智通财经APP获悉，珍酒李渡(06979)现涨超5%，截至发稿，涨4.4%，报6.65港元，成交额3377.41万港元。
中信建投指出，展望2025年，白酒厂商供给与市场需求之间的关系有望逐步走向平衡，行业低增速下竞争将更为激烈，以品牌消费者根基、运营能力为核心竞争要素，市场份额将加速集中。目前，各区域、各价格带竞争格局已初步形成，品牌强或消费者根基深的酒企将具备更强的动销潜力，同时运营能力强的企业将更好赋能于市场，投资者可以先动销后价格的逻辑把握品牌去库存与业绩兑现带来的基本面改善机会。
国泰君安发布研报称，珍酒李渡坚持品质经营，注重产品结构及盈利能力，在24Q3及国庆白酒大盘动销平淡的环境下主动放慢渠道进度，以品质、产能和渠道建设蓄力未来增长。中金指出，珍酒李渡整体1-10月收入同比微增，其中珍酒表现稳定、李渡延续较高增长；全年集团整体收入力争持平，利润率提升趋势有望延续；展望明年，公司目标为实现收入同比持平或微增，更重视市场良性可持续发展。
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