【国泰海通：楼市新政落地，关注顺周期行业】国泰海通发布研报指出，近期房地产市场新政落地，推行商品住房现房销售并延长个人住房贷款最长期限。白酒作为与地产关联的顺周期品种，当前基本面筑底，有望迎来预期改善。当前，消费行业底部特征显现，基本面悲观预期充分反应，白酒基金重仓比例已跌至历史低位，随着风格再平衡及估值修复，叠加宏观政策催化，预计将呈现结构性机会，率先出清推荐标的。
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