白酒股板塊整體跌超5% 今世緣跌停 五糧液跌破100元
格隆匯3月19日丨白酒股持續下跌,板塊整體跌超5%,今世緣跌停,古井貢酒、順鑫農業大跌超8%;五糧液跌超7%,股價跌破100元;山西汾酒、口子窖,瀘州老窖、酒鬼酒、水井坊跌超6%;貴州茅台跌超4%,股價跌破1000元。近期,茅台、五糧液批價走低,茅台批價下探至2000元以下,五糧液整體批價維持900元、個別地區下探至出廠價以下。中信證券稱,未來,隨着疫情結束、消費逐步復甦,白酒的消費場景和高端化升級趨勢仍將延續,中國市場高消費人羣能支撐茅台1800元以上的價格水平,因此,1800元左右是茅台價格的較強支撐位。若疫情明朗迎來複蘇,白酒板塊彈性也相對較大。
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