核心观点1 月29 日白酒板块迎史诗级大涨，20 股涨停、指数涨9.79%，茅台涨8.61%，核心受茅台动销批价超预期、改革获认可，及地产政策松绑、PPI 转正预期驱动。30 日茅台批价续涨，飞天、年份酒、生肖酒价格均走高，渠道动销旺盛。茅台回款发货进度超去年，行业改革推进，预计2026 年行业见底，头部市占率将提升，看好春节前后白酒板块或迎十年大底投资机会。白酒方面，推荐贵州茅台、古井贡酒、...
Source Link核心观点1 月29 日白酒板块迎史诗级大涨，20 股涨停、指数涨9.79%，茅台涨8.61%，核心受茅台动销批价超预期、改革获认可，及地产政策松绑、PPI 转正预期驱动。30 日茅台批价续涨，飞天、年份酒、生肖酒价格均走高，渠道动销旺盛。茅台回款发货进度超去年，行业改革推进，预计2026 年行业见底，头部市占率将提升，看好春节前后白酒板块或迎十年大底投资机会。白酒方面，推荐贵州茅台、古井贡酒、...
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