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白酒股拉昇,水井坊封板!機構:疫後時代開啟,經濟復甦可期
格隆匯 12-22 10:15
格隆匯12月22日丨A股市場白酒股集體走強,水井坊封漲停板,金徽酒、酒鬼酒、金種子酒漲超6%,老白乾酒、迎駕貢酒、天佑德酒、今世緣漲超5%,捨得酒業、口子窖、巖石股份、瀘州老窖漲超4%,五糧液、順鑫農業、洋河股份、山西汾酒漲超3%,茅台漲超2%。國盛證券最新研報指出,展望2023年,疫後時代開啟,經濟復甦可期,消費信心重塑。其中,白酒板塊2023年將類似2014年,並逐漸過渡到新一輪上行週期,首推高端酒,並關注地產酒板塊的階段性機會。國融證券認為,白酒受益於後疫情經濟復甦邏輯以及明年的擴大內需邏輯,建議密切關注近期各酒企經銷商大會對明年節奏的把握。目前高端酒渠道庫存水平處於低位,春節動銷節奏良好。方正證券表示,白酒板塊已經迎來估值修復,目前仍在進程中。隨着經濟加速回暖,消費信心持續恢復,板塊基本面邊際改善趨勢明確,未來短期調整將帶來佈局機會。短期維度估值修復仍是主線,建議重點佈局估值修復空間較大的標的。

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