茅台逼近升停!時隔6年宣佈升價
貴州茅台(60051.SH)高開9.82%報1850元,市值23240億元。貴州茅台昨晚宣佈,經研究決定,自2023年11月1日起上調本公司53%vol貴州茅台酒(飛天、五星)出廠價格,平均上調幅度約為20%。這是自2018年元旦以來,飛天53%vol 500mL貴州茅台酒出廠價格維持969元近6年後作出的調整,根據約20%的提價幅度,上調約200元/瓶,本次調整後出廠價格約1169元/瓶。機構普遍認為,茅台此次提價超預期兑現,營收利潤雙增厚。方正證券稱,根據測算,預計23年提價前茅台酒收入約1252億,假設普飛佔比約70%,傳統經銷渠道佔比約56%(23Q3直營通道打開佔比提升至44.13%),估算得出廠價由969元提升20%後約增厚今年收入約62億元,增厚幅度約4.2%,約增厚淨利潤41億元,增厚幅度約5.6%。國泰君安上修貴州茅台2024-2025年EPS至69.80、82.06(前值68.72、79.59)元,維持目標價2312.92元。
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