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白酒股全線飄紅 古井貢酒(000596.SZ)漲近5%
格隆匯 10-25 10:30

格隆匯10月25日丨白酒股全線飄紅,古井貢酒漲近5%,水井坊、山西汾酒、捨得酒業、金種子酒、五糧液等紛紛跟漲。

10月24日,茅台集團召開1-9月經濟運行分析會,董事長李保芳表示,2019年,茅台將實現千億目標,也將提前一年完成“十三五”規劃,這是一個具有歷史意義的時刻。

隨着三季報的陸續披露,個別白酒股的業績低於預期。國金證券指出,白酒板塊短期波動正常,整體業績確定性依然較強,堅定長期看好一二線龍頭。

中銀國際證券表示,白酒三季報有望保持較快增長,季報後則進入平淡期,展望一年仍有超額收益機會。雖然率先披露季報的茅台、酒鬼酒業績略低於預期,但考慮到白酒中秋銷售情況正常,同時3Q18業績基數不高,預計白酒3季度業績總體維持較快增速。

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