申万宏源研究指出,泸州老窖发布控股股东增持公司股份计划实施进展公告,截至公告日,老窖集团通过集中竞价交易方式累计增持公司股份比例达0.14%。短期来看全年目标稳中有进,渠道端多品类控货去库,维持渠道良性,着眼高质量可持续发展。中期来看,公司分红底线85 亿(24-26年),股息率 6%以上,安全边际显著。长期来看,伴随行业周期拐点渐显,公司有望凭借强组织管理能力及品牌优势实现市场份额持续提升。与头部高端、次高端酒企比较来看估值仍处合理区间,维持“买入”评级。
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