港股异动 | 珍酒李渡(06979)再涨超7% 上半年业绩明显承压 下半年报表降幅有望明显收窄

智通财经网
Aug 29

智通财经APP获悉,珍酒李渡(06979)再涨超7%,截至发稿,涨7.02%,报10.22港元,成交额2.14亿港元。

消息面上,珍酒李渡近期发布中期业绩,上半年实现营收25.0亿元,同比下滑39.6%;实现归母净利5.7亿元,同比下滑23.5%。东吴证券指出,公司产品矩阵清晰,品牌及品质升级布局长远,组织效能与渠道势能有望逐步显现。参考 上半年收入表现,预计下半年报表降幅有望明显收窄,伴随大珍铺市及需求复苏,看好珍酒报表拐点及盈利弹性率先显现。

申港证券指出,白酒板块近期基本面催化较少,中报业绩压力释放后,下半年景气度仍有待中秋国庆季出货情况验证,我们认为,下半年有望迎来行业同期低基数,以及餐饮消费政策的边际效应递减的有利因素,三四季度业绩好转值得关注。建议关注后续宏观指标和新增政策对消费板块的催化。在近期市场整体波动回升情况下,低估值的顺周期板块有望逐步受到市场重视。白酒板块建议从渠道率先出清、区域格局优化、场景承接、分红率提升角度寻找白酒投资标的。

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