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白酒股集體上漲 多家券商看好 板塊長期配置價值凸顯
格隆匯 08-14 09:51
格隆匯8月14日丨白酒板塊拉昇,今世緣漲超6%,酒鬼酒漲超5%,水井坊、瀘州老窖、伊力特、五糧液等集體跟漲。國泰君安食品飲料訾猛團隊認為後疫情時代白酒產業短期下半年旺季值得期待,長期保持高質量集中化發展。白酒品牌迴歸品質,渠道迴歸理性,運營迴歸精細,技術賦能下白酒產業鏈積極擁抱新變化,白酒板塊長期配置價值凸顯。東北證券指出,白酒方面,中報茅台保持穩健增長,次高端水井坊控貨報表有所下滑,隨着Q2行業動銷恢復與酒企控貨至合理水平,預計下半年將明顯回暖,茅台批價上行至2640元,為行業發展堅定信心。太平洋證券指出,今年中秋和國慶重疊,預計8月中下旬啟動中秋回款備貨動作,高端酒預計將率先啟動。因此白酒短期由於預期下修帶來的股價調整是為較好的佈局時點。

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