金吾财讯 | 珍酒李渡(06979)股价受压下行,截至发稿,报6.46港元,跌3.73%,成交额3014.28万港元。国金证券表示,从产业层面看,白酒仍处于景气回落阶段,观察当前自上而下政策落地生效斜率,白酒基本面有望在25年下旬起逐步企稳。从跨周期的角度看,中期维度酒企业绩CAGR录得正增长仍为高概率,目前不少酒企24E PE已回落至15X及以内。考虑接近4%甚至以上的股息率+中期高概率业绩...
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