本周茅台集团换帅，贵州省能源局局长陈华接任茅台集团董事长，其到来有望强化集团与政府的协同。之于股份公司，新领导预计接棒落实2025 年既定目标，为全省经济发展多作贡献。我们认为，近期临近双十一大促及年底回款、预计短期批价仍有扰动，但中期展望，产业出清、需求激发、批价企稳是积极的信号，板块买点可能在年底出现。大众品板块，东鹏三季报利润超预期、基本盘稳增叠加第二曲线继续扩张有望助力公司延续高速增长。...
Source Link本周茅台集团换帅，贵州省能源局局长陈华接任茅台集团董事长，其到来有望强化集团与政府的协同。之于股份公司，新领导预计接棒落实2025 年既定目标，为全省经济发展多作贡献。我们认为，近期临近双十一大促及年底回款、预计短期批价仍有扰动，但中期展望，产业出清、需求激发、批价企稳是积极的信号，板块买点可能在年底出现。大众品板块，东鹏三季报利润超预期、基本盘稳增叠加第二曲线继续扩张有望助力公司延续高速增长。...
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