港股异动 | 珍酒李渡(06979)再涨超6% 促消费政策释放积极信号 公司发力大珍、牛市啤酒等新品

智通财经
Aug 20, 2025

智通财经APP获悉,珍酒李渡(06979)再涨超6%,本月股价已累涨超五成。截至发稿,涨6.56%,报10.4港元,成交额1.84亿港元。

消息面上,今年以来,多轮促消费政策持续释放积极信号。8月18日,国常会强调“抓住关键着力点做强国内大循环,持续激发消费潜力”,同步三部门印发个人消费贷款财政贴息政策方案。此外,国务院第九次全体会议上指出,要持续激发消费潜力,系统清理消费领域限制性措施。中信证券认为,白酒行业正在快速筑底,龙头企业或把握当前时间段快速调整渠道结构,提升市场开拓能力。如若消费逐步转暖,本轮对渠道做了积极调整升级的龙头酒企有望享受更多发展机会。

今年6月,珍酒李渡推出战略级大单品“大珍·珍酒”,电商平台到手价888元/瓶。这款产品定位高端,旨在填补“珍十五”和“珍三十”之间的价格空白。此外,8月,公司正式推出旗下首款名为“牛市News”的高端精酿啤酒产品。零售定价88元/瓶,宣告珍酒李渡正式进军啤酒领域。国泰海通证券认为,公司发力大珍、牛市啤酒等新品,有望贡献增量、驱动增速边际改善。

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