智通财经APP获悉,珍酒李渡(06979)反弹逾3%,昨日重挫逾7%。受美国卫生局局长呼吁在酒精饮料上标注致癌警告影响,亚洲白酒股票周一纷纷下跌。截至发稿,涨3.38%,报6.43港元,成交额7281.57万港元。
消息面上,贵州茅台近日发布2024年生产经营情况,2024年预计实现营业总收入约1738亿元,同比增长15.44%;预计实现归母净利润约857亿元,同比增长14.67%。东海证券指,贵州茅台2024年顺利完成营收增长目标,稳定市场信心。该行表示,板块基本面已筑底,期待后续政策持续加码带动白酒需求修复。
东吴证券研报指出,珍酒优势在于公司渠道端的精细管理,以及C端营销的持续深耕,在下行期能够通过任务调节以保障库存、价盘良性,通过体验营销强化品牌认知,从而有望更好迎接下一轮需求弹性释放。伴随需求走弱,公司中短期盈利增长相应放缓;但中长期看好公司需求复苏弹性,珍酒高价位产品轻装上阵有望实现明显放量。
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