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利空傳聞打壓 白酒股現跌停潮
格隆匯10月18日丨有關白酒消費税的消息週末發酵,今日白酒股集體跳水且現跌停潮。截至目前,迎駕貢酒、酒鬼酒、水井坊、金種子酒、青青稞酒、山西汾酒跌停,捨得酒業、伊力特、金徽酒逼近跌停,五糧液和老白乾酒跌超8%,茅台、洋河和順鑫農業跌超6%。中信證券最新研報稱,消費税所有相關內容中市場最為關注對白酒的影響,主要擔憂在於税率的調整和徵收從生產端後移至零售端。消費税改是否進一步推進尚不明確,但考慮到白酒渠道的複雜性,以及規模影響,税收調節的緊迫性在煙、油之後。若白酒税改施行,對不同企業影響差異較大,主要看新增税負在廠商、渠道、消費者之間的分配,核心看品牌廠商的定價能力。

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