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A股異動 | 白酒股拉昇 順鑫農業(000860.SZ)漲停
格隆匯12月2日丨白酒股拉昇,順鑫農業(000860.SZ)漲停,酒鬼酒、水井坊漲超4%,貴州茅台漲0.28%,捨得酒業、青青稞酒、瀘州老窖、五糧液等紛紛上漲。個股方面,順鑫農業昨晚公佈,為聚焦主營業務,公司擬轉讓持有的北京順鑫佳宇房地產開發有限公司100%股權,順鑫佳宇也是順鑫農業房產板塊的主要經營主體。板塊上,中信證券發研報指,白酒行業將進入信息密集釋放期,茅台、五糧液、酒鬼酒、捨得、劍南春等均已開始釋放積極信號。該行認為,白酒行業景氣持續,基本面穩健向上,對明年全年&春節旺季動銷信心堅定;目前白酒板塊估值處於合理區間,積極推薦白酒行業。首推攻守兼備高端酒貴州茅台、瀘州老窖、五糧液;推薦次高端龍頭山西汾酒、古井貢酒、酒鬼酒、洋河股份,關注捨得酒業。

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