智通财经APP获悉，珍酒李渡(06979)早盘跌超4%，截至发稿，跌3.61%，报6.41港元，成交额2696.73万港元。
消息面上，贵州珍酒此前下发通知，1月10日起停止接收第三代珍十五（含无奖）产品销售订单，升级后的第四代珍十五将开始投放市场，第三代珍十五将不再生产。1月21日，李渡酒业下发通知，即日起暂停供应李渡高粱1308申遗献礼、李渡高粱1955、李渡高粱1975等产品。据悉，控货在酒行业成为保价的一项重要举措。
国泰君安指出，春节白酒动销符合此前预期，据渠道调研我们预计开门红白酒大盘下滑幅度在 10%以内，考虑批价同比下行，预计销售额下滑幅度大于销量。该行预计产业还将先后经历渠道利润底、库存底、业绩底，观察节后淡季需求变化及厂商应对。
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