（文章来源：证券日报） 证券日报网讯 2月4日，古井贡酒在互动平台回答投资者提问时表示，截至2026年1月30日，公司的股东 人数为56955户。 ...

Core Viewpoint - The collaboration between Gujinggongjiu and actress Liu Tao aims to strengthen the emotional connection between the brand and the Chinese New Year culture, enhancing the brand's presence in festive celebrations and consumer engagement [1][6]. Group 1: Marketing Strategy - Liu Tao's role as the "New Year Blessing Officer" for Gujinggongjiu aligns her public image with family values and traditions associated with the Spring Festival, enhancing brand trust and relatability [3][6]. - The launch of a New Year-themed video featuring Liu Tao integrates traditional customs with Gujinggongjiu products, promoting the brand as an essential part of family gatherings during the festive season [2][3]. Group 2: Consumer Engagement - The live streaming event featuring Liu Tao attracted over 30 million views, making it the top-ranked liquor live stream, with significant product exposure and high viewer engagement [4][6]. - Key products such as "Gujinggongjiu New Year's Gift Box" and "2026 Year of the Horse Gift Box" became bestsellers, demonstrating the successful conversion of brand awareness into sales [4][6]. Group 3: Cultural Integration - Gujinggongjiu has been deeply involved in promoting "Year Culture" for over a decade, partnering with major media events like the CCTV Spring Festival Gala, creating a strong emotional link between the brand and the New Year celebrations [6][7]. - The brand's ongoing initiatives, such as high-speed rail media collaborations and global Spring Festival activities, further enhance the cultural significance of Gujinggongjiu in the context of family reunions and festive traditions [7]. Group 4: Industry Trends - The white liquor industry is experiencing a shift in consumer demographics, with younger generations (80s and 90s) increasingly influencing drinking habits and brand perceptions, moving away from traditional social currency to valuing emotional and experiential aspects [7]. - Gujinggongjiu's strategy of embedding cultural resonance and experiential value into its branding is seen as a way to build a unique consumer mindset and differentiate itself in a changing market landscape [7].

Core Viewpoint - The collaboration between Liu Tao and Gujing Gongjiu strengthens the emotional connection between the brand and the Chinese New Year, marking an important step in the company's focus on "Year Culture" for 2026 [1][7]. Group 1: Liu Tao's Influence - Liu Tao's image aligns well with the values of reunion and harmony associated with the Spring Festival, enhancing her appeal as a cultural ambassador for Gujing Gongjiu [3][7]. - The launch of the New Year-themed video featuring Liu Tao has garnered significant attention, showcasing traditional customs and emphasizing family gatherings, thus positioning Gujing Gongjiu as an essential part of New Year celebrations [3][4]. Group 2: Marketing Success - The live streaming event featuring Liu Tao achieved over 30 million total exposures, topping the liquor live streaming charts, with more than 1.3 million product exposures and a peak concurrent viewership of 156,000 [4]. - Key products such as "Gujing Gongjiu · New Year's Eve Harmony" and "2026 Year of the Horse Zodiac Gift Box" became bestsellers, demonstrating a successful conversion of brand awareness into sales [4][8]. Group 3: Cultural Strategy - Gujing Gongjiu has been deeply involved in "Year Culture" since 2016, partnering with the CCTV Spring Festival Gala, which has created a strong emotional link between the brand and the New Year for consumers [7][8]. - The brand's strategy includes collaborations with high-speed rail media and global Spring Festival couplet collection activities, enhancing the festive atmosphere and reinforcing the brand's presence during the New Year [7][8]. Group 4: Market Adaptation - The white liquor industry is undergoing a shift as the main consumer demographic transitions from older generations to younger ones, who prioritize emotional and experiential value over traditional social currency [6][8]. - Gujing Gongjiu's approach to intertwining cultural resonance with consumer experiences is establishing a unique mental barrier in the market, transforming the brand into a cultural symbol and emotional anchor for contemporary Chinese consumers [8].

首先，要从"流量收割者"转变为"文化叙事者"，摆脱单纯的流量依赖与浅层曝光。品牌需紧扣赛事所传 递的拼搏、优雅、精准、共赢等核心精神，结合自身的文化基因与品牌理念，创作专属的品牌内容，实 现赛事精神与品牌价值的同频共振。 其次，要从"资源购买者"转变为"生态共建者"，超越单纯的权益购买，实现与赛事的双向赋能。事实 上，顶级国际赛事的核心魅力，在于其完善的生态体系与庞大的社群基础，品牌唯有主动融入这一生 态，为赛事及其社群创造增量价值，才能实现从"旁观者"到"参与者"、从"使用者"到"共建者"的升级。 最后，要从"合约合作方"转变为"价值深耕者"，以长期主义思维，积累可延续、可增值的品牌资产。国 际化之路从来不是一蹴而就的，需要品牌坚守长期主义，将每一次赛事合作都视为品牌资产积累的重要 契机，让短期合作的影响力持续放大。 中国品牌"借赛出海"的核心，从来不是短期的曝光露脸，而是通过角色转变，实现品牌、文化与赛事生 态的深度融合。从"流量收割者"到"文化叙事者"，是品牌传播的升维；从"资源购买者"到"生态共建 者"，是合作模式的升级；从"合约合作方"到"价值深耕者"，是发展思维的转变。 2月1日，2026年澳大利 ...

Core Viewpoint - The stock price of Laobaigan Liquor (600559) is influenced by various factors including macroeconomic conditions, industry cycles, market sentiment, and the company's intrinsic value over the long term [1] Group 1: Company Management and Strategy - The company's board and management are focused on improving operational management and enhancing the quality of operations to boost profitability [1] - Continuous efforts are being made to solidify the company's core business and enhance its operational management level [1] Group 2: Shareholder Information - To ensure equal access to information for all investors, the company will disclose the information of the top ten shareholders and the number of shareholders at specific points in time in its regular reports [1]

2月4日，贵州茅台（600519）盘中一度上涨4%，股价重新站上1500元，为2025年9月15日以来首次。截至收盘，贵州茅台上涨3.4%，最新股价报1525元/ 股。 2月3日，步步高（002251）创始人、著名投资人段永平通过其雪球账号"大道无形我有型"发文表示，近日卖了一些神华（港股）换了一些茅台。他在雪球 上晒出自己的交易记录，1月27日买入贵州茅台约1亿元。 从股价看，1月29日贵州茅台迎来放量大涨，近5个交易日涨幅超12%。贵州茅台最新股价1524.18元，段永平这笔抄底茅台已经浮盈超1000万。 近期，贵州茅台官方微信公众号"小茅i茅台"发布消息称， 1月平台系统已成功拦截各类异常行为5.4亿次。 段永平表示："这个其实就是有人在用软件抢单，这会让普通老百姓很难抢到。技术上也许是有办法的，比如同一个人（iP）一个月内不能买两次……。 另外，要是一直抢的话（目前这个价位我估计会一年抢到头），茅台也许应该考虑每年温和涨价，比如每年涨个5-8%？ 茅台是有涨价能力的，以前这种 能力被价差和假货给侵蚀掉了。" | | Search 19:39 Mon Feb 2 | | | | | | --- | -- ...

2月3日， 步步高创始人、著名投资人段永平通过其雪球账号" 大道无形我有型 "发文表示，近 日 卖了一些神华（港股）换了一些茅台。 他在雪球上晒出自己的交易记录， 1月27日 买入贵 州茅台约1亿元。 记者丨 张嘉钰 肖夏 编辑丨黎雨桐 2月4日，贵州茅台盘中一度上涨4%，股价重新站上1500元，为2025年9月15日以来首次。截 至收盘，贵州茅台上涨3.4%，最新股价报1525元/股。 从段永平晒出的交易记录来看，1月27日，他卖出150万股中国神华H股(01088.HK)，分3笔卖 出，每笔50万股成交，卖出价格分别为：43.15、43.28、43.43港币，每笔成交额约2157万— 2171万港币。 同日，段永平分6笔买入贵州茅台，总买入量77194股，买入价在1329.72—1331.00元，总投入 额约1亿元人民币。 此外，1月21日段永平曾分享过他的投资，当时截图显示挂1365元每股的价格买入2万股茅 台。 从股价看，1月29日贵州茅台迎来放量大涨，近5个交易日涨幅超12%。贵州茅台最新股价 1524.18元，段永平这笔抄底茅台已经浮盈超1000万。 近期，贵州茅台官方微信公众号"小茅i茅台"发布 ...

01)百福6#开瓶有惊喜，畅享红包自由 随着春节的脚步日益临近，浓郁的年味开始弥漫在每一个家庭。团圆宴席之上，总少不了一缕醇香 陪伴。 近日，百年糊涂品牌以其明星产品百福6#浓香白酒为核心，正式启动名为"平安喜乐・百福人生"的 新春扫码赠礼活动。该活动以高额红包和"再来一瓶"双重福利为亮点，自推出以来迅速吸引大量消费者 参与，掀起一轮购买热潮。这一互动不仅显著拉动了百福6#的市场销售，更在广大酒友之间营造出浓厚 的新春氛围，让品酒与领奖成为连接情感、共享年味的温馨仪式。 据了解，百年糊涂百福6#此次推出的开瓶开盖扫码有惊喜红包活动，力度非常大。消费者购买百年 糊涂百福6#浓香白酒后，开盒即可扫瓶身二维码，有机会解锁"再来一瓶"惊喜福运。除此之前还有双重 惊喜，酒友们开盖后还可以继续扫瓶盖上的二维码，既有机会赢得高达999元微信红包，综合中奖率高 达100%。 此外，百年糊涂百福6#口感爽净绵甜，色泽纯净透明无杂质，细闻酒香扑鼻，入口甘甜绵柔，尾净 余长。这个口感让产品俘获了大批年轻消费者的芳心，他们更喜欢百福6#这种33度"低度顺口又够味"的 微醺感觉。 值得注意的是，本次活动除了大小金额不同的红包以及再来一 ...

时隔94个交易日，贵州茅台（600519.SH）2月4日收盘股价重新站上1500元关口，最近五个交易日，该 股累计上涨15.21%，大幅跑赢大盘。"茅王"沉寂许久的股价表现迅速点燃了市场对白酒板块的关注。 自去年四季度遭遇机构减持、估值承压以来，白酒板块持续低位盘整。近期以贵州茅台为首的头部酒企 呈现股价与批发价同步回暖态势，尤其是飞天茅台批价自年初低点持续回升，同时，地产行业景气转 暖，市场资金存在高低切换的需求，这些因素共同支撑近期白酒板块的反弹行情。 市场分歧随之加剧：这究竟是白酒长期下跌通道中的技术性反弹，还是行业基本面触底、周期拐点渐近 的真正信号？ 股价回暖的背后：批价反弹、宏观暖风与资金轮动 贵州茅台此轮股价反弹并非孤立现象，1月末以来，山西汾酒（600809.SH）、泸州老窖 （000568.SZ）、酒鬼酒（000799.SZ）、水井坊（600779.SH）等白酒股涨幅均超过10%。中证白酒指 数在1月28日阶段性见底后，目前已累计反弹10.27%，跑赢主要股指。 业内认为，消费旺季、宏观暖风、资金高低切换等多项因素催化这轮白酒股集体上涨。首先，茅台批价 的全线回暖是直接催化剂。近期，飞天茅台 ...

Core Viewpoint - Water Jiufang is facing significant challenges in its development, with a substantial decline in its financial performance for 2025, indicating a critical period for the company [1][8]. Financial Performance - Water Jiufang expects to achieve an operating revenue of 3.038 billion yuan for 2025, a decrease of 2.179 billion yuan, representing a 42% year-on-year decline [1][8]. - The company anticipates a net profit attributable to shareholders of 392 million yuan, down by 949 million yuan, which is a 71% year-on-year decrease [1][8]. - The projected revenue for 2025 marks the lowest since 2021, while the net profit is the lowest since 2018 [8]. Market Context - The white liquor industry is undergoing a deep adjustment phase due to multiple factors, including macroeconomic conditions, industry adjustments, and policy changes, leading to a high inventory level [8]. - Water Jiufang is particularly affected by competition from leading brands like Moutai and Wuliangye, which are expanding into the mid-range market, thereby increasing pressure on Water Jiufang's pricing [9]. Strategic Response - In response to the challenging environment, Water Jiufang is focusing on strengthening the synergy between online and offline channels, actively managing its operations, and maintaining investments in brand building and product innovation [5][9]. - The company is implementing measures to optimize market structure, improve cost efficiency, and enhance productivity while preparing for future competitiveness [5]. Ownership and Management Changes - There are rumors regarding the potential sale of Water Jiufang's shares by its foreign controlling shareholder, Diageo, which is considering various options to streamline its global business portfolio [4][12]. - Diageo currently holds 63.27% of Water Jiufang's shares, but the frequent changes in management have raised concerns about the stability of the company's strategic execution [12]. Potential Acquirers - Speculation about potential buyers for Water Jiufang includes other well-known liquor brands, with the possibility of these companies using Water Jiufang as a platform for expansion rather than focusing on its brand growth [13]. - The Sichuan Liquor Group has expressed interest in acquiring Water Jiufang, which could help it strengthen its market position and align with regional industry consolidation efforts [15].