白酒板塊持續走高 貴州茅台股價站上1900元
格格隆匯12月23日丨白酒板塊持續走高,貴州茅台股價站上1900元,再創歷史新高;

金種子酒漲超8%,青青稞酒漲近7%,ST捨得、伊力特、迎駕貢酒等紛紛跟漲。

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。
根據華創證券整理,近期多家白酒企業提價政策相繼落地,行業“漲”聲連連。瀘州老窖特曲在計劃外提價20元/瓶;古井貢酒推出新品“年三十”,定位千元價格帶;順鑫農業旗下牛欄山品牌也宣佈提價,對“三牛系列”產品在原價格基礎上對400ml、500ml、1.5L上調10元/瓶,255ml上調6元/瓶。
東北證券近期研報指出,隨着投資者對白酒十四五規劃預期逐步提升,包材成本等上升引發提價預期,加之進入白酒消費旺季,龍頭酒企的表現依然強勢。茅台第四季度直銷放量掀起全民搶購茅台熱潮,可見高端白酒需求十分旺盛,繼續堅定看好,維持推薦。
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