白酒股高开,酒鬼酒(000799.SZ)高开4.69%
格隆汇4月6日丨白酒股高开,上周五(2日)涨停的酒鬼酒(000799.SZ)今日继续高开4.69%,ST舍得涨停。

酒鬼酒4月1日晚间公布,2020年收入/归母净利润同增21%/64%,2021一季度收入/归母净利润预告同增190%左右/160%~181%,均超市场预期。
中信证券研报指出,通过成都糖酒会,继续确立行业短长期的3大趋势:短期看,疫情稳定、经济复苏下白酒景气高企,预计2021年提价&量增将共同驱动确定性较强的高增长;白酒消费升级继续延续,呈现加速状态,高端的千元价格带需求快速扩容&次高端价格带整体上移;酱酒热已成趋势,行业空间广阔,短看产能释放、长看以品牌为核心的综合能力的竞争。在春糖会积极信号&2021年开门红催化下,板块望迎来反弹行情。
天风证券亦指出,目前高端白酒估值已然回归到合理水平,茅台的稀缺性和高壁垒已经成为共识,长期来看仍然是较为优质和较为核心的标的,在回调中建议关注。次高端业绩弹性凸显,整体受关注。2020年受疫情影响,次高端酒企一季度表现惨淡,而今年春节期间,次高端整体恢复明显,该行认为其背后的原因还是需求回暖超预期。
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