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白酒股普漲 古井貢酒(000596.SZ)再創歷史新高
格隆匯 12-30 10:30
格隆匯12月30日丨春節臨近,白酒股普漲,今世緣、古井貢酒漲超6%領漲,其中,古井貢酒再創歷史新高價;貴州茅台和五糧液均漲近2%。招商證券最新表示,白酒板塊已到年底佈局時點。核心品種估值調整逐步到位,酒企對明年規劃目標降低,但增長質量有望更高。行業週期弱化有助於估值中樞抬升,建議迴歸估值與業績匹配度,佈局當下,繼續推薦高端白酒貴州茅台/五糧液/瀘州老窖,推薦增長確定性較強、估值有望繼續修復的今世緣/古井貢酒,同時關注底部調整,來年有望改善的洋河股份。
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