1月29日，贵州茅台(600519)股价午后持续拉升。截至发稿，股价大涨近6%。 消息面上值得关注的是，据第一财经报道，第三方报价平台显示，1月29日，2026年原箱茅台价格单瓶价格上涨20元为1610元/瓶，回升到1600元以上，散瓶的价格保持在1570元/瓶，前几日茅台的批价还稳定在1550元/瓶左右。在“i茅台”平台上，1499元的普茅连续第29天在多次秒空后显示售罄。此外，据茅台时空消息，知名投资人段永平1月21日通过社交平台透露，计划以1365元的价格增持2万股贵州茅台(600519)，涉及金额约2730万元。此举再次彰显了其对茅台长期价值的坚定信心。展望后市，中信证券研报认为，白酒行业或在新改革和新方向下重新聚焦市场培育和消费者教育，促进开瓶动销并为经销商减负。综合考虑到动销已逐步平稳、2026年春节假期多一天、白酒春节消费场景等诸多因素，判断2026年春节白酒实际动销有望维持平稳，无须过度悲观。再考虑到后续逐步复苏趋势明确，看好白酒行业底部配置机会。
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