白酒股集體拉昇 券商看好白酒企業三季度業績
格隆匯10月20日丨白酒股集體拉昇,今世緣、金徽酒漲超5%,洋河股份漲近4%,瀘州老窖漲超3%,山西汾酒、迎駕貢酒、五糧液、酒鬼酒、貴州茅台等紛紛跟漲。招商證券認為,隨着婚宴宴請等場景消費的反彈,中秋國慶假期動銷略超預期,預計三季度白酒企業的收入、業績環比加速增長。四季度及明年春節旺季,消費氛圍將基本恢復,渠道信心增強,疊加當前低庫存,白酒企業的業績報表有望繼續改善。中泰證券預計,高端酒企三季報普遍有雙位數增長,且進入旺季前庫存較低,因此報表端與實際發貨較匹配;二三線酒企由於仍有庫存去化壓力,預計增長中樞在10%-15%。

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