白酒板塊走弱 中小市值白酒股領跌
格隆匯11月25日丨白酒板塊走弱,青青稞酒跌9%,金種子酒、老白乾酒跌超7%,金徽酒、洋河股份、迎駕貢酒等跟跌;五糧液、貴州茅台跌超1%。9月底以來,中小酒企出現巨大漲幅。僅從9月25日至11月23日,股價漲幅超100%的白酒公司就達到4家,分別是金徽酒、捨得酒業、青青稞酒、老白乾酒。隨着股價的快速上漲,股東也開始減持,僅11月份以來,就有4家上市白酒公司發佈了股東減持公告,分別是今世緣、金種子酒、洋河股份、青青稞酒。中金公司近日指出,目前部分小酒企炒作已經脱離基本面或對業績增長有較大透支,資金推動上漲,需警惕短期情緒回落後帶來的衝擊。

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