茅台稳居公募基金前十大重仓股之列；蜜雪冰城全资子公司控股福鹿家丨酒业早参

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丨2025年1月28日星期三丨　　NO.1 茅台稳居公募基金前十大重仓股之列　　1月26日，最新披露的公募基金前十大重仓股出现新变化：尽管公募基金整体持仓向AI、科技、新能源倾斜，但贵州茅台依然稳居前十大重仓股之列，且是其中唯一的传统消费股。　　据Wind统计，截至2025年年末，共有1048只基金重仓贵州茅台，持仓市值高达1182.03亿元，在公募基金前十大重仓股中排名第四。截至2025年年末，...

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茅台稳居公募基金前十大重仓股之列　　1月26日，最新披露的公募基金前十大重仓股出现新变化：尽管公募基金整体持仓向AI、科技、新能源倾斜，但贵州茅台依然稳居前十大重仓股之列，且是其中唯一的传统消费股。　　据Wind统计，截至2025年年末，共有1048只基金重仓贵州茅台，持仓市值高达1182.03亿元，在公募基金前十大重仓股中排名第四。截至2025年年末，...</p>\n\n<a 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蜜雪冰城全资子公司控股福鹿家　　天眼查信息显示，近日福鹿家（郑州）企业管理有限公司完成工商变更登记。公司注册资本由663.11万元增至1353.28万元，新增股东福鹿兄弟（海南）企业管理有限公司，以51%的持股比例成为控股股东。同时，原大股东田海霞持股比例由60.05%降至29.43%，郑州麦浪同舟企业管理合伙企业（有限合伙）持股从20.41%降至10%，赵杰、贾荣荣等自然人股东持股亦相应下调。值得注意的是，福鹿兄弟（海南）企业管理有限公司由港股企业蜜雪冰城股份有限公司全资控股。　　点评：蜜雪冰城通过全资子公司控股福鹿家，是其拓展消费场景的关键动作。对蜜雪冰城而言，此次增资控股实现对福鹿家的绝对掌控，可借助其线下渠道资源，与自身茶饮门店形成业态协同，丰富社区、商圈等消费场景的布局，进一步完善线下商业版图。　　NO.3 盘江股份：拟将持有岩博酒业19.16%股权捐赠给盘州市红十字会　　近日，盘江股份公告，公司拟将持有岩博酒业19.16%股权无偿捐赠给盘州市红十字会，用于支持乡村振兴、扶助生活困难的社会群体等公益事业。捐赠完成后，公司将不再持有岩博酒业股权。据悉，2014年7月，公司出资2000万元参股投资岩博酒业，形成岩博酒业扶贫项目资产；截至此次公告前，公司持有岩博酒业19.16%股权。　　点评：盘江股份拟将岩博酒业19.16%股权无偿捐赠用于乡村振兴，此次捐赠可剥离非主业资产，实现资源向核心业务聚焦，优化资产结构，同时也能强化公益形象，提升品牌公信力。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"shareholding","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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