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國慶將至 釀酒板塊持續走強 需求階段性弱復甦
格隆匯9月19日丨國慶將至,釀酒板塊持續走強,其中啤酒股惠泉啤酒漲停,蘭州黃河漲5%,燕京啤酒漲2%,重慶啤酒、青島啤酒跟漲;白酒股迎駕貢酒漲5%,吉宏股份漲3%,今世緣、山西汾酒、伊力特、盤江股份漲1%。銀河證券發研報表示,二季度食品飲料行業增速雖然略有放緩,但經營仍然具備韌性,利潤增速在全行業排名提升,僅低於煤炭、有色、電新等強週期/成長板塊;內部分化較強,啤酒較好地實現恢復性增長。8月行業呈現“整體弱復甦”+“內部分化延續”的特徵。展望下半年,該行建議關注三條投資主線:需求確定性、疫後復甦與成本回落,白酒板塊,建議關注貴州茅台、五糧液、瀘州老窖和山西汾酒。大眾品板塊,建議關注青島啤酒、伊利股份、天味食品、中炬高新、東鵬飲料和李子園。

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