白酒板塊走高 古井貢酒、水井坊漲超7%
格隆匯10月28日丨白酒板塊走高,古井貢酒、水井坊漲超7%,伊力特漲近4%,順鑫農業、瀘州老窖、山西汾酒等個股紛紛跟漲。

27日晚,古井貢酒發佈2019年三季報,1~9月,該上市公司完成營業收入82.03億元,同比增長21.31%;實現淨利潤17.42億元,同比增長38.69%。
25日晚間,還有多家A股白酒企業披露了三季報數據,產品主要佈局中高端白酒市場的上市公司業績普遍飄紅其中,水井坊2019年前三季度實現營業收入26.51億元,同比增長23.93%;淨利潤6.39億元,同比增長38.13%。
隨着酒企三季度業績的陸續公佈,不少機構表示依然堅定看好高端酒增長的高確定性以及強勢區域龍頭的成長性。中銀國際認為,白酒行業長期成長邏輯不變,市場份額繼續向名酒集中,展望未來一年仍有超額收益機會,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。
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