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白酒板塊集體大漲 茅台、瀘州老窖等多股漲停
格隆匯9月27日丨白酒板塊集體大漲,瀘州老窖受股權激勵計劃刺激一早漲停,金種子酒、古井貢酒隨後漲停,貴州茅台目前也封住漲停板,報價1863.4元,五糧液逼近漲停,山西汾酒漲超8%,水井坊、金徽酒和今世緣等紛紛大漲。9月24日晚間,貴州茅台發佈公吿,公司董事會審議通過了《關於選舉董事長的議案》,會議選舉丁雄軍先公司第三屆董事會董事長。9月24日茅台召開臨時股東會,新任董事長丁雄軍發言,回顧茅台過去70年的發展、並對未來提出了明確的戰略規劃,展現新氣象、傳遞了發展信心。中信證券稱,本次股東會傳遞出公司着眼長遠的改革決心,展現出新氣象新勢能,望夯實資本市場對公司的發展信心,茅台的品牌價值和長期增長的高確定性有望進一步得到支撐。看好貴州茅台長期投資價值,市場環境變化、公司估值回落提供佈局機會。中金週一發研報維持貴州茅台“跑贏行業”評級,目標價位2486元;預計,貴州茅台2021年歸母淨利潤533.81億元,同比增長14.31%。

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