智通财经APP获悉，珍酒李渡(06979)反弹逾4%，截至发稿，涨4.6%，报6.59港元，成交额5480万港元。
消息面上，东海证券认为，随着政策纠偏以及头部酒企批价企稳回升，市场情绪边际有所修复。短期来看，白酒动销压力仍然较大，餐饮、宴席场景的减少导致白酒销量承压，库存或加速去化。中长期来看，白酒行业竞争加剧，分化集中趋势不变，头部酒企在品牌壁垒和战略升级中不断扩大市场份额。当前白酒板块基本面预期较低，风险释放较为充分，关注行业持续调整后底部反弹机会。个股建议关注高端酒和区域龙头。
开源证券指出，从报表角度，考虑到二季度白酒需求受影响较大，中报后市场大概率普遍下修盈利预测。该行认为下调业绩并非坏事，如果酒企能够趁机主动降低增长目标，加速产业库存去化，年内看到白酒需求触底，报表出清，反而会加大市场后续信心。当前白酒已经可以关注并考虑逐渐布局。一方面当前白酒预期较低，连续回调后估值已在底位。另一方面基金持仓白酒比例连续回落，筹码结构也相对较好。并且头部酒企维持较高分红率水平，股息收益率也较为可观。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.