五糧液、洋河股份等續創歷史新高 多家酒企將陸續召開經銷商大會
格隆匯12月21日丨白酒股續漲,五糧液、金種子酒、伊力特、ST捨得、瀘州老窖、洋河股份盤中續創歷史新高。中信證券最新研報指出,持續堅定推薦白酒板塊,看好白酒板塊跨年行情和長期高確定性的投資機會。近期各家酒企陸續召開經銷商大會和股東大會,2021年和十四五規劃逐步出爐,明確寬廣發展空間和理性高質量增長要求,再次強化了白酒結構性景氣的持續性,支撐白酒板塊估值。目前,多家酒企的核心大單品陸續提價,“漲”聲一片。期待白酒春節動銷開門紅、更多酒企落地未來發展規劃。

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