中銀國際:白酒3季度業績有望維持較快增速
中銀國際認為,受短期財富效應和企業主動控貨行為的影響,3Q18業績基數較低,預計白酒3季度業績維持較快增速。2019年7-8月煙酒類社零數據連續實現較快增長,也印證了判斷。重點看好有安全邊際、未來業績持續超預期概率高的優質企業,繼續推薦山西汾酒、貴州茅台、順鑫農業,適當關注低估值的迎駕貢酒、口子窖。
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