白酒板塊持續走強 元旦春節雙節將至 或提前開啟春季攻勢
格隆匯12月22日丨白酒板塊持續走強,金種子酒漲近7%,伊力特漲超6%,金徽酒漲超5%,口子窖、順鑫農業、酒鬼酒、山西汾酒等跟漲,五糧液、瀘州老窖盤中股價再創新高。機構分析,元旦春節雙節將至,白酒消費需求會再度攀升,白酒股或提前開啟春季攻勢。海通證券表示,節日來臨消費概念會迎來一波上漲高潮,重點關注高端白酒等。天風證券指出,當前白酒板塊存在估值壓力,預計明年春季糖酒會將是一個情緒高點。今世緣國緣系列放量增長;國窖盈利改善,推進大樣板市場;五糧液明年將拓展團購渠道,強化重點市場,深化數字營銷;捨得公告天洋持股將被拍賣,低基數下有望再騰飛。

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