白酒业的重要新闻方面，18日贵州茅台酒销售有限公司发布官方声明，指出近期线上某些平台再次出现 冒用该公司名义发布虚假招商信息。声明指出，所有宣称"开放企业直供通道""企业1499飞天申购，点 击链接获取详情""飞天茅台官方申请入口""无需搭售、点击链接立即申请""1499元企业申购通道"等内 容均属不实信息，不仅误导消费者，更存在诈骗风险。公司强调，从未授权或委托任何主体发布以上信 息。目前，公司各省区自营店仅通过线下渠道，与原有企业团购客户开展2026年销售合同的资质审核与 签约工作，未通过任何公开链接或社交媒体直接受理申请。该公司提醒各市场主体与广大消费者认准官 方渠道，警惕虚假招商。同时表示正积极配合有关部门对相关虚假招商行为进行调查处理，将依法追究 有关责任主体的法律责任，切实维护市场秩序和消费者权益。 来源：酒业内参 新浪财经"酒价内参"过去24小时收集的数据显示，中国白酒市场十大单品的终端零售均价在1月19日迎 来普遍回落。如果十大单品各取一瓶整体打包售卖，今日总售价为8871元，较昨日下降35元。市场整体 价格已第三次触及近两个月来低点，呈持续承压态势。 今日市场普跌，十大核心单品呈现八跌两涨格 ...

新浪财经"酒价内参"过去24小时收集的数据显示，中国白酒市场十大单品的终端零售均价在1月19日迎 来普遍回落。如果十大单品各取一瓶整体打包售卖，今日总售价为8871元，较昨日下降35元。市场整体 价格已第三次触及近两个月来低点，呈持续承压态势。 今日市场普跌，十大核心单品呈现八跌两涨格局，青花郎领跌环比下跌达20元；国窖1573紧随其后回调 12元；洋河梦之蓝M6+环比下跌5元；古井贡古20、青花汾20各下跌4元；习酒君品、飞天茅台均下跌3 元；水晶剑南春微跌1元。上涨产品方面仅精品茅台逆势大涨16元，五粮液普五八代温和上涨1元，头部 酒企的新推核心高端产品显示出价格韧性，而行业去库存压力下价格分化势头持续。 来源：酒业内参 | 五粮液普五八代 | 805/瓶 | 1元 - | | --- | --- | --- | | 52度/500ml | | | | 青花汾20 | 373/瓶 | -4元▼ | | 53度/500ml | | | | 国窖1573 | 877/瓶 | -12元▼ | | 52度/500ml | | | | 洋河梦之蓝M6+ | 577/瓶 | -5元▼ | | 52度/550ml | ...

Group 1 - On January 16, 2023, a total of 3,762 stocks in the A-share market received financing funds, with 738 stocks having a buy amount exceeding 100 million yuan [1] - The top three stocks by financing buy amount were Zhongji Xuchuang, TBEA, and Xinyisheng, with buy amounts of 3.309 billion yuan, 3.307 billion yuan, and 3.102 billion yuan respectively [1] - Four stocks had financing buy amounts accounting for over 30% of the total transaction amount, with Liaoning Energy, Changyou Technology, and Sichuan Meifeng leading at 35.91%, 33.95%, and 33.03% respectively [1] Group 2 - A total of 76 stocks had a net financing buy amount exceeding 100 million yuan, with China Ping An, TBEA, and Kweichow Moutai ranking the highest with net buys of 1.332 billion yuan, 1.12 billion yuan, and 1.028 billion yuan respectively [1]

Core Insights - The core viewpoint of the article highlights a recent decline in the retail prices of major Chinese liquor brands, indicating ongoing market pressure and a trend of price differentiation among products [1][8]. Price Trends - The average retail price of the top ten Chinese liquor products fell to 8,871 yuan on January 19, a decrease of 35 yuan from the previous day [1][7]. - This marks the third time in two months that prices have hit a near low, reflecting a sustained downward trend in the market [1][8]. - Among the ten core products, eight experienced price drops while only two saw increases, with Qinghua Lang leading the decline at 20 yuan [1][8]. Product-Specific Price Changes - Notable price changes include: - Qinghua Lang: down 20 yuan - Guojiao 1573: down 12 yuan - Yanghe Dream Blue M6+: down 5 yuan - Gujing Gonggu 20 and Qinghua Fen 20: down 4 yuan each - Xijiu Junpin and Feitian Moutai: down 3 yuan each - Shuijing Jianan Chun: down 1 yuan - Only the premium Moutai saw an increase of 16 yuan, while Wuliangye Pu Wu 8th generation rose by 1 yuan [1][6][10]. Data Collection Methodology - The "Liquor Price Reference" collects data from approximately 200 sampling points across various regions, including designated distributors, social distributors, e-commerce platforms, and retail outlets [2][8]. - The data aims to provide an objective and traceable representation of the market prices for well-known liquor brands [2][8]. Market Dynamics - The introduction of new sales channels for Moutai products, such as the official i-Moutai platform selling Feitian Moutai at 1,499 yuan and premium Moutai at 2,299 yuan, has begun to influence market prices [2][8]. - The industry is facing inventory reduction pressures, leading to a continued trend of price differentiation among products [1][8]. Company Announcements - On January 18, Kweichow Moutai Co., Ltd. issued a statement warning against fraudulent recruitment information circulating online, emphasizing that they have not authorized any third parties to distribute such information [3][9]. - The company reiterated that all sales contracts for 2026 are being handled through offline channels and urged consumers to be cautious of misleading offers [3][9].

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 新浪财经"酒价内参"过去24小时收集的数据显示，中国白酒市场十大单品的终端零售均价在1月19日迎 来普遍回落。如果十大单品各取一瓶整体打包售卖，今日总售价为8871元，较昨日下降35元。市场整体 价格已第三次触及近两个月来低点，呈持续承压态势。 今日市场普跌，十大核心单品呈现八跌两涨格局，青花郎领跌环比下跌达20元；国窖1573紧随其后回调 12元；洋河梦之蓝M6+环比下跌5元；古井贡古20、青花汾20各下跌4元；习酒君品、飞天茅台均下跌3 元；水晶剑南春微跌1元。上涨产品方面仅精品茅台逆势大涨16元，五粮液普五八代温和上涨1元，头部 酒企的新推核心高端产品显示出价格韧性，而行业去库存压力下价格分化势头持续。 "酒价内参"的每日数据源自全国各大区均有合理分布的约200个采集点，包括但不限于酒企的指定经销 商、社会经销商、电商平台和零售网点等，原始取样数据为过去24个小时中各点位经手的真实成交终端 零售价格，力求为社会各界提供一份关于知名白酒市场价格的客观、真实、科学、全程可追溯的数据。 随着元旦官方i茅台平台开始出售1499元/瓶的飞天茅台，以及1月9 ...

21世纪经济报道肖夏 综合报道 大股东"放风"考虑出售还没两天，水井坊迎来了要客上门。 1月15日，川酒集团党委书记、董事长曹勇，总经理、总工程师杨官荣率考察组赴水井坊邛崃全产业链 基地考察学习。 这一消息是川酒集团1月16日深夜通过官方公众号披露的。 "水井坊将智能化酿造与经验丰富的技术人员有机结合的前瞻性探索和扎实成效，为川酒集团建设'中国 白酒梦工厂'提供了宝贵经验。"曹勇说。水井坊一方陪同考察的，是水井坊传统技艺总监林东，公司的 技术代表人物。 就在上述考察前两天，有消息称帝亚吉欧正在探索出售中国资产的可能性，投行已在接触本地的战略投 资者和私募。对于这一消息，帝亚吉欧中国方面给21记者的回应是"不发表评论"，水井坊方面则没有回 应。 去年以来，市场一直猜测帝亚吉欧会否考虑出售水井坊，水井坊方面多次出面否认，并在去年底剑南春 收购的传言引发涨停后直接公告称相关报道不实。迄今为止，帝亚吉欧、水井坊都没有在任何公开渠道 表达过出售意向。 而这一次川酒集团的来访，官方口径为生产层面的"考察学习"，并未涉及资产层面的内容。但如此高调 的考察，还是为水井坊的出售猜想进一步添砖加瓦。 邻居登门 此次川酒集团对水井 ...

21世纪经济报道肖夏综合报道 大股东"放风"考虑出售还没两天，水井坊迎来了要客上门。 1月15日，川酒集团党委书记、董事长曹勇，总经理、总工程师杨官荣率考察组赴水井坊邛崃全产业链 基地考察学习。 这一消息是川酒集团1月16日深夜通过官方公众号披露的。 "水井坊将智能化酿造与经验丰富的技术人员有机结合的前瞻性探索和扎实成效，为川酒集团建设'中国 白酒梦工厂'提供了宝贵经验。"曹勇说。水井坊一方陪同考察的，是水井坊传统技艺总监林东，公司的 技术代表人物。 （右四为川酒集团党委书记、董事长曹勇，左二为水井坊传统技艺总监林东） 就在上述考察前两天，有消息称帝亚吉欧正在探索出售中国资产的可能性，投行已在接触本地的战略投 资者和私募。对于这一消息，帝亚吉欧中国方面给21记者的回应是"不发表评论"，水井坊方面则没有回 应。 去年以来，市场一直猜测帝亚吉欧会否考虑出售水井坊，水井坊方面多次出面否认，并在去年底剑南春 收购的传言引发涨停后直接公告称相关报道不实。迄今为止，帝亚吉欧、水井坊都没有在任何公开渠道 表达过出售意向。 "考察组一行深入水井坊邛崃全产业链基地酿造车间，实地考察学习水井坊在安全生产管理、标准化作 业流程（S ...

茅台涨价的背后，是供需失衡的 "死结"：产能就像挤牙膏，一年就那么点，可消费者和收藏者的需求 却像洪水猛兽；诸多因素相互叠加，促使茅台价格一路飙升，仿若脱缰之马肆意 飞天上涨，茅台酒1月18日行情价 最近茅台的价格像坐了火箭，一路飙升到让普通人望尘莫及的高度 —— 这可不是简单的 "酒价上涨"， 而是整个白酒行业的 "蝴蝶振翅"，连角落的中小酒企都能感受到这股冲击波。作为行业龙头，茅台的 一举一动都牵动着产业链的神经，中小酒企们要么抓住机遇飞起来，要么被浪潮拍在沙滩上。 ...

格隆汇1月19日｜中信建投研报指出，本周贵州茅台披露2026年市场化运营方案，对产品体系、运营模 式、渠道布局和价格机制进行全方位的改革。鸣鸣很忙通过港股聆讯，新店型推动细分领域复苏。伊利 参与优然配售后持股比例由33.93%增加至36.07%，彰显行业底部信心。大众品方面，把握餐饮链复苏 预期（关注新店型、商超定制）、健康化功能化高景气增长、成本周期优化等三大主线。展望Q1，关 注三条主线：一是跨年行情中零食、乳业等大众品领涨，白酒磨底蓄力待春节后修复；二是年报预告期 临近，大众品细分龙头有望利润超预期；三是 1 月下旬春节备货提振数据，叠加估值低位与情绪修复， 放大Q1业绩超预期弹性。 ...

Market News - The policy for tax refunds on housing transactions for residents will be extended until the end of 2027, allowing taxpayers to receive refunds on individual income tax paid when selling their homes and purchasing new ones within one year [2] - The National Medical Insurance Administration has initiated a pilot program for "Personal Medical Insurance Cloud" from February to December this year, aiming to create a smart medical insurance management model covering the entire population [2] - Starting in 2026, companies providing paid services such as dining and accommodation to employees may be subject to VAT, as the new VAT law removes the exemption for such services [2] Sector Matters - The Ministry of Industry and Information Technology has outlined four major actions for the development of industrial internet platforms, aiming for over 450 influential platforms and more than 120 million connected industrial devices by 2028 [7] - Jiangsu Province has released an "Artificial Intelligence+" action plan, targeting an AI industry scale exceeding one trillion yuan by 2027, with a focus on developing intelligent robots and promoting autonomous driving applications [8] - The 2026 annual work meeting of the inter-ministerial joint conference on energy-saving and new energy vehicles emphasized enhancing the self-control capability of the supply chain and accelerating breakthroughs in solid-state batteries and advanced autonomous driving technologies [9] Individual Stock Events - Guizhou Moutai plans to adjust the factory prices of several products, including reducing the factory price of "Moutai Boutique Wine" from 2969 yuan to 1859 yuan [11] - Honor announced a collaboration with Pop Mart for the launch of the Honor Digital 500 series, positioning it as the industry's first trendy toy phone [11] - XPeng Motors' flying car division has reportedly submitted a confidential IPO application in Hong Kong, with plans to complete it within this year [11] - Baidu is considering upgrading its secondary listing in Hong Kong to a "dual primary listing" to attract more mainland capital [11] Lock-up Stock Expiration - A total of 37 companies will have lock-up stocks released this week, amounting to 3.445 billion shares with a total market value of 46.421 billion yuan based on the closing price on January 16 [15] - The peak of lock-up expirations is on January 19, with 20 companies releasing stocks worth a total of 23.323 billion yuan, accounting for 50.25% of the week's total [15] New Stock Calendar - Three new stocks are set to be issued this week, with a total of approximately 300 million shares expected to raise 5.38 billion yuan [18] Institutional Outlook - Caixin Securities suggests that a "slow bull" and "long bull" market is the foundation for high-quality growth, supported by strong pricing fundamentals for Chinese assets [21] - Galaxy Securities notes that the foundation for a long bull market in A-shares is further solidified, with active investor sentiment and a rise in margin trading [22] - Open Source Securities advises investors to remain confident in the ongoing bull market despite short-term fluctuations, emphasizing the importance of rational market behavior [23]