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A股異動 | 部分白酒股走強 行業旺季景氣可期
格隆匯9月10日丨部分白酒股走強,山西汾酒漲5.33%領漲,酒鬼酒漲近3%,瀘州老窖和五糧液漲約2%,貴州茅台漲1.11%。中信建投發佈研報指出:臨近中秋旺季,9月初開始白酒終端備貨信心恢復較好。目前來看,高端需求無虞,茅台完成Q3回款,預計量同比去年中秋有10%左右增長,五糧液回款進度90%以上,預計量個位數增長。川財證券表示,白酒即將進入消費旺季。高端白酒批價整體表現堅挺,需求持續景氣。次高端白酒整體庫存低於2個月,批價表現堅挺,具備較高的成長性。

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