港股详情

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易方达白酒

1.608

0.000

成交量：- -

成交额：- -

市值：9,406.80万

市盈率：- -

高：1.608

开：1.608

低：1.608

收：1.608

52周最高：1.830

52周最低：1.406

股本：5,850.00万

香港流通股本：5,850.00万

量比：- -

换手率：- -

股息：- -

股息率：- -

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

市销率: - -

数据加载中...

总览公司新闻资讯公告

五粮液强调核心竞争力！食品ETF（515710）微涨0.4%！机构：食饮板块或迎底部回暖复苏

光瓶酒火了，牛栏山却卖不动了

宁德时代接近贵州茅台，超越只是时间。。。

每日卖空追踪 | 珍酒李渡 11月11日卖空量成交3.86万股，卖空比例为0.51%

珍酒李渡11月11日获主力加仓476.7万元

港股异动 | 珍酒李渡(06979)再涨超3% 董事长吴向东已成行业顶流IP 万商联盟已签约客户超3500家

消费板块重拾市场关注，中国中免、贵州茅台、片仔癀等个股品牌价值释放

1499元抢飞天？名酒的双11：电商补贴价再降，直播间低价引流，酒企“打假”

揭秘涨停 | 20股封单资金超亿元

消费股爆发！

洋河股份去库存成效显著合同负债同比增长29%

食品饮料行业事件点评报告：10月CPI同比环比双转正消费整体企稳信号明确

贵州茅台股东大会发放“定心丸”成效几何

贵州茅台2025年湖南茅友嘉年华在长沙举行

证券日报网

食品饮料行业周观点：茅台披露分红回购方案把握底部配置机遇

五粮液的大麻烦，不止业绩暴雷，还有最低640元的“普五”

手握4700亿家底，白酒抗跌能力变强

21世纪经济报道

超6300亿元现金“红包”正在路上

A股头条：事关安世半导体、稀土、中美经贸磋商，商务部最新发声；贵州茅台终端动销环比已改善，天赐材料获国轩高科、中创新航长单

行业跟踪大消费板块重仓比例持续回落，子板块重仓比例环比均下降

万联证券研究所

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10:05","pubTimestamp":1762913100,"startTime":"0","endTime":"0","summary":"11月12日，截至9时42分，食品ETF盘中表现平稳，场内价格现涨0.4%，成交额为1955.98万元。　　成份股方面，天味食品、燕京啤酒和养元饮品表现较为强势，涨幅分别为3.56%、1.85%和1.06%。另一方面，酒鬼酒、金徽酒和新乳业走势偏弱，跌幅分别为1.53%、1.04%和0.87%。　　消息面上，五粮液在2025年11月10日强调其作为中国浓香型白酒龙头的核心竞争力，包括独有的自然生态环境、古窖微生物群及传统酿造工艺等优势。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/fund/etf/2025-11-12/doc-infxccth6516841.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0572944931.SGD","LU1781817850.SGD","LU0370786039.SGD","LU1328615791.USD","LU2097828805.USD","BK0028","LU0327786744.USD","LU1064131003.USD","03189","LU0819121731.USD","LU0048580855.USD","BK1610","83189","BK0187","159862","515710","BK0188","LU0890818403.SGD","BK0183","LU1655091616.SGD","LU1969619763.USD","LU1064130708.USD","LU2097828474.EUR","LU1580142542.USD","LU2148510915.USD","LU1808992512.USD","LU2097828631.EUR","BK0196","000858","BK0175","LU0043850808.USD","LU2097828557.USD","BK0215","BK0012","BK0164","LU0862451753.SGD","LU2097828714.EUR","LU2328871848.SGD","LU1934453819.USD","LU1979443071.USD","LU0856984785.SGD"],"gpt_icon":0},{"id":"2582334884","title":"光瓶酒火了，牛栏山却卖不动了","url":"https://stock-news.laohu8.com/highlight/detail?id=2582334884","media":"滚动播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582334884?lang=zh_cn&edition=fundamental","pubTime":"2025-11-12 10:01","pubTimestamp":1762912860,"startTime":"0","endTime":"0","summary":"　　这两年，光瓶酒品类空前火热。中国酒业协会公布的数据显示，2024年光瓶酒行业市场规模超过1500亿元，年复合增长率达17%，远超行业均值。预计2025年光瓶酒市场规模将突破2000亿元，其中50-100元的“高线光瓶”增速超40%。　　不过，早早扎根在光瓶酒市场、一度被称为“民酒之王”的牛栏山，却没有搭上这趟快车，业绩颇显疲态，营收已连续多年下滑。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2025-11-12/doc-infxccth6523446.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0195","03189","BK0028","000860","BK1610","BK0188","83189","BK0215"],"gpt_icon":0},{"id":"2582531143","title":"宁德时代接近贵州茅台，超越只是时间。。。","url":"https://stock-news.laohu8.com/highlight/detail?id=2582531143","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582531143?lang=zh_cn&edition=fundamental","pubTime":"2025-11-12 08:01","pubTimestamp":1762905660,"startTime":"0","endTime":"0","summary":"而最新，贵州茅台18270亿元，宁德时代17764亿。如果把贵州茅台与宁德时代相对照，截止于2025年前三季度内核比较是：1）茅台2025年前三季度收入约2831亿元，归母净利润约490亿；宁德时代收入1309亿，归母净利润646亿。不过，宁德时代与茅台由于产品性质的差异，两者的货币资金储备基于企业的作用具有本质区别。而公募对宁德时代持股市值2052亿元，远远超过茅台，以2103只公募持股5.11亿股稳居公募基金第一大重仓股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251112085012a49ae5f4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1762849836,"startTime":"0","endTime":"0","summary":"珍酒李渡北京时间11月11日，涨2.66%，卖空量成交3.86万股，较上一交易日减少41.69%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111116353497621c01&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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珍酒李渡股价涨2.66%，报收9.65元，成交金额7239.1万元，换手率0.22%，振幅4.68%，量比1.25。珍酒李渡今日主力资金净流入476.7万元，连续3日净流入，上一交易日主力净流入403.0万元。近一年数据显示，该股主力连续3日净流入后，次日上涨概率为57.89%，平均涨幅为2.28%。该股近5个交易日上涨6.06%，主力资金累计净流入270.7万元；近20日主力资金累计净流入2557.3万元，其中净流入天数为10日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111162018a4994e68&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:22","pubTimestamp":1762842155,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，珍酒李渡再涨超3%，截至发稿，涨3.3%，报9.71港元，成交额5455.43万港元。消息面上，珍酒李渡董事长吴向东先生今年7月正式开始以短视频形式打造个人IP，总播放量四个月内突破2亿，成为白酒行业\"顶流\"IP。该产品由董事长吴向东通过个人直播首发，取得现象级传播效果。9月19日，董事长吴向东通过直播宣布“大珍”正式上市。珍酒李渡集团董事长吴向东出席会议并讲话。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1367681.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4585","IP","IE00B3T34201.USD","LU1169590202.USD","BK4136","LU1487256676.USD","LU2463526074.USD","03189","LU1169589451.USD","BK1610","LU1481599808.USD","BK1192","06979","LU1481600234.SGD","83189","BK4588"],"gpt_icon":0},{"id":"2582851393","title":"消费板块重拾市场关注，中国中免、贵州茅台、片仔癀等个股品牌价值释放","url":"https://stock-news.laohu8.com/highlight/detail?id=2582851393","media":"e公司","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582851393?lang=zh_cn&edition=fundamental","pubTime":"2025-11-11 14:03","pubTimestamp":1762841026,"startTime":"0","endTime":"0","summary":"11月10日，A股消费板块集体回暖，中国中免、贵州茅台、安井食品、片仔癀等个股涨幅明显。作为医药行业中的“消费板块”，中证中药指数连续四个交易日上涨，累计涨幅达2.97%。其中，兼具“中华老字号”底蕴与全球化品牌势能的片仔癀于11月10日股价显著修复，单日上涨2.90%。值得关注的是，片仔癀的品牌含金量已获得国家级权威认证。国际化布局亦为片仔癀注入新增长动能。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111140346a4990337&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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07:58","pubTimestamp":1762819080,"startTime":"0","endTime":"0","summary":"　　“滴滴保真、瓶瓶正品、全平台最低价．．．．．．”、“一分钱不赚，只为求关注，抢到就赚到”，今年“双11”电商平台的白酒直播间依然热闹，“低价”、“保真”、“正规渠道”等成为主播直播中反复强调的关键词。　　今年“双11”促销周期长达一个月，也被称之为“史上最长双11”。　　对比来看，去年“双11”期间，飞天茅台的电商补贴最低价在2000元左右波动，五粮液普五补贴最低价在850元以上。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2025-11-11/doc-infwyqei2351817.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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| 20股封单资金超亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2582827539","media":"数据宝","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582827539?lang=zh_cn&edition=fundamental","pubTime":"2025-11-10 18:23","pubTimestamp":1762770180,"startTime":"0","endTime":"0","summary":"20股封单资金超过1亿元。其中，洪兴股份、中国中免、维信诺排名前三，金额依次为5.86亿元、5.03亿元、3.95亿元；深南电A、英唐智控、威领股份和弘元绿能封单金额在2亿元以上。公司2025年前三季度营收12.29亿元，同比增长6.13%；归母净利润1721.99万元，同比大幅下降76.05%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2025-11-10/doc-infwxnsp1301842.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["83189","BK1610","03189"],"gpt_icon":0},{"id":"2582222338","title":"消费股爆发！","url":"https://stock-news.laohu8.com/highlight/detail?id=2582222338","media":"投资人","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582222338?lang=zh_cn&edition=fundamental","pubTime":"2025-11-10 17:34","pubTimestamp":1762767240,"startTime":"0","endTime":"0","summary":"千等万等，消费股终于爆发了，中证消费涨了3%以上，这对于消费股来说算得上是久违的上涨了。　　其他一些大消费板块的诸如乳业、零食板块，很多个股也是涨幅不错，伊利股份上涨了3.59%，中国中免涨停，等等。　　消费股之所以能够上涨。　　另一方面，也是消费股已经跌了太久了，估值已经处于相对低位了。　　消费股行情若是持续下去，让今年踏空的投资者能够赚钱，今年这波牛市行情也算是圆满了。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2025-11-10/doc-infwxhkr1427460.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["83189","BK1610","03189"],"gpt_icon":0},{"id":"2582826076","title":"洋河股份去库存成效显著 合同负债同比增长29%","url":"https://stock-news.laohu8.com/highlight/detail?id=2582826076","media":"新浪财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582826076?lang=zh_cn&edition=fundamental","pubTime":"2025-11-10 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消费整体企稳信号明确","url":"https://stock-news.laohu8.com/highlight/detail?id=2582877267","media":"方正证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582877267?lang=zh_cn&edition=fundamental","pubTime":"2025-11-10 00:00","pubTimestamp":1762704000,"startTime":"0","endTime":"0","summary":"事件：统计局数据显示，10 月份，扩内需等政策措施持续显效，叠加国庆、中秋长假带动，居民消费价格指数环比上涨0.2%，同比上涨0.2%，扣除食品和能源价格的核心CPI 同比上涨1.2%，涨幅连续第6 个月扩大。10 月份CPI 数据传递出积极信号，消费市场呈现企稳回升态势。cpi 企稳回升后，对板块ASP 提升及消费升级的带动作用或逐步体现，板块弹性有望显现。保健品及食品添加剂：赛道持续变化，关注具有核心竞争力的相关标的。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110191919a6ef6348&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:39","pubTimestamp":1762695540,"startTime":"0","endTime":"0","summary":"在贵州茅台召开2025年第三季度业绩说明会上，贵州茅台高层围绕行业趋势、生产经营情况、产能规划等相关问题进行回应无疑是给市场吃下一颗“定心丸”。尽管当下终端市场价格出现波动，但贵州茅台高层在业绩说明会上给予的回复成为一针“镇定剂”，稳定了市场各方情绪。此后，贵州茅台在2024年中期首度进行分红，向全体股东每股派发现金23.882元，累计现金分红金额为300.01亿元。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2025-11-09/doc-infwvits3670092.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0516422440.USD","LU0328353924.USD","LU1961090484.USD","LU1979443071.USD","BK0015","LU0456827905.SGD","LU0650527681.SGD","LU1064131003.USD","LU0594300419.USD","LU1226287875.USD","LU0516423174.USD","LU0327786744.USD","LU0588546209.SGD","600519","LU1226288253.USD","BK1610","LU0326950275.SGD","LU1951186391.HKD","BK0215","LU0516423091.SGD","83189","LU1251922891.USD","LU0051755006.USD","LU0359201612.USD","LU0708995583.HKD","LU0918141887.USD","LU0348814723.USD","LU1226287792.SGD","LU1719994722.HKD","SG9999000459.SGD","LU1497733557.USD","LU0307460666.USD","LU0501845795.SGD","LU1634259557.SGD","LU2495084118.USD","LU0348825331.USD","LU1769817096.USD","LU0251143458.SGD","LU1969619763.USD","LU1734074674.USD","IE00BMCWC346.EUR","SG9999001903.USD","LU1993786604.SGD","SGXZ49509284.SGD","LU1781817850.SGD","LU1997245094.SGD","LU1655091616.SGD","03189","LU1226288170.HKD","LU2097828805.USD"],"gpt_icon":1},{"id":"2582344897","title":"贵州茅台2025年湖南茅友嘉年华在长沙举行","url":"https://stock-news.laohu8.com/highlight/detail?id=2582344897","media":"证券日报网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582344897?lang=zh_cn&edition=fundamental","pubTime":"2025-11-09 21:09","pubTimestamp":1762693740,"startTime":"0","endTime":"0","summary":"11月8日，“感恩茅台友，共创高品质”贵州茅台2025年湖南茅友嘉年华在长沙橘子洲举行。启动仪式上，领导嘉宾共同按下按钮，随着大屏光影流转，卷轴徐徐展开，标志着贵州茅台2025年湖南茅友嘉年华正式启航，寓意着山脉绵延从茅台延伸至长沙，象征茅台故事行至潇湘、续写新篇。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2025-11-09/doc-infwvitk9974505.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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11:57","pubTimestamp":1762487820,"startTime":"0","endTime":"0","summary":"　　2025年白酒三季报，是过去十年最惨的一个季度。　　A股21家白酒上市公司中，仅有贵州茅台、山西汾酒等少数白酒保持了业绩正增长，大部分酒企第三季度业绩骤降，下跌30%、40%的不在少数，口子窖今年第三季度的净利润甚至暴跌90%。　　上一轮周期低谷的2013年、2014年，白酒股业绩普遍倒退，市盈率集体跌至个位数，茅台不到9倍，五粮液、泸州老窖都在6倍上下。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/marketresearch/2025-11-07/doc-infwpyiz1123905.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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11:02","pubTimestamp":1762484520,"startTime":"0","endTime":"0","summary":"11月5日，贵州茅台连发利好消息，同日推出总额超300亿元的2025年中期分红方案和15亿元至30亿元的回购计划。事实上，当前正有越来越多上市公司通过增持、回购和分红，提升股东回报能力。以沪 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07:34","pubTimestamp":1762472040,"startTime":"0","endTime":"0","summary":"对此，荷方应承担全部责任。贵州茅台管理层：终端动销环比已改善尽管今年Q3贵州茅台业绩几无增长，但目前公司终端动销环比已有所改善。","market":"fut","thumbnail":"http://imgcloud.jrjimg.cn/2025/11/weixin/one_20251107073420057.png","type":0,"news_type":0,"thumbnails":["http://imgcloud.jrjimg.cn/2025/11/weixin/one_20251107073420057.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.jrj.com.cn/2025/11/07073454058088.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jrj_agtt","symbols":["LU0572944931.SGD","LU1152091754.HKD","LU0029874905.USD","LU0348814723.USD","LU0348816934.USD","SG9999014674.SGD","002709","83189","399300","LU0605514214.HKD","LU1979443071.USD","159582","LU0577902371.SGD","LU0181495838.USD","LU1146622755.USD","LU1655091616.SGD","LU2008162690.USD","LU1770034418.SGD","SMH","BK0015","LU1634259391.SGD","LU1497733631.SGD","159715","SGXZ81163826.USD","03189","600519","LU1226288253.USD","LU0577902454.USD","BK1144","LU0577902538.SGD","LU0708995583.HKD","LU0823426308.USD","LU0359201612.USD","002074","LU1734074674.USD","LU0516423174.USD","LU0328353924.USD","SGXZ49509284.SGD","159982","03931","LU0501845795.SGD","LU1497733557.USD","LU0072913022.USD","BK0229","LU0516422440.USD","LU0228659784.USD","SOXX","LU0708995153.HKD","BK4585"],"gpt_icon":1},{"id":"2581050137","title":"行业跟踪 大消费板块重仓比例持续回落，子板块重仓比例环比均下降","url":"https://stock-news.laohu8.com/highlight/detail?id=2581050137","media":"万联证券研究所","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581050137?lang=zh_cn&edition=fundamental","pubTime":"2025-11-06 17:01","pubTimestamp":1762419660,"startTime":"0","endTime":"0","summary":"2025Q3大消费板块重仓比例持续回落，环比下降1.15pcts至4.69%，目前处于历史低位，远低于2018年以来的历史重仓比例平均值11.15%。l分个股：全市场个股持仓TOP20中大消费板块占据2个席位，减少1个席位，大消费板块中食品饮料个股重仓比例分化明显。以电子、电力设备、通信行业为代表的科技和高端制造板块基金重仓持股比例环比明显提升，而大消费全部子板块基金重仓比例均环比下降。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251106172126a48cfdfa&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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