珍酒李渡（06979）涨超3% 中秋国庆旺销窗口临近

金吾财讯09-23 13:15

金吾财讯 | 珍酒李渡（06979）临近午盘发力上行，最新报7.805港元，涨幅3.04%，成交额1194.25万港元。国金证券表示，临近中秋&国庆旺销窗口，目前总结来看：1）β层面相对平稳，区域及场景延续分化。其中，区域分化主要源于各地产业结构差异，以及相较于去年同期消费场景的恢复程度；共性的是居民端及企业端日趋谨慎的消费情绪，即相对可选的招待等需求持续收缩，对应次高端及以上价位表现弱于偏大众价位。2）结构层面，大众聚饮需求虽未全然释放、但各区域预期会相对不错；飞天茅台动销延续年初至今不错的态势，从近期稳中有升的批价表现中可见一斑。综上，该机构认为白酒行业无论动销、价盘亦或是表观压力均自至深点逐步向好过渡，该机构看好板块基本面环比持续改善态势。当前市场交易风格持续再均衡，同时市场风偏波动时红利资产吸引力相对提升，此外叠加顺周期β下估值修复期权。个股层面，该机构建议从中长期视角来进行酒企EPS×PE定价，该机构相信具备差异化竞争优势的禀赋型酒企在历轮周期演绎中能突破桎梏、规模再上台阶

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