⊙记者 刘伟○编辑 李剑锋

⊙ reporter liu wei ○ LiJianFeng editor

　　昨日市场继续反弹，其中白酒类公司酒鬼酒以涨停告收。但翻阅龙虎榜可发现，虽然酒鬼酒股价涨停，但机构实际行动却显示，其对抱团取暖的白酒股感到“高处不胜寒”，因此虽有机构买入，但也有机构趁机抛筹。

Yesterday the markets continue to rally，One of alcoholic liquor company wine to harden against charge。But can be found through with uniqueness，Although the drunkard wine share price harden，But the agency action is displayed，On the BaoTuan heating liquor strands of feel“Altitude deeply cold”，So although have institutions bought，But also have institutions took the opportunity to raise cast。

　　深交所交易公开信息显示，酒鬼酒昨日被一家买入机构席位合计买入2631万元，占当日成交总额的2.40%；被一家卖出机构席位合计卖出9078万元，占当日成交总额的8.27%。

Shenzhen trading public information display，Yesterday was a buy alcoholic wine total 26.31 million yuan to buy seats institutions，Accounting for 2.40% of the total amount of clinch a deal that day；Be a selling agencies combined sold 90.78 million yuan seats，Accounting for 8.27% of the total amount of clinch a deal that day。

　　本轮调整以来，大盘屡创新低，而白酒股却在机构的抱团取暖策略下逆市屡创新高。在股价连续新高后，虽有机构继续买入，但部分机构趁机撤退也不可避免。

Since this round of adjustment，The new low repeatedly，And liquor in the organization's shares but BaoTuan heating strategy inverse city reached record high。After continuous high in share price，Although have institutions continue to buy，But part of the agency took the opportunity to retreat also inevitable。

　　有机构分析认为，随着行业上市公司半年报预披露和重点公司上半年业绩逐渐明朗化，在白酒行业公司靓丽的业绩下，前期食品饮料行业走出一轮半年报行情。但随着大盘调整，近期食品饮料行业表现大幅下挫。从行业基本面观察，引领食品饮料行业的白酒子行业年初至今终端量价表现不尽如人意。另外，当前食品饮料行业的估值水平特别是与沪深300的相对估值水平达到2002年以来2.89倍的历史高位时，行业面临较高的估值压力，因此会有机构选择在半年报正式披露前获利了结。前述机构建议，面对弱市投资者应选择保住之前获得的“胜利果实”，白酒股的半年报行情“来得急、去得快”。8月份食品饮料整体投资机会有限。

Institutional analysis thinks，As companies gets half annals disclosure and key company the first half performance gradually focus，In liquor industry company beautiful beautiful performance，The food and beverage industry out of a half annals market。But as the corrections，Recent food and beverage industry performance collapsed。From the industry fundamentals observation，Lead the food and beverage industry since the liquor son early quantity and price of terminal played well。In addition，The current food and beverage industry valuation levels particularly with the csi 300 relative valuations level since 2002 when the history of 2.89 times as high，Industry will face higher valuations pressure，So there would be institutions selection in half annals formal before the disclosure in profits。The body on，Facing weak city should choose to keep investors before obtain“Fruits of victory”，Liquor strands of half annals market“More urgent、go”。In August the whole food drink investment opportunities limited。

　　也有机构表示，从基本面看，依然看白酒好相关公司业绩的表现。但在目前情况下，近期白酒股出现下跌，一是源于机构博弈心态；二是受消费淡季的数据利空的影响；三是受消费板块整体调整的影响。白酒股中期乃至全年良好的业绩会使资金重新回流，并带动食品饮料行业的估值抬升。对于白酒行业，市场不必过于担心，从公布的6月行业产量数据看，单月产量增速为 17.38%，增速同比下降，但环比在逐步回升，预计白酒消费将有旺季的表现。对于后市行业机会，该机构认为在经济下行中，业绩的确定性增长以及良好的业绩增长预期成为基金买入该股的重要依据，而业绩增长不明确或者出现下滑趋势的个股均成为减持的对象。

Authorities have said，Look from the fundamentals，Still look good liquor firm performance related performance。But in the present situation，The recent fall in the liquor shares，One is from institutions game mentality；2 it is the data consumption by the influence of the off-season write-downs；Three is affected by the influence of the overall consumption plate adjustment。Liquor shares and good performance throughout the year the middle will make capital to backflow，And bring food and beverage industry valuation uplift。For the liquor industry，Don't worry too much about the market，Released from June industrial output figures，Month of growth to 17.38% yield，Growth year-on-year drop，But gradually rise in November，Liquor consumption is expected to peak season will have the performance。For market outlook industry opportunities，The agency said in the economic downside，The performance of the growth and the uncertainty of the earnings growth expected to become good fund to buy the stock of the important basis，And growth performance not clear or dropped the trend all become individual stocks reduce held object。

　　除此之外，昨日上榜的还有和邦股份(603077,股吧)、远程电缆(002692,股吧)、蓝英装备(300293,股吧)等个股。上海证券交易所交易公开信息显示，和邦股份被三家卖出机构合计卖出7577万元，占当日成交总额的16.84%。深圳证券交易所交易公开信息显示，远程电缆被三家卖出机构合计卖出3913万元，占当日成交总额的7.72%。蓝英装备被一家卖出机构合计卖出1078万元，占当日成交总额的4.66%

In addition，Yesterday on this year's list are stock and bond(603077,Shares it)、Remote cable(002692,Shares it)、LanYing equipment(300293,Shares it)Individual stocks such as。Shanghai stock exchange open information display，Stock and bond by three sell total sold 75.77 million yuan institutions，Accounting for 16.84% of the total amount of clinch a deal that day。The shenzhen stock exchange open information display，The remote cable is three sell total sold 39.13 million yuan institutions，Accounting for 7.72% of the total amount of clinch a deal that day。LanYing equipment has been a total sold 10.78 million yuan sold institutions，Accounting for 4.66% of the total amount of clinch a deal that day