白酒板塊午後走高 東北證券:白酒經調整後配置價值逐步凸顯
格隆匯4月1日丨白酒板塊午後走高,古井貢酒漲近6%,酒鬼酒、迎駕貢酒超4%,洋河股份漲超3%,山西汾酒、瀘州老窖等跟漲,五糧液、貴州茅台漲超1%。東北證券指出,白酒板塊,近期經過調整以後,估值已經迴歸到較為合理水平,配置價值逐步凸顯。從長期發展空間來看,消費升級趨勢不改;從競爭格局來看,供給出清下龍頭企業集中度繼續提升。短期來看,一季度高端酒茅五瀘動銷整體超預期;次高端酒企如山西汾酒、古井貢酒、酒鬼酒等也處於較好的動銷狀態,2020年一季度低基數下呈現高增,同時估值上具備更好的性價比。

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