北京商报讯(记者 翟枫瑞)2月17日,白酒板块午盘小幅增长,以2100.80点收盘,涨幅为0.91%。在板块带动下,多只白酒股午盘股价实现增长。贵州茅台午盘以1480.13元/股收盘,涨幅为0.35%。古井贡酒午盘以165.49元/股收盘,涨幅为1.90%,领涨白酒股。今世缘午盘以47.39元/股收盘,涨幅为1.78%,涨幅位列白酒股第二。山西汾酒午盘以192.98元/股收盘,涨幅为1.50%,涨幅位列白酒股第三。除此之外,岩石股份(维权)午盘以11.20元/股收盘,跌幅为1.58%,领跌白酒股。老白干酒午盘以18.79元/股收盘,跌幅为0.79%,跌幅位列白酒股第二。顺鑫农业午盘以17.47元/股收盘,跌幅为0.51%,跌幅位列白酒股第三。
国盛证券发布研究报告称,当下酒企核心在于控量稳价。春节过后,白酒整体价盘较平稳,酒企控货动作效果初显。近几年酒企相较于销量和渠道扩张,愈发重视消费者培育和实际动销。近期伴随着两新政策加力扩围、地产销售出现企稳信号,消费有望逐渐回暖,持续看好需求与政策共振。随着后续需求升温,行业去库表现有望持续改善。目前白酒行业低预期、低配置、低基本面的三低特征凸显,供给端企业动作日趋理性,需求端行业动销逐渐转暖,中长期维度把握配置机遇。
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