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白酒股高開,酒鬼酒(000799.SZ)高開4.69%
格隆匯 04-06 09:37

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。

天風證券亦指出,目前高端白酒估值已然迴歸到合理水平,茅台的稀缺性和高壁壘已經成為共識,長期來看仍然是較為優質和較為核心的標的,在回調中建議關注。次高端業績彈性凸顯,整體受關注。2020年受疫情影響,次高端酒企一季度表現慘淡,而今年春節期間,次高端整體恢復明顯,該行認為其背後的原因還是需求回暖超預期。

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