貴州茅台、劍南春雙雙提價，白酒股集體走強，機構：至暗時刻已過
12月28日，白酒概念震盪上升，截至發稿，酒鬼酒升超5%，瀘州老窖、捨得酒業升超4%，老白乾酒、五糧液升超3%，洋河股份、山西汾酒等跟升。
消息面，據報道，從白酒經銷商處獲悉，貴州茅台旗下系列酒產品醬香經典出廠價提價10元至218元/瓶，金王子酒提價20元至178元/瓶。劍南春旗下核心產品水晶劍出廠價也將提價20元/瓶。
馬太效應越來越明顯
茅台又提價了，而這次不是飛天，而是系列酒！
茅台旗下醬香經典、金王子出廠價分別提價10元和20元，都是銷量數十億元的大單品。另外，劍南春旗下核心產品水晶劍出廠價也提價20元/瓶。
據瞭解，醬香經典和金王子酒是茅台系列酒的兩款大單品，銷售額預估數十億元。“今日酒價”數據顯示，12月27日醬香經典、金王子的市場批價分別為240元/瓶、215元/瓶，小幅順價。而佔劍南春銷售額超八成的水晶劍則逼近價格“倒掛”，目前水晶劍出廠價為395元/瓶，“今日酒價”數據顯示，12月27日水晶劍市場批價為410元/瓶。
可以説今年白酒價格“倒掛”，庫存高企，年輕人都不喝白酒了，市場一片悲觀。但頭部廠家還在全面升價，強者恒強，馬太效應越來越明顯！
回顧近些年看，實際自2016年後，諸多走上快車道的名酒企業，針對旗下主力產品紛紛開啟一年一調價甚至一年數次調價的策略，名酒價格普遍見升。
但是，到了2023年，名酒似乎已經無力升價。唯一引發廣泛關注升價行為的，是唯一實現了順價銷售的茅台。
更值得注意的是，往年紛紛以提價來彰顯自身品牌價值的其他名酒，在今年卻並未有大的動作。也就是説，此前飛天茅台的提價行為，其他名酒並未跟進。
實際上，對名酒企業而言，今年在諸多平台或者渠道上的降價，反而成為普遍現象。
機構：至暗時刻已過
近期，白酒板塊整體處於底部區間；尤其12月21日盤中，指數創下年內新低，全年累計跌幅已近18%。
在各大機構紛紛發佈的2024年白酒投資策略中，有一點共識：未來白酒市場的增長驅動力，主要來自供給端而非需求端，向頭部酒企集中趨勢更為明顯。
有分析指出，從需求端看，白酒消費需求雖較為平淡，但韌性仍在；從供給端看，預計集中度持續提升將繼續為龍頭帶來量增；從白酒週期來看，行業面臨過多次調整期，調整期內企業表現分化，調整期後更適應時代和消費需求是歷史規律。
國信證券則是指出，對於白酒板塊可適度樂觀。其表示，當下白酒板塊基本面至暗時刻已過，後續隨着宏觀刺激政策的落地，行業庫存週期有望加速見底，價格週期有望迎來向上拐點。
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