珍酒李渡,被低估的白酒新势力

市值观察
26 Mar

文丨云潭身处顺周期的白酒行业,交出一份抗周期的答卷,这是珍酒李渡在2024年上演的剧情。对白酒玩家来说,2024年寒风萧瑟。中证白酒指数全年下跌17%,如果从2021年的高点算起,已经腰斩,一些个股更是惨不忍睹。“杀估值”“杀成长逻辑”“杀投资者信心”,有人甚至指出,白酒或已经透支繁华,2024年就是行业荣枯分界线。腥风血雨的K型分化中,珍酒李渡却连续四年核心指标向上增长,二线酒企创造出了一线水准...

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