港股异动 | 珍酒李渡(06979)跌超3% 机构称白酒基本面修复有赖于需求实质性改善

智通财经2025-09-18

智通财经APP获悉，珍酒李渡(06979)跌超3%，截至发稿，跌3.52%，报9.32港元，成交额6159.67万港元。消息面上，国信证券指出，酒企中报集中反映需求压力，场景缺失对渠道和酒企的压力预计将在第三季度报表进一步体现，市场对酒企全年增速下修预期较为充分；伴随旺季临近和政策影响边际减弱，白酒市场动销环比有所回暖但同比预计延续承压；基本面的修复有赖于需求的实质性改善。中信证券表示，白酒行业...

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