A股異動 | 白酒股高開 酒鬼酒(000799.SZ)高開4.69%
格隆匯4月6日丨白酒股高開,上週五(2日)漲停的酒鬼酒(000799.SZ)今日繼續高開4.69%,ST捨得漲停。酒鬼酒4月1日晚間公佈,2020年收入/歸母淨利潤同增21%/64%,2021一季度收入/歸母淨利潤預吿同增190%左右/160%~181%,均超市場預期。中信證券研報指出,通過成都糖酒會,繼續確立行業短長期的3大趨勢:短期看,疫情穩定、經濟復甦下白酒景氣高企,預計2021年提價&量增將共同驅動確定性較強的高增長;白酒消費升級繼續延續,呈現加速狀態,高端的千元價格帶需求快速擴容&次高端價格帶整體上移;醬酒熱已成趨勢,行業空間廣闊,短看產能釋放、長看以品牌為核心的綜合能力的競爭。在春糖會積極信號&2021年開門紅催化下,板塊望迎來反彈行情。

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