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白酒股走強 貴州茅台、五糧液漲超2%
格隆匯11月19日丨白酒股走強,迎駕貢酒漲超6%,瀘州老窖漲超3%,今世緣、口子窖、五糧液、貴州茅台漲超2%,捨得酒業、酒鬼酒、洋河股份等漲超1%。中信建投發佈2022年食品飲料板塊投資策略稱,展望2022年,白酒板塊仍然處於景氣週期,庫存水位低,渠道良性,各家酒企都在謀求更高質量的發展;大眾品雖經歷成本上漲及需求不旺的影響度過了21年,但已逐步開啟提價應對成本上漲,我們有理由相信最差的時候已經過去,在估值大幅回落的背景下,認為大眾品提價+成本下降的邏輯將貫穿全年。中金近日發研報指出,2022年白酒將延續集中分化趨勢,推薦關注具有定價權和業績確定性的高端白酒、結構持續升級且有改革預期的徽酒和蘇酒龍頭、及仍處於全國化擴張階段的次高端白酒。

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