研報掘金丨天風證券:五糧液提價符合市場預期,予“買入”評級
天風證券研報指出,五糧液(000858.SZ)提價符合市場預期,前期鋪墊實現平穩驗證。一方面23年11月底茅台酒出廠價提升約20%至1169元,為高端酒價格上行打開空間,具備一定引導意義;另一方面,2023年五糧液12·18大會已釋放擇機適度調整第八代五糧液出廠價的信號。本次提價時間點為春節前4-5天,整體動銷處於高峯期,有望消化部分庫存減輕經銷商壓力,有效化解升價帶來的消費牴觸。該行給予五糧液“買入”評級。
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