白酒股集体"醉倒" 行业凛冬还是价值洼地？

电鳗快报网2025-07-14

《电鳗财经》电鳗号/文上周白酒板块遭遇重挫，中证白酒指数单周下跌近5%，古井贡酒、今世缘等多只个股更是创下年内新低。这一轮调整背后，是消费疲软、库存高企、资本撤离等多重因素的叠加效应。表面看是市场情绪的短期宣泄，实则折射出行业深层次的转型阵痛。从基本面来看，白酒行业正面临"量价齐跌"的双重压力。一方面，商务宴请和礼品消费的收缩直接影响了高端酒的需求;另一方面，社会库存的持续累积导致渠道压力倍增。据...

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