张裕A(000869.SZ)逼近涨停 关注葡萄酒行业政策变动
格隆汇9月3日丨A股今日普涨,整体来看资金继续追逐消费股,其中,葡萄酒龙头张裕A(000869.SZ)盘中股价一度逼近涨停,且创2018年6月以来新高,市值逼近290亿元。该股目前估值约36倍,明显低于消费行业的平均水平。中报显示,葡萄酒企上半年业绩惨淡,张裕A上半年营收14亿元,同比下滑45.21%,净利润3.07亿元,同比下滑49.12%。因此,关键在于下半年公司业绩能否迎来转机。国产葡萄酒整体上已下行4年,中国酒业协会葡萄酒分会秘书长曾指出,国产葡萄酒目前整体上受制于产业发展时间短、中小企业为主、进口葡萄酒冲击、其他酒种竞争等复杂原因,但同时也要看到国产葡萄酒面临的机遇。从今年8月开始,国家在葡萄酒市场方面政策动作频频。8月10日,工信部废止了葡萄酒行业准入标条件;而商务部则在18日和31日宣布对澳大利亚葡萄酒启动反倾销和反补贴调查。

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