港股异动 | 珍酒李渡涨近4%，公司全新战略级大单品上市，机构建议关注白酒消费场景承接
周五（6月20日），珍酒李渡(06979)现涨近4%，截至发稿，涨3.74%，报6.11港元，成交额5705万港元。
消息面上，近日，贵州珍酒战略级大单品“珍酒·2020真实年份”，又称“大珍·珍酒”，正式上市。东方证券指出，产能端，珍酒基酒储备达10万吨，产能规模稳居贵州前三，品质壁垒持续夯实；品牌端，珍酒“国之珍宴”、李渡“宋宴美学”强化高端认知，国际化布局打开想象空间。2025年拟推出500-600元次高端新品，以质价比优势切入主流价格带。渠道端继续深化经销商网络下沉，有望推动重点市场动销回暖。
申港证券指出，白酒龙头公司核心产品批价下跌，政策环境趋严预计对渠道预期形成压制。预计短期内行业对白酒市场秩序和批价管控压力上升，二季度业绩预期或将难以明显转好。分场景看，宴席和商务场景在2025年的回补有望带动各价位带全国化代表品牌、地产酒和大众价位的出货。白酒板块建议从场景承接、区域格局优化、渠道率先出清、分红率提升角度寻找白酒投资标的。
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