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端午佳節催熱白酒市場,多家券商機構看好珍酒李渡
格隆匯 06-07 18:47

端午假期臨近,白酒市場迎來消費熱潮。《證券日報》、《廣州日報》等多家權威媒體記者調研發現,端午佳節不僅激發大眾對傳統文化的熱愛,更直接推動了白酒銷量的提升。

白酒作為中國傳統文化的重要載體,銷量增長是消費信心恢復與消費升級趨勢的直觀反映,預示着國內消費正步入一個持續復甦與健康發展的新階段。

這一背景下,券商機構對白酒行業未來走勢給出積極評價。華福證券研報指出,從中短期看,2024年春節後板塊震盪回升,多數酒企開門紅圓滿完成,為全年打下基礎。開年至今,從區域龍頭到高端酒,板塊價格帶之間輪動修復已在途中,基本面變化不大,應把握估值低位、仍有預期修復空間的標的。中信建投證券研報認為,從估值水平看,酒企仍處於近五年腳底位置,白酒配置價值凸顯。

眾多白酒企業中,珍酒李渡憑藉在品牌建設、渠道拓展、產品創新等方面的突出表現,成為券商關注重點。

國泰君安研報指出,珍酒李渡憑藉清晰的品牌定位與高效的組織運營能力,正在助力企業向渠道精耕與消費者深度培育轉型,尤其在貴州、廣東、湖南、河南、山東等多個核心市場擁有廣闊增長潛力,考慮行業估值修復及公司成長勢能,維持目標價12.6 港元。

方正證券研報稱,珍酒李渡端午動銷季持續進行,開瓶及動銷反饋優秀。在頭部醬酒品牌競爭加劇環境中,珍酒憑藉充分產能、精細化渠道管理、渠道調整優化,有望在2024年實現量價齊升;李渡由江西根據地向省外延伸,已在廣東、江蘇、福建等逐步起量;湘窖、開口笑品牌持續深耕區域,有望持續貢獻增量,四大品牌將支撐公司保持高質量發展,維持“強烈推薦”評級。

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