智通财经APP获悉，珍酒李渡(06979)午后跌超4%，截至发稿，跌3.56%，报6.23港元，成交额3568.25万港元。
中信建投指出，近期白酒批价大幅下滑，多数白酒企业尚未大规模启动元旦前的回款工作，主因市场需求偏弱，渠道信心不足，以及资金压力较大，春节前回款进度或更为关键，预计更多品牌将贯穿整个Q1来回款，以确保全年目标的完成。
国金证券指出，短期市场对于白酒板块仍然是“更重短期现实而非中长期预期”，目前对春节白酒动销的预期在双位数左右下滑，短期也可关注春节低预期下反馈还可以对估值修复的催化。该行指出，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。
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