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白酒反攻,贵州茅台、五粮液涨超3%!消费ETF(159928)涨超1%再度吸金4000万份!机构:白酒筑底,政策、批价双重催化!
Xin Lang Cai Jing· 2026-02-02 03:09
Core Viewpoint - The liquor sector is experiencing a significant rebound, driven by positive changes in the real estate and domestic demand sectors, alongside the market-oriented reforms of Kweichow Moutai, which are stimulating incremental demand and price increases [5][6][7]. Group 1: Liquor Sector Performance - The liquor sector has seen a strong performance, with major stocks like Kweichow Moutai and Wuliangye both rising over 3%, and Shanxi Fenjiu increasing by over 2% [4]. - The consumption ETF (159928) has gained over 1.2%, with a trading volume of 400 million yuan and a net subscription of 40 million units, bringing its total size to over 22.7 billion yuan [1]. Group 2: Market and Policy Influences - The issuance of the "Accelerating the Cultivation of New Growth Points for Service Consumption Work Plan" aims to optimize service supply and enhance service consumption quality, providing strong support for high-quality economic development [3]. - The real estate sector is showing signs of recovery, with policies aimed at stabilizing market expectations and improving liquidity, which are beneficial for the liquor industry [5][6]. Group 3: Kweichow Moutai's Market Strategy - Kweichow Moutai's market-oriented reforms, initiated in December 2025, are expected to enhance product structure, pricing systems, and distribution networks, leading to increased demand and stable pricing [6]. - The recent price increase of over 1,600 yuan for Moutai's products indicates a successful strategy of exchanging price for volume, with expectations of a peak in sales around the Spring Festival [6][7]. Group 4: Investment Outlook - Analysts suggest that the liquor sector is at a historical low in terms of valuation, presenting strong bottom-fishing opportunities, especially with the anticipated recovery in demand and supportive policies [7][8]. - The consumption ETF, which includes major liquor stocks, is highlighted as a resilient investment option due to its strong demand characteristics and ability to navigate economic cycles [8].
欠山姆粉的糖葫芦,今天可以还了
Zhong Guo Shi Pin Wang· 2026-02-02 00:42
DADONG BEIJING COMEBACK ACROSS SUGAR-COATED HAWS THE COUNTRY SURPRISE 酸里裹着甜-AL 甜里透着酸 冬日甜品顶流 · 新年当红伴手礼 一串记录汇 酸甜之间回到童年 THE TALK OF THE TOWN SAM'S CLUB IS MAKING A COMEBACK ACROSS THE COUNTRY 大量老北京糖葫芦 皇国山姆兰红回男 给北京上大分! 大董老北京冰糖葫芦全国山姆当红回归, 去年欠你们的那串糖葫芦,终于能还上了。 只次猪萌 a 1 Ta 快来接住这波"京"喜 阅读一颗大山楂的【走红】札记 un == DADONG'S FINE ART OF TASTE 已识乾坤大 犹怜山楂红 V THE SPECIAL HAWTHORN BASE FOR DADONG SUGAR-COATED HAWS 天选之果 终于等到霜降给世界撒糖,山楂红了,上山上山摘果 去-大董糖葫芦专用山楂基地,摘金星大山楂。色如 红玛瑙,黄褐色果点点缀如璀璨星辰,故称大金 星。 TASTE 2 白芸豆炼乳桃胶 白芸豆高纤,炼乳奶香,桃胶Q弹 =12 DADO ...
“广货伴我行”征稿
Xin Lang Cai Jing· 2026-02-02 00:29
Group 1 - The "Guanghuo Ban Wo Xing" theme article collection is open to students, encouraging them to share touching stories related to Guangdong-produced goods [1] - The "Guanghuo" category includes a wide range of products such as clothing, home appliances, food, and agricultural products from Guangdong [1] - Submissions should be within 3000 words and can be in any literary form [1] Group 2 - Submissions should be sent to the specified email address with the title "Guanghuo Ban Wo Xing" [2] - Authors are required to include their school and class information in the submission [2]
从个案突破转为制度长效
Xin Lang Cai Jing· 2026-02-01 23:26
近日,我在参加检察建议落实"回头看"活动时,对检察机关以公益诉讼为抓手,加强食药安全领域法律 监督,为守护群众"舌尖上的安全""药箱里的放心"提供有力法治保障的做法印象深刻。 食品药品安全关乎千家万户,是最基本的民生底线。我深知群众对食药安全的迫切期盼,实践中,部分 食药领域存在安全隐患,让消费者顾虑重重,传统监管模式难以实现全链条覆盖,成为当前食品药品安 全领域面临的普遍问题。 河北省灵寿县检察院以公益诉讼为抓手,构建"线上+线下"同步监督体系破解监管难题。线下,该院紧 盯农贸市场、非传统餐饮场所等关键领域,推动建成标准化快检室,实现果蔬农残、肉类兽药残留"立 等可取"检测,从源头筑牢"菜篮子"安全防线;线上,针对外卖平台存在的问题,该院通过数据核查与 实地核验相结合的方式督促整改,让网络订餐更安心。针对严重违法行为,该院坚持"刑事打击+公益 诉讼"双轮驱动,同时,推动建立食品药品领域违法犯罪人员从业禁止协作机制,构建"刑事打击+公益 诉讼+行业禁入"全链条治理体系,从根本上防范"刑满再犯"风险。在药品监管领域,该院通过核查社 保、考勤记录等精准整治执业药师"挂证"乱象,督促有关部门注销13名违规执业药师资 ...
安全食报:为什么胖东来、山姆越火,食品品牌却越焦虑?
Sou Hu Cai Jing· 2026-02-01 19:05
年货礼盒的本质,是一种延续千年的"仪式性消费",它承载着情感、社交与文化价值,是对一年辛劳的犒赏,也是亲 友之间心意的连接。 01 消费之变——年货礼盒的"价值回归" 新年伊始,食品品牌的年货季又来了。但今年的空气里,嗅到的不仅是年味,还有一丝愈发浓重的矛盾感。 一边,是品牌在年前使尽浑身解数:礼盒包装越来越华丽,品牌故事越讲越动人,只为挤破头钻进各种渠道的货架。 而另一边,消费者却似乎更"冷静"了——他们在琳琅满目的年货前驻足、比价、犹豫,然后许多人转身走向了胖东 来、山姆这类会员制商超,排着队把它们的自营商品放进了购物车。 然而,时代在变,承载这份仪式感的情感通货也正在经历一次彻底的升级换代。华丽的包装与吉祥的寓意,已不足以 说服新一代消费者。 他们开始冷静地追问一个本质问题:这份年货本身,除了节日的美好寓意,它是否还有过硬的内核? 消费决策的焦点,也从外在的包装与动人的故事,回归到产品内在那些可以触摸、可以验证的"干货"。 要在这场年货战争中赢得更多用户的心,品牌越来越需要为消费者提供一个硬核理由。竞争也已从浮于表面的营销, 沉淀到产品本身的深度革新。年货的胜利,本质上需要产品"硬通货"价值的胜利。 这 ...
黄金白银闪崩市民抄底囤金4000克,小米SU7停产iPhone均价引关注
3 6 Ke· 2026-02-01 12:38
Group 1 - Significant fluctuations in international gold prices were reported, influenced by the nomination of Kevin Walsh as the next Federal Reserve Chairman, which triggered a drop in the precious metals market [6] - A citizen invested approximately 200 grams of gold, spending around 200,000 yuan, following news of declining gold prices [6] Group 2 - Xiaomi's January 2026 delivery volume exceeded 39,000 vehicles, reflecting a more than 20% month-over-month decline, attributed to the discontinuation of the first-generation SU7 model and a shift in production focus to new models [7] - The average selling price of the iPhone surpassed $1,011 in Q4 2025, while the combined average prices of four major Android manufacturers (OPPO, Samsung, vivo, Xiaomi) totaled $895, indicating a significant price gap [8]
把长沙当“第二故乡”!外企高管畅谈扎根心声,共赴新春之约
Chang Sha Wan Bao· 2026-02-01 12:18
长沙晚报掌上长沙2月1日讯(全媒体记者 刘捷萍 通讯员 汪宏桥)新岁启封,万象更新。2月1日,2026年长沙市 外商投资企业新春联谊会隆重举行。100余位外资企业高管、商协会代表,齐聚一堂,叙友谊、话机遇、谋发展。 湖南道依茨动力有限公司副总经理史蒂芬分享了企业全球化成果。这家国内行业龙头三一集团和德国百年企业道 依茨的合资企业,其长沙工厂生产的发动机,2026年正式纳入道依茨全球产品体系。"长沙制造"高端发动机就此 走向世界。史蒂芬坦言,个人成长与企业发展都与长沙这片热土紧密相连,对未来在长发展充满期待。 活动现场,企业代表分享交流真挚动人,颁奖仪式鼓舞士气,全方位展现了长沙对外开放的蓬勃活力与外商投资 企业扎根长沙、共谋发展的坚定信心。 扎根长沙,外企叙说成长佳话 营商环境的优劣,企业最有发言权。活动现场,两位外资企业代表的分享,生动诠释了"投资长沙,就是投资未 来"的深刻内涵。 长沙熙迈机械制造有限公司总裁马里奥・巴斯多罗饱含深情地讲述了企业在长沙的18年成长史。作为意大利迈威 集团的全资子公司,熙迈机械2007年落户长沙。从项目审批到厂房启用仅用半年时间的"长沙速度",让企业坚定 了扎根的决心。如今企 ...
中山百货携潮入沪:双城共振,百项签约续写百年商脉
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-01 09:58
中山与上海,商缘绵长,百年交辉。 1917年10月20日,上海南京路浙江路口,由香山(今中山)商人马应彪创立的先施公司隆重开业。"万 国货物云集,笙歌悦耳"的盛况一时轰动沪上,也正式宣告了中国内陆首家环球百货的诞生。其后,同 样由香山商人创办的永安公司、新新公司、大新公司也相继在上海落成开业。四大百货风云沪上、声震 天下,共同开创了中国现代百货业的先河。 如今,中山百货携潮入沪,再度激荡双城百年商脉。 1月31日,由中共广东省委宣传部、广东省工业和信息化厅、上海现代服务业联合会指导,中山市人民 政府主办的"广货行天下·中山百货进上海"启动仪式在上海市浦东新区EKA天物空间创意园铜堡空间举 行,标志着2026年中山市首场"城市形象宣传+特色产品促销"活动拉开序幕。 本次活动紧扣春节前黄金消费期,依托"广货行天下"春季行动,分别于1月31日至2月1日在浦东新区 EKA天物空间创意园、1月31日至2月2日在虹口区瑞虹新天地太阳宫设置线下会场。 活动打造出"第一会场领航+第二会场联动+热闹惠周末"的特色模式,搭建了线下中山优品活动区,围 绕家电、家具、消费电子、服装、日化、食品、文旅等领域,分类打造"魅力中山""智造 ...
视频丨“马”上迎新春 年货买出仪式感!
Yang Shi Xin Wen Ke Hu Duan· 2026-02-01 07:23
Group 1 - The approach of the Spring Festival is leading to a surge in consumer activity, with traditional markets and festive events becoming increasingly popular [2] - In Zhengzhou, the historical Yichuan market is experiencing a peak in purchases, featuring over a thousand stalls offering local delicacies and traditional goods, attracting crowds for a one-stop shopping experience [5] - The local tourism sector is also benefiting, with new travel routes established to nearby cities like Kaifeng and Xinxiang [5] Group 2 - In Kashgar, Xinjiang, the dried fruit market is seeing a pre-festival sales boom, with numerous stalls offering a variety of nuts and dried fruits, and many shops providing packaging and shipping services [7] - Shanghai is hosting nearly a thousand themed activities to celebrate the traditional Chinese New Year, enhancing the festive atmosphere with light shows and cultural performances [10] - The cultural market is preparing for the Spring Festival with a focus on comedy, transitioning from traditional stage performances to immersive experiences that engage audiences in new ways [12]
锐评|国宝级密药?杜绝“神药”忽悠还需监管下猛药
Xin Lang Cai Jing· 2026-02-01 05:52
Core Viewpoint - The article highlights the prevalence of misleading advertisements in the health and wellness sector, particularly those promoting "miracle" products that claim to cure serious ailments or improve health significantly, which can mislead consumers and pose health risks [4][5][6] Group 1: Misleading Advertisements - Companies have been found using exaggerated claims in advertisements, such as "national treasure-level medicine" and "effective prevention of myopia," which mislead consumers about the efficacy of their products [4][5] - The market regulatory authority has identified numerous cases of illegal advertisements that exploit consumer trust, particularly in sensitive areas like health and children's vision protection [4][5] Group 2: Regulatory Actions - The State Administration for Market Regulation has intensified efforts to combat illegal advertisements, with 44,521 cases handled and fines totaling 252 million yuan in 2025, reflecting a zero-tolerance approach to such violations [5] - Despite these efforts, the high profit margins in the medical and health product sectors mean that fines often do not deter companies from continuing to engage in misleading advertising practices [5][6] Group 3: Recommendations for Improvement - To effectively eliminate misleading advertisements, regulatory bodies need to enhance collaboration across departments and regions, improve monitoring capabilities, and increase penalties for violations [6] - Third-party platforms must also take responsibility for preventing the dissemination of misleading advertisements, ensuring that consumers are protected from deceptive marketing practices [6]