投资要点▌ 一周新闻速递行业新闻:1)遵义市委书记调研国台等四家酒企;2)江苏上半年啤酒产量103万千升;3)贵州上半年酒饮茶增加值增长3.7%。公司新闻:1)贵州茅台:茅台拟注资10亿成立科技研究院公司;2)五粮液:1亿元成立科创企业;3)洋河股份:顾宇出任洋河股份董事长。▌ 投资观点白酒板块:近期板块催化因素增加,配置性价比凸显,板块估值持续修复:1)“禁酒令”层层加码在持续纠偏,释放政策端...
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