白酒股繼續走強,順鑫農業(000860.SZ)兩連板
格隆匯12月3日丨白酒股繼續走強,順鑫農業(000860.SZ)連續第二日漲停,瀘州老窖漲超6%,捨得酒業漲5%,水井坊、酒鬼酒、山西汾酒、迎駕貢酒漲超2%,口子窖、貴州茅台漲超1%。

順鑫農業12月1日晚間公佈,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。研究員稱,這意味着順鑫農業剝離地產業務進入實質性進展。
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。
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