【珍酒李渡财报彰显韧性,白酒行业调整期蕴含机遇】当下,中国新消费赛道热钱翻涌,泡泡玛特成年轻人“社交货币”,老铺黄金柜台代购火热,新茶饮发展迅猛。而白酒这一“老消费”代表却略显寂寥,行业处于第四轮深度调整,影响深远、挑战严峻。不过,历史上白酒行业多次在信心低谷时反转。过去四十年历经三轮明显下行周期,头部酒企股价常呈“深V”反弹。2022年后的第四轮调整,虽寒气未散,但行业调整是洗牌契机,坚守品质、...
Source Link【珍酒李渡财报彰显韧性,白酒行业调整期蕴含机遇】当下,中国新消费赛道热钱翻涌,泡泡玛特成年轻人“社交货币”,老铺黄金柜台代购火热,新茶饮发展迅猛。而白酒这一“老消费”代表却略显寂寥,行业处于第四轮深度调整,影响深远、挑战严峻。不过,历史上白酒行业多次在信心低谷时反转。过去四十年历经三轮明显下行周期,头部酒企股价常呈“深V”反弹。2022年后的第四轮调整,虽寒气未散,但行业调整是洗牌契机,坚守品质、...
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