智通财经APP获悉，珍酒李渡(06979)涨超4%，截至发稿，涨4.21%，报6.69港元，成交额5537.59万港元。
消息面上，东海证券指出，在全球贸易摩擦升级的背景下，市场防御情绪提升，内需配置价值凸显。在外部不确定加剧的情况下，重视政策端对内需的支持力度。该行表示，白酒板块处于底部区间，期待后续政策持续加码带动白酒需求修复。白酒行业竞争加剧，头部酒企的市场份额不断提升且经营业绩稳健，建议关注高端酒和区域龙头。
东吴证券认为，公司产品矩阵清晰，品牌升级布局长远，组织效能与团购培育势能有望逐步显现。经过25H1盘整巩固，期待后续轻装上阵，更好迎接下一轮需求弹性释放。天风证券表示，25年保持战略定力，多措并举促增长。24年行业调整期珍酒及时主动降速，保证长线健康发展，凸显管理层经验优势。25年公司顺应需求变化，产品侧重次高端&中端价位，渠道加大宴席场景拓展，多措并举有望推动公司稳健增长。
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