觸底反彈!15家白酒股升停,珍酒李渡(6979.HK)16%升幅位居第一
9月26日,白酒板塊持續拉昇走高。截至收盤,珍酒李渡升超16%,升幅位居板塊第一,五糧液、山西汾酒、古井貢酒等15股升停,貴州茅台升超9%。

▲來源:Choice數據
市場觀點認為,"一行一局一會"放出的降準、降息、降低存量房貸利率等多個大招,提振了經濟復甦預期,且從食品飲料板塊業績面來看,穩定性和成長確定性較強。
在資本市場,白酒股確實是優質標的。上半年,21家白酒上市公司總營收2452.18億元,同比增長13.59%,淨利潤962.79億元,同比增長13.82%,增長韌性十足。

▲21家白酒上市公司上半年營收數據
升幅第一的珍酒李渡同樣表現不俗。上半年,珍酒李渡實現營收41.33億元,同比增長17.5%;經調整淨利潤10.2億元,同比增長26.9%,綜合實力位居中國白酒上市公司第九位。
國海證券研報曾指出,長期來看,白酒行業成長邏輯不變,價位升級和分化仍然是主旋律,穩健經營的公司能夠穿越週期。目前板塊估值已回落至近十年低位,市場情緒和對宏觀經濟的預期有可能一夜之間扭轉。
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