食品饮料行业周观点:茅台披露分红回购方案 把握底部配置机遇

国盛证券
Nov 09

投资建议:1、白酒:茅台披露中期分红及回购注销组合拳,树立龙头标杆,茅台9-10 月终端动销改善,行业绝对配置价值已逐渐显现,建议配置:1)短期边际变化弹性标的:泸州老窖、港股珍酒李渡、舍得酒业、酒鬼酒、水井坊;2)筹码结构优化:迎驾贡酒、洋河股份、老白干酒等;3)中长期经营质量龙头标的:贵州茅台、五粮液、山西汾酒、古井贡酒、今世缘等。2、大众品:高端消费稳步修复,结构升级有望牵引,“越小啤”创新...

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