白酒板塊走強 酒鬼酒(000799.SZ)漲超5%
格隆匯12月11日丨白酒板塊走強,酒鬼酒漲超5%,古井貢酒漲超3%,山西汾酒、順鑫農業、青青稞酒等個股紛紛走強。中銀證券表示,白酒消費場景逐步恢復正常,二、三季度需求持續改善,預計四季度報表業績可維持三季度增速,疫情後平穩增長是常態。基於白酒消費特點,白酒行業可容納的頭部企業數量多於大眾品,判斷未來行業將形成分價格、分香型、分區域的寡頭競爭格局,重點關注激勵機制變化的細分領域龍頭。

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