白酒板塊繼續走高 捨得酒業(600702.SH)漲超7% 半年報業績大幅預增
格隆匯7月14日丨白酒板塊繼續走高,捨得酒業繼昨日漲停之後,今日再度漲超7%,現報230元;

口子窖漲超7%,山西汾酒漲4%,金徽酒、青青稞酒漲超3%,伊力特、金種子酒等紛紛跟漲;五糧液、古井貢酒、貴州茅台等小幅走弱。

繼酒鬼酒之後,本週山西汾酒、捨得酒業發佈半年度業績預吿,山西汾酒預計上半年淨利潤增加17.66億元-20.87億元,同比增110%-130%;捨得酒業預計2021年上半年實現歸屬於上市公司股東的淨利潤為7.1億元到7.5億元,同比增332.42%到356.78%。
東興證券指出,受疫情影響,去年白酒行業業績呈現前低後高的情況,給今年企業業績帶來基數影響。加之今年上半年白酒消費有較好的回暖,今年酒企上半年業績增長呈現大幅走高的情況,受基數影響下半年業績增速回落為大概率,市場對下半年增速回落有所擔憂,資金從白酒板塊流出較明顯。
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