白酒需求回暖价格回稳机构看好今年业绩或呈先抑后扬走势（附概念股）

智通财经2025-05-09

25Q1春节旺季催化下，行业整体营收小幅增长，但增速较2024年下滑，行业仍处调整期。分价格带来看，高端白酒整体稳中有增，次高端酒营收增速接近零值区间，地产酒及其他白酒分化加剧。当前进入5月，白酒行业由传统淡季转向五一、端午小旺季，在需求回暖的情况下主流产品价盘有望企稳。东吴证券发布研报称，白酒维持中期看好观点，位置比节奏重要。周期底部关注边际企稳信号，行业中观参考指标包括茅台批价稳定性、旺季动销...

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白酒需求回暖价格回稳 机构看好今年业绩或呈先抑后扬走势（附概念股）

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白酒需求回暖价格回稳机构看好今年业绩或呈先抑后扬走势（附概念股）