白酒股全線低開,貴州茅台跌4%,白酒市場秩序或迎來強監管
格隆匯8月20日丨白酒股全線低開,貴州茅台跌4%,五糧液跌5%,酒鬼酒跌超5%,瀘州老窖跌超4%,捨得酒業、金徽酒、水井坊等紛紛下挫。

今天早上,市場突然流傳出一份市場監督管理總局價監競爭局發佈的《關於召開白酒市場秩序監管座談會的通知》。通知顯示,“為貫徹落實黨中央、國務院領導通知批示精神,做好白酒市場監管工作,我局擬於8月20日上午召開座談會,請你單位派一名熟悉業務的同志參加。參會地址為中國價格協會。”
有業內人士表示,此次會議屬實的可能性較高。據業內人士透露,這裏講的是資本圍獵白酒市場,核心是醬酒熱。跟是不是要嚴管白酒價格應該沒有直接關係,而是秩序問題。
中信建投8月20日表示,隨着最近股價調整,白酒已經進入價值區間,茅台、五糧液、瀘州老窖21年估值僅為36-40X,22年為29X-34X,下半年後期考慮估值切換將有明顯收益。渠道跟蹤來看,當前尚未開始中秋備貨,除局部疫情較嚴重區域外,經銷商對中秋旺季仍持樂觀態度。當前渠道庫存整體較低,批價表現堅挺,茅台需求緊俏,渠道基本無庫存,五糧液、國窖動銷良好,庫存維持半個月左右。
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