白酒板塊拉昇走強 進入春節終端備貨衝刺期
格隆匯2月1日丨白酒板塊拉昇走強,金種子酒漲超6%,老白乾酒漲超5%,水井坊、山西汾酒等跟漲;五糧液、酒鬼酒漲超2%,貴州茅台漲近2%。中信建投指出,上週開始白酒差不多進入春節終端備貨衝刺期。從目前表現看,高端白酒經銷商回款基本已經完成,終端動銷表現良好,節前的送禮等消費場景並不受影響;次高端及地產酒打款基本陸續完成,但終端進貨意願略低於往年,經銷商觀望態度較為明顯,婚宴、聚餐等消費場景減少對此價格帶白酒春節期間消費量影響較大。回款方面各大酒企問題不大,當前需重點關注終端動銷表現。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.