白酒股走強 五糧液(000858.SZ)漲近5%領漲
格隆匯1月13日丨白酒股早盤走強,五糧液漲近5%領漲,瀘州老窖漲超4%,口子窖、今世緣、山西汾酒、捨得酒業均漲超3%,老白乾酒、金種子酒等跟漲,貴州茅台漲超1%。2019年12月以來,白酒上市公司密集召開年度經銷商會議,明確2020年增長規劃。綜合分析這些酒企經銷商大會,申萬宏源證券認為,當前時點積極佈局白酒行情主要基於:一是頭部企業已紛紛明確2020年整體定調穩中求進,好中有快,增速相比2019年雖然有所放緩,但中樞仍有兩位數增長,且換來的是更長期、持續、良性的增長,資本市場也已接受並認可;二是白酒板塊當前估值水平處於歷史平均值,估值與預期增長相匹配;三是預計春節旺季名酒仍將在份額搶奪和消費升級大背景下實現穩健增長。
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