白酒股全線飄紅 古井貢酒(000596.SZ)漲超6%創歷史新高
格隆匯12月30日丨白酒股全線飄紅,古井貢酒(000596.SZ)漲6.42%,報130.2元,創歷史新高;今世緣漲超6%,順鑫農業漲超4%,瀘州老窖、金徽酒、貴州茅台、五糧液等紛紛上漲。元旦春節即將來臨,又到了白酒傳統消費旺季,瀘州老窖、水井坊、郎酒等白酒企業一邊紛紛上調核心單品或部分產品價格,另一邊卻掀起促銷大戰。2019年眾多白酒漲價都是為了填補茅台漲價後留下的千元檔市場空間。中信證券認為,酒鬼酒“甜蜜素”事件是歷史遺留問題的重提。判斷該事件不會影響白酒的消費信心;同時,目前白酒行業的主基調是升級和集中度提升,結構性繁榮下白酒龍頭景氣度望更加綿長,白酒龍頭能夠將產品和品牌的時間價值體現在市佔率提升和業績成長上。堅定看好白酒行業、尤其是高端酒的核心資產價值。
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