26年原箱飞天（53度/500ml）价格为1690元/瓶，26年散装飞天（53度/500ml）价格为1650元/瓶。 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 （来源：财闻） 2月15日，据今日酒价消息，飞天茅台各类品种价格与昨日一致，趋于稳定。26年原箱飞天（53度/500ml）价格为1690 元/瓶，26年散装飞天（53度/500ml）价格为1650元/瓶。 | 茅台飞天 | | | 2026年2月15日 (公众号: 今日酒价) | | --- | --- | --- | --- | | 品名 | 规格 | 昨日行情 | 今日行情 | | 2 26年飞天(原) | 53度/500ml | 1690 | 1690 | | 2 26年飞天(散) | 53度/500ml | 1650 | 1650 | | 25年飞天(原) | 53度/500ml | 1710 | 1710 | | 25年飞天(散) | 53度/500ml | 1660 | 1660 | | 24年飞天(原) | 53度/500ml | 1760 | 1760 | | 24年飞天(散) | 53度/500ml | 1730 | ...

25年飞天茅台原箱较前一日上涨35元，报1600元/瓶；25年飞天茅台散瓶较前一日上涨20元，报1580元/瓶。 24年飞天茅台原箱较前一日上涨50元，报1750元/瓶；24年飞天茅台散瓶较前一日上涨5元，报1615元/瓶。同时，还有马茅经典款，价格暴涨300，抢购的 人，越来越多。 从"热贵网酒业"披露的批发参考价显示，26年飞天茅台原箱较前一日上涨35元，报1590元/瓶；26年飞天茅台散瓶较前一日上涨20元，报1570元/瓶。 此前，i茅台平台数据披露显示，飞天茅台上线仅9天就吸引270万新注册用户。业内人士分析指出，年轻群体已成为其中不可忽视的关键力量。 央视总台在节目中谈到，过去茅台常被视为长辈酒柜里的珍藏、商务宴请的"硬通货"，似乎与年轻一代存在距离感。但实际上，年轻人并非不喜欢茅台， 而是以往市场价动辄超过2000元，让他们望而却步。 年轻消费者宋嘉琦在节目中表示，此前因价格而对茅台感到疏远，但如今通过i茅台这个官方渠道，年轻人有了更多了解和接触产品的机会。 国信证券最新研报指出，虽然日均投放规模较大，但供不应求的局面仍然说明了茅台酒的真实开瓶需求具有韧性。 爱建证券研报分析称，从公司快速收紧限 ...

智通财经记者 | 武冰聪 智通财经编辑 | 任雪松 临近春节，白酒消费来到了一年中最旺的时刻。2月13日，第三方平台"酒价内参"数据显示，贵州茅台 飞天酒价格大幅上涨32元/瓶，售价来到1790元/瓶，逼近1800元关口，达到了近一个月新高。 2月14日，第三方平台"今日酒价"监测到飞天茅台终端售价较前一日小幅下滑。13日，飞天茅台原箱酒 每瓶约为1715元/瓶。 | 飞 | | --- | 天茅台2月14日市场行情小幅下跌/图片来源：今日酒价 不同平台之间的调研结果存在些许差异，但总体来说，春节前飞天茅台终端价格仍处于波动上扬态势， 且达到了近一个月的价格小高峰。 影响本轮价格变动的主要原因是季节性市场需求增长。茅台本就是中国消费者认为具备礼赠、收藏价值 的白酒，在白酒行业深度调整题期，飞天茅台终端零售价较五粮液、国窖1573等名酒的差距缩小，进一 步促使茅台稳坐白酒春节档C位。 "2025年12月至2026年1月初，茅台停止向已完成合同的经销商发货，缓解经销商年底资金压力，防止渠 道恐慌性抛售。"肖竹青表示，除了酒价的季节性波动，贵州茅台方面也在主动控量稳价。 K WEIC H O W M OUTAI B ...

文|老邵酒业评论 过去几十年，白酒行业穿越老周期、建立新周期，始终绕不开两条核心道路。如今白酒行业步入新的调整期，商业规律没有变！ 存量"爆改" 基于存量的创新"爆改"，核心就是选对一个好的价格或开拓一个更高价格区间，搭载新玩法，以此开拓新消费群体、补充业新一批内外经销商，最终创造 新的消费周期与商业周期。 过去几十年，社会和行业红利丰厚，消费升级空间持续周期漫长，传统企业的新玩法往往成功率极高。 而当下，白酒行业的诸多传统红利已逐渐丧失，但企业过去打下的基础与江山仍在。此时此刻，传统企业的核心打法已悄然转变，关键在于以存量创新带 动增量。 套用当前流行的一个热词——"爆改"：爆改老的产业理念、老的营销模式、老的商业模式、老的管理弊病，等等。白酒行业的爆改重构空间是巨大的，也 是有很大弹性。 虽然很多企业学不来胖东来，有很多无法复制的特点，但是被"胖改"的同行还是不一样。 增量破局 增量破局就是基于新品类新趋势的拓展，这是亘古不变的商业规则，由新品类、新趋势引起消费变革，开启新周期 。 如果说第一条路是老企业在既有框架内的涅槃重生，那第二条路更像是新面孔掀起的消费革命。 它绝非偶然，而是水滴石穿、厚积薄发的大 ...

Group 1 - The core objective is to enhance the quantity, structure, and quality of business entities in Guizhou Province by 2030, aiming for a total of approximately 25,000 "Four Up" enterprises and a 30% share of enterprises in the total business entities [3][4] - The plan includes fostering a world-class enterprise in the liquor sector and creating billion-level enterprise groups in energy, chemicals, finance, and transportation, with a target of one world 500 company, five billion-level, one five-hundred-million-level, and seven hundred-million-level provincial backbone enterprises by 2030 [4][3] Group 2 - The initiative emphasizes the optimization of state-owned enterprises by focusing resources on six major industrial clusters and three characteristic industries, aiming to enhance their leading positions [4][5] - A new round of reforms for state-owned enterprises will be implemented, including labor, personnel, and distribution system reforms, to improve the efficiency of state asset supervision [4][5] Group 3 - The plan aims to expand the space for private enterprises, with a target for the private economy to account for approximately 58% of the regional GDP by 2030 [6] - A mechanism for assisting private enterprises will be established, including regular communication between government leaders and private businesses to address their concerns [7] Group 4 - The initiative includes measures to support the growth of "Four Up" enterprises, with a focus on helping them meet standards and improve efficiency through various support mechanisms [8][9] - Specific action plans will be implemented to enhance the industrial, service, and agricultural sectors, with annual targets for new enterprises in these areas [9][10] Group 5 - The plan emphasizes the importance of innovation and the cultivation of high-tech enterprises, with a goal of reaching 1,200 high-tech enterprises by 2030 [11][12] - Support for the establishment of listed companies will be enhanced, with a structured approach to guide enterprises through the listing process [12] Group 6 - The initiative aims to attract strong enterprises by creating a comprehensive service system for project recruitment and implementation [14] - Collaboration with central enterprises will be strengthened to support the development of key industries in Guizhou [14] Group 7 - The plan includes measures to optimize the business environment, focusing on fair competition and improving government services for enterprises [16][17] - Financial and tax support will be enhanced, with specific incentives for growth-oriented enterprises and high-tech companies [18] Group 8 - A collaborative mechanism will be established to ensure the effective implementation of policies aimed at nurturing and expanding business entities [19]

Core Viewpoint - Guizhou Province has issued policies to cultivate and strengthen business entities, aiming to enhance the quality, quantity, and vitality of these entities to solidify the foundation of the real economy by 2030 [1] Group 1: Business Development Goals - By 2030, the total number of business entities in Guizhou is expected to steadily increase, with a target of enterprises making up about 30% of the total [1] - The total number of "Four Up" enterprises is projected to reach approximately 25,000 [1] Group 2: Industry Focus and Resource Allocation - The government aims to guide state-owned enterprises to concentrate quality resources in six major industrial clusters and three characteristic industries, as well as in new productive forces and major infrastructure [1] - There is a focus on cultivating world-class enterprises in sectors like liquor, and developing billion-level enterprise groups in energy, chemicals, finance, and transportation [1] Group 3: Future Enterprise Fleet - By 2030, the goal is to form a fleet of provincial backbone enterprises, including one world-class enterprise, five billion-level enterprises, one five-hundred-million-level enterprise, and seven hundred-million-level enterprises [1]

Investment Rating - The report maintains a "Buy" rating for the food and beverage industry [2] Core Insights - The food and beverage industry experienced a decline of 2.33% from February 9 to February 13, 2026, underperforming the CSI 300 index by 2.69 percentage points [6][9] - The industry is currently at a historical low valuation, with a PE ratio of 21X, ranking 24th among Shenwan's primary industries [5][18] - High-end liquor sales showed strong performance during the Spring Festival, with leading brands like Moutai and Wuliangye experiencing significant growth, while mid-range products faced a decline of approximately 20% [6][7] Summary by Sections Industry Performance - From February 9 to February 13, 2026, the food and beverage sector's relative return was -2.5% over one month, -5.3% over three months, and -21.6% over twelve months [4] - The overall market indices showed positive movement, with the Shanghai Composite Index up by 0.41% and the Shenzhen Component Index up by 1.39% during the same period [9] Valuation Metrics - As of February 13, 2026, the food and beverage industry's PE ratio stands at 21X, with sub-sectors like other alcoholic beverages (52X), snacks (37X), and health products (34X) having higher valuations, while liquor (19X), beer (22X), and dairy (23X) are lower [5][18] Investment Recommendations - The report suggests focusing on three main investment lines: 1. Industry leaders with stable demand and strong risk resilience 2. Companies actively developing new products, channels, and consumption scenarios 3. Segments of the mass consumer goods industry that have shown growth potential and reasonable valuations after adjustments [7][44] - Specific companies to watch include Moutai, Shanxi Fenjiu, Anjuke Foods, Andeli, Yanjinpuzi, Babi Foods, Yanjing Beer, and Yili [7][44]

Core Viewpoint - The Guizhou Provincial Government has issued policies aimed at cultivating and strengthening business entities, focusing on optimizing the layout of state-owned enterprises and enhancing their competitive positions in key industries [1] Group 1: Policy Measures - The measures encourage state-owned enterprises to concentrate their quality resources on six major industrial clusters and three characteristic industries, as well as new productive forces and major infrastructure [1] - The goal is to nurture world-class enterprises in sectors like liquor, and to develop billion-level enterprise groups in energy, chemicals, finance, and transportation [1] Group 2: Future Goals - By 2030, the province aims to establish one world-class enterprise, five billion-level enterprises, one five-hundred-million-level enterprise, and seven hundred-million-level enterprises among state-owned backbone companies [1]

Overall Goals - The overall goal is to accelerate the construction of a modern industrial system with Guizhou characteristics, enhancing the quality, quantity, and vitality of business entities, aiming for a total of approximately 25,000 "Four Up" enterprises by 2030 [2] Strengthening State-Owned Enterprises - State-owned enterprises will focus on optimizing their layout and consolidating resources in key sectors, aiming to cultivate one Fortune Global 500 company and five billion-dollar enterprises by 2030 [3] - A new round of reforms will deepen labor, personnel, and distribution system reforms, enhancing the effectiveness of state asset supervision [4] Expanding Private Enterprises - A plan will be implemented to cultivate high-quality private enterprises, with a target for the private economy to account for about 58% of regional GDP by 2030 [5] - A communication mechanism will be established to address the needs of private enterprises, ensuring timely resolution of issues [5] Promoting "Four Up" Enterprises - A dynamic cultivation library for enterprises will be established to support the growth of businesses in various sectors, with a focus on helping them meet standards and enter the statistical system [6] - Support will be provided for existing "Four Up" enterprises to improve quality and efficiency, including establishing a warning mechanism for enterprises at risk of delisting [7] Fostering Innovation and High-Tech Enterprises - The plan emphasizes the importance of innovation, with a goal of having over 1,200 high-tech enterprises by 2030 [11] - Support will be provided for specialized and innovative small and medium-sized enterprises, aiming for a total of 1,800 by 2030 [10] Attracting Strong Enterprises - A comprehensive service system will be established to attract high-quality enterprises, focusing on the entire project lifecycle from recruitment to production [13] - Efforts will be made to enhance cooperation with central enterprises to support the development of key industrial chains in Guizhou [13] Optimizing the Business Environment - Measures will be taken to create a fair competitive market environment, including the implementation of a negative list for market access [15] - The efficiency of government services will be improved, with a focus on streamlining processes and reducing costs for businesses [16] Ensuring Resource Support - Financial and tax support will be enhanced for growing enterprises, with various incentives for those meeting specific criteria [17] - Land, energy, and talent support will be prioritized for major projects aligned with provincial strategies [18] Implementation Mechanism - A collaborative work mechanism will be established to ensure the effective implementation of policies aimed at nurturing and expanding business entities [19]

"年兽"出自一个中国人耳熟能详的民间故事。据传，每年岁末，年兽下山，惊扰村庄。人们用鲜艳的红 色和喧闹的鞭炮声驱赶年兽，也由此演化、沉淀出了诸多沿袭至今的年俗。 《年兽归山》从这一家喻户晓的传说出发，在叙事上完成了一次巧妙的当代转译——影片中年兽有着双 重的意涵：它既承载着民俗传说中的神秘色彩，也被赋予了当代游子一年一度归乡与离去的现实隐喻。 当爷爷向孙女娓娓道来的睡前故事与动画设计师小李的回乡旅途交叠，神话与生活的边界也悄然溶解， 传统与当下开始彼此映照。传说中的年兽，人们用热闹将它驱赶；而今的"年兽"，家人却用热闹将他们 挽留。对离开与归来的全新诠释，构成了影片最为隽永的一笔。 《年兽归山》还通过大量充满生活质感的春节群像场景，勾勒出中国春节最真实也最熟悉的画面：写对 联、打扑克、唠家常、贴春联、放鞭炮、看春晚、走亲戚、看舞龙……这些充满烟火气的细节，让观众 在笑声中自然代入，也在回忆中强烈共鸣。 而这些真实细节的铺垫，也使得叙事情感在小李终于推开家门的那刻抵达高潮。三代人围坐在年夜饭桌 前，五粮液被郑重地摆在圆桌中央。灯光之下，热气腾腾的家常菜与温润的酒瓶交相辉映，画外音缓缓 落下："山那边，是梦想；山 ...