(以下内容从国金证券《食品饮料行业研究:动销支撑茅台批价再上行,关注餐饮链改善催化》研报附件原文摘录)白酒:临近春节,节前白酒春节动销反馈逐步定型,归纳来看:以飞天茅台为核心的茅台酒动销&批价持续超预期,目前飞天茅台原箱批价回升至1700元以上、印证节前需求的强劲释放;而非标茅台动销较去年同期相对平稳,考虑到贵州茅台自25年末开始推进全面市场化改革,年初至今渠道端非标茅台整体投放量较去年同时有大幅...
Source Link(以下内容从国金证券《食品饮料行业研究:动销支撑茅台批价再上行,关注餐饮链改善催化》研报附件原文摘录)白酒:临近春节,节前白酒春节动销反馈逐步定型,归纳来看:以飞天茅台为核心的茅台酒动销&批价持续超预期,目前飞天茅台原箱批价回升至1700元以上、印证节前需求的强劲释放;而非标茅台动销较去年同期相对平稳,考虑到贵州茅台自25年末开始推进全面市场化改革,年初至今渠道端非标茅台整体投放量较去年同时有大幅...
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