近五个交易日沪深300 指数上涨2.66%，食品饮料板块上涨7.73%，位居申万一级行业首位，白酒板块走势高于沪深300，涨幅为8.32%。具体来看，本周酒类板块中古井贡酒（21.26%）、泸州老窖（19.97%）和酒鬼酒（16.56%）表现亮眼，而莫高股份（-4.63%）、青青稞酒（-2.51%）和金徽酒（-1.74%）涨幅相对居后。

1. 本周观点 .................................................................................................................................. 5

2. 本周中报业绩点评合辑 ............................................................................................................ 6

3. 本周行情回顾 ........................................................................................................................... 9

4. 重要数据跟踪 ......................................................................................................................... 11

4.1. 消费数据跟踪.............................................................................................................................................................. 11

4.2. 重点白酒价格数据跟踪 .............................................................................................................................................. 12

4.3. 重点葡萄酒价格数据跟踪 .......................................................................................................................................... 13

4.4. 重点啤酒价格数据跟踪 .............................................................................................................................................. 14

5. 重要公司公告 ......................................................................................................................... 15

6. 重要行业动态 ......................................................................................................................... 16

7. 风险提示 ................................................................................................................................ 17