华泰证券：白酒行业短期布局复苏主线中长期关注成长性回归

E公司2023-06-06

e公司讯，华泰证券研报判断，短期内白酒行业将稳步复苏，产品结构略有调整；中长期行业量减价增、集中度提升趋势有望延续，结构升级仍是主旋律，建议布局三大策略主线：1）高端白酒经营韧性强，将受益后续商务活动回暖，建议关注处于估值低位的高端酒企；2）次高端白酒前期复苏进度较缓，当前经营节奏转守为攻，招商/推品/营销积极，渠道与市场恢复扩张节奏，将受益于后续节假日宴席需求加速回补，同比低基数下有望迎来弹性...

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华泰证券：白酒行业短期布局复苏主线 中长期关注成长性回归

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华泰证券：白酒行业短期布局复苏主线中长期关注成长性回归