ETF异动 | 易方达白酒ETF(03189)涨超5% 飞天茅台年内二次提价 机构看好下半年行业回暖

智通财经
Jul 20

智通财经APP获悉,易方达白酒ETF(03189)涨超5%,截至发稿,涨5.24%,报1.164港元,成交额270.11万港元。

消息面上,7月17日,贵州茅台发布提价公告,自7月18日零时起,飞天在i茅台平台的零售价由1539元/瓶调整为1639元/瓶,涨幅6.5%;经销渠道合同价由1269元/瓶调整为1369元/瓶,涨幅7.9%。值得一提的是,这是年内茅台第三次对产品进行提价,也是第二次对核心产品500ml 53度飞天进行提价。

开源证券认为,茅台提价叠加社零增速超预期,板块迎修复良机。当前白酒板块已进入估值底部区间,渠道库存持续去化、批价企稳,预计下半年行业大概率回暖。据悉,易方达白酒ETF跟踪中证白酒指数,覆盖贵州茅台、山西汾酒泸州老窖五粮液洋河股份等一线白酒龙头,是当前香港市场唯一白酒主题ETF,为投资者提供了一键布局中国白酒核心资产的稀缺工具。

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