨幅扩大至6%，股价重回1400元，成交额超166亿。 （文章来源：每日经济新闻） ...

Core Viewpoint - The food and beverage sector is experiencing a significant rally, particularly in the liquor segment, with notable price increases for major brands as the Spring Festival approaches [1][3][4]. Group 1: Market Performance - The food and beverage ETF, Huabao (515710), surged by 3.2% in the afternoon session on January 29 [1][9]. - Major liquor stocks saw substantial gains, with brands like Jiu Gui Jiu and She De Jiu Ye rising over 9%, and others like Lu Zhou Lao Jiao increasing by over 8% [1][9]. - The price of 2026 Feitian Moutai (53 degrees/500ml) reached 1610 CNY per bottle, up 20 CNY from the previous day, while the 2025 version was priced at 1620 CNY, also up 20 CNY [1][11]. Group 2: Price Trends - Since January 26, the price of 2026 Feitian Moutai has increased by 55 CNY for the original box and 20 CNY for the loose bottle, with similar increases observed for the 2025 version [3][11]. - The 2024 Feitian Moutai original box also saw a price rise of 50 CNY [3][11]. Group 3: Valuation Insights - The food and beverage sector is currently at a low valuation, with the PE ratio of the underlying index for the food and beverage ETF at 19.09, placing it in the 1.37% percentile of the last decade [3][11]. - This low valuation suggests a favorable long-term investment opportunity in the sector [3][11]. Group 4: Investment Recommendations - Pacific Securities recommends focusing on the liquor sector as it is at a bottom configuration window, suggesting potential for a rebound during the Spring Festival [4][12]. - The food and beverage ETF Huabao is highlighted as a key asset for investors, with approximately 60% of its portfolio allocated to leading high-end and mid-range liquor stocks [4][12].

责任编辑：小浪快报 华泰柏瑞沪深300ETF（510300）成立日期2012年5月4日，最新规模4222.58亿。今年以来收益1.99%， 同类排名4476/5551；近一年收益26.78%，同类排名2889/4285；成立以来收益120.49%。 华泰柏瑞沪深300ETF（510300）基金经理为柳军。 截至发稿，柳军累计任职时间16年244天，现任基金资产总规模5509.28亿元，任职期间最佳基金回报 193.73%， 任职期间最差基金回报-45.64%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 1月29日，山西汾酒涨5.03%，截至发稿，报169.40元/股，成交19.37亿元，换手率0.96%，总市值 2066.62亿元。 资料显示，山西杏花村汾酒厂股份有限公司位于山西省汾阳市杏花村，成立日期1985年12月25日，上市 日期1994年1月6日，公司主营业务涉及汾酒、竹叶青酒及其系列酒的生产、销售。主营业务收入构成 ...

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]

贵州茅台涨幅扩大至6%，股价重回1400元，成交额超166亿。 ...

责任编辑：小浪快报 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 2026年1月29日，酒鬼酒（sz000799）触及涨停，涨停价56.85元，涨幅10%，总市值184.72亿元，流通 市值184.71亿元，截止发稿，总成交额13.28亿元。 根据喜娜AI异动分析，酒鬼酒涨停原因可能如下，治理结构优化+渠道库存改善+新品上市： 1、公司近 期通过独立董事增补、董事会结构调整等举措完善治理体系，独立董事增补获99.17%高票通过，且股 东会、董事会程序合法合规，体现了规范的运作水平，为公司中长期发展奠定基础。虽然2025年三季度 报告显示公司经营业绩不佳，但治理层面的优化一定程度上提升了市场对其的信心。 2、三季度报告显 示公司渠道库存压力有所缓解 ...

每经AI快讯，珍酒李渡(06979.HK)涨超6%，截至发稿，涨6.47%，报9.05港元，成交额8459.65万港元。 ...

| 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 ...