金吾财讯 | 珍酒李渡(06979)反弹回升，并上破10天线，截至发稿，报8.83港元，涨幅3.64%，成交额3457.66万港元。华鑫证券表示，10月25日上午，茅台集团召开大会宣布重大人事调整:张德芹不再担任茅台集团董事长职务，贵州省能源局局长陈华接任茅台集团董事长。行业渠道反馈目前动销延续双节趋势，渠道库存小幅去化，但仍处于相对高位，后续年末任务量压力下，预计批价趋势承压，酒企以控量挺价为主要任务。同时，白酒消费场景与价格带表现依旧分化，宴席与自饮场景相对刚性，政商务场景环比改善，但同比压力明显。整体来看，白酒需求仍在磨底阶段，建议关注具备长期配置价值的高股息龙头。东吴证券研报称，白酒加速探底，预期先行，市场悲观预期已经体现，加速探底符合期待，为此建议重点思考“左侧布局”时机。
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