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白酒股反弹 酒鬼酒涨超6% 茅台涨超3%重上2100元
格隆汇 03-03 14:05
格隆汇3月3日丨白酒股整体反弹,板块指数涨超1%。其中,酒鬼酒涨超6%领涨,茅台涨超3%重上2100元,今世缘、古井贡酒、洋河股份、老白干酒均涨超2%,山西汾酒、五粮液和迎驾贡酒涨超1%,金种子酒和顺鑫农业逆势下跌。中信建投日前指出,白酒板块节后累积跌幅达20%,调整核心原因是美债长端利率上行导致核心资产估值承压,并非基本面因素,白酒基本面依旧强劲。春节前各大酒企回款情况较好,春节期间动销良好。高端酒动销符合预期甚至略超预期,节后茅台批价依旧坚挺,五粮液动销表现略好预期。宴席恢复,次高端白酒表现出较高业绩弹性;地产酒销售平稳。考虑到20Q1低基数,今年Q1酒企将迎靓丽开门红业绩,调整后估值压力释放,更具性价比。
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