智通财经APP获悉，珍酒李渡(06979)现跌超4%，截至发稿，跌4.14%，报6.71港元，成交额5826.08万港元。
消息面上，据珍酒李渡官微报道，大珍·珍酒锚定中国白酒行业“超级产品”样本，上市即热销，成为“现象级爆款”。浙商证券指出，大珍·珍酒能够成为行业爆款，主因珍酒今年将把大部分预算资源向这款产品倾斜；从功能性满足向情感性共鸣的结构性转向；商业模式具备显著领先性。
华创证券发布研报称，行业承压背景下公司放松回款要求，协助渠道纾压。具体看，珍三十去年流通渠道铺货下，库存有所提升，公司强化终端动销培育，加速去库；珍十五商务场景有所受损，各地陆续放松回款要求，持续聚焦去库。二季度推出战略大单品大珍，定位珍三十与珍十五之间，以极致性价比开启招商，预计贡献回款收入。李渡通过拓张价格带、延伸产品矩阵提升市场份额，湘窖、开口笑有所承压。上半年持续加大费投为渠道纾压，缓解经销商现金流压力，预计 25H1 利润率有所回落，收入/利润同降 40%/40%。
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