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貴州茅台(600519.SH)一度跌超2% 二季度股東數較一季度減少2134户
格隆匯 07-29 10:07
格隆匯7月29日丨昨晚公佈了上半年業績的貴州茅台(600519.SH)今早高開1.2%後快速走低,盤中一度跌2.22%至1633元,現跌1.56%報1643.98元,暫成交27億元,最新總市值20727億元。有分析人士指出,雖然茅台上半年營收和淨利潤分別實現11.31%和13.29%的同比增速,但二季度營收和淨利潤相對於一季度出現環比下滑。半年報還顯示,截止報告期末,普通股股東總數約9.87萬户,較一季度末同比減少了2134户,股東持股籌碼呈現集中趨勢。還值注意的是,今年上半年,貴州茅台經營活動產生的現金流量淨額為126.2億元,同比下降47.6%。公司解釋稱,主要原因是本期客户存款和同業存放款項淨增加額減少。不過業績發佈後機構普遍樂觀,中金最新上調貴州茅台目標價24.6%至2109元,稱因提價明確且市場估值中樞提升;國泰君安稱貴州茅台業績符合預期,建議增持,目標價至2109元。
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