白酒股爆发，四大白酒中期分红超425亿元

21世纪经济报道02-02

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　记者丨肖夏金珊　　编辑丨高梦阳　　2月2日早盘，白酒概念表现活跃，皇台酒业3连板，水井坊、金徽酒涨超7%，金种子酒、贵州茅台等跟涨。　　消息面上，1月底茅台价格回暖，“今日酒价”的茅台批发参考价显示，1月30日，26年飞天茅台原箱涨至1710元/瓶；26年飞天茅台散瓶报1650元/瓶。不过近日价格有所回调，2月2...

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金珊\n　　编辑丨高梦阳\n　　2月2日早盘，白酒概念表现活跃，皇台酒业3连板，水井坊、金徽酒涨超7%，金种子酒、贵州茅台等跟涨。\n　　消息面上，1月底茅台价格回暖，“今日酒价”的茅台批发参考价显示，1月30日，26年飞天茅台原箱涨至1710元/瓶；26年飞天茅台散瓶报1650元/瓶。不过近日价格有所回调，2月2...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/marketresearch/2026-02-02/doc-inhkkvai4329183.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0880133367.SGD","symbol_name":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/marketresearch/2026-02-02/doc-inhkkvai4329183.shtml","article_id":"2608398958","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/marketresearch/2026-02-02/doc-inhkkvai4329183.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, 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金珊\n　　编辑丨高梦阳\n　　2月2日早盘，白酒概念表现活跃，皇台酒业3连板，水井坊、金徽酒涨超7%，金种子酒、贵州茅台等跟涨。\n　　消息面上，1月底茅台价格回暖，“今日酒价”的茅台批发参考价显示，1月30日，26年飞天茅台原箱涨至1710元/瓶；26年飞天茅台散瓶报1650元/瓶。不过近日价格有所回调，2月2日，26年飞天茅台原箱较前一日下降40元，报1590元/瓶；26年飞天茅台散瓶较前一日下降80元，报1570元/瓶。\n\n　　近日，头部白酒的红包在陆续到账。\n　　2月1日下午，古井贡酒披露了2025年中期派息实施报告，以公司现有总股本5.286亿股为基数，向全体股东每10股派10元人民币现金，共计5.286亿元。\n　　这笔中期分红总额与去年的中期分红一致，将在2月10日实施，最迟买入时间为2月9日，意味着古井贡酒的股东们将在马年春节前收到这份“红包”。\n\n　　近年消费股纷纷响应监管呼吁提高分红，通过提升回报来吸引投资者。盈利能力较强、但高增长期暂告一段落的白酒股尤其跑在前头。\n　　21世纪经济报道记者注意到，在古井贡酒之前，贵州茅台、五粮液、泸州老窖分别在2025年12月10日、2026年1月24日实施了2025年度的中期分红，分别分红300亿元、100亿元、19.99亿元。算上古井贡酒后，四家头部白酒的本轮中期分红总额合计将超过425亿元。\n　　由于去年白酒板块整体业绩进一步下行，投资者开始关注：白酒股的分红能否持续？账上钱够分吗？\n　　去年春节前，六大头部白酒共计分红超过490亿元。目前山西汾酒、洋河股份尚未提出2025年中期分红，去年两家都在春节前不到10天披露并实施了中期分红，分别分红30亿元、35亿元。\n　　按照各家酒企披露的规划，2025年度贵州茅台的分红率应该不低于当年净利润的75%，五粮液、泸州老窖分红率不低于当年净利润的70%（且到2026年度五粮液的单年分红金额不低于200亿元、泸州老窖的单年分红金额不低于85亿元），山西汾酒、古井贡酒的分红则是分别不低于当年净利润的60%、50%。\n　　由于多数白酒企业去年业绩下行，加上竞争加剧投入不减，基本可以确定六家头部白酒2025年度的分红总额会有小幅缩水。洋河股份已经调整了分红规划，2025年度开始分红率调整至100%，但取消了原定的70亿元最低分红金额。\n　　其他五家白酒股2025年度的分红会受到影响吗？\n　　21世纪经济报道记者整理了六家头部白酒的账上现金数据——截至2025年三季度末，贵州茅台、五粮液、山西汾酒、泸州老窖、山西汾酒、洋河股份、古井贡酒的期末现金及现金等价物余额分别为1595.02亿元、1325.69亿元、314.04亿元、112.77亿元、152.76亿元、128.36亿元。 \n　　可以看到，只还剩下五粮液、泸州老窖面临年度最低分红额的承诺。而从三季报的数据可以看出，五粮液、泸州老窖的账上现金及现金等价物余额，完全足够实施2025年度、2026年度两年的年度分红。\n　　（声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。）\n \n新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：宋雅芳","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":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":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 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