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茅台(600519.SH)一度漲超2%
格隆匯 03-15 09:34
格隆匯3月15日丨貴州茅台盤中一度漲2.16%報2069.8元。中信證券最新研報認為,近期茅台陸續對非標酒&系列酒提升出廠價:系列酒提價10-20%不等;總經銷定製酒提價50-100%;生肖酒提價50%+;精品茅台提價15-20%,以上非標預計佔公司茅台酒總計劃的8%-10%。測算增厚公司2021年收入約5-7%,歸母淨利潤約7-9%,預計2021年公司收入同增近15%,歸母淨利潤同增15-20%。堅定看好茅台核心資產價值,維持公司未來1年目標價3000元。另外,有數據顯示全球持有茅台最多的資管機構——資本集團旗下基金2月加倉茅台。
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