智通财经APP获悉,珍酒李渡(06979)早盘跌近5%,截至发稿,跌3.13%,报6.5港元,成交额2189.05万港元。
天风证券指出,上周白酒板块-4.42%,其中次高端价位跌幅相对较大,或主因市场对白酒春节动销预期偏低。春节临近,渠道紧锣密鼓去库存/快出货,建议密切关注酒企春节库存去化情况,库存去化充分的品牌25年有望率先走出调整。
银河证券指出,白酒行业在2024年明显收缩以及价格呈现下降趋势;预计2025年行业在政策刺激下需求逐步好转,销量温和修复。价格风险已大部分释放,接下来会趋于稳定。行业当前处于磨底阶段,对2025年春节销售状况展望中性,预计2025年二季度后逐步好转。
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