白酒股走強,五糧液瀘州老窖捨得漲超3%,機構稱春節動銷有望超預期改善
格隆匯1月5日丨迎駕貢酒漲超6%,口子窖漲超4%,瀘州老窖、五糧液、金徽酒、捨得酒業漲超3%,老白乾酒、今世緣、酒鬼酒、茅台、順鑫農業、水井坊、洋河股份、古井貢酒、伊力特、山西汾酒等漲超2%。國泰君安發佈研究報吿稱,消費修復更加樂觀,宏觀政策紅利有望助力消費振興。白酒開門紅平穩推進,悲觀預期充分下春節動銷表現有望超預期改善,目前階段低估值白酒成為配置重點,中期恢復階段加配成長性,長期堅守龍頭酒企。一方面,當下渠道端仍保持較好韌性,整體庫存水平壓力相對可控,其中高端和區域酒庫存水平較低。另一方面,消費復甦有望提前到來,春節動銷趨勢值得期待。

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