截至6月30日，泸州老窖股东户数20.81万，较上期增加15.55%；人均流通股7058股，较上期减少 13.47%。2025年1月-6月，泸州老窖实现营业收入164.54亿元，同比减少2.67%；归母净利润76.63亿元， 同比减少4.54%。 分红方面，泸州老窖A股上市后累计派现520.59亿元。近三年，累计派现229.26亿元。 机构持仓方面，截止2025年6月30日，泸州老窖十大流通股东中，招商中证白酒指数A（161725）位居 第三大流通股东，持股5146.64万股，相比上期增加541.22万股。中国证券金融股份有限公司位居第四大 流通股东，持股3384.21万股，持股数量较上期不变。香港中央结算有限公司位居第五大流通股东，持 股3269.95万股，相比上期减少476.75万股。易方达蓝筹精选混合（005827）位居第六大流通股东，持股 2967.91万股，相比上期增加647.90万股。华泰柏瑞沪深300ETF（510300）位居第八大流通股东，持股 1312.80万股，相比上期增加104.46万股。酒ETF（512690）位居第九大流通股东，持股1221.78万股， 相比上期增加235.02万股。 ...

8月26日，泸州老窖盘中上涨2.01%，截至13:09，报141.78元/股，成交14.14亿元，换手率0.69%，总市 值2086.93亿元。 资金流向方面，主力资金净流入4858.55万元，特大单买入1.38亿元，占比9.79%，卖出1.19亿元，占比 8.41%；大单买入4.51亿元，占比31.86%，卖出4.21亿元，占比29.80%。 泸州老窖今年以来股价涨18.89%，近5个交易日涨12.17%，近20日涨18.44%，近60日涨27.95%。 资料显示，泸州老窖股份有限公司位于四川省泸州市南光路71号泸州老窖指挥中心，成立日期1995年5 月3日，上市日期1994年5月9日，公司主营业务涉及泸州老窖系列酒的生产、销售。主营业务收入构成 为：中高档酒类88.43%，其他酒类11.11%，其他收入0.46%。 泸州老窖所属申万行业为：食品饮料-白酒Ⅱ-白酒Ⅲ。所属概念板块包括：白酒、价值品牌、证金汇 金、价值成长、MSCI中国等。 截至3月31日，泸州老窖股东户数18.01万，较上期减少14.53%；人均流通股8157股，较上期增加 17.16%。2025年1月-3月，泸州老窖实现营业收入93.52 ...

Group 1: Industry Insights - The liquor industry is facing challenges, with companies like Luzhou Laojiao and Zhangyu expressing concerns about market conditions and sales performance [1][15] - Qingdao Beer is considering the integration of quality assets to enhance its market position, indicating a strategic approach to growth [13] - The recent regulations on public reception by government agencies may impact the consumption of alcoholic beverages in official settings [2] Group 2: Company Developments - Kweichow Moutai has completed 62.46 million shares repurchase, amounting to 10.11 billion yuan, which is two-thirds of its planned buyback [3] - Yanjing Beer is expanding into the non-alcoholic beverage market, launching a new soda brand to meet consumer demand and leverage synergies with its beer business [10][11] - Zhangyu's management remains cautiously optimistic about the long-term prospects of the domestic wine market despite current challenges [15][16] Group 3: Management Changes - Tim Ford is stepping down as CEO of Treasury Wine Estates, with Sam Fischer set to take over, bringing experience from both fast-moving consumer goods and the beverage industry [8] - Chen Qi, Vice Chairman of Shanghai Guijiu, has resigned due to personal reasons, continuing to serve as a board member [9]