白酒板塊走強 瀘州老窖(000568.SZ)漲超5%領漲
格隆匯5月13日丨白酒板塊走強,個股除貴州茅台外,幾乎全線飄紅,瀘州老窖漲超5%領漲,山西汾酒漲超4%,迎駕貢酒、口子窖等跟漲。從15日起,西鳳酒多款自營產品將全線調價,其中綠瓶系列出廠價上調20%以上,終端供貨價同步上調25%-30%。另悉,五一期間京東平台上酒水各品類銷售額暴增,白酒板塊的茅台、五糧液、習酒、紅星等品牌旗下產品實現了2倍的同期增長。天貓平台銷售情況同樣喜人,55大促活動期間,酒類同比增長260%。華泰證券研報稱,疫情期間渠道去庫存節奏加快,疫情之後伴隨着流動性改善和投資力度加大,預計白酒需求將在今年下半年得到有力拉動,同時行業調整節奏有望加快,白酒龍頭將優先受益。

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