白酒板塊拉昇走強 貴州擬建“世界醬酒艦隊”
格隆匯1月25日丨洋河股份漲超6%,古井貢酒漲超4%,瀘州老窖、山西汾酒漲超3%,貴州茅台股價重返2100元上方。

近日,隨着各地“十四五”規劃或建議陸續出爐,白酒相關產業發展規劃也逐漸浮出水面。強化優質白酒產業發展、提升當地白酒產業競爭力和產業鏈現代化水平、加快白酒產業孵化等是各地聚焦的主要內容。其中,貴州省遵義市1月22日“十四五”規劃建議,以茅台酒為引領,加快培育一批百億產值、千億市值的白酒企業,打造以茅台集團為航母的世界醬香型白酒企業艦隊,壯大白酒產業集羣。
中金公司指出,目前市場對白酒板塊預期已有所回落,但高端量價表現穩定,預計預期將率先企穩;春節期間疫情如不再惡化,隨着旺季動銷推進,我們判斷春節前後部分渠道以及多數終端將會有低庫存以及補貨情況出現,次高端的情緒將重新升温,預期先行。預計今年春節白酒消費特徵和走勢會類似於去年上半年,但高端向次高端的切換會明顯縮短。
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