舍得酒业今日盘中涨停！第二季度市场现筑底迹象

第一财经08-25

行业仍处于深度调整期，是否筑底仍待观望。　　今日白酒股再度集体上涨，舍得酒业（600702.SH）开盘后迅速冲至涨停。　　二季报显示，舍得酒业业绩调整明显放缓。业内认为，从第二季度表现来看，舍得酒业市场或呈现调整筑底态势，舍得酒业近期股价累计涨幅已达30%，但行业仍处于深度调整阶段，行业是否筑底仍待观察。　　公告显示，上半年舍得酒业实现营业收入27亿元，同比减少17.4%；实现净利润4.4...

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The market shows signs of bottoming out in the second quarter","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"83189":1,"600702":1,"03189":1},"content_text":"行业仍处于深度调整期，是否筑底仍待观望。\n　　今日白酒股再度集体上涨，舍得酒业（600702.SH）开盘后迅速冲至涨停。\n　　二季报显示，舍得酒业业绩调整明显放缓。业内认为，从第二季度表现来看，舍得酒业市场或呈现调整筑底态势，舍得酒业近期股价累计涨幅已达30%，但行业仍处于深度调整阶段，行业是否筑底仍待观察。\n　　公告显示，上半年舍得酒业实现营业收入27亿元，同比减少17.4%；实现净利润4.4亿元，同比减少25%。不过第二季度舍得酒业的调整态势明显放缓，单季实现收入11.3亿元，同比跌幅收窄至3.4%（上年同期为-22.6%）；实现归母净利润9717万元，同比增长139.5%。而在之前连续四个季度，舍得酒业收入和净利润均呈双位数下滑。\n　　机构研报显示，第二季度舍得酒业中高档产品仍处于调整阶段，销售收入下降15.6%，但降幅有所收窄；普通酒销售收入则大幅增长62.3%。\n　　知趣咨询总经理蔡学飞向第一财经记者表示，舍得酒业第二季度业绩企稳，一方面源于去年同期的低基数效应，另一方面则得益于名酒企业较为稳固的市场基本盘。随着产品价格下探、性价比凸显，其业绩更容易实现筑底反弹。\n　　自8月11日以51.5元开盘以来，舍得酒业股价至今累计涨幅已达约30%。\n　　不过记者也注意到，近期发布半年报的多家白酒上市公司中，酒鬼酒（000799.SZ）、口子窖（603589.SH）等企业第二季度业绩仍处于加速下滑通道。\n　　蔡学飞表示，各家酒企调整进程不尽相同，舍得酒业属于个例。目前白酒行业仍处于调整周期，是否全面筑底尚需进一步观察。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：赵思远","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.10","shortVersion":"4.35.10","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2562297345","isCrawlerRequest":true}