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A股異動 | 白酒股反彈 雙節將至 消費氛圍升温
格隆匯9月16日丨白酒股反彈,洋河股份漲逾5%,貴州茅台漲近1%,山西汾酒和瀘州老窖分別漲逾3%和2%。中秋、國慶臨近,白酒行業進入了傳統銷售旺季,白酒行業進入了打款-備貨-動銷的關鍵階段。開源證券認為,多數白酒企業已完成中秋節日備貨,從經銷商備貨角度來看基本正常,回款與發貨均有序進行。國金證券研報稱,疫情對中秋動銷的影響或好於市場預期,除部分中風險地區外,宴席、聚餐消費受到的限制有限。中信證券研報指出,白酒旺季有序放量和消費氛圍升温,預計雙節旺季驗證行業景氣平穩。未來市場對政策擔憂望逐漸鈍化,白酒行業長期發展和投資邏輯並未出現重大變化,優質龍頭已處於合理估值中樞偏下水平。

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