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白酒股集體上漲 五糧液漲超3% 貴州茅台重回1000元關口
格隆匯 03-20 09:43
格隆匯3月20日丨昨日大跌的白酒板塊今日拉昇走高,金種子酒漲超7%,順鑫農業、山西汾酒漲近4%,五糧液、酒鬼酒漲超3%,貴州茅台、瀘州老窖等集體上漲。其中,貴州茅台重回1000元關口。中信證券白酒研報稱,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。同時,市場也存在對五糧液量價策略、白酒行業景氣度持續性的擔憂。中信證券認為,疫情發生後公司堅定改革方向不變,以價格管控為重心,未來仍將繼續堅持。若疫情影響時間長於預期,公司雖然會損失量增,但也能夠進一步篩選經銷商,更好的根據經銷商能力匹配相應計劃量,實現渠道扁平化、多元化發展,為下一步拉昇品牌力和價格奠定基礎。
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