港股异动 | 珍酒李渡(06979)尾盘涨超5% 公司近期上调业绩指引 茅台提价或推动白酒重估

智通财经
Jul 22

智通财经APP获悉,珍酒李渡(06979)尾盘涨超5%,截至发稿,涨4.92%,报8.1港元,成交额2667.32万港元。

消息面上,今年6月,珍酒李渡召开2025年度股东周年大会,宣布正式上调2026年业绩指引:全年收入增长率从10%上调至15%,经调整净利润从6亿元上调至8亿元。长城证券发布研报称,业绩指引上修验证“万商联盟+大珍”组合的商业可行性。

值得注意的是,7月17日,茅台宣布年内第二次提价。东兴证券指出,此次茅台提价对于其他酒企来说,意味着行业天花板上行,更有利于缓解酒企整体的价格下行压力。此次涨价意图虽然不是从需求复苏角度出发,但是从侧面也反映出需求的韧性,有助于缓解资金对食品饮料行业需求疲弱的担心,或推动食品饮料行业估值重估。

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