智通财经APP获悉，酒类板块集体回暖，截至发稿，华润啤酒(00291)涨5.94%，报25.85港元；珍酒李渡(06979)涨4.21%，报6.69元；青岛啤酒股份(00168)涨3.8%，报51.9港元；百威亚太(01876)涨2.71%，报7.58港元。
湘财证券指出，2025年春节消费市场表现较好，电影票房创下历史新高，旅游、餐饮等领域也呈现显著增长，整体消费氛围浓厚。随着政策刺激和经济复苏，消费市场展现出积极的回暖信号，基本面逐步改善，建议关注餐饮链复苏机会。目前白酒依旧处于调整期，库存压力仍存，稳价仍为主旋律，关注终端动销表现。
华龙证券指出，白酒板块仍处于筑底阶段，未来伴随居民消费提振，白酒行业有望迎来修复，当前行业估值处于历史较低位置，中长期具备投资价值。此外，啤酒行业竞争格局相对稳定，在积极促消费政策刺激下，啤酒动销有望迎来改善。
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