白酒股集體走強 金徽酒、酒鬼酒領漲
格隆匯11月11日丨延續近期強勢,白酒股繼續集體走強。金徽酒漲近7%領漲,酒鬼酒漲超5%,老白乾酒漲超4%,ST捨得和金種子酒漲超3%,伊力特、迎駕貢酒和古井貢酒漲超2%,五糧液和貴州茅台分別漲0.7%和0.8%,僅今世緣下跌,跌1.19%。華泰證券研報指出,阿里渠道線上數據來看,白酒需求強勁,10月銷售額保持高速增長,同比增長107%,名酒持續放量帶動均價高增,五糧液表現最為亮眼,維持對白酒20Q3-21Q2四個季度逐季改善的判斷,中長期看,行業步入存量競爭階段,龍頭企業馬太效應將持續凸顯。

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