究竟發生了什麼？二鍋頭、奶茶股紛紛跌停了
作者：江右
來源： 中國基金報
同是大消費，還是有不同！
由於業績出現虧損和下滑，業績未達市場預期，做奶茶的香飄飄和二鍋頭的順鑫農業今天突然跌停，然而貴州茅台股價再創新高，股價逼近1300元。
一季度業績虧損：
100多億的香飄飄跌停
4月25日，“奶茶第一股”香飄飄同時發佈2019年年報和2020年一季報。雖然2019年盈利不錯，但2020年一季度卻出現虧損，公司表示今年春節生產發貨減少，同時營銷費用大增，成為虧損重要原因。
2020年一季報顯示，報告期內，香飄飄營收下滑48.61%至4.3億元，歸屬於上市公司股東淨利潤為虧損8556.87萬元，扣非後淨利潤虧損8894.84萬元。
由於虧損，今日開盤後，香飄飄股價跌停開盤稍作“掙扎”後就封死跌停。今日收盤後，股票市值110億元。
2019年香飄飄再次實現營收和淨利潤雙增長：其中2019年度營收39.78億元，同比增長22.36%，淨利潤3.47億元，同比增長10.39%。
去年四季度同比下降：
400億二鍋頭突然跌停
2019年四季度淨利潤大降30%。
最近幾年的大牛股生產二鍋頭酒的順鑫農業也在4月25日發佈2019年報，2019年實現收入149.00億元，同增13.40%；淨利潤8.09億元，同增8.73%。從最新的去年四季度來看，去年四季度營業收入38.38億元，同增33.69%；淨利潤1.45億元，同減30.49%。
最新的季度業績大降，順鑫農業開盤後快速跌停。收盤報56.52元，市值為419億元。
華創證券食品飲料分析師表示，2019年順鑫農業白酒業務全國化成果繼續顯現，外阜市場持續增長，白酒規模正式進入百億時代。整體業績增速不及預期，地產業務虧損3.39億元，其中計提存貨減值0.94億元，仍有較大拖累。2019年末母公司預收款54.87億，同增17.53%，環增49.5%，多為白酒業務貢獻，預收款處在高位，仍有釋放空間。豬肉業務預計全年小幅盈利，地產業務逐漸轉為現房銷售，資產減值之後資產質量有望逐漸好轉，加快資金回籠。
1.6萬億貴州茅台在創新高
在奶茶、二鍋頭順鑫農業跌停的同時，白酒龍頭貴州茅台股價今日創出新高，今日大漲2.03%，股價報收1276元，市值達到1.6萬億元。
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