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酒鬼酒(000799.SZ)低開5.76% 券商們高喊“不要慌”
格隆匯 12-24 09:27
格隆匯12月24日丨“甜蜜素”風波還在繼續發酵,昨日一字跌停市值蒸發近13億的酒鬼酒(000799.SZ)今日繼續下跌,開報33.21元,跌5.76%,盤前成交2.08億元,最新總市值108億元。相對於投資者們用腳投票,近日券商們卻高喊“不要慌”,紛紛看多“酒鬼酒”。中信證券表示,酒鬼酒“甜蜜素”事件是歷史遺留問題的重提,不會影響對名優白酒的消費信心。民生證券稱,酒鬼酒這一或有的質量問題可能將對白酒板塊產生小幅的負面影響,不過預計負面衝擊影響不會太大,未來決定板塊走勢的仍然是春節回款及動銷情況(春節後驗證)。國金證券發佈的酒鬼酒研報甚至還上調了盈利預期,稱,“甜蜜素”事件非嚴重食品安全事件且產品生產日期為2012年不影響當前公司生產運營,渠道反饋全年目標已完成,全年有望邁過15億收入目標,短期事件不改中長期發展邏輯。
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