研報掘金丨國信證券:山西汾酒步入高勢能發展階段,維持“買入”評級
國信證券研報指出,山西汾酒(600809.SH)步入高勢能發展階段,維持“買入”評級。公司採取的是多品類矩陣,在100-300元價位有巴拿馬系列和老白汾系列,預計2024年公司或強化老白汾和巴拿馬的價位優勢,適時對老白汾系列進行換代升級、加大對宴席市場的投入力度。在產品區隔上,該行預計公司或後續加大青花20、青花30·復興版和青花40·中國龍的產品區隔,通過拉昇青花40·中國龍實現青花30·復興版有序放量。
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