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白酒板塊再度拉昇 金徽酒(603919.SH)漲超8%續創新高
格隆匯 10-22 13:52

格隆匯10月22日丨白酒板塊午後再度拉昇,金徽酒漲超8%,連續十個交易日飄紅,股價續創新高;洋河股份漲近6%,老白乾酒、口子窖等跟隨,貴州茅台、五糧液翻紅。

中秋國慶雙節期間,受益於消費場景增加以及經濟內循環,白酒消費基本達到預期。開源證券研究報告指出,白酒節日動銷良好,大眾品消費緩慢復甦;前期酒廠已做好充分準備,包括清理渠道庫存、淡季挺價等,低庫存背景下節日銷量增長基本來自於終端實際動銷。預計三季度白酒企業普遍增速回升。

中銀證券研報指出,社零數據印證了白酒三季度需求逐漸回暖。現階段真實渠道庫存可能高於去年同期,從而干擾對企業短期的業績判斷。

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