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白酒板塊走強 貴州茅台漲超3% 開啟旺季旺銷
格隆匯9月24日丨白酒板塊走強,貴州茅台拉昇漲超3%,迎駕貢酒漲超4%,瀘州老窖、金種子酒、五糧液均漲超3%,今世緣、捨得酒業、伊力特等集體上漲。白酒“雙節”攻勢已打響,國台“秋收行動”先聲奪人,開啟旺季旺銷。中信建投研報認為,白酒中秋旺季動銷反饋好於預期,繼續看好白酒板塊。中秋旺季來臨,終端動銷全面開啟。渠道反饋來看,高端白酒旺季動銷不受此前疫情影響,預計今年量同比2020年中秋仍有不同程度增長,次高端反饋良好,醬酒庫存略高價格存在一定壓力。

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