港股异动 | 珍酒李渡(06979)跌超5% i茅台常态化上线普茅 贵州茅台渠道改革或冲击白酒行业

智通财经
Jan 06

智通财经APP获悉,珍酒李渡(06979)跌超5%,截至发稿,跌5%,报8.36港元,成交额4845.68万港元。

消息面上,1月1日,贵州茅台旗下直营电商平台“i茅台”启动2026年飞天53%vol500ml茅台酒预售。在业内人士看来,“i茅台”常态化上线飞天茅台是新的管理层面对新的市场形势推出的举措,对茅台常规的经销商渠道以及价格体系都将造成冲击,而茅台价格体系将对白酒行业尤其是名酒酒业的空间带来挤压,而这轮压力测试的结果仍然未知。

华创证券发布研报称,12月白酒板块回调,既有市场对高端酒企批价担忧,也有年底基金调仓影响,总体看悲观预期已price-in,龙头茅五价格随行就市、以价换量定调下,春节旺季需求放量仍可期待,且200元内大众价格带已明显受益大众宴席和聚饮,越靠近春节修复催化越足。

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