人保財險發佈6條“禁酒令”，5萬億板塊全線殺跌，外資半日流出板塊42億元
今日，白酒板塊跳空大跌。五糧液大跌超4%，洋河股份跌超%，貴州茅台跌1.68%，老白乾、口子窖等跌逾1%。酒ETF一度大幅殺跌超3%後有所收窄。
數據顯示，截至今日上午收盤，陸股通自己合計流出42億元，同花順白酒指數的買賣到力量，委賣大於委買，多空比為0.55.
消息面上，有券商機構表示，今日白酒板塊回調幅度較大，主要系受昨晚傳出的人保財險“禁酒令”影響。市場擔心，此通知若非偽造，極有可能會被市場預期為更廣泛動作的前兆。
人保財險發佈6條“禁酒令”
據據藍鯨財經報道，中國人保財險黨委辦1月31日《關於印發“禁酒令”的通知》，對公司各級機構和員工發佈6條“禁酒令”，包括：
1. 嚴禁在內部公務活動期間飲酒；
2. 嚴禁在工作日（含上班時間、下班時間）和其他工作時間飲酒；
3. 外事工作確需飲酒的，須嚴格按照外事工作制度執行；
4. 嚴禁違規使用公款宴請和飲酒；
5. 嚴禁參加可能影響公正執行公務的宴請和飲酒；
6. 嚴禁在任何時間、任何地點、任何場合酗酒；嚴禁酒後駕車、尋釁滋事等違法行為。
對違法上述“禁酒令”的，公司將依規進行處分、問責。
人保方面對此表示，上述文件屬實，但是一份內部文件，不予解讀，以公開文件為主。
市場怎麼看白酒板塊
中信證券研報指出，2023年春節消費市場整體呈現較高景氣度，白酒動銷表現優秀，預計五糧液等名酒動銷實現20%以上增長。考慮到2-3月商務宴請、聚餐場景還將持續修復，預計2023Q1動銷將實現增長。
展望2023年，申萬研究團隊認為白酒板塊基本面先抑後揚，今年第一季度基本面仍然承壓，第二季度基本面反轉，全年改善趨勢明確，堅定看好白酒基本面復甦。
國泰君安表示，白酒與宏觀經濟及消費場景均具有較強關聯性，將充分受益於政策拉動和經濟復甦。受宏觀經濟影響，以及長期疫情對消費場景衝擊，白酒艱難度過三年調整期，隨着經濟逐步回升以及消費場景恢復，白酒有望實現量價齊升。
國泰君安預計，最快從23年下半年開始，白酒有望邁入1-2年的業績上行期，核心驅動因素是居民收入實質性回暖及行業去庫存，板塊在低基數下開啟新一輪業績上行週期
就目前數據來看，白酒消費在今年春節期間表現較為亮眼。
餓了麼春節消費數據顯示，在“春節期間最受歡迎的TOP5年貨”中，國產白酒位列第三，訂單月環比增長超2倍。酒類電商平台1919公佈的數據顯示，年貨節期間，白酒銷量同比上漲36.01%，五糧液、貴州茅台、瀘州老窖、衡昌燒坊、劍南春、西鳳酒等均有單品進入銷量TOP10。
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