智通财经APP获悉，珍酒李渡(06979)尾盘涨超7%，截至发稿，涨6.64%，报7.55港元，成交额1.25亿港元。
国海证券指出，近期宏观数据边际改善，两会政策催化内需，消费板块估值待修复。该行指出，酒企陆续调整红包政策，重视平衡厂商关系，此举意在减少粗放式费用投放，营销策略更加精细化，体现出对于平衡厂商关系的重视。此外，一年一度的春季糖酒会即将在成都召开，各家酒企春节旺季的动销情况会更加清晰，营销策略也会陆续出台，短期行业有望迎来催化。
中信建投认为，应该乐观看待2025年宏观政策落地对消费的提振作用，未来商务用酒的需求恢复方向明确，大众财富效应也将随着房地产企稳及股市回暖而有提升，当前烟酒终端已经处于库存低位，需求修复将能快速传导至酒企，龙头白酒仍有较好的成长空间，全年预期或逐步提升。此外，五粮液发布市值管理制度，将采取多种措施更好提升公司投资价值和股东回报能力，公司治理不断提升。
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